Finance & Accounting

QuickBooks Desktop Pro-Personal Tax Tracking Tricks

Introduction

As a small business owner or bookkeeper, managing financial records and preparing for year-end tax documentation can be a daunting task. The QuickBooks Desktop Pro-Personal Tax Tracking Tricks course is designed to help learners use QuickBooks to track personal tax items and business expenses in one place, making tax preparation more efficient. This course provides a unique approach to tracking personal tax-related items in a business QuickBooks account, which can be a valuable skill for bookkeepers and business owners alike. By the end of this course, learners will be able to use QuickBooks to streamline their tax preparation process and provide more value to their clients.

Course Details

Course Curriculum Overview

The QuickBooks Desktop Pro-Personal Tax Tracking Tricks course covers two methods for tracking personal tax items in a business QuickBooks file: using equity draws accounts and using QuickBooks classes. The course includes 5 hours of on-demand video and 2 downloadable resources, providing learners with a comprehensive understanding of how to use QuickBooks to track personal tax-related items.

Key Learning Outcomes

The key learning outcomes of this course include:

  • Using equity draws accounts to track personal tax items in a business QuickBooks Desktop Pro 2019 file
  • Using classes to track personal tax items in a business QuickBooks Pro Desktop 2019 file
  • Adding, working with, and explaining how to use classes in QuickBooks Desktop Pro 2019
  • Explaining how the profit and loss statement is related to the equity section of the balance sheet

Target Audience and Prerequisites

This course is designed for bookkeepers, accountants, and small business owners who are familiar with QuickBooks and/or accounting. Learners should have a basic understanding of QuickBooks and accounting principles before taking this course.

Course Duration and Format

The course includes 5 hours of on-demand video and 2 downloadable resources, providing learners with a flexible and self-paced learning experience.

Instructor Background

The instructor, Robert (Bob) Steele, is a CPA, CGMA, M.S. Tax, and CPI with a 4.5 instructor rating and over 54,000 reviews. He has taught over 932,000 students and has 157 courses available, making him a highly experienced and qualified instructor.


Benefits & Applications

Practical Skills Gained

This course provides learners with practical skills in using QuickBooks to track personal tax items and business expenses, making tax preparation more efficient. Learners will gain hands-on experience in using equity draws accounts and QuickBooks classes to track personal tax-related items.

Real-World Applications

The skills gained in this course can be applied in real-world scenarios, such as:

  • Tracking charitable payments
  • Tracking medical payments
  • Tracking child care payments
  • Tracking college costs payments
  • Tracking retirement plan payments
  • Tracking state tax payments

Career Relevance

This course is relevant to bookkeepers, accountants, and small business owners who want to improve their skills in using QuickBooks to track personal tax items and business expenses. The skills gained in this course can be used to provide more value to clients and differentiate oneself from the competition.

Industry Alignment

This course is aligned with the accounting and bookkeeping industry, providing learners with the skills and knowledge needed to stay up-to-date with the latest trends and best practices in using QuickBooks to track personal tax items and business expenses.


Standout Features

Unique Course Elements

This course provides two unique methods for tracking personal tax items in a business QuickBooks file: using equity draws accounts and using QuickBooks classes.

Learning Materials and Resources

The course includes 5 hours of on-demand video and 2 downloadable resources, providing learners with a comprehensive understanding of how to use QuickBooks to track personal tax-related items.

Support Features

Learners have access to the instructor and other learners through the course discussion forum, providing support and feedback throughout the course.

Course Updates Policy

The course is regularly updated to reflect changes in QuickBooks and accounting principles, ensuring that learners have access to the latest information and best practices.


Student Success

The skills gained in this course can be used to provide more value to clients and differentiate oneself from the competition. Learners who complete this course will gain practical skills in using QuickBooks to track personal tax items and business expenses, making tax preparation more efficient. The course has a high completion rate, with many learners going on to apply the skills gained in real-world scenarios.


Conclusion

In conclusion, the QuickBooks Desktop Pro-Personal Tax Tracking Tricks course is a valuable resource for bookkeepers, accountants, and small business owners who want to improve their skills in using QuickBooks to track personal tax items and business expenses. With its unique approach, comprehensive learning materials, and support features, this course is an excellent choice for learners who want to stay up-to-date with the latest trends and best practices in accounting and bookkeeping. We highly recommend this course to anyone looking to improve their skills in using QuickBooks to track personal tax items and business expenses.

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