Would we like to run our business better using accounting software?
Would we like to better understand accounting concepts, how they apply to accounting software, and work accounting problems MUCH faster?
Would we like to advance our career by increase our skills with business software?
This comprehensive QuickBooks & Excel course can help to achieve these goals
Why choose this course?
Current video content means all QuickBooks lectures are done recently as of this post rather than adding a few new videos to content from prior years.
This course also includes:
QuickBooks backup files allowing us to jump forward in the course or to rework sections.
PDF instruction files to support the entering of QuickBooks data and allowing us to do work offline
Excel worksheet that are formatted so that we can consentrate on the accounting relationships and on using the fundamentals of Excel.
Who will we be learning from?
You will be learning from somebody who has technical experience in accounting concepts and in accounting software like QuickBooks, as well as experience teaching and putting together curriculum.
You will be learning from somebody who is a:
CPA – Certified Public Accountant
CGMA – Chartered Global Management Accountant
Master of Science in Taxation
CPS – Certifies Post-Secondary Instructor
Curriculum Development Export
As a practicing CPA the instructor has worked with many technical accounting issues and helped work through them and discuss them with client of all levels.
As a CPS and professor, the instructor has taught many accounting classes and worked with many students in the fields of accounting, business, and business applications.
The instructor also has a lot of experience designing courses and learning how students learn best and how to help students achieve their objectives. Experience designing technical courses has also help in being able to design a course in a logical fashion and deal with problems related to technical topics and the use of software like QuickBooks Pro.
How will we be Taught?
We will learn by doing, by providing a presentation, and providing the tools to work through the processes presented. Learning QuickBooks and Excel is something best learned by doing, by applying skills to the QuickBooks application.
A partial list of topics covered is below. The number series may change, however.
Start a New Company File
Start a New Company File Section Overview
QuickBooks 6.05 Set Up New Company & Preferences
Excel 6.05 Set up New Company Worksheet
QuickBooks 6.10 Setting Up Items
Excel 6.10 Set Up Inventory Items
QuickBooks 6.15 Customer Setup
Excel 6.15 Set Up Customer Balances
QuickBooks 6.20 Set up Vendors and Beginning Balances
Excel 6.20 Set Up Vendors Beginning Balances
QuickBooks 6.25 Set up new account & Enter Opening Balances
Excel 6.25 Enter Opening Account Balances
QuickBooks 6.30 Adjust New Account Balances
QuickBooks 6.35 Payroll Set Up
QuickBooks 6.40 New Employee Setup
QuickBooks 6.45 Export Transaction List By Date
Accounting Concepts Section Overview
Accounting Method Overview
Cash Method Vs Accrual Method
Revenue Recognition Principle
Financial Transaction Rules
Enter Data for the First Month of Operations
Enter Data for the First Month of Operations Section Overview
QuickBooks 7.05 Record Deposit from Owner & Loan
Excel 7.05 Owner Deposit & Loan Deposit
QuickBooks 7.10 Record Transactions In Register Investment & Furniture