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  • QuickBooks and Excel software would be best.


Would we like to run our business better using accounting software?

Would we like to better understand accounting concepts, how they apply to accounting software, and work accounting problems MUCH faster?

Would we like to advance our career by increase our skills with business software?

This comprehensive QuickBooks & Excel course can help to achieve these goals

Why choose this course?

Current video content means all QuickBooks lectures are done recently as of this post rather than adding a few new videos to content from prior years.

This course also includes:

  • QuickBooks backup files allowing us to jump forward in the course or to rework sections.
  • PDF instruction files to support the entering of QuickBooks data and allowing us to do work offline
  • Excel worksheet that are formatted so that we can consentrate on the accounting relationships and on using the fundamentals of Excel.

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

A partial list of topics covered is below. The number series may change, however.

Start a New Company File

  • Start a New Company File Section Overview
  • QuickBooks 6.05 Set Up New Company & Preferences
  • Excel 6.05 Set up New Company Worksheet
  • QuickBooks 6.10 Setting Up Items
  • Excel 6.10 Set Up Inventory Items
  • QuickBooks 6.15 Customer Setup
  • Excel 6.15 Set Up Customer Balances
  • QuickBooks 6.20 Set up Vendors and Beginning Balances
  • Excel 6.20 Set Up Vendors Beginning Balances
  • QuickBooks 6.25 Set up new account & Enter Opening Balances
  • Excel 6.25 Enter Opening Account Balances
  • QuickBooks 6.30 Adjust New Account Balances
  • QuickBooks 6.35 Payroll Set Up
  • QuickBooks 6.40 New Employee Setup
  • QuickBooks 6.45 Export Transaction List By Date

Accounting Methods

  • Accounting Concepts Section Overview
  • Accounting Method Overview
  • Cash Method Vs Accrual Method
  • Revenue Recognition Principle
  • Financial Transaction Rules


Who this course is for:

  • Business Owners
  • Accounting Professionals
  • Accounting Students
  • Anybody who wants to learn accounting software
  • Anybody who wants to learn accounting theory
  • Anybody who wants to learn Excel basics

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