This course is designed for those interested to learn the QuickBooks Desktop 2021 software in accounting, how to simplify data entry for the major operating cycles and be able to analyze financial transactions.
Read more.Instructor
Robert (Bob) Steele CPA, CGMA, M.S. Tax, CPI
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Who this course is for:
- Accountants
- Bookkeepers
- Business owners
What you’ll learn:Â
- The major operating cycles
- Analyze financial transactions
- Simplify the process of data entry
Software version used in the course:Â
- QuickBooks Desktop 2021
This is the second in a series of courses covering QuickBooks Desktop Pro 2021, comprehensively.
We will create a new company file and populate it with two months of data input.
The data input will cover every major form in each operating cycle, the revenue cycle, the payables cycle, and the payroll cycle. The major operating cycles may also be grouped as the customer cycle, the vendor cycle, and the employee cycle.
As we enter financial transactions, populating forms, we will analyze the impact on the financial statement and related reports.
Entering two months of data will allow us to see the difference in complexity of entering data for the first month of operations, a time when we have no historical data to follow, and entering data in following months, a time when we do have prior history and transactions to help simplify the process.
Our Promise to You
By the end of this course, you will have learned data entry and analyze financial transactions in QuickBooks Desktop 2021.
10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.
Get started today and learn more about using QuickBooks Desktop 2021.
Course Curriculum
| Section 1 - Start A New Company File In QuickBooks Pro | |||
| Set Up QuickBooks 2021 Work Folder | 00:00:00 | ||
| Documents To Download | 00:00:00 | ||
| QuickBooks Desktop 2021 Set Up New Company File | 00:00:00 | ||
| Increase Size Of Icons | 00:00:00 | ||
| Company Preferences Accounting | 00:00:00 | ||
| Company Preferences Bills, Calendar, And Checking | 00:00:00 | ||
| Company Preferences Desktop View, Finance Charge, And General | 00:00:00 | ||
| Company Preferences Integrated Application And Items And Inventory | 00:00:00 | ||
| Jobs And Estimates, Multiple Currencies, Payments, And Payroll | 00:00:00 | ||
| Company Preferences Reminders And Reports And Graphs | 00:00:00 | ||
| Company Preferences Sales And Customers And Sales Tax | 00:00:00 | ||
| Company Preferences Search, Send Forms, Service Connection, Spelling, Tax 1099, And Time And Expenses | 00:00:00 | ||
| Options For Interring Items, Customers And Vendors | 00:00:00 | ||
| Enter Service Items | 00:00:00 | ||
| Inventory Tracking Options | 00:00:00 | ||
| Set Up Inventory Items | 00:00:00 | ||
| Sales Tax Set Up | 00:00:00 | ||
| New Customers Setup And Accounts Receivable Beginning Balances | 00:00:00 | ||
| New Vendors Setup And Accounts Payable Beginning Balances | 00:00:00 | ||
| Add New Accounts And Opening Balance | 00:00:00 | ||
| Adjust Opening Balances | 00:00:00 | ||
| Manual Payroll Set Up | 00:00:00 | ||
| Section 2 - Enter Data For The First Month Of Operations - QuickBooks | |||
| Deposits Owner Investment Loan | 00:00:00 | ||
| Purchase Of Furniture And Investment Transactions | 00:00:00 | ||
| Purchase Order P.O. | 00:00:00 | ||
| Make Payment Linked To Purchase Order P.O. | 00:00:00 | ||
| Invoice Selling Inventory | 00:00:00 | ||
| Receive Payment Transaction And Form | 00:00:00 | ||
| Sales Receipt Payment Received At Point Of Sale | 00:00:00 | ||
| Deposits From Undeposited Funds | 00:00:00 | ||
| Invoice Created From Check Created From Purchase Order | 00:00:00 | ||
| Receive Payment And Make Deposit | 00:00:00 | ||
| Write Checks For Expenses And Prepaid Assets | 00:00:00 | ||
| Bill Pay | 00:00:00 | ||
| Customer Jobs | 00:00:00 | ||
| Pay Employees Manual Payroll | 00:00:00 | ||
| Job Sales Receipt | 00:00:00 | ||
| Section 3 - Enter Data For The Second Month Of Operation In QuickBooks | |||
| Data Files To Download | 00:00:00 | ||
| Make Loan Payment And Amortization Schedule | 00:00:00 | ||
| Short Term Investmemt Sold | 00:00:00 | ||
| Change Account Categorization To Other Expense | 00:00:00 | ||
| Purchase Order Adding New Items | 00:00:00 | ||
| Record Receipt Of Inventory With Bill Linked To P.O. | 00:00:00 | ||
| Sales Receipt And Deposit | 00:00:00 | ||
| Advanced Customer Payment | 00:00:00 | ||
| Apply Customer Deposit (Credit) To Invoice | 00:00:00 | ||
| Populate Invoice Using Billable Item Connected To Bill And P.O. | 00:00:00 | ||
| Advanced Customer Payment | 00:00:00 | ||
| Pay Bill For Inventory Purchase | 00:00:00 | ||
| Track And Pay Invoices From Customer Center | 00:00:00 | ||
| Pay Sales Tax | 00:00:00 | ||
| Pay Payroll Taxes | 00:00:00 | ||
| Bills – Enter, Sort, And Pay | 00:00:00 | ||
| Add Service Items And Enter Invoices In Service Job Cost System | 00:00:00 | ||
| Rental Income – Customer Deposit, Invoice, And Payment | 00:00:00 | ||
| Purchase And Finance Equipment | 00:00:00 | ||
| Enter Payroll For Second Month | 00:00:00 | ||
| Add Sub-Accounts | 00:00:00 | ||
| Create Reports After Second Month Including Comparative Financial Statements | 00:00:00 | ||
Course Review
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QuickBooks Desktop 2021 #2 - Create New Company File And Enter Two Months Of Data
Good course!