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QuickBooks Desktop 2021 #2 - Create New Company File And Enter Two Months Of Data
5.0( 1 REVIEWS )
14h 32m
Robert Bob
Robert Bob

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.

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Course Skill Level
Time Estimate
14h 32m


Robert Bob
Robert Bob

Robert (Bob) Steele CPA, CGMA, M.S. Tax, CPI

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About This Course

Who this course is for:

  • Accountants
  • Bookkeepers
  • Business owners

What you’ll learn: 

  • The major operating cycles
  • Analyze financial transactions
  • Simplify the process of data entry

Software version used in the course: 

  • 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


1 Ratings
  1. Anonymous
    HONEYLETH AGBANLOG January 20, 2021 at 18:01 PM

    QuickBooks Desktop 2021 #2 - Create New Company File And Enter Two Months Of Data


    Good course!