QuickBooks Pro Desktop bookkeeping business plan and examples, walking through bookkeeping engagement & data entry
β±οΈ Length: 15.0 total hours
β 4.34/5 rating
π₯ 42,499 students
π November 2019 update
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- Course Overview
- The QuickBooks Pro Desktop -Bookkeeping Business-Easy Way curriculum serves as a comprehensive blueprint for individuals looking to transition from basic software users to professional service providers. It prioritizes a high-level strategic approach to financial management, focusing on the logic of accounting rather than just rote memorization of button clicks.
- This course bridges the gap between technical software proficiency and the actual logistics of running a freelance operation. It delves into the operational flow required to handle multiple clients simultaneously without sacrificing data integrity or professional standards.
- Students will explore the architectural framework of the QuickBooks Desktop environment, learning how the software handles data locally on a hard drive versus cloud-based solutions, providing a deeper understanding of file security and data sovereignty.
- The training emphasizes a “Result-Oriented” methodology, designed to trim the fat from traditional bookkeeping processes. By stripping away redundant tasks, the course teaches students how to achieve “Clean Books” in a fraction of the time usually required.
- Included in the 15-hour journey is a deep dive into the psychology of bookkeeping, helping students understand why certain transactions are categorized in specific ways to satisfy both business owners and government regulatory bodies.
- Requirements / Prerequisites
- Participants must have access to a Windows-based computer system, as the QuickBooks Pro Desktop version is specifically designed for the Windows operating environment and lacks full compatibility with macOS without virtualization.
- A fundamental comfort level with file management is necessary, including the ability to create folders, move documents, and manage local backups, which is critical for maintaining the safety of client financial records.
- No prior accounting degree is required; however, a basic mathematical aptitude and an eye for detail are essential for identifying discrepancies during the data verification process.
- Students should have a stable internet connection for downloading course materials and updates, although the core software functions primarily in an offline capacity once installed.
- A commitment to the full 15-hour duration is recommended to ensure that the cumulative knowledge of the “Easy Way” system is fully absorbed and ready for real-world application.
- Skills Covered / Tools Used
- Navigating the QuickBooks Ecosystem: Mastery of the icon bar, home page, and drop-down menus to create a customized workspace that improves daily data-entry speed.
- Internal Control Implementation: Learning how to set up User Permissions and Audit Trails to ensure that every change made in the company file is tracked and verifiable.
- Advanced Reporting Techniques: Utilizing the Report Center to generate customized Profit and Loss statements and Balance Sheets that provide actionable insights to business owners.
- Source Document Management: Developing a system for organizing digital receipts and invoices so that they align perfectly with the digital entries within the QuickBooks environment.
- Chart of Accounts Optimization: Designing a tailored Chart of Accounts that reflects the specific industry niche of the client, ensuring that tax categories are intuitive and accurate.
- Database Maintenance: Learning the Verifying and Rebuilding Data utilities to prevent file corruption and ensure the long-term health of the accounting database.
- Benefits / Outcomes
- Professional Confidence: Gain the technical self-assurance needed to sit down with a new client and explain exactly how you will manage their financial lifecycle from start to finish.
- Workflow Efficiency: By adopting the “Easy Way” shortcuts, graduates can take on a higher volume of clients without increasing their working hours, leading to greater profitability for their own bookkeeping practice.
- Enhanced Marketability: Completion of this course signals to potential employers or clients that you possess specialized knowledge in Desktop-specific accounting, a niche that is still highly valued by established businesses.
- Reduced Tax-Season Stress: By maintaining books according to the standards taught in this course, the hand-off to a CPA or Tax Preparer becomes a seamless process, minimizing last-minute corrections and expensive accounting fees.
- Entrepreneurial Empowerment: Beyond just learning a software tool, students walk away with a scalable business model that can be operated from a home office or as a remote service provider.
- PROS
- Practical Application: The course uses real-world examples that mirror the actual challenges bookkeepers face, rather than idealized textbook scenarios.
- Comprehensive Duration: At 15 hours, the course provides enough depth and repetition to ensure the concepts stick, making it a high-value investment for serious learners.
- Niche Focus: By focusing strictly on the Pro Desktop version, the instruction avoids the confusion of trying to cover too many software variations at once.
- Community Proven: With over 42,000 students and a high rating, the curriculum has been vetted and refined based on extensive user feedback and results.
- CONS
- Version Specificity: While the principles are timeless, users with newer versions of QuickBooks or those moving to QuickBooks Online may notice slight differences in the user interface and menu locations.
Learning Tracks: English,Business,Entrepreneurship
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