QuickBooks Pro Desktop -Bookkeeping Business-Easy Way

Introduction

Are you a small business owner or a bookkeeper looking to streamline your financial processes? If so, the "QuickBooks Pro Desktop - Bookkeeping Business - Easy Way" course might be just what you need. This comprehensive course offers a straightforward approach to setting up and managing a bookkeeping system using QuickBooks Pro Desktop 2019 or earlier versions. Designed with simplicity and efficiency in mind, this course promises to equip you with the skills to manage financial data effectively, ensuring you're prepared for year-end tax preparation and financial planning.

Course Details

Course Curriculum Overview

The "QuickBooks Pro Desktop - Bookkeeping Business - Easy Way" course covers a broad spectrum of topics essential for effective bookkeeping. The curriculum includes:

Setting up a simple bookkeeping system using QuickBooks Pro Desktop
Networking between bookkeepers, business owners, and tax professionals
Entering financial data from bank statements
Reconciling bank accounts
Analyzing payroll options and entering payroll data
Handling equipment purchases, loan payments, insurance, and credit card charges
Generating and formatting month-end and year-end reports
Managing adjusting entries in collaboration with accounting firms

Key Learning Outcomes

By the end of this course, you will be able to:

Implement a cash basis bookkeeping system using QuickBooks Pro Desktop
Efficiently enter financial data directly into QuickBooks from bank statements
Reconcile bank accounts to ensure accuracy in financial records
Understand and manage payroll, equipment, and other financial transactions
Prepare and format essential financial reports for business planning and tax purposes
Collaborate with accounting professionals on year-end adjusting entries

Target Audience and Prerequisites

This course is ideal for:

Bookkeepers seeking to enhance their skills with QuickBooks
Small business owners who want to manage their financial data themselves

Prerequisites include:

Basic familiarity with QuickBooks and/or accounting principles

Course Duration and Format

The course comprises 15 hours of on-demand video content, spread across various modules. Additionally, it includes 18 downloadable resources to aid your learning process. The format allows for flexible learning on mobile devices and TVs, ensuring you can study at your convenience.

Instructor Background

The course is taught by Robert (Bob) Steele, a highly experienced instructor with the following credentials:

CPA - Certified Public Accountant
CGMA - Chartered Global Management Accountant
M.S. Tax - Master of Science in Taxation
CPI - Certified Post-Secondary Instructor

Bob has extensive experience in accounting, software, and curriculum development, making him an ideal guide for this course.

Benefits & Applications

Practical Skills Gained

This course equips you with practical skills that you can apply immediately in your bookkeeping tasks. You'll learn to:

Set up and maintain a QuickBooks company file
Enter financial data efficiently and accurately
Perform bank reconciliations to ensure financial integrity
Manage payroll and other specific transactions within QuickBooks

Real-World Applications

The skills you gain from this course are directly applicable to real-world scenarios. Whether you're managing the finances of a small business or working as a professional bookkeeper, you'll find the following applications valuable:

Streamlining financial data entry and management
Enhancing collaboration with tax professionals and accountants
Preparing accurate financial reports for business planning and tax purposes

Career Relevance

For bookkeepers and small business owners, mastering QuickBooks Pro Desktop can significantly boost your career. This course provides:

Enhanced proficiency in a widely-used accounting software
Increased confidence in managing financial data
Improved employability and potential for higher earnings

Industry Alignment

The course aligns well with industry standards, particularly in the small business sector. QuickBooks Pro Desktop is a popular choice among small businesses, and understanding its use in a bookkeeping context can give you a competitive edge.

Standout Features

Unique Course Elements

This course stands out with its focus on a simple cash basis bookkeeping system, making it accessible for beginners and seasoned professionals alike. Key features include:

Step-by-step instructional videos for practical learning
Practice bank statements and QuickBooks files for hands-on experience
Comparative analysis of different bookkeeping methods

Learning Materials and Resources

The course includes:

15 hours of on-demand video content
18 downloadable resources, including QuickBooks backup files, Excel practice files, and PDF documents
Preformatted Excel worksheets for practice and review

Support Features

Learners benefit from:

Access to course materials on mobile and TV
A certificate of completion upon finishing the course
The ability to jump ahead or revisit material using QuickBooks backup files

Course Updates Policy

The course content is regularly updated to reflect the latest QuickBooks Pro Desktop features and best practices in bookkeeping. This ensures that learners always have access to current and relevant material.