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QuickBooks Pro Desktop - Part 1

Created byRobert Steeleworkspace_premiumBest Instructor
IntermediateUpdated Apr 29, 2020

What You'll Learn

  • check_circleUnderstand the basics of QuickBooks Pro Desktop and its interface
  • check_circleApply accounting theory to real-world tasks in QuickBooks
  • check_circlePerform common data entry and accounting operations
  • check_circleBuild confidence through hands-on practice and guided instruction

About This Course

QuickBooks Pro Desktop Part 1 is designed to give you a strong foundation in using QuickBooks, whether you're brand new to the software or brushing up on your accounting skills. While it’s beginner-friendly, this course also connects accounting theory to real-world use, making it valuable for professionals who want to deepen their understanding of how accounting software supports business processes.

You’ll learn by doing, with step-by-step presentations and guided exercises that help you apply what you learn directly in QuickBooks. If you’re a student, you may be eligible for a free trial of QuickBooks through Intuit—just search “QuickBooks Free for Students” to take full advantage of this course.

Course Content

5 activities • 34 videos • duration: 7h 16m

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Getting Started - Getting Setup with QuickBooks Pro 2020-Part14 videos • 51 min
  • videocam.10 QuickBooks Desktop Vs QuickBooks Online
    Duration 17:25
  • videocam.15 QuickBooks Desktop Options
    Duration 9:42
  • videocam.20 Purchase & Download QuickBooks Pro 2020
    Duration 12:15
  • videocam.30 Install QuickBooks Pro 2020
    Duration 12:22
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Navigating Through QuickBooks Pro 2020-Part110 videos • 2.5 hours
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Balance Sheet and Balance Sheet Options in QuickBooks Pro 2020-Part18 videos • 1.6 hours
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Profit & Loss / Income Statement QuickBooks Pro 2020-Part14 videos • 50 min
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Other Reports & Graphs in QuickBooks 2020-Part18 videos • 1.5 hours

Your Instructor

Robert Steele

CPA, CGMA, M.S. Tax, CPI

menu_book294 courses
star1,974 reviews

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. Mr. Steele makes learning accounting accessible by making use of technology and partnering with teaching platforms that have a vision of spreading knowledge like CPDformula.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.8 out of 5
Student's Choice
13 reviews
  • NN
    Nwando N.
    starstarstarstarstar

    Very well articulated.

  • FB
    Findlay B.
    starstarstarstarstar

    Wide coverage on the basics of QB.

  • AP
    Anthony P.
    starstarstarstarstar

    Thought it was very informative. Well done

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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