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28 hours
Lessons
111

QuickBooks Pro

Get a Comprehensive Understanding of QuickBooks, from Theoretical Concepts Up to Data Input & Budgeting

By Robert Steele CPA | in Online Courses

This course will provide a comprehensive understanding of QuickBooks in a format that can be understood by beginners, but which also covers more than just data input. With 111 lectures, you'll be provided with presentations and tools to work through the processes presented. This 28-hour course includes video instructions and downloadable PDF files that can be used as offline supplemental resources.

  • Access 111 lectures & 28 hours of content 24/7
  • Understand the basics of QuickBooks
  • Learn theoretical concepts & apply them to the processes of accounting software
  • Apply the learned skills through the provided tools
  • Download & use PDF files as a supplemental resource and hard copy refenece

Instructor

Robert Steele has experienced working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.

Important Details

  • Length of time users can access this course: lifetime
  • Access options: web streaming
  • Certification of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Experience level required: advanced

System Requirements

  • PC or Mac
  • Internet access required

Course Outline

  • Getting Setup with QuickBooks Pro
    • .20 Purchase & Download QuickBooks Pro 2019 - 8:18
    • .30 Install QuickBooks QuickBooks Pro 2019 - 8:06
    • .15 QuickBooks Desktop Options - 9:12
    • .10 QuickBooks Desktop Vs QuickBooks Online - 17:26
  • Navigating Through QuickBooks
    • 1.10 Restore Backup File - 14:12
    • 1.28 Home Page Employee Section - 13:44
    • 1.40 Help Options - 7:53
    • 1.25 Home Page Banking Section - 14:04
    • 1.20 Home Page Customer Section - 22:00
    • 1.37 Lists - 15:15
    • 1.45 Print & Export Reports - 21:16
    • 1.50 Create Backup File - 15:07
    • 1.30 Reports Center - 15:19
    • 1.15 Home Page Vendors Section - 16:29
    • 1.35 Forms - 8:07
  • Balance Sheet and Balance Sheet Options in QuickBooks Pro
    • 2.35 Comparative Balance Sheet - 10:44
    • 2.20 Remove Date Time From Reports - 2:34
    • 2.15 Balance Sheet Display Options - 18:10
    • 2.50 Memorize Reports to a Custom Group - 5:13
    • 2.45 Memorize Report Group - 5:53
    • 2.10 Balance Sheet - 26:27
    • 2.25 Fonts & Numbers Report Options - 10:36
    • 2.30 Header & Footer Report Options - 8:37
    • 2.40 Summary Balance Sheet - 12:39
  • Profit & Loss / Income Statement QuickBooks Pro
    • 3.15 Custom Income Statement - 10:23
    • 3.25 Vertical Analysis Profit & Loss - 12:36
    • 3.10 Profit and Loss Report - 21:48
    • 3.30 % of Expense Profit & Loss - 10:55
    • 3.20 Comparative Profit & Loss - 14:11
  • Other Reports & Graphs in QuickBooks
    • 4.10 Sales Graph - 12:31
    • 4.35 Accounts Payable Aging Report - 8:25
    • 4.25 Sales by Item Report - 11:45
    • 4.50 Accounts Receivable Graph - 5:50
    • 4.40 Accounts Payable Graph - 8:11
    • 4.20 Sales by Customer Report - 9:20
    • 4.15 Income & Expense Graph - 11:44
    • 4.30 Accounts Receivable Aging Report - 9:48
  • Start a New Company File in QuickBooks Pro
    • 6.11 Inventory Tracking Options - 6:38
    • 6.007 Company Preferences General - 9:53
    • 6.0095 Company Preferences Sales Tax - 5:07
    • 6.006 Company Preferences Checking - 6:47
    • 6.10 Set up Service Items - 18:22
    • 6.0092 Company Preferences Reminders - 6:32
    • 6.45 Generate Transaction Detail Report To Review New Company Setup - 19:03
    • 6.22 Import Items Customers Vendors - 4:56
    • 6.20 Set Up Vendors - 19:56
    • 6.008 Company Preferences Items & Inventory - 3:02
    • 6.009 Company Preferences Payroll Preferences - 7:18
    • 6.002 New Company File - 17:39
    • 6.15 Set Up Customers - 21:38
    • 6.40 Set Up New Employee - 27:52
    • 6.12 Set up Inventory Items - 30:00
    • 6.35 Set Up Manual Payroll - 10:55
    • 6.25 Add New Accounts & Opening Balances - 30:54
    • 6.004 Company Preferences Accounting - 4:51
    • 6.30 Adjust New Account Balances - 15:39
    • 6.0094 Company Preferences Reports & Graphs - 5:46
  • Enter Data for the first month of operations
    • 7.55 Write Checks for Expenses - 28:09
    • 7.40 Make Payment for Inventory linked To Purchase Order - 14:39
    • 7.75 Job Sales Receipt - 7:11
    • 7.45 Invoice for Custom Order Linked To P.O. & Payment - 16:10
    • 7.70 Pay Employees - 28:34
    • 7.20 Create an Invoice - 19:29
    • 7.17 Purchase Order P.O. - 15:59
    • 7.10 Record Purchase Furniture & Investment - 28:01
    • 7.35 Record Deposit - 13:15
    • 7.50 Receive Payment & Make Deposit - 12:09
    • 7.80 Review Reports After Month of Data - 29:25
    • 7.60 Pay Bill - 15:40
    • 7.65 Customer Jobs Add - 7:13
    • 7.05 Record Owner & Loan Deposit - 18:09
    • 7.30 Create Sales Receipts - 17:01
    • 7.25 Receive Payment - 16:07
  • Enter Data for the second month of operation in QuickBooks
    • 8.10 Short Term Investment Matures - 15:37
    • 8.65 Pay Payroll Taxes - 19:24
    • 8.45 Advance Customer Deposit - 10:09
    • 8.25 Sales Receipt & Deposit - 14:45
    • 8.77 Purchase Equipment with Debt or Financing - 12:34
    • 8.40 Record Sales on Account - 12:12
    • 8.50 Bills Track & Pay - 11:38
    • 8.80 Enter Payroll For Second Month - 21:21
    • 8.30 Advanced Payment From Customer - 12:32
    • 8.70 Enter Bills & Pay Bills - 20:41
    • 8.90 Record Rental Income - 8:45
    • 8.20 Receive Inventory With Bill - 16:18
    • 8.75 Enter Service Item & Invoices - 16:15
    • 8.55 Customer Payment on Account & Deposit - 18:08
    • 8.05 Enter Loan Payments from Amortization Table - 29:25
    • 8.15 Create Purchase Order With New Item - 11:59
    • 8.60 Pay Sales Tax - 16:30
    • 8.35 Apply Credit To Invoice - 11:39
    • 8.95 Comparative Financial Statements - 20:00
  • Bank Reconciliations in QuickBooks
    • 9.10 Bank Reconciliation First One - 44:35
    • 9.15 Bank Reconciliation Second Month - 33:13
  • Adjusting Entries and Reversing Entries in QuickBook
    • 10.15 Short Term Portion Installment Loan Adjusting Entry - 15:49
    • 10.20 Accrued Interest Adjusting Entry - 14:43
    • 10.30 Reversing Entry Accounts Receivable Entry - 23:16
    • 10.40 Prepaid Insurance Adjusting Entry - 11:57
    • 10.10 Loan Payable Adjusting Entry Short Term Loan - 22:32
    • 10.60 Journal Report & Financial Statements - 25:37
    • 10.50 Unearned Revenue Adjusting Entry - 18:46
    • 10.55 Reverse Unearned Revenue Adj. Entry - 14:42
    • 10.35 Reversing Entry Accrued Interest - 14:27
    • 10.25 Invoice or Accounts Receivable Adjusting Entry - 24:37
    • 10.45 Depreciation Adjusting Entry - 20:03
  • Budgeting in QuickBooks
    • 11.10 Budgeted Profit and Loss - 24:57
    • 11.15 Budgeted Balance Sheet - 14:04
  • Bank Feeds
    • 12 Bank Feeds Introduction and Set up - 14:35
    • 1240 Bank Feeds Rules - 10:36
    • 1230 Bank Feeds Deposits and Inflows - 12:37
    • 1220 Bank Feeds Add Checks & Cash Outflows - 17:25

View Full Curriculum


Access
Lifetime
Content
8 hours
Lessons
65

QuickBooks Payroll: QuickBooks Pro Desktop

Learn How to Process Payrolls for Small Businesses, Generate Paychecks & Process Payroll Tax Forms

By Robert Steele CPA | in Online Courses

This course will describe the payroll process for a small business in detail, so bookkeepers, accountants, and business owners can better understand how to set up payroll, process payroll, and troubleshoot problems related to payroll using QuickBooks. This course will introduce the payroll set-up in the QuickBooks Desktop Pro 2019 system, walking through payroll screens for both the paid version and the free manual version of payroll within QuickBooks Desktop. This 8-hour course covers payroll legislation, Federal Income Tax (FIT) calculations, Federal Income Contributions Act (FICA), social security, Medicare, employer taxes, deductions, and more.

  • Access 65 lectures & 8 hours of content 24/7
  • Learn to list & describe payroll related legislation
  • Set up & calculate Federal Income Tax (FIT), social security, federal unemployment, and Medicare in QuickBooks Desktop Pro 2019
  • Generate payroll journal entries from payroll reports
  • Setup & process paid payroll in QuickBooks Desktop Pro 2019

Instructor

Robert Steele has experienced working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.

Important Details

  • Length of time users can access this course: lifetime
  • Access options: web streaming
  • Certification of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Experience level required: intermediate

System Requirements

  • PC or Mac
  • Internet access required

Course Outline

  • Payroll Example Problems
    • 284 Payroll Reports After Vision Insurance Employee Paid Before Taxes - 7:50
    • 292 Payroll Item Setup Group Life Insurance - 4:29
    • 272 Payroll Forms After 401(K) With Employer Matching - 9:19
    • 260 Process Payroll Plain Payroll - 7:31
    • 324 Add Payroll Benefits Expense Account - 6:19
    • 326 Add Payroll Taxes Expense Account - 6:01
    • 296 Payroll Reports With Group Life Insurance - 9:27
    • 308 Payroll Forms With Garnishments & Union Dues - 7:29
    • 304 Payroll Items Setup Garnishments & Union Dues - 4:02
    • 330 Setup Owner Payroll Expense Account - 5:33
    • 322 Process Payroll Forms With Year End Bonus - 9:52
    • 276 Process Payroll After Adding Dental Insurance Employee Paid After Tax - 5:11
    • 250 Paid Payroll Set Up - 6:36
    • 268 Payroll Forms After Payroll With 401(K) Plan - 5:37
    • 264 Add 401(K) Payroll Item - 4:02
    • 255 Run Payroll Setup Process - 11:58
    • 314 S-Corp Owner Payroll & S Corp Medical Insurance Item Setup - 8:23
    • 328 Payroll Summary Report Compared To Income Statement - 6:20
    • 280 Payroll Item Setup Vision Insurance Employee Paid Before Taxes - 4:11
    • 274 Payroll Item Setup Dental Insurance Employee Paid After Tax - 4:13
    • 282 Process Payroll with Vision Insurance Employee Paid Before Taxes - 8:08
    • 312 Process Payroll With Paid Sick Time Off - 5:07
    • 290 Payroll Reports With Health Insurance Employer paid - 9:29
    • 298 Payroll Item Setup Health Savings Account - 4:07
    • 262 Payroll Forms After Plain Payroll W-2, 941 - 8:21
    • 300 Process Payroll With Health Savings Account Employer Contributed - 5:06
    • 294 Process Payroll With Group Life Insurance - 8:10
    • 302 Payroll Forms Health Savings Account Employer Contributed - 8:50
    • 318 Payroll Forms With S Corp Medical Insurance Item Setup - 7:41
    • 266 Process Payroll With 401(K) Plan - 4:38
    • 306 Process Payroll With Garnishments & Union Dues - 4:58
    • 288 Process Payroll With Health Insurance Employer paid - 7:31
    • 278 Reports After Payroll Item Setup Dental Insurance Employee Paid After Tax - 6:39
    • 320 Process Payroll With Year End Bonus - 9:25
    • 270 Process Payroll 401 K Employer Match - 5:51
    • 316 Run Payroll WIth S Corp Medical Item - 8:59
    • 286 Payroll Item Setup Health Insurance Employer paid - 4:51
    • 310 Payroll Item Setup Paid Sick Time Off - 1:44
  • Payroll Example 2
    • 550 Review Payroll Reports After September Payroll - 4:32
    • 500 New QuickBooks File - 6:03
    • 562 Quarterly Payroll Form 941 - 12:42
    • 520 Add Employees - 15:10
    • 595 Pay Payroll Liabilities After November Payroll - 10:24
    • 585 Review Payroll Reports After November Payroll - 5:54
    • 570 Review Financial Statements After October Payroll - 11:00
    • 545 Process Payroll September - 6:48
    • 555 Review Financial Statements After September Payroll - 8:49
    • 535 Review Financial Statements After August Payroll - 13:13
    • 540 Pay Payroll Liabilities After August Payroll - 10:53
    • 567 Review Payroll Reports After October Payroll - 6:22
    • 565 Process Payroll October - 7:46
    • 525 Process Payroll August - 12:58
    • 580 Process Payroll November - 6:53
    • 575 Pay Payroll Liabilities After October Payroll - 11:20
    • 505 Set Up Manual Payroll - 3:08
    • 590 Review Financial Statements After November Payroll - 10:02
    • 630 Year End Payroll Forms - 12:27
    • 530 Review Reports After August Payroll - 8:29
    • 510 Set Up Payroll Items - 23:41
    • 610 Review Payroll Reports After December Payroll - 7:09
    • 620 Review Financial Statements After December Payroll - 7:10
    • 625 Pay Payroll Liabilities After December Payroll - 7:34
    • 560 Pay Payroll Liabilities After September Payroll - 8:08
    • 515 Add Payroll Accounts & Adjust Payroll Items - 12:00
    • 600 Process Payroll December - 7:00

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Access
Lifetime
Content
4 hours
Lessons
22

QuickBooks Desktop Pro Personal Tax Tracking Tricks

Learn & Practice QuickBooks Tax Tracking Methods & Have Well-Organized Year-End Tax Preparation Materials

By Robert Steele CPA | in Online Courses

This four-hour course will teach you how to use QuickBooks to track personal tax items as well as business expenses easily so that you have year-end tax preparation materials in one well-organized place. With 22 lectures, you'll learn two methods for tracking personal tax items in your business QuickBooks file—one method working with equity draw accounts and the other utilizing QuickBooks classes. By the end of this course, you will also learn to use QuickBooks to track personal payments as well as business payments.

  • Access 22 lectures & 4 hours of content 24/7
  • Use equity draws accounts to track personal tax items in a business QuickBooks Desktop Pro 2019 file
  • Add, work w/ & explain how to use QuickBooks Desktop Pro 2019 classes
  • Use classes to track personal tax items in a business
  • Explain how the profit & loss statement is related to the equity section of the balance sheet

Instructor

Robert Steele has experienced working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.

Important Details

  • Length of time users can access this course: lifetime
  • Access options: web streaming
  • Certification of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Experience level required: intermediate

System Requirements

  • PC or Mac
  • Internet access required
  • Familiar with QuickBooks and/or accounting

Course Outline

  • Equity Methods
    • 515 Tax Deductions Tracking Equity Draws Account Method Charitable Contributions Data Input - 15:22
    • 525 Tax Deductions Tracking Equity Draws Account Method Child Care - 11:27
    • 520 Tax Deductions Tracking Equity Draws Account Method Education - 9:20
    • 545 Tax Deductions Tracking Equity Draws Account Method Subaccount - 7:35
    • 550 Tax Deductions Tracking Equity Draws Account Method Enter Data For Prior Months - 10:20
    • 545 Tax Deductions Tracking Equity Draws Account Method Close Draws Accounts - 17:00
    • 555 Tax Deductions Tracking Equity Draws Account Method Bank Reconciliation - 14:54
    • 510 Tax Deductions Tracking Equity Draws Account Method Overview - 10:37
    • 535 Tax Deductions Tracking Equity Draws Account Method Personal State Tax Costs - 10:43
    • 530 Tax Deductions Tracking Equity Draws Account Method Medical Costs - 12:35
  • Classes Method
    • 720 Tax Deductions Tracking Using Account Classes Method Education - 7:45
    • 735 Tax Deductions Tracking Using Account Classes Method Personal State Tax Costs - 5:12
    • 740 Tax Deductions Tracking Using Account Classes Method Subaccount - 12:34
    • 750 Tax Deductions Tracking Using Account Classes Method Bank Reconciliation - 9:24
    • 710 Tax Deductions Tracking Using Account Classes Method Overview - 15:57
    • 732 Tax Deductions Tracking Using Account Classes Method IRA Individual Retirement Account - 7:44
    • 712 Tax Deductions Tracking Using Account Classes Method Set Up Classes - 7:32
    • 725 Tax Deductions Tracking Using Account Classes Method Child Care - 8:00
    • 730 Tax Deductions Tracking Using Account Classes Method Medical Costs - 11:01
    • 715 Tax Deductions Tracking Using Account Classes Method Charitable Contributions - 13:29
    • 745 Classed Account Method Filter Reports by Classes - 15:55
  • Comparison of Methods
    • 810 Personal Tax Deductions Tracking Methods Comparison - 18:26

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Access
Lifetime
Content
13 hours
Lessons
66

QuickBooks Personal & Business Files

Compare Two Methods to Enter Business & Personal Data in QuickBooks Desktop Pro 2019

By Robert Steele CPA | in Online Courses

This 13-hour course will compare two methods of tracking both business and personal records—one using two QuickBooks Desktop files, and one using a single file with the help of the QuickBooks class tracking feature. In this course, you will work with hands-on practice problems, compare the results, and discuss the pros and cons of each approach. The course will use two separate QuickBooks files for business and personal records since it provides the greatest separation of business and personal data.

  • Access 66 lectures & 13 hours of content 24/7
  • Learn how to set up a QuickBooks Desktop Pro 2019 file to track personal financial data
  • Enter personal balance sheet data into personal QuickBooks Desktop Pro 2019 files including home, auto & home loans
  • Learn how to enter personal financial data into QuickBooks Desktop Pro 2019 from a bank statement
  • Enter credit card data using multiple methods
  • Enter insurance & other prepaid expenses using multiple methods

Instructor

Robert Steele has experienced working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.

Important Details

  • Length of time users can access this course: lifetime
  • Access options: web streaming
  • Certification of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Updates included
  • Experience level required: intermediate

System Requirements

  • PC or Mac
  • Internet access required
  • Familiar with QuickBooks and/or accounting

Course Outline

  • Business January
    • 430 Enter Business Deposits From Business Bank Statement January - 10:43
    • 425 Add Checking Account & Beginning Balance - 10:16
    • 435 Enter Business Outflows From Business Bank Statement January - 13:47
    • 445 Print Reports Business Account January - 3:30
    • 420 Set Up New QuickBooks Business File - 4:57
    • 440 Bank Reconciliation Business Account January - 6:17
  • Personal January
    • 530 Enter Business Deposits From Personal Bank Statement January - 16:17
    • 525 Add Checking Account & Beginning Balance Personal QuickBooks - 9:49
    • 550 Bank Reconciliation Personal Account January - 12:40
    • 540 Enter Personal Cash Outflows Credit Cards, College Costs, & Phone January - 22:21
    • 545 Enter Personal Cash Outflows Mortgagee, Medical, & IRA January - 22:09
    • 520 Set Up New QuickBooks Personal File - 7:37
    • 555 Print Reports Personal Account January - 4:53
    • 535 Enter Personal Cash Outflows Transfer to Business Checking, Entertainment, & Charity January - 23:21
  • Compare
    • 610 Compare Business & Personal January - 16:09
  • Business & Personal in One File January
    • 660 Enter Personal & Business Cash Outflows Office Supplies, Entertainment, & Charity January - 19:41
    • 655 Enter Deposits & Add Classses From Business & Personal Bank Statement January Part 1 - 14:15
    • 650 Add Checking Account & Beginning Balance Business & Personal File - 6:22
    • 657 Enter Deposits From Business & Personal Bank Statement January Part 2 - 12:50
    • 645 Set Up New QuickBooks File Business & Personal - 7:42
    • 665 Enter Business & Personal Cash Outflows Credit Cards, College Costs, & Phone January - 19:38
    • 670 Enter Business & Personal Cash Outflows Mortgagee, Medical, & IRA January - 19:21
    • 675 Bank Reconciliation Business & Personal Account January - 13:28
    • 684 One Expense Two Classes - 8:06
    • 680 Print Reports Business & Personal Account January - 8:32
    • 682 Add Classes To Business Accounts - 10:53
    • 687 SubAccounts To Sort Personal Accounts - 19:31
  • Compare Separate Accounts to Using Classes
    • 710 Compare Using Two QuickBooks Files For Business & Personal to Just Using One - 21:08
  • Business February
    • 724 Enter Business Outflows From Business Bank Statement February - 17:00
    • 726 Bank Reconciliation Business Account February - 4:10
    • 722 Enter Business Deposits From Business Bank Statement February - 6:13
    • 728 Print Reports Business Account February - 3:46
  • Personal February
    • 757 Enter Personal Cash Outflows Mortgagee, Medical, & Utilities February - 5:22
    • 762 Print Reports Personal Account February - 5:57
    • 750 Enter Personal Cash Outflows Credit Cards, College Costs, & Phone February - 8:57
    • 747 Enter Personal Cash Outflows Food, Personal Books, & Charity February - 8:28
    • 760 Bank Reconciliation Personal Account February - 7:08
    • 745 Enter Business Deposits From Personal Bank Statement February - 12:46
  • Compare Business & Personal
    • 772 Compare Business & Personal February - 14:13
  • Business & Personal in One File February
    • 808 Enter Business & Personal Cash Outflows Mortgagee, Medical, & Utilities February - 11:47
    • 806 Enter Business & Personal Cash Outflows Credit Cards, College Costs, & Phone February - 13:43
    • 804 Enter Personal & Business Cash Outflows Office Supplies, Entertainment, & Charity February - 14:20
    • 812 Print Reports Business & Personal Account February - 12:39
    • 810 Bank Reconciliation Business & Personal Account February - 9:04
    • 802 Enter Deposits From Business & Personal Bank Statement February - 14:52
  • Compare Separate Accounts to Using Classes
    • 832 Compare Using Two QuickBooks Files For Business & Personal to Just Using One - 16:19
  • Personal Investments Q1
    • 848 Record Investment Activity For February Increasing Other Income Personal QuickBooks - 7:35
    • 842 Record Investment At Cost Using One Account Personal QuickBooks - 16:36
    • 846 Record Investment Activity For January No Effect On Income Statement Personal QuickBooks - 9:47
    • 844 Record Investments At Market Using One Account Personal QuickBooks - 7:31
    • 847 Record Investment Activity For January Increasing Other Income Personal QuickBooks - 5:28
  • Personal Investments Q2
    • 854 Record Investments At Cost & Market Value January Separate Accounts Personal QuickBooks - 12:52
    • 853 Record Investments At Cost & Market Value December Separate Accounts Personal QuickBooks - 16:11
    • 852 Record Investments At Cost & Market Value December Personal QuickBooks - 16:46
    • 856 Record Investments At Cost & Market Value February Separate Accounts Personal QuickBooks - 10:17
  • Home One Account Q1
    • 882 Record Home At Cost Personal QuickBooks - 9:20
    • 884 Record Home Increase In Value Personal QuickBooks - 5:42
  • Home Two Accounts Q2
    • 892 Record Home At Appraised Value Using Two Accounts Personal QuickBooks - 9:10
  • Home Loan Q1
    • 902 Record Home Loan Adjust To Loan Statement Personal QuickBooks.ENCODING - 12:08
  • Home Loan Amortization Q2
    • 907 Record Home Loan & Adjust Loan Payments Personal QuickBooks - 11:45
    • 905 Record Home Loan & Make Amortization Table Personal QuickBooks - 11:15
  • 910 W-2 Recording Q2
    • 910 Record Paycheck Personal QuickBooks - 15:14
  • 915 Credit Card Q2
    • 915 Credit Card Liabilities Personal QuickBooks - 17:41
  • 917 Auto - Simple Method Q1
    • 917 Auto – Simple Method Personal QuickBooks - 15:54
  • 919 Auto - More Detailed Method Q2
    • 919 Auto – Record & Depreciate Personal QuickBooks - 18:25
  • 920 Insurance Prepaid Q2
    • 920 Allocate Insurance Costs Personal QuickBooks - 15:08

View Full Curriculum


Access
Lifetime
Content
14 hours
Lessons
70

QuickBooks Pro Desktop Bookkeeping Business Course

Understand QuickBooks Pro Desktop 2019 Bookkeeping Business Plans

By Robert Steele CPA | in Online Courses

The QuickBooks Pro Desktop Bookkeeping Business course is designed for small business clients, small business owners, or bookkeepers who want a simple system for entering financial data into QuickBooks for financial planning and year-end tax preparation. The bookkeeping system covered in this course will describe the relationship between the bookkeeper, the business, and the year-end tax and financial statement preparers. The course will discuss the responsibilities of a bookkeeper and the responsibilities of the business when a bookkeeping engagement is entered into. This 70-lecture course will discuss and practice data entry, reporting, and bookkeeping methods.

  • Access 70 lectures & 14 hours of content 24/7
  • Learn how to outline a simple bookkeeping system for a small business using QuickBooks Pro Desktop 2019
  • Identify common problems when entering financial data & use strategies for overcoming them
  • Know how to network between the bookkeeper, business owner & year-end tax accounting firm, CPA firm or tax preparer
  • Learn the basics of entering payroll into QuickBooks Pro Desktop 2019

Instructor

Robert Steele has experienced working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.

Important Details

  • Length of time users can access this course: lifetime
  • Access options: web streaming
  • Certification of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Experience level required: intermediate

System Requirements

  • PC or Mac
  • Internet access required
  • Familiar with QuickBooks and/or accounting

Course Outline

  • Bookkeeping the Easy Way
    • 142 Enter Loan Balance Record Payments as Reduction To Loan Balance - 11:53
    • 110 Bank Reconciliation First Second - 18:11
    • 108 Review Reports After Entering Data From Bank Statement For Second Month - 15:24
    • 102 Enter Deposits From Bank Statement Second Month - 16:00
    • 104 Enter Cash Outflows From Bank Statement Second Month Part 1 - 19:26
    • 187 Create Customer Backup File - 6:50
    • 217 Loan Payment Adjusting Entries Simple Method Q1 - 9:26
    • 130 Equipment Financed Options - 7:08
    • 160 Credit Card Options - 5:31
    • 146 Enter Loan Balance & Break Out Interest & Principal Portion Of Loan Payments - 11:43
    • 164 Enter Credit Card Payments As They Clear Bank & Assign Expense Accounts Based On Credit Card - 17:40
    • 117 Adjust Open Items and Common Problems - 6:10
    • 185 Month End Documentation - 3:52
    • 176 Enter Invoices Into The System & Track Accounts Receivable - 16:41
    • 115 Back Up QuickBooks File Copy QuickBooks File - 11:26
    • 172 Invoice Outside QuickBooks & Track Payments Manually Or In Excel - 16:06
    • 219 Insurance Adjusting Entries Simple Method Q1 - 8:32
    • 20 Outline Of Standard Client - 13:58
    • 143 Loan Amortization Interest vs Principal - 11:21
    • 100 Enter Deposits Second Month Setup Process - 5:32
    • 221 Credit Card Adjusting Entries Simple Method Q1 - 18:50
    • 187 Formatting Month End Documents PDF & Excel - 22:59
    • 24 Bank Feeds Option - 7:59
    • 104 Enter Cash Outflows From Bank Statement Second Month Part 2 - 13:22
    • 212 Payroll Adjusting Entries Simple Method - 13:18
    • 127 Process Payroll - 22:55
    • 181 Adjust Open Items Simple Method - 30:22
    • 192 Year End Documentations - 9:23
    • 125 Add Employees - 9:51
    • 210 Adjusting Entries Options - 2:52
    • 140 Loan Payment Options - 6:06
    • 80 Bank Statement Overview - 14:57
    • 26 Engagement Letter - 15:28
    • 162 Enter Credit Card Payments To Credit Card Expense Account & Break Out Categories Expense Outs - 13:39
    • 122 Categorize Payroll Payments - 8:40
    • 211 Adjusting Entries Worksheet - 10:26
    • 190 Year End Documentations - 8:33
    • 88 Entering Cash Outflows Part 2 - 19:59
    • 170 Invoice & Accounts Receivable Options - 6:55
    • 22 Outline Of Service We Provide - 17:16
    • 215 Equipment Adjusting Entries More Complex Method - 6:34
    • 132 Equipment Financed Record Amount Paid - 11:09
    • 223 Compare Completed Trial Balance Under Both Methods - 5:42
    • 90 Review Reports After Data Entry For First Month - 12:13
    • 88 Entering Cash Outflows Strategy Part 1 - 25:34
    • 220 Insurance Adjusting Entries More Complex Method Q3 - 6:43
    • 150 Insurance Options - 4:11
    • 154 Enter All Insurance Payments As Prepaid Insurance & Let Accountant Make Year End Adjustment - 6:41
    • 123 Turn On Manual Payroll - 5:10
    • 87 Entering Cash Outflows Strategy - 8:49
    • 116 Restore Backup File - 7:14
    • 182 Adjust Open Items More Complex File - 18:48
    • 82 Enter Deposits Plan - 8:49
    • 28 New Client Engagement Questionnaire - 16:47
    • 183 Net Income Reconciliation Between Method - 6:36
    • 30 Outline Sample Engagement - 11:31
    • 120 Payroll Options - 5:09
    • 152 Enter All Insurance Payments As Insurance Expense & Let Accountant Adjust If Needed - 9:20
    • 136 Equipment Financed Record Loan - 9:03
    • 214 Equipment Adjusting Entries Simple Method - 11:03
    • 94 Bank Reconciliation First Month - 17:22
    • 92 Bank Reconciliation Overview - 13:51
    • 23 Network With Other Professionals - 13:07
    • 70 New Company File - 21:19
    • 213 Payroll Adjusting Entries More Complex Method Q2 - 9:44
    • 60 New Company File - 8:33
    • 240 Options For Entering Adjusting Entries To QuickBooks - 11:24
    • 188 Formatting, Presenting, & Delivering Reports to Clients - 15:17
    • 85 Enter Deposits From Bank Statement First Month - 20:34
    • 166 Enter Credit Card Liability & Apply Payments To The Liability Account - 21:09

View Full Curriculum


Access
Lifetime
Content
5 hours
Lessons
38

QuickBooks Online Payroll

Learn How to Process QuickBooks Online Payroll for Small Businesses, Generate Paychecks & Process Payroll Tax Forms

By Robert Steele CPA | in Online Courses

The QuickBooks Online Payroll course will describe the payroll process for a small business in detail, so bookkeepers, accountants, and business owners can better understand how to set up payroll, process payroll, and troubleshoot problems related to payroll. This 5-hour course will introduce the payroll set-up in the QuickBooks Online system, walking through payroll screens. With 38 lectures, this course covers payroll legislation, Federal Income Tax (FIT) calculations, Federal Income Contributions Act (FICA), social security, Medicare, employer taxes, deductions, and more.

  • Access 38 lectures & 5 hours of content 24/7
  • Learn how to list & describe payroll-related legislation
  • Generate payroll journal entries from payroll reports
  • Describe & calculate employer payroll taxes
  • Setup paid payroll in QuickBooks Online

Instructor

Robert Steele has experienced working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.

Important Details

  • Length of time users can access this course: lifetime
  • Access options: web streaming
  • Certification of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Experience level required: basic

System Requirements

  • PC or Mac
  • Internet access required
  • Familiar with QuickBooks and/or accounting

Course Outline

  • First Section
    • 255 Purchase Payroll Payroll Options - 3:40
    • 250 Paid Payroll QuickBooks Online New Company - 6:45
    • 262 Payroll Forms After Plain Payroll Financials & 941 - 13:00
    • 286 Payroll Item Setup Health Insurance Employer paid - 5:46
    • 257 Payroll Set Up Process After Purchased - 11:49
    • 260 Process Payroll Plain Payroll - 13:31
    • 322 Process Payroll Forms With Year End Bonus - 14:21
    • 284 Payroll Reports After Vision Insurance Employee Paid Before Taxes - 8:23
    • 290 Payroll Reports With Health Insurance Employer Paid - 16:17
    • 270 Process Payroll 401 K Employer Match - 10:31
    • 285 New Employee Add - 7:23
    • 264 Add 401(K) Payroll Item - 4:04
    • 258 Add Checking Account to Chart of Accounts - 2:40
    • 282 Process Payroll with Vision Insurance Employee Paid Before Taxes - 7:45
    • 268 Payroll Forms After Payroll With 401(K) Plan - 11:03
    • 328 Payroll Report Compared To Income Statement - 6:49
    • 274 Payroll Item Setup Dental Insurance Employee Paid After Tax - 4:07
    • 304 Payroll Items Setup Garnishments - 3:02
    • 300 Process Payroll With Health Savings Account - 6:14
    • 288 Process Payroll With Health Insurance Employer paid - 10:31
    • 308 Payroll Forms With Garnishments - 13:11
    • 276 Process Payroll After Adding Dental Insurance Employee Paid After Tax - 7:14
    • 272 Payroll Forms After 401(K) With Employer Matching - 12:11
    • 266 Process Payroll With 401(K) Plan - 8:21
    • 316 Process Payroll With S Corp Medical Insurance Item Setup - 6:51
    • 335 Form W-3 - 11:16
    • 314 S-Corp Owner Payroll & S Corp Medical Insurance Item Setup - 11:20
    • 320 Process Payroll That Includes A Bonus - 9:09
    • 310 Payroll Item Setup Paid Sick Time Off - 2:05
    • 330 Setup Owner Payroll Expense Account - 8:17
    • 312 Process Payroll With Paid Sick Time Off - 7:31
    • 302 Payroll Forms Health Savings Account - 13:31
    • 280 Payroll Item Setup Vision Insurance Employee Paid Before Taxes - 4:13
    • 298 Payroll Item Setup Health Savings Account - 3:30
    • 318 Payroll Forms With S Corp Medical Insurance Item Setup - 12:35
    • 278 Reports After Payroll Item Setup Dental Insurance Employee Paid After Tax - 9:01
    • 261 Payroll Tax Forms & Payment Set Up - 6:27
    • 306 Process Payroll With Garnishments - 7:33

View Full Curriculum


Access
Lifetime
Content
13 hours
Lessons
62

QuickBooks Online Bookkeeping Business Course

Understand QuickBooks Online Bookkeeping Business Plans

By Robert Steele CPA | in Online Courses

The QuickBooks Online Bookkeeping Business course is designed for small business clients, small business owners, or bookkeepers who want a simple system for entering financial data into QuickBooks for financial planning and year-end tax preparation. The bookkeeping system covered in this course will describe the relationship between the bookkeeper, the business, and the year-end tax and financial statement preparers. The course will discuss the responsibilities of a bookkeeper and the responsibilities of the business when a bookkeeping engagement is entered into. This 62-lecture course will discuss and practice data entry, reporting, and bookkeeping methods.

  • Access 62 lectures & 13 hours of content 24/7
  • Learn how to outline a simple bookkeeping system for a small business using QuickBooks Online 2019
  • Identify common problems when entering financial data & use strategies for overcoming them
  • Know how to network between the bookkeeper, business owner & year-end tax accounting firm, CPA firm or tax preparer
  • Learn the basics of entering payroll into QuickBooks Online 2019

Instructor

Robert Steele has experienced working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.

Important Details

  • Length of time users can access this course: lifetime
  • Access options: web streaming
  • Certification of completion included
  • Redemption deadline: redeem your code within 30 days of purchase
  • Experience level required: intermediate

System Requirements

  • PC or Mac
  • Internet access required
  • Familiar with QuickBooks and/or accounting

Course Outline

  • QuickBooks Online
    • 166 Enter Credit Card Liability & Apply Payments To The Liability Account - 20:28
    • 127 Process Payroll - 22:55
    • 128 QuickBooks Online Process Paid Payroll Example - 1:18
    • 180 Adjust Open Items - 26:09
    • 146 Enter Loan Balance & Break Out Interest & Principal Portion Of Loan Payments - 9:44
    • 212 Payroll Adjusting Entries - 14:46
    • 154 Enter All Insurance Payments As Prepaid Insurance & Let Accountant Make Year End Adjustment - 8:31
    • 127.6 Payroll Forms After Plain Payroll Financials & 941 - 13:00
    • 240 Options For Entering Adjusting Entries To QuickBooks - 9:17
    • 122 Categorize Payroll Payments - 13:25
    • 110 Bank Reconciliation First Second - 13:20
    • 185 Month End Documentations - 4:46
    • 140 Loan Payment Options - 6:06
    • 210 Adjusting Entries Options - 2:52
    • 160 Credit Card Options - 5:31
    • 22 Outline Of Bookkeeping Process - 17:29
    • 190 Year End Documentations - 6:45
    • 215 Equipment Adjusting Entries Depreciation - 11:02
    • 244 Enter Adjusting Entries Into QuickBooks - 15:26
    • 152 Enter All Insurance Payments As Insurance Expense & Let Accountant Adjust If Needed - 7:52
    • 80 Bank Statement Overview - 14:57
    • 125 Add Employees - 9:51
    • 89 Entering Cash Outflows Part 2 - 27:18
    • 143 Loan Amortization Interest vs Principal - 11:21
    • 102 Enter Deposits From Bank Statement Second Month - 12:53
    • 162 Enter Credit Card Payments The Easy Method - 9:22
    • 85 Enter Deposits From Bank Statement First Month - 25:42
    • 92 Bank Reconciliation Overview - 12:58
    • 106 Enter Cash Outflows From Bank Statement Second Month Part 2 - 18:04
    • 28 New Client Engagement Questionnaire - 16:47
    • 23 Network With Other Professionals - 13:07
    • 120 Payroll Options - 5:09
    • 127.2 Process Payroll Plain Payroll - 13:31
    • 24 Bank Feeds Option - 11:48
    • 88 Entering Cash Outflows Part 1 - 19:08
    • 127.4 Payroll Tax Forms & Payment Set Up - 6:27
    • 100 Enter Transactions Second Month Setup Process - 4:36
    • 170 Invoice & Accounts Receivable Options - 8:07
    • 150 Insurance Options - 4:11
    • 187 Formatting, Presenting, & Delivering Reports to Clients - 14:38
    • 211 Adjusting Entries Worksheet - 17:10
    • 20 Outline Of Standard Client Or Business - 13:58
    • 87 Entering Cash Outflows Strategy - 11:51
    • 90 Review Reports After Data Entry For First Month - 14:18
    • 132 Equipment Financed Record Amount Paid - 13:32
    • 176 Enter Invoices Into The System & Track Accounts Receivable - 18:08
    • 219 Insurance Adjusting Entries - 11:58
    • 26 Engagement Letter - 15:28
    • 70 New Company File - 20:26
    • 94 Bank Reconciliation First Month - 11:48
    • 136 Equipment Financed Record Loan - 8:52
    • 123 QuickBooks Desktop Version Payroll Example - 3:14
    • 164 Enter Credit Card Payments As They Clear Bank & Assign Expense Accounts Based On Credit Card - 20:09
    • 142 Enter Loan Balance Record Payments as Reduction To Loan Balance - 11:42
    • 108 Review Reports After Entering Data From Bank Statement For Second Month - 12:22
    • 130 Equipment Financed Options - 7:08
    • 217 Loan Payment Adjusting Entries - 11:48
    • 186 Formatting Month End Documents PDF & Excel - 18:56
    • 30 Outline Sample Engagement - 9:45
    • 60 Organize Documents Download Bank Statement - 7:19
    • 192 Generating Year End Reports - 11:13
    • 104 Enter Cash Outflows From Bank Statement Second Month Part 1 - 19:19

View Full Curriculum



Terms

  • Unredeemed licenses can be returned for store credit within 15 days of purchase. Once your license is redeemed, all sales are final.