Learn the basics of QuickBooks Desktop 2022, familiarize yourself in navigating through and get acquainted with forms and reports, from data entry to analysis.
Read more.Course Skill Level
Beginner
Time Estimate
26h
Instructor
Robert (Bob) Steele CPA, CGMA, M.S. Tax, CPI
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Get Started with All Access PassBuy Only This CourseAbout This Course
Who this course is for:
- Accountants
- Bookkeepers
- Business owners
What you’ll learn:Â
- How to get access to QuickBooks Desktop
- Navigating the software, locating the settings, the general ledger and other core lists, the reports, and the primary forms used to enter financial transactions
- The accounting cycles, including the revenue or accounts receivable cycle, the purchases or expense or accounts payable cycle, and the payroll or employee cycle
- The data input forms and the core financial statement reports
Requirements:Â
- No prior knowledge is required to take this course
Software version used in the course:
- QuickBooks Desktop 2022
This course will cover the fundamentals of QuickBooks Desktop, and the things you need to know to get up and running.
We will first talk about how to get access to QuickBooks Desktop, possibly with the 30-day free trial often offered by QuickBooks – the 30-day free trial being a perfect tool for a course like this.
Using the sample company file provided by QuickBooks, we will practice navigating the software, locating the settings, the general ledger and other core lists, the reports, and the primary forms used to enter financial transactions.
We will break the accounting process down into accounting cycles, including the revenue or accounts receivable cycle, the purchases or expense or accounts payable cycle, and the payroll or employee cycle.
Thinking about the accounting process by cycle is much easier to visualize, the data input forms falling into place, and the order and linking of many data input forms becoming much clearer.
This course will demonstrate the core financial statement reports, the balance sheet, and the income statement or profit and loss. We will then look at many other reports, considering how most will expand on, and provide more information to line items on the primary financial statement reports, the balance sheet, and income statement, or profit and loss.
Our Promise to You
By the end of this course, you will have learned how to navigate and use QuickBooks Desktop 2022.Â
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.Â
Get started today!
Course Curriculum
| Section 1 - 2022 QuickBooks Pro Desktop Overview | |||
| QuickBooks Pro Plus Desktop 2022 New Stuff | 00:00:00 | ||
| 1017 Increase Display Size | 00:00:00 | ||
| 1012 30 Day Free Trial Or Purchase Process And Download From Intuit Website | 00:00:00 | ||
| 1009 QuickBooks Desktop Options | 00:00:00 | ||
| 1015 Install QuickBooks Pro Plus Desktop | 00:00:00 | ||
| Section 2 - OneNote Intro - Getting Started - QuickBooks Desktop 2022 | |||
| 1009 QuickBooks Desktop Options | 00:00:00 | ||
| 1009 QuickBooks Desktop Options | 00:00:00 | ||
| 1012 30 Day Free Trial Or Purchase Process And Download From Intuit Website | 00:00:00 | ||
| 1015 Install QuickBooks Pro Plus Desktop | 00:00:00 | ||
| 1017 Increase Display Size | 00:00:00 | ||
| Section 3 - OneNote Intro - Open Practice File - Home Page And Accounting Cycles | |||
| 1009 QuickBooks Desktop Options | 00:00:00 | ||
| 1020 Download And Open Sample File | 00:00:00 | ||
| 1080 Home Page Overview | 00:00:00 | ||
| 1100 Bank Feeds | 00:00:00 | ||
| 1120 Preferences | 00:00:00 | ||
| Section 4 - Open Practice File - Review Home Page And Accounting Cycles | |||
| 1020 Download And Open Sample File | 00:00:00 | ||
| 1080 Home Page Overview | 00:00:00 | ||
| 1100 Bank Feeds | 00:00:00 | ||
| 1120 Preferences | 00:00:00 | ||
| Section 5 - OneNote Intro - Vendor Cycle, Purchases Cycle, Or Accounts Payable Cycle | |||
| 1009 QuickBooks Desktop Options | 00:00:00 | ||
| 1140 Vendors Section | 00:00:00 | ||
| 1160 Vendor Center | 00:00:00 | ||
| 1180 Bill Form | 00:00:00 | ||
| 1200 Pay Bills Form Check | 00:00:00 | ||
| 1220 Purchase Order Form – P.O. | 00:00:00 | ||
| 1240 Manage Sales Tax Form | 00:00:00 | ||
| Section 6 - Vendor Cycle, Purchases Cycle, Or Accounts Payable Cycle | |||
| 1140 Vendors Section | 00:00:00 | ||
| 1160 Vendor Center | 00:00:00 | ||
| 1180 Bill Form | 00:00:00 | ||
| 1200 Pay Bills Form Check | 00:00:00 | ||
| 1220 Purchase Order Form – P.O. | 00:00:00 | ||
| 1240 Manage Sales Tax Form | 00:00:00 | ||
| 1260 Check Form | 00:00:00 | ||
| 1280 Void Check Prior Period Adjustment | 00:00:00 | ||
| Section 7 - OneNote - Customer Cycle, Sales Cycle, Or Accounts Receivable Cycle | |||
| 1009 QuickBooks Desktop Options | 00:00:00 | ||
| 1300 Customer Section Customer Cycle | 00:00:00 | ||
| 1320 Customer Center | 00:00:00 | ||
| 1340 Invoice Form | 00:00:00 | ||
| 1360 Receive Payment Form | 00:00:00 | ||
| 1380 Deposit Form | 00:00:00 | ||
| 1400 Sales Receipts Form | 00:00:00 | ||
| 1420 Credit Memo Refund Form And Bad Debt Expense | 00:00:00 | ||
| Section 8 - Customer Cycle, Sales Cycle, Or Accounts Receivable Cycle | |||
| 1300 Customer Section Customer Cycle | 00:00:00 | ||
| 1320 Customer Center | 00:00:00 | ||
| 1340 Invoice Form | 00:00:00 | ||
| 1360 Receive Payment Form | 00:00:00 | ||
| 1380 Deposit Form | 00:00:00 | ||
| 1400 Sales Receipts Form | 00:00:00 | ||
| 1405 Barter Sale Transaction | 00:00:00 | ||
| 1407 Barter Sale Transaction #2 Invoice And Bill | 00:00:00 | ||
| 1420 Credit Memo Refund Form And Bad Debt Expense | 00:00:00 | ||
| Section 9 - OneNote - Other Home Page Items, Shortcuts, And Customizing Shortcuts | |||
| 1009 QuickBooks Desktop Options | 00:00:00 | ||
| 1440 Banking Section, Company Section And Shortcuts | 00:00:00 | ||
| 1460 Customize Shortcuts And Home Page Icons | 00:00:00 | ||
| Section 10 - Other Home Page Items, Shortcuts, And Customizing Shortcuts | |||
| 1440 Banking Section, Company Section And Shortcuts | 00:00:00 | ||
| 1460 Customize Shortcuts And Home Page Icons | 00:00:00 | ||
| Section 11 - OneNote - Employee Cycle - Payroll Cycle | |||
| 1009 QuickBooks Desktop Options | 00:00:00 | ||
| 1480 Employee Section Payroll Process | 00:00:00 | ||
| 1500 Employee Center | 00:00:00 | ||
| 1520 Pay Employees Form | 00:00:00 | ||
| 1540 Pay Payroll Liabilities Form | 00:00:00 | ||
| 1545 Process Payroll Forms | 00:00:00 | ||
| Section 12 -Employee Cycle - Payroll Cycle | |||
| 1480 Employee Section Payroll Process | 00:00:00 | ||
| 1500 Employee Center | 00:00:00 | ||
| 1520 Pay Employees Form | 00:00:00 | ||
| 1545 Process Payroll Forms | 00:00:00 | ||
| 1540 Pay Payroll Liabilities Form | 00:00:00 | ||
| Section 13 - OneNote - List - Chart Of Accounts And Items List | |||
| 1560 Lists | 00:00:00 | ||
| 1580 Chart Of Accounts | 00:00:00 | ||
| 1600 Item Lists | 00:00:00 | ||
| Section 14 - List - Chart Of Accounts And Items List | |||
| 1560 Lists | 00:00:00 | ||
| 1580 Chart Of Accounts | 00:00:00 | ||
| 1600 Item Lists | 00:00:00 | ||
| Section 15 - OneNote - Support, Reports Overview, And Backing Up Data File | |||
| 1620 Help And Support Options | 00:00:00 | ||
| 1640 Reports Overview | 00:00:00 | ||
| 1660 Backup File | 00:00:00 | ||
| Section 16 - Support, Reports Overview, And Backing Up Data Files | |||
| 1620 Help And Support Options | 00:00:00 | ||
| 1640 Reports Overview | 00:00:00 | ||
| 1660 Backup File | 00:00:00 | ||
| Section 17 - OneNote Intro - Balance Sheet Reports | |||
| 1009 QuickBooks Desktop Options | 00:00:00 | ||
| 2020 Balance Sheet Report Overview | 00:00:00 | ||
| 2040 Report Formatting Basics | 00:00:00 | ||
| 2045 Report Filters | 00:00:00 | ||
| 2060 Report Header And Footer Formatting | 00:00:00 | ||
| 2080 Report Fonts And Numbers Formatting | 00:00:00 | ||
| 2100 Comparative Balance Sheet Creation | 00:00:00 | ||
| 2120 Balance Sheet Vertical Analysis | 00:00:00 | ||
| 2140 Memorize Report Group Setup | 00:00:00 | ||
| 2160 Memorize Reports | 00:00:00 | ||
| 2180 Reports – Print, Save As Pdf, Export To Excel Part 1 | 00:00:00 | ||
| 2181 Export Balance Sheet To Excel | 00:00:00 | ||
| Section 18 - Balance Sheet Reports | |||
| Documents To Download | 00:00:00 | ||
| 2020 Balance Sheet Report Overview | 00:00:00 | ||
| 2040 Report Formatting Basics | 00:00:00 | ||
| 2045 Report Filters | 00:00:00 | ||
| 2060 Report Header And Footer Formatting | 00:00:00 | ||
| 2080 Report Fonts And Numbers Formatting | 00:00:00 | ||
| 2100 Comparative Balance Sheet Creation | 00:00:00 | ||
| 2120 Balance Sheet Vertical Analysis | 00:00:00 | ||
| 2140 Memorize Report Group Setup | 00:00:00 | ||
| 2160 Memorize Reports | 00:00:00 | ||
| 2180 Reports – Print, Save As Pdf, Export To Excel Part 1 | 00:00:00 | ||
| 2181 Export Balance Sheet To Excel | 00:00:00 | ||
| Section 19 - OneNote Intro - Income Statement - Profit And Loss Reports | |||
| 1009 QuickBooks Desktop Options | 00:00:00 | ||
| 3020 Profit And Loss Income Statement Overview | 00:00:00 | ||
| 3040 Comparative Profit And Loss, Income Statement | 00:00:00 | ||
| 3060 Vertical Analysis Profit Loss, Income Statement | 00:00:00 | ||
| 3080 Memorize Profit And Loss, Income Statement Reports | 00:00:00 | ||
| 3100 Print, Save As PDF, And Export To Excel Profit And Loss Or Income Statement Reports Part 1 | 00:00:00 | ||
| 3105 Export To Excel Profit And Loss Or Income Statement Reports Part 2 | 00:00:00 | ||
| Section 20 - Income Statement - Profit And Loss Reports | |||
| Documents To Download | 00:00:00 | ||
| 3020 Profit And Loss, Income Statement Overview | 00:00:00 | ||
| 3040 Comparative Profit And Loss, Income Statement | 00:00:00 | ||
| 3060 Vertical Analysis Profit Loss, Income Statement | 00:00:00 | ||
| 3080 Memorize Profit And Loss, Income Statement Reports | 00:00:00 | ||
| 3100 Print, Save As PDF, And Export To Excel Profit And Loss Or Income Statement Reports Part 1 | 00:00:00 | ||
| 3105 Export To Excel Profit And Loss Or Income Statement Reports Part 2 | 00:00:00 | ||
| Section 21 - OneNote Intro - Statement Of Cash Flows And Supplemental Reports | |||
| 4020 Statement Of Cash Flows | 00:00:00 | ||
| 4040 Accounts Receivable Aging Reports | 00:00:00 | ||
| 4060 Accounts Payable Aging Reports | 00:00:00 | ||
| 4080 Sales By Customer And Income By Customer Reports | 00:00:00 | ||
| 4120 Form 1099 Report | 00:00:00 | ||
| 4140 Inventory Reports | 00:00:00 | ||
| 4160 Payroll And Employee Reports | 00:00:00 | ||
| 4180 Banking Reports | 00:00:00 | ||
| 4200 Transaction List By Date Report | 00:00:00 | ||
| 4220 Journal Report | 00:00:00 | ||
| 4240 Budget Reports | 00:00:00 | ||
| 4260 Accounts Receivable Graphs | 00:00:00 | ||
| 4280 Accounts Receivable Graphs Excel | 00:00:00 | ||
| 4300 Accounts Payable Graphs | 00:00:00 | ||
| 4305 Accounts Payable Graphs In Excel | 00:00:00 | ||
| 4320 Sales By Customer, Account, And Item Graphs | 00:00:00 | ||
| 4360 Income And Expense By Month Graph | 00:00:00 | ||
| 4380 Internal Or External Report | 00:00:00 | ||
| Section 22 - Statement Of Cash Flows And Supplemental Reports | |||
| 4020 Statement Of Cash Flows | 00:00:00 | ||
| 4040 Accounts Receivable Aging Reports | 00:00:00 | ||
| 4060 Accounts Payable Aging Reports | 00:00:00 | ||
| 4080 Sales By Customer And Income By Customer Reports | 00:00:00 | ||
| 4120 Form 1099 Report | 00:00:00 | ||
| 4140 Inventory Reports | 00:00:00 | ||
| 4160 Payroll And Employee Reports | 00:00:00 | ||
| 4180 Banking Reports | 00:00:00 | ||
| 4200 Transaction List By Date Report | 00:00:00 | ||
| 4220 Journal Report | 00:00:00 | ||
| 4240 Budget Reports | 00:00:00 | ||
| 4260 Accounts Receivable Graphs | 00:00:00 | ||
| 4280 Accounts Receivable Graphs Excel | 00:00:00 | ||
| 4300 Accounts Payable Graphs | 00:00:00 | ||
| 4305 Accounts Payable Graphs In Excel | 00:00:00 | ||
| 4320 Sales By Customer, Account, And Item Graphs | 00:00:00 | ||
| 4360 Income And Expense By Month Graph | 00:00:00 | ||
| 4380 Internal Or External Report | 00:00:00 | ||
Course Review
5.0
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Are you interested in higher education?
GREAT!!! VERY DETAILED AND INFORMATIVE!!!
WARNING: This is only part one. I was expecting the 2nd half he was referring to, to start halfway through this course. So when he says don’t waste time…DON’T WASTE TIME!!! This course was very detailed and while the repetitiveness may seem redundant, it really helps you to remember the steps. I have never even seen Quickbooks, but a job I applied to “Preferred” a person knowledgable in Quickbooks. So, I started and yesterday I found out, I GOT THE JOB!!! He is very detailed and walks you through everything step-by-step, even the free trial download! TIP: On the videos, go to settings and increase the speed to one where you can understand what he’s saying! I listened at the highest speed, but I listen to everything that way. Oh, and he’s funny!!! Well on to part two for me!