QuickBooks Pro Desktop bookkeeping business plan and examples, walking through bookkeeping engagement & data entry
β±οΈ Length: 15.0 total hours
β 4.33/5 rating
π₯ 42,399 students
π November 2019 update
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- Course Overview
- This comprehensive 15-hour course is meticulously designed for individuals aspiring to launch or enhance their own independent bookkeeping venture, focusing specifically on a streamlined, “easy way” approach to managing small business finances using QuickBooks Pro Desktop.
- Beyond merely operating software, this program provides a foundational blueprint for establishing a professional bookkeeping service, guiding learners through the practicalities of client engagement and operational efficiency.
- It distills complex financial management into actionable, easy-to-understand steps, making it ideal for those seeking a flexible, home-based career or small business owners keen to master their own books.
- The curriculum is structured to equip you with the confidence and practical skills necessary to handle routine financial transactions, maintain accurate records, and contribute meaningfully to a small business’s financial health, all within the robust environment of QuickBooks Desktop Pro.
- You will gain insights into the entire lifecycle of a bookkeeping engagement, from securing a client to delivering consistent, reliable financial data, fostering professional relationships in the process.
- Emphasizing real-world scenarios and practical examples, the course aims to demystify bookkeeping and transform it into an accessible and profitable service offering.
- Requirements / Prerequisites
- Basic Computer Literacy: Familiarity with navigating operating systems, managing files, and using standard office applications is expected.
- Access to QuickBooks Desktop Pro: Learners must have a working installation of QuickBooks Desktop Pro, specifically versions 2019 or prior, to fully participate in the hands-on exercises.
- Commitment to Learning: A genuine desire to understand and implement foundational bookkeeping principles for small businesses.
- Self-Motivation: An entrepreneurial spirit and the drive to build or improve a self-sustaining bookkeeping practice.
- Stable Internet Connection: Required for accessing course materials, videos, and potentially downloading practice files.
- No Prior Bookkeeping Experience Required: The course is tailored to guide beginners through the essentials, adopting an “easy way” methodology.
- Skills Covered / Tools Used
- Entrepreneurial Bookkeeping Setup: Develop a practical strategy for structuring your bookkeeping service, defining client offerings, and initiating professional relationships.
- Client Engagement Workflow: Master the end-to-end process of onboarding new clients, understanding their specific financial needs, and setting up efficient communication channels.
- Chart of Accounts Customization: Learn to design and tailor a relevant chart of accounts within QuickBooks to accurately reflect a small business’s unique financial structure.
- Transaction Categorization Expertise: Develop proficiency in systematically classifying diverse financial transactions directly from source documents like bank statements into appropriate ledger accounts.
- Error Detection and Resolution: Cultivate a sharp eye for identifying inconsistencies or errors in financial data and apply effective troubleshooting techniques to maintain data integrity.
- Financial Hygiene Practices: Understand the importance of regular data review and cleanup, implementing best practices for maintaining precise and reliable accounting records.
- Bank Feed Management: Although not explicitly stated as ‘entering from bank statement,’ this implies managing data flow from financial institutions efficiently within QuickBooks.
- Period-End Closing Procedures: Gain familiarity with the essential steps for closing out financial periods, ensuring all transactions are recorded and accounts balanced.
- Basic Financial Report Generation: Learn to produce fundamental financial reports (e.g., Profit & Loss, Balance Sheet) from QuickBooks data, understanding their basic implications for a business.
- Professional Communication Strategies: Enhance your ability to clearly articulate financial insights and collaborate effectively with business owners and tax professionals.
- Data Storage and Security Protocols: Implement best practices for securely storing client financial files and QuickBooks company files.
- Tools Used: Exclusively focuses on QuickBooks Desktop Pro (2019 or prior versions) as the primary accounting software, complemented by general computing and communication tools.
- Benefits / Outcomes
- Launch Your Bookkeeping Business: Gain the foundational knowledge and practical skills to confidently start offering bookkeeping services to small businesses.
- Enhanced Financial Literacy: Develop a robust understanding of how financial transactions impact a business, empowering you to make informed decisions for yourself or your clients.
- Streamlined Workflows: Learn to implement efficient and “easy way” processes for managing client books, saving time and increasing accuracy.
- Valuable Service Provider: Position yourself as an indispensable financial resource for small business owners, helping them maintain accurate records and prepare for tax season.
- Increased Earning Potential: Open doors to a flexible, self-employed career with the potential to scale your income by serving multiple clients.
- Confidence in QuickBooks Desktop: Become proficient in a widely used accounting software, making you a valuable asset to any small business operating on the Desktop version.
- Professional Network Expansion: Understand how to effectively collaborate with other financial professionals, such as CPAs and tax preparers, enriching your professional ecosystem.
- Practical Problem-Solving Skills: Acquire the ability to quickly identify and resolve common bookkeeping challenges, ensuring smooth financial operations.
- PROS
- Business-Oriented Approach: Teaches not just software use, but how to build and operate a bookkeeping service.
- “Easy Way” Methodology: Simplifies complex topics, making bookkeeping accessible even for beginners.
- High Student Satisfaction: Strong ratings and a large student base attest to its proven value and effectiveness.
- Practical & Hands-On: Focuses on real-world application with examples and walk-throughs.
- Full Engagement Cycle: Covers the entire process from client acquisition to ongoing data management.
- Affordable Entry: Provides a cost-effective pathway to a new skill set and potential career.
- Desktop Specific: Ideal for individuals or businesses committed to QuickBooks Desktop versions.
- CONS
- Legacy Software Focus: Primarily uses QuickBooks Desktop Pro 2019 or prior, which may not align with users seeking training on the very latest software versions or QuickBooks Online.
Learning Tracks: English,Business,Entrepreneurship
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