The Ultimate Accountant Productivity Bundle

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Simon Sez IT

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1 - QuickBooks Desktop 2024 Course Introduction

1 -Introduction.mp4

04:10

2 -Introduction to the Company.mp4

04:08

2 - QuickBooks Desktop 2024 Navigate QuickBooks Desktop

1 -A Tour of the Interface.mp4

03:54

2 -Working on an Existing Company File.mp4

02:32

3 -Setting Up a New Company File.mp4

03:22

4 -Creating Backup of Company File.mp4

03:09

3 - QuickBooks Desktop 2024 Adjusting QBD as per Company Requirements

1 -Editing Information of a Company.mp4

02:12

2 -Work with Chart of Accounts.mp4

04:54

3 -Adding Bank Accounts and Credit Cards.mp4

03:23

4 -Add Service or Inventory Items.mp4

05:46

5 -Adding Fixed Assets.mp4

03:50

6 -Add Customers Profile.mp4

05:25

7 -Create and Edit Customers & Vendors.mp4

09:31

4 - QuickBooks Desktop 2024 Day-to-Day Operations

1 -Create Estimates.mp4

05:55

2 -Create Purchase Orders for Vendors.mp4

05:04

3 -Invoicing Customers.mp4

02:43

4 -Receive Payments and Print Receipts.mp4

04:30

5 -Create Sales Receipts for Cash Sales.mp4

02:24

6 -Review Reminders for Overdue Invoices and Sending Statements to Customers.mp4

05:35

7 -Entering Credit Charges and Printing Checks.mp4

04:13

8 -Recording Deposits and Payments Against Vendor Bills.mp4

03:46

5 - QuickBooks Desktop 2024 One-off Activities in QuickBooks Desktop

1 -Void Invoices and Other Line Items.mp4

05:23

2 -Reconciling Accounts.mp4

04:23

6 - QuickBooks Desktop 2024 Viewing Reports

1 -Introduction to Reports and Customizing Reports.mp4

07:58

2 -Drafting Required Reports and Reports Sharing.mp4

06:31

7 - QuickBooks Desktop 2024 Conclusion

1 -Conclusion.mp4

03:46

8 - QuickBooks Online Course Introduction

1 -Introduction to the Course.mp4

04:52

2 -WATCH ME Essential Information for a Successful Training Experience.mp4

02:04

3 -Introduction to the Company.mp4

06:56

3 -QuickBooks Online 2024 Course Files.zip

9 - QuickBooks Online Navigate QuickBooks Online

1 -Exploring the QuickBooks Online Interface.mp4

04:19

2 -Account Settings.mp4

03:47

3 -Creating New Customers, Vendors & 1099 Subcontractors.mp4

07:20

4 -Setting up Chart of Accounts (Part 1 of 2).mp4

06:24

5 -Setting up Chart of Accounts (Part 2 of 2).mp4

05:44

6 -Setting up Service and Non-Inventory Items.mp4

08:08

Description

Learn QuickBooks, financial forecasting and modeling, risk management, and Excel with this great value 6-course bundle.

What You'll Learn?

Understand the importance of QuickBooks for managing finances in business.
Navigate QuickBooks Desktop confidently to manage files, users, and backups.
Customize QuickBooks Desktop for specific company and business needs.
Perform daily operations seamlessly, including creating estimates, invoicing, and managing payments.
Develop skills to streamline financial processes and make informed decisions.
Recognize QuickBooks Online's role in efficient transaction recording.
Navigate QuickBooks Online and set up companies and chart of accounts.
Analyze financial statements for informed decision-making.
Gain practical skills by simulating a company in QuickBooks Online.
Create and analyze detailed financial reports.
Integrate third-party apps with QuickBooks Online to automate tasks.
Track income and expenses by project using the Projects feature.
Automate recurring transactions to reduce manual work and minimize errors.
Manage inventory and non-inventory items.
The basics of financial modeling and forecasting using Excel.
The purpose of financial forecasting and how to build a sound financial model.
How to go through the three financial statements (balance sheet, income statement, and cash flow statement).
How to define your forecasting objectives and identifying key variables and drivers.
Analyzing financial forecasts using ratio analysis and future trends in forecasting.
Distinguish between risk, uncertainty, and randomness.
Describe risk budgeting and understand its role in risk governance.
Define, classify, and distinguish between financial risks.
Distinguish between risk prevention and avoidance.
Define and apply the concepts of self-insurance, risk shifting, and risk transfer.
Navigate and format data in Excel efficiently and grasp Excel formulas and functions.
Import and deduplicate files using advanced functions like XLOOKUP.
Record journal entries for assets, expenses, income, and liabilities.
Link accounts in QuickBooks Online, ensuring consistently updated records.
Prepare a trial balance and pass adjusting entries at the end of an accounting period.
Develop an insightful overview of financial statements.
Decode a company's financial health through various ratio analyses.
Efficiently reconcile accounts using both Excel and QuickBooks Online.

Who is this for?

Small business owners looking to manage their finances, invoicing, and expenses efficiently.

Finance professionals transitioning to digital tools.

Those using QuickBooks for a small business.

If you own a small business, freelance as a bookkeeper, or simply manage your company’s accounts in QuickBooks, you’ll love this straightforward and up-to-date course!

Those who want to understand the essentials of risk management.

Those looking to use Excel and QuickBooks online for their accounting needs.

Those who want to utilize Excel for data analysis and explore the Analysis Toolpak.

This course does NOT serve as a preparation for the FRM exams but is a helpful additional resource.

What You Need to Know?

Basic knowledge of finance and accounting principles is beneficial.

QuickBooks Desktop 2024 installed on your computer and/or access to QuickBooks Online is helpful to follow along.

The QB Desktop course was created on a Windows/PC. While the Mac version has similar features, there are some features that are different compared to the Windows version.

Access to MS Excel and QuickBooks Online is beneficial to follow along.

Basic understanding of Excel is needed for some of the courses.

More details

Description
This bundle includes practice exercises, downloadable files, and LIFETIME access

Welcome to The Ultimate Accountant Productivity Bundle, a meticulously curated course collection designed to elevate your understanding and application of QuickBooks, financial modeling, risk management, andÂ Excel for data analysis.

Whether you use QuickBooks Desktop or the Online version, this great-value six-course bundle has you covered. It also gets you full access to courses on financial forecasting and modeling, financial risk management, and Excel for accountants, to help boost your accounting and business productivity.

The only prerequisites to these courses are a basic understanding of finance and accounting, access to the applications used and taught in this bundle, and an eagerness to learn.

QuickBooks Desktop 2024
Understand the importance of QuickBooks for managing finances in business.
Navigate QuickBooks Desktop confidently to manage files, users, and backups.
Customize QuickBooks Desktop for specific company and business needs.
Perform daily operations seamlessly, including creating estimates, invoicing, and managing payments.
Develop skills to streamline financial processes and make informed decisions.

QuickBooks Online Beginners
Recognize QuickBooks Online's role in efficient transaction recording.
Navigate QuickBooks Online and set up companies and chart of accounts.
Customize QuickBooks Online for specific company needs.
Perform tasks like creating estimates, invoicing, and managing payments.
Analyze financial statements for informed decision-making.
Accurately reconcile bank statements.
Gain practical skills by simulating a company in QuickBooks Online.
Utilize QuickBooks Online for optimized accounting and decision-making.

QuickBooks Online Intermediate
Customize the QuickBooks Online interface.
Reconcile bank accounts with QuickBooks Online.
Create and analyze detailed financial reports.
Integrate third-party apps with QuickBooks Online to automate tasks.
Track income and expenses by project using the Projects feature.
Automate recurring transactions to reduce manual work and minimize errors.
Manage inventory and non-inventory items.

Financial Forecasting and Modeling
The basics of financial modeling and forecasting using Excel.
The purpose of financial forecasting.
How to build a sound financial model.
The role of forecasting in strategic planning.
How to go through the three financial statements (balance sheet, income statement, and cash flow statement).
How to define your forecasting objectives.
Identifying key variables and drivers.
Analyzing financial forecasts using ratio analysis.
Future trends in forecasting.

Financial Risk Management
Distinguish between risk, uncertainty, and randomness.
Understand the importance of risk governance.
Describe risk budgeting and understand its role in risk governance.
Recognize the difference between idiosyncratic and systematic risks.
Define, classify, and distinguish between financial risks.
Identify and understand the principles of credit, foreign exchange, interest rate, and operational risk.
Distinguish between risk prevention and avoidance.
Define and apply the concepts of self-insurance, risk shifting, and risk transfer.
Realize insurance as a way to transfer risks.
Recognize outsourcing and derivatives as two ways of shifting risk.

The Accountants Excel Toolkit
Navigate and format data in Excel efficiently and grasp Excel formulas and functions.
Import and deduplicate files using advanced functions like XLOOKUP.
Understand accounting principles and the accounting cycle.
Understand the fundamentals of assets, expenses, liabilities, and income.
Record journal entries for assets, expenses, income, and liabilities.
Link accounts in QuickBooks Online, ensuring consistently updated records.
Prepare a trial balance and pass adjusting entries at the end of an accounting period.
Develop an insightful overview of financial statements.
Decode a company's financial health through various ratio analyses.
Efficiently reconcile accounts using both Excel and QuickBooks Online.

This course bundle includes:
22 hours of video tutorials
180+ individual video lectures
Course files to follow along
Certificate of completion
Who this course is for:
Small business owners looking to manage their finances, invoicing, and expenses efficiently.
Finance professionals transitioning to digital tools.
Those using QuickBooks for a small business.
If you own a small business, freelance as a bookkeeper, or simply manage your companyâ€™s accounts in QuickBooks, youâ€™ll love this straightforward and up-to-date course!
Those who want to understand the essentials of risk management.
Those looking to use Excel and QuickBooks online for their accounting needs.
Those who want to utilize Excel for data analysis and explore the Analysis Toolpak.
This course does NOT serve as a preparation for the FRM exams but is a helpful additional resource.

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Financial Accounting

Simon Sez IT

Instructor's Courses

Since 2008, individuals, small businesses, and Fortune 500 companies with thousands of employees have benefited from the easy and hands-on software training offered by Simon Sez IT. With over 8,000 video tutorials on a range of software programs, Simon Sez IT ensures stress-free eLearning and enhanced employee productivity - no matter whether you are implementing new software or a technological upgrade for your workplace. With over 630,000 Udemy students in over 180 countries, Simon Sez IT is the preferred online learning choice for individuals and businesses everywhere.

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