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Course description

This course will provide a comprehensive understanding of QuickBooks Pro 2019 in a format that can be understood by beginners, but which also covers more than just data input. 

Accounting professionals can also learn a lot from the course as we take theory concepts and apply them to the processes of accounting software. 

Why choose this course?

1. Comprehensive, current video content

Although this course provides much more than just video lectures, it does include  more video content then most QuickBooks courses. 

2. We also include:

  • PDF Printable Instructions – Printable documents allow us to have a hard copy reference we can always refer to. A PDF copy can be downloaded and used while not connected to the internet. The ability to work offline a huge benefit for the QuickBooks Pro software and PDF files help take advantage of this benefit.

  • Back-up files and data – back up files allow us to jump forward in the class content and still be able to follow along with the same set of date. Back-up files also allow us to rework a problem with the same data set. The ability to restore back-up files provides the capability to continue with a problem using the same set of data as the example even if we had made an error or two in the prior problem. Back-up files are another big advantage QuickBooks Pro 2019 has over other accounting software, including QuickBooks online. This course will utilize this advantage.

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 is something best learned by doing, by applying skills to the QuickBooks application.

In addition to video instructions we will provide PDF files that can be downloaded and printed. The PDF files allow us a supplemental resource and can be used offline. The PDF files provide us with a hard copy reference to refer back to and something we can use to help explain concepts to others.

We will also provide backup files which give us much more flexibility to move around the course and correct mistakes as we learn. If we are new to QuickBooks we recommend working through the material from start to finish but if we have experience or are interested in a particular topic we can jump forward, using the backup file to restore the data to a point closer to the area we are working on.

If we make an error and our data is not matching up we can restore the backup file and rework the problem or restore the following data file to a later lecture and keep moving forward with our data matching the examples shown.

Course curriculum

  • 1

    Introduction

  • 2

    Getting Started - Getting Setup in QuickBooks 2019

  • 3

    Navigating Through QuickBooks

    • 4 Navigating Through QuickBooks

    • PDF - 1.10 Restore Backup File QuickBooks 2018

    • 1.10 Restore Backup File

    • PDF - 1.15 Home Vendors

    • 1.15 Home Page Vendors Section

    • PDF - 1.20 Home Customer

    • 1.20 Home Page Customer Section

    • PDF - Ch. 1.25 Banking

    • 1.25 Home Page Banking Section

    • PDF - 1.28 Home Page Employee Section

    • 1.28 Home Page Employee Section

    • PDF - 1.30 Reports

    • 1.30 Reports Center

    • PDF - 1.35 Forms

    • 1.35 Forms

    • PDF - 1.37 Lists

    • 1.37 Lists

    • PDF - 1.40 Help Options

    • 1.40 Help Options

    • PDF - 1.45 Print & Export

    • 1.45 Print & Export Reports

    • PDF - 1.50 Backup file

    • 1.50 Create Backup File

    • Accounting Comic Break
  • 4

    Double Entry Accounting System Overview

    • Accounting Objectives

    • Accounting Equation

    • Accounting Comic Break
  • 5

    Balance Sheet and Balance Sheet Options in QuickBooks 2019

    • 6 Balance Sheet and Balance Sheet Options

    • PDF - 2.10 Balance Sheet

    • 2.10 Balance Sheet

    • PDF - 2.15 Balance Sheet Display Options

    • 2.15 Balance Sheet Display Options

    • PDF - 2.20 Remove Date Time From Reports

    • 2.20 Remove Date Time From Reports

    • PDF - 2.25 Balance Sheet Fonts & Numbers

    • 2.25 Fonts & Numbers Report Options

    • PDF - 2.30 Balance Sheet Header & Footer

    • 2.30 Header & Footer Report Options

    • PDF - 2.35 Comparative Balance Sheet

    • 2.35 Comparative Balance Sheet

    • PDF - 2.40 Summary Balance Sheet

    • 2.40 Summary Balance Sheet

    • PDF - 2.45 Memorize Reports Group

    • 2.45 Memorize Report Group

    • PDF - 2.50 Memorize Report

    • 2.50 Memorize Reports to a Custom Group

    • Accounting Comic Break
  • 6

    Income Statement & Statement of Equity Overview

    • 130 Income Statement

    • 131 Statement of Owner's Equity

    • 132 Balance Sheet & Income Statement Relationship

    • Accounting Comic Break
  • 7

    Profit & Loss / Income Statement in QuickBooks 2019

    • 8 Profit & Loss Income Statement

    • PDF - 3.10 Profit and Loss

    • 3.10 Profit and Loss Report

    • PDF - 3.15 Income Statement Custom

    • 3.15 Custom Income Statement

    • PDF - 3.20 Comparative Profit & Loss

    • 3.20 Comparative Profit & Loss

    • PDF - 3.25 Vertical Analysis Profit & Loss

    • 3.25 Vertical Analysis Profit & Loss

    • PDF - 3.30 Percent of Expense Profit & Loss

    • 3.30 % of Expense Profit & Loss

    • Accounting Comic Break
  • 8

    Other Reports & Graphs in QuickBooks 2019

    • 9 Other Reports & Graphs

    • PDF - 4.10 Sales Graph

    • 4.10 Sales Graph

    • PDF - 4.15 Income & Expense Graph

    • 4.15 Income & Expense Graph

    • PDF - 4.20 Sales by Customer Report

    • 4.20 Sales by Customer Report

    • PDF - 4.25 Sales by Item Report

    • 4.25 Sales by Item Report

    • PDF - 4.30 Accounts Receivable Aging Report

    • 4.30 Accounts Receivable Aging Report

    • PDF - 4.35 Accounts Payable Aging Report

    • 4.35 Accounts Payable Aging Report

    • PDF - 4.40 Accounts Payable Graph

    • 4.40 Accounts Payable Graph

    • PDF - 4.50 Accounts Receivable Graph

    • 4.50 Accounts Receivable Graph

    • Accounting Comic Break
  • 9

    Start a New Company File in QuickBoooks 2019

  • 10

    Accounting Methods

    • 135 Cash Method vs Accrual Method

    • 134 Revenue Recognition Principle

    • 155 Financial Transaction Rules

    • 160 Financial Transaction Thought Process

    • Accounting Comic Break
  • 11

    Enter Data For the First Month of Operations in QuickBooks 2019

    • 12 Enter Data for the First Month of Operation

    • QuickBooks Backup File Download

    • PDF - 7.05 Record Deposits from Owner and Loan

    • 7.05 Record Owner & Loan Deposit

    • PDF - 7.10 Record Transaction in Register Invest & Purchase Furnature

    • 7.10 Record Purchase Furniture & Investment

    • PDF - 7.17 Purchase Order

    • 7.17 Purchase Order P.O.

    • PDF - 7.20 Create Invoice

    • 7.20 Create an Invoice

    • PDF - 7.25 Receive Payment PowerPoint - Copy

    • 7.25 Receive Payment

    • PDF - 7.30 Record Cash Sale PowerPoint - Copy

    • 7.30 Create Sales Receipts

    • PDF - 7.35 Record Deposit PowerPoint - Copy

    • 7.35 Record Deposit

    • PDF - 7.40 Write check for inventory purchase order

    • 7.40 Make Payment for Inventory linked To Purchase Order

    • PDF - 7.45 Invoice Pre-ordered Inventory PowerPoint - Copy

    • 7.45 Invoice for Custom Order Linked To P.O. & Payment

    • PDF - 7.50 Receive Payment Make Deposit PowerPoint - Copy

    • 7.50 Receive Payment & Make Deposit

    • PDF - 7.55 Write Check for expenses PowerPoint - Copy

    • 7.55 Write Checks for Expenses

    • PDF - 7.60 Pay Bill PowerPoint - Copy

    • 7.60 Pay Bill

    • PDF - 7.65 Set up custom Jobs PowerPoint - Copy

    • 7.65 Customer Jobs Add

    • PDF - 7.70 Payroll PowerPoint - Copy

    • 7.70 Pay Employees

    • PDF - 7.75 Job Sales Receipt For job PowerPoint - Copy

    • 7.75 Job Sales Receipt

    • PDF - 7.80 Review Reports & Export to Excel

    • 7.80 Review Reports After Month of Data

    • Accounting Comic Break
  • 12

    Enter Data For the Second Month of Operations in QuickBooks 2019

    • 13 Enter Data for the Second Month of Operations

    • QuickBooks Backup File Download

    • PDF - 8.5 Loan Payments

    • 8.05 Enter Loan Payments from Amortization Table

    • PDF - 8.10 Deposit Short Term Investment Payment

    • 8.10 Short Term Investment Matures

    • PDF - 8.15 Purchase order New Item Payment

    • 8.15 Create Purchase Order With New Item

    • PDF - 8.20 Receive inventory with bill

    • 8.20 Receive Inventory With Bill

    • PDF - 8.25 Sales Receipt & Deposit

    • 8.25 Sales Receipt & Deposit

    • PDF - 8.30 Advanced Payment from Customer

    • 8.30 Advanced Payment From Customer

    • PDF - 8.35 Apply Credit to Invoice

    • 8.35 Apply Credit To Invoice

    • PDF - 8.40 Record Sale on Account

    • 8.40 Record Sales on Account

    • PDF - 8.45 Advance Customer Payment

    • 8.45 Advance Customer Deposit

    • PDF - 8.50 Bills Track and Pay

    • 8.50 Bills Track & Pay

    • PDF - 8.55 Customer Payment on Account

    • 8.55 Customer Payment on Account & Deposit

    • PDF - 8.60 Pay sales tax

    • 8.60 Pay Sales Tax

    • PDF - 8.65 Pay Payroll Taxes tax

    • 8.65 Pay Payroll Taxes

    • PDF - 8.70 Enter Bills & Pay Bills

    • 8.70 Enter Bills & Pay Bills

    • PDF - 8.75 Enter Service Item & Invoice

    • 8.75 Enter Service Item & Invoices

    • PDF - 8.77 Purchase music equipment with debt

    • 8.77 Purchase Equipment with Debt or Financing

    • PDF - 8.80 Enter Payroll

    • 8.80 Enter Payroll For Second Month

    • PDF - 8.90 Rental Income

    • 8.90 Record Rental Income

    • 8.95 Comparative Financial Statements

    • Accounting Comic Break
  • 13

    Bank Reconciliation in QuickBooks 2019

    • 14 Bank Reconciliations

    • QuickBooks Backup File Download

    • PDF - 9.10 Bank Rec Jan

    • 9.10 Bank Reconciliation First One

    • PDF - 9.15 Bank Rec Feb

    • 9.15 Bank Reconciliation Second Month

    • Accounting Comic Break
  • 14

    Adjusting Journal Entries in QuickBooks 2019

    • 15 Adjusting Entries and Reversing Entries

    • QuickBooks Backup File Download

    • PDF - 10.10 Short term loan

    • 10.10 Loan Payable Adjusting Entry Short Term Loan

    • PDF - 10.15 Short term portion

    • 10.15 Short Term Portion Installment Loan Adjusting Entry

    • PDF - 10.20 Accrued Interest

    • 10.20 Accrued Interest Adjusting Entry

    • PDF - 10.25 Invoice Adjusting Entry

    • 10.25 Invoice or Accounts Receivable Adjusting Entry

    • PDF - 10.30 Reversing Entry Accounts Receivable

    • 10.30 Reversing Entry Accounts Receivable Entry

    • PDF - 10.35 Reversing Entry Accrued Interest

    • 10.35 Reversing Entry Accrued Interest

    • PDF - 10.40 Prepaid Insurance Adjusting Entry

    • 10.40 Prepaid Insurance Adjusting Entry

    • PDF - 10.45 Depreciation Adjusting Entry

    • 10.45 Depreciation Adjusting Entry

    • PDF - 10.50 Unearned Revenue

    • 10.50 Unearned Revenue Adjusting Entry

    • PDF - 10.55 Reverse Unearned Revenue

    • 10.55 Reverse Unearned Revenue Adj. Entry

    • PDF - 10.60 Journal & Financial Statements

    • 10.60 Journal Report & Financial Statements

    • Accounting Comic Break
  • 15

    Budgeting in QuickBooks 2019

    • 16 Budgeting

    • QuickBooks Backup File Download

    • PDF - 11.10 Budgeted Profit and Loss

    • 11.10 Budgeted Profit and Loss

    • PDF - 11.15 Budgeted Balance Sheet

    • 11.15 Budgeted Balance Sheet

    • Accounting Comic Break
  • 16

    Bank Feeds

    • 12 Bank Feeds Introduction and Set up

    • 1220 Bank Feeds Add Checks & Cash Outflows

    • 1230 Bank Feeds Deposits and Inflows

    • 1240 Bank Feeds Rules

    • Accounting Comic Break

Meet your instructor!

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


Through working with students from many different schools, Mr. Steele has learned best practices for helping people understand accounting fast. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his.  

Mr. Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. He has been a practicing CPA since 2005. Mr. Steele is a practicing CPA, has a Certified Post-Secondary Instructor (CPI) credential, a Master of Science in taxation from Golden Gate University, a Bachelor’s Degree in Business Economics with an emphasis in accounting from The University of California Santa Barbara, and a Global Management Accounting Designation (CGMA) from The American Institute of CPA (AICPA).  

Mr. Steele has also authored five books that can be found on Amazon or in audiobook format on Audible. He has developed bestselling courses in accounting topics including financial accounting and QuickBooks accounting software.  

In addition to working as an accountant, teaching, and developing courses Mr. Steele has helped create an accounting website at accountinginstruction, a YouTube channel called Accounting Instruction, Help, and How Too, and has developed supplemental resources including a Facebook Page, Twitter Page, and Podcasts that can be found on I-tunes, Stitcher, or Soundcloud. Mr. Steele's teaching philosophy is to make content applicable, understandable, and accessible.  

Adult learners are looking for application when they learn new skills. In other words, learners want to be able to apply skills in the real world to help their lives. Mr. Steele’s formal accounting education, practical work experience, and substantial teaching experience allow him to create a curriculum that combines traditional accounting education with practical knowledge and application. He accomplishes the goals of making accounting useful and applicable by combining theory with real-world software like Excel and QuickBooks.  

Many courses teach QuickBooks data entry or Excel functions but are not providing the real value learners want. Real value is a result of learning technical skills like applications, in conjunction with specific goals, like accounting goals, including being able to interpret the performance of a business.  

Mr. Steele makes knowledge understandable by breaking down complex concepts into smaller units with specific objectives and using step by step learning processes to understand each unit. Many accounting textbooks cram way too much information into a course, making it impossible to understand any unit fully. By breaking the content down into digestible chunks, we can move forward much faster.  

Mr. Steele also makes use of color association in both presentations and Excel worksheets, a learning tool often overlooked in the accounting field, but one that can vastly improve the speed and comprehension of learning accounting concepts.  

The material is also made understandable through the application of concepts learned. Courses will typically demonstrate the accounting concepts and then provide an Excel worksheet or practice problems to work through the concepts covered. The practice problems will be accompanied by an instructional video to work through the problem in step by step format. Excel worksheets will be preformatted, usually including an answer tab that shows the completed problem, and a practice tab where learners can complete the problem along with a step by step presentation video.  

Take this course today!

"QuickBooks Pro 2019 Comprehensive Course"

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