QuickBooks Desktop vs. Excel

QuickBooks Desktop vs. Excel, available at $59.99, has an average rating of 4.6, with 565 lectures, based on 203 reviews, and has 33460 subscribers.

You will learn about Explore the core functionalities of QuickBooks Desktop and Excel for a variety of accounting tasks. Distinguish differences in data input and transaction handling between QuickBooks Desktop and Excel. Reconcile bank accounts in QuickBooks Implement theoretical knowledge to carry out two months of data input in QuickBooks Desktop and Excel. Investigate the impacts of adjusting and closing entries in both QuickBooks Desktop and Excel. Assess the bank reconciliation process in both QuickBooks Desktop and Excel, and its outcomes. Design a streamlined workflow for managing accounting tasks across QuickBooks Desktop and Excel. Integrate acquired knowledge to optimize the use of QuickBooks Desktop and Excel in real-world accounting scenarios Showcase proficiency in QuickBooks Desktop and Excel by resolving complex accounting problems. Devise strategies to maximize the advantages of both QuickBooks Desktop and Excel in accounting. Construct a comprehensive understanding of the sales, expense, and payroll cycles in both platforms. Evaluate the strengths and weaknesses of QuickBooks Desktop and Excel in diverse accounting scenarios. This course is ideal for individuals who are Accounting and Finance Students: If youre studying accounting or finance and are looking to comprehend how software like QuickBooks Desktop can simplify and streamline accounting tasks, this course will provide you with the practical knowledge and skills you need. or Early Career Accountants: If youve recently entered the field of accounting and are looking to understand and navigate accounting software like QuickBooks Desktop, this course will be immensely beneficial. Additionally, you will learn how it compares to traditional Excel-based accounting. or Bookkeepers and Accounting Professionals: For seasoned professionals looking to upgrade their skills, this course offers a unique perspective. Youll gain insights into how accounting software like QuickBooks Desktop and Excel compare and can complement each other in various aspects of accounting. or Small Business Owners: If you manage your own accounting and are considering using QuickBooks Desktop or just want to understand how to efficiently use Excel for your accounting needs, this course is for you. Youll get a clear view of whats happening under the hood of your accounting software. or Finance Managers and Consultants: Professionals who advise businesses on accounting and finance matters will find this course beneficial as it provides comprehensive knowledge about two commonly used tools in the industry. or Anyone with an Interest in Accounting Software: If youre simply curious about accounting software and how they streamline complex accounting processes, this course will give you an in-depth understanding using QuickBooks Desktop and Excel as examples. It is particularly useful for Accounting and Finance Students: If youre studying accounting or finance and are looking to comprehend how software like QuickBooks Desktop can simplify and streamline accounting tasks, this course will provide you with the practical knowledge and skills you need. or Early Career Accountants: If youve recently entered the field of accounting and are looking to understand and navigate accounting software like QuickBooks Desktop, this course will be immensely beneficial. Additionally, you will learn how it compares to traditional Excel-based accounting. or Bookkeepers and Accounting Professionals: For seasoned professionals looking to upgrade their skills, this course offers a unique perspective. Youll gain insights into how accounting software like QuickBooks Desktop and Excel compare and can complement each other in various aspects of accounting. or Small Business Owners: If you manage your own accounting and are considering using QuickBooks Desktop or just want to understand how to efficiently use Excel for your accounting needs, this course is for you. Youll get a clear view of whats happening under the hood of your accounting software. or Finance Managers and Consultants: Professionals who advise businesses on accounting and finance matters will find this course beneficial as it provides comprehensive knowledge about two commonly used tools in the industry. or Anyone with an Interest in Accounting Software: If youre simply curious about accounting software and how they streamline complex accounting processes, this course will give you an in-depth understanding using QuickBooks Desktop and Excel as examples.

Enroll now: QuickBooks Desktop vs. Excel

Summary

Title: QuickBooks Desktop vs. Excel

Price: $59.99

Average Rating: 4.6

Number of Lectures: 565

Number of Published Lectures: 564

Number of Curriculum Items: 565

Number of Published Curriculum Objects: 564

Original Price: $129.99

Quality Status: approved

Status: Live

What You Will Learn

Explore the core functionalities of QuickBooks Desktop and Excel for a variety of accounting tasks.

Distinguish differences in data input and transaction handling between QuickBooks Desktop and Excel.

Reconcile bank accounts in QuickBooks

Implement theoretical knowledge to carry out two months of data input in QuickBooks Desktop and Excel.

Investigate the impacts of adjusting and closing entries in both QuickBooks Desktop and Excel.

Assess the bank reconciliation process in both QuickBooks Desktop and Excel, and its outcomes.

Design a streamlined workflow for managing accounting tasks across QuickBooks Desktop and Excel.

Integrate acquired knowledge to optimize the use of QuickBooks Desktop and Excel in real-world accounting scenarios

Showcase proficiency in QuickBooks Desktop and Excel by resolving complex accounting problems.

Devise strategies to maximize the advantages of both QuickBooks Desktop and Excel in accounting.

Construct a comprehensive understanding of the sales, expense, and payroll cycles in both platforms.

Evaluate the strengths and weaknesses of QuickBooks Desktop and Excel in diverse accounting scenarios.

Who Should Attend

Accounting and Finance Students: If youre studying accounting or finance and are looking to comprehend how software like QuickBooks Desktop can simplify and streamline accounting tasks, this course will provide you with the practical knowledge and skills you need.

Early Career Accountants: If youve recently entered the field of accounting and are looking to understand and navigate accounting software like QuickBooks Desktop, this course will be immensely beneficial. Additionally, you will learn how it compares to traditional Excel-based accounting.

Bookkeepers and Accounting Professionals: For seasoned professionals looking to upgrade their skills, this course offers a unique perspective. Youll gain insights into how accounting software like QuickBooks Desktop and Excel compare and can complement each other in various aspects of accounting.

Small Business Owners: If you manage your own accounting and are considering using QuickBooks Desktop or just want to understand how to efficiently use Excel for your accounting needs, this course is for you. Youll get a clear view of whats happening under the hood of your accounting software.

Finance Managers and Consultants: Professionals who advise businesses on accounting and finance matters will find this course beneficial as it provides comprehensive knowledge about two commonly used tools in the industry.

Anyone with an Interest in Accounting Software: If youre simply curious about accounting software and how they streamline complex accounting processes, this course will give you an in-depth understanding using QuickBooks Desktop and Excel as examples.

Target Audiences

Accounting and Finance Students: If youre studying accounting or finance and are looking to comprehend how software like QuickBooks Desktop can simplify and streamline accounting tasks, this course will provide you with the practical knowledge and skills you need.

Early Career Accountants: If youve recently entered the field of accounting and are looking to understand and navigate accounting software like QuickBooks Desktop, this course will be immensely beneficial. Additionally, you will learn how it compares to traditional Excel-based accounting.

Bookkeepers and Accounting Professionals: For seasoned professionals looking to upgrade their skills, this course offers a unique perspective. Youll gain insights into how accounting software like QuickBooks Desktop and Excel compare and can complement each other in various aspects of accounting.

Small Business Owners: If you manage your own accounting and are considering using QuickBooks Desktop or just want to understand how to efficiently use Excel for your accounting needs, this course is for you. Youll get a clear view of whats happening under the hood of your accounting software.

Finance Managers and Consultants: Professionals who advise businesses on accounting and finance matters will find this course beneficial as it provides comprehensive knowledge about two commonly used tools in the industry.

Anyone with an Interest in Accounting Software: If youre simply curious about accounting software and how they streamline complex accounting processes, this course will give you an in-depth understanding using QuickBooks Desktop and Excel as examples.

Welcome to our QuickBooks Desktop course, an expansive and thorough journey into the inner workings of QuickBooks Desktop Accounting Software and Excel. This course aims to provide an unrivaled ‘under-the-hood’ understanding of accounting software and processes, using Excel’s transparent data input as a lens for comparison.

The first segment of our course is an in-depth tour of QuickBooks Dektop, a premier accounting software. We will walk you through the varied features of the software, unraveling the complexities of its interface and functionality. This involves an analysis of common data input forms within the context of distinct accounting cycles – the sales cycle, the expense cycle, and the payroll cycle. By drawing parallels with Excel, we aim to provide an intuitive understanding of these cycles, their interplay within the accounting environment, and how they relate to manual data input in Excel’s journal entry format.

As we forge ahead into the second segment of the course, we shift our focus to practical application. This portion is centered around a comprehensive problem, where we simulate two months of data input in QuickBooks QuickBooks Desktop and simultaneously mirror these transactions in an Excel accounting worksheet. This approach allows you to get a hands-on experience of the nuances of accounting processes. You will dive head-first into transaction entries, adjustments, and closing entries in both QuickBooks Desktop and Excel, as well as perform bank reconciliations – an essential task for any accountant.

By the time you complete this course, you will be well-versed in the functional aspects of QuickBooks Desktop Accounting Software, and understand how it stacks up against the manual data input process in Excel. Most importantly, you will acquire a set of skills that will allow you to effectively use both platforms for various accounting tasks, putting you in a strong position to manage real-world accounting scenarios.

This course is designed to provide more than just knowledge – it is about gaining practical experience, understanding the why behind the processes, and empowering you to leverage these powerful tools in your accounting journey.

If you’re ready to take a deep dive into the world of accounting software, crack open the complexities of transactions, and explore the intricacies of QuickBooks Desktop and Excel, this course is just a click away. Begin your journey towards mastering the modern accounting landscape today!

Course Curriculum

Chapter 1: Getting Started – QuickBooks Desktop 2023

Lecture 1: 1009 QuickBooks Desktop Options

Lecture 2: 1010 How To Download the Software

Lecture 3: 1012 30 Day Free Trial or Purchase Process & Download from Intuit Website

Lecture 4: 1015 Install QuickBooks Pro Plus Desktop

Lecture 5: 1017 Increase Display Size

Chapter 2: Excel – Setup Worksheet

Lecture 1: 1025 Create Accounting Worksheet Part 1

Lecture 2: 1028 Create Accounting Worksheet Part 2

Lecture 3: 1031 Create Accounting Worksheet Part 3

Lecture 4: 1034 Create Accounting Worksheet Part 4

Lecture 5: 1037 Create Accounting Worksheet Part 5

Lecture 6: 1040 Create Accounting Worksheet Part 6

Lecture 7: 1043 Create Accounting Worksheet Part 7

Lecture 8: 1046 Create Accounting Worksheet Part 8

Lecture 9: 1049 Create Accounting Worksheet Part 9

Lecture 10: 1052 Create Accounting Worksheet Part 10

Lecture 11: 1055 Create Accounting Worksheet Part 11

Chapter 3: Open Practice File-Review Home Page & Accounting Cycles 2023

Lecture 1: 1020 Download & Open Sample File

Lecture 2: 1080 Home Page Overview

Lecture 3: 1100 Bank Feeds

Lecture 4: 1120 Preferences

Chapter 4: Vendor Cycle, Purchases Cycle, or Accounts Payable Cycle 2023

Lecture 1: 1140 Vendors Section

Lecture 2: 1160 Vendor Center

Lecture 3: 1180 Bill Form

Lecture 4: 1200 Pay Bills Form Check

Lecture 5: 1220 Purchase Order Form – P.O.

Lecture 6: 1222 Bill With Inventory Connected to P.O.

Lecture 7: 1227 Inventory Adjustment

Lecture 8: 1240 Manage Sales Tax Form

Lecture 9: 1260 Check Form

Lecture 10: 1280 Void Check Prior Period Adjustment

Chapter 5: Excel-Vendor Cycle, Purchases Cycle, or Accounts Payable Cycle Transactions

Lecture 1: 1180 Bill Form

Lecture 2: 1200 Pay Bills Form Check

Lecture 3: 1260 Check Form

Lecture 4: 1280 Void Check Prior Period Adjustment

Lecture 5: 1300 Customer Section Customer Cycle

Lecture 6: 1320 Customer Center

Lecture 7: 1340 Invoice Form

Lecture 8: 1360 Receive Payment Form

Lecture 9: 1380 Deposit Form

Lecture 10: 1400 Sales Receipts Form

Lecture 11: 1420 Credit Memo Refund Form & Bad Debt Expense

Lecture 12: 1422 Credit Memo Form With Inventory

Chapter 6: Customer Cycle, Sales Cycle, or Accounts Receivable Cycle 2023

Lecture 1: 1300 Customer Section Customer Cycle

Lecture 2: 1320 Customer Center

Lecture 3: 1340 Invoice Form

Lecture 4: 1360 Receive Payment Form

Lecture 5: 1380 Deposit Form

Lecture 6: 1400 Sales Receipts Form

Lecture 7: 1405 Barter Sale Transaction

Lecture 8: 1420 Credit Memo Refund Form & Bad Debt Expense

Lecture 9: 1423 Statement Charges

Lecture 10: 1426 Finance Charges

Lecture 11: 1429 Statements

Lecture 12: 1433 Estimate

Chapter 7: Excel-Customer Cycle, Sales Cycle, or Accounts Receivable Cycle Transactions

Lecture 1: 1340 Invoice Form

Lecture 2: 1360 Receive Payment Form

Lecture 3: 1380 Deposit Form

Lecture 4: 1400 Sales Receipts Form

Lecture 5: 1420 Credit Memo Refund Form & Bad Debt Expense Service Item

Lecture 6: 1488 Credit Memo with Inventory

Lecture 7: 1440 Banking Section, Company Section & Shortcuts

Lecture 8: 1460 Customize Shortcuts & Home Page Icons

Chapter 8: Other Home Page Items, Shortcuts, & Customizing Shortcuts 2023

Lecture 1: 1440 Banking Section, Company Section & Shortcuts

Lecture 2: 1460 Customize Shortcuts & Home Page Icons

Chapter 9: Employee Cycle – Payroll Cycle 2023

Lecture 1: 1480 Employee Section Payroll Process

Lecture 2: 1500 Employee Center

Lecture 3: 1520 Pay Employees Form

Lecture 4: 1540 Pay Payroll Liabilities Form

Lecture 5: 1545 Process Payroll Forms

Lecture 6: 1548 Enter Time Form

Chapter 10: Excel-Employee Cycle-Payroll Cycle Transactions

Lecture 1: 1520 Pay Employees Form

Lecture 2: 1522 Pay Employees Form Part 2

Lecture 3: 1560 Lists

Lecture 4: 1580 Chart of Accounts

Lecture 5: 1600 Item Lists

Chapter 11: List – Chat of Accounts & Items List 2023

Lecture 1: 1560 Lists

Lecture 2: 1580 Chart of Accounts

Lecture 3: 1600 Item Lists

Chapter 12: Help/Support, Reports Overview, & Backing Up Data File 2023

Lecture 1: 1620 Help & Support Options

Lecture 2: 1640 Reports Overview

Lecture 3: 1660 Backup File

Chapter 13: Balance Sheet Reports 2023

Lecture 1: 2020 Balance Sheet Report Overview

Lecture 2: 2040 Report Formatting Basics

Lecture 3: 2045 Report Filters

Lecture 4: 2060 Report Header & Footer Formatting

Lecture 5: 2080 Report Fonts & Numbers Formatting

Lecture 6: 2100 Comparative Balance Sheet Creation

Instructors

Robert (Bob) Steele
CPA, CGMA, M.S. Tax, CPI

Rating Distribution

1 stars: 4 votes

2 stars: 2 votes

3 stars: 14 votes

4 stars: 55 votes

5 stars: 128 votes

Frequently Asked Questions

How long do I have access to the course materials?

You can view and review the lecture materials indefinitely, like an on-demand channel.

Can I take my courses with me wherever I go?

Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don’t have an internet connection, some instructors also let their students download course lectures. That’s up to the instructor though, so make sure you get on their good side!