QuickBooks Pro Desktop -Bookkeeping Business-Easy Way

Master QuickBooks Pro Desktop Bookkeeping for Small Businesses

This comprehensive course is designed to equip bookkeepers and small business owners with the skills to effectively manage financial data using QuickBooks Pro Desktop. Learn a simple, cash basis bookkeeping system ideal for small businesses seeking straightforward financial record-keeping.

Who Should Take This Course?

• Bookkeepers: Enhance your skills and streamline your workflow with a proven QuickBooks system.
• Small Business Owners: Gain control of your finances with a user-friendly system for data entry and financial planning.

What You'll Learn:

• QuickBooks Setup: Learn to set up a new QuickBooks company file from scratch.
• Cash Basis Bookkeeping: Master the process of entering transactions directly into the check register – the core of our system.
• Bank Reconciliation: Understand what bank reconciliation is and its importance in ensuring accurate financial records. Practice performing bank reconciliations within QuickBooks.
• Data Entry: Learn to enter various accounting data including:
  • Payroll
  • Equipment
  • Loan Payments
  • Insurance
  • Credit Card Payments
  • Invoices
• Accounting System Comparison: Compare and contrast the cash basis system with a full accounting cycle system.
• Financial Reporting: Generate and export essential month-end and year-end reports for both internal business use and client provision.
• Year-End Adjusting Entries: Understand the role of year-end adjusting entries and how they impact financial statements. Learn how to enter common adjusting entries in both QuickBooks and an Excel worksheet.
• Working with Accounting Professionals: Gain awareness of the year-end process and how to effectively collaborate with outside accounting firms, tax preparers, and CPAs.
• Troubleshooting & Organization: Develop strategies for handling initial data entry questions and organizing financial data for easy retrieval.

Course Features:

• Step-by-Step Instructional Videos: Clear, concise video tutorials guide you through each step.
• Downloadable Resources:
  • QuickBooks Backup Files: Jumpstart your learning or revisit concepts as needed.
  • Excel Practice Files: Pre-formatted worksheets for hands-on practice.
  • Downloadable PDF Files: Supplemental materials for easy reference.

Your Instructor:

Learn from an experienced professional with expertise in:

• CPA (Certified Public Accountant)
• CGMA (Chartered Global Management Accountant)
• Master of Science in Taxation
• CPS (Certified Post-Secondary Instructor)
• Curriculum Development

The instructor brings practical accounting experience, teaching expertise, and a passion for helping students succeed. They have a proven ability to explain complex accounting concepts and software applications like QuickBooks Desktop in a clear and engaging manner.