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QuickBooks Desktop vs. Excel (Udemy.com)

QuickBooks and Excel accounting cycle, reporting financial transaction to both QuickBooks and Excel compare and contrast

Created by: Robert (Bob) Steele

Last updated July 2023

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What you will learn

  • Explore the core functionalities of QuickBooks Desktop and Excel for a variety of accounting tasks.
  • Distinguish differences in data input and transaction handling between QuickBooks Desktop and Excel.
  • Reconcile bank accounts in QuickBooks
  • Implement theoretical knowledge to carry out two months of data input in QuickBooks Desktop and Excel.
  • Investigate the impacts of adjusting and closing entries in both QuickBooks Desktop and Excel.
  • Assess the bank reconciliation process in both QuickBooks Desktop and Excel, and its outcomes.
  • Design a streamlined workflow for managing accounting tasks across QuickBooks Desktop and Excel.
  • Integrate acquired knowledge to optimize the use of QuickBooks Desktop and Excel in real-world accounting scenarios
  • Showcase proficiency in QuickBooks Desktop and Excel by resolving complex accounting problems.

How it compares

Against the other 200 rated Udemy courses in Accounting on CourseDuck:

  • Rating4.4 out of 5higher than 31% of them
  • Reviews239#128 of 201 by number of reviews
  • Length128.4 hourslonger than 96% of them
  • Last updatedJuly 2023more recently than 54% of them

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Course Description

Welcome to our QuickBooks Desktop course, an expansive and thorough journey into the inner workings of QuickBooks Desktop Accounting Software and Excel. This course aims to provide an unrivaled 'under-the-hood' understanding of accounting software and processes, using Excel's transparent data input as a lens for comparison.

The first segment of our course is an in-depth tour of QuickBooks Dektop, a premier accounting software. We will walk you through the varied features of the software, unraveling the complexities of its interface and functionality. This involves an analysis of common data input forms within the context of distinct accounting cycles - the sales cycle, the expense cycle, and the payroll cycle. By drawing parallels with Excel, we aim to provide an intuitive understanding of these cycles, their interplay within the accounting environment, and how they relate to manual data input in Excel's journal entry format.

As we forge ahead into the second segment of the course, we shift our focus to practical application. This portion is centered around a comprehensive problem, where we simulate two months of data input in QuickBooks QuickBooks Desktop and simultaneously mirror these transactions in an Excel accounting worksheet. This approach allows you to get a hands-on experience of the nuances of accounting processes. You will dive head-first into transaction entries, adjustments, and closing entries in both QuickBooks Desktop and Excel, as well as perform bank reconciliations - an essential task for any accountant.

By the time you complete this course, you will be well-versed in the functional aspects of QuickBooks Desktop Accounting Software, and understand how it stacks up against the manual data input process in Excel. Most importantly, you will acquire a set of skills that will allow you to effectively use both platforms for various accounting tasks, putting you in a strong position to manage real-world accounting scenarios.

This course is designed to provide more than just knowledge - it is about gaining practical experience, understanding the why behind the processes, and empowering you to leverage these powerful tools in your accounting journey.

If you're ready to take a deep dive into the world of accounting software, crack open the complexities of transactions, and explore the intricacies of QuickBooks Desktop and Excel, this course is just a click away. Begin your journey towards mastering the modern accounting landscape today!

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Instructor Details

Robert (Bob) Steele

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.    

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Reviews

4.4

239 ratings on Udemy

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By Aimal Shahbaz Baloch on 9/21/2024

Its so elaborated Course, Like it very much

By Kaviya R on 8/16/2024

Good experience very good course and easy way to apply Anwers

By Kirankumar Parikh on 2/26/2024

Excellent Examples. Learnt Formetting of excel sheet very well to represnt financial statement.

By Ashutosh Kumar on 5/7/2023

The lecture makes the topic so easy and friendly to understand .

By Anna Marie Cardenas on 6/29/2022

The information was great!

By Naiem Shaikh on 6/19/2022

REALLY AMAAZING EXPERIANCE LEARNING WITH U DEAMY

By Sulagna Das on 6/13/2022

A really good experience.

By Kathleen Christie on 11/27/2021

Sounds good so far!

By Lee Nusbaum on 1/4/2020

Wow, I really like this instructor. Very thorough in explanations and without rushing.

By Saidi Mayanga on 4/9/2018

This is what I was search from the QBE Training. Thanks

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Read all 239 reviews on Udemy

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Quality Score

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Overall Score : 88 / 100