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He has developed bestselling courses in accounting topics including financial accounting and QuickBooks accounting software. Steele has also authored five books that can be found on Amazon or in audiobook format on Audible.

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). He has enjoyed putting together quality tools to improve learning and has been teaching, making instructional resources, and building curriculum since 2009. Steele has experience working as a practicing Certified Public Accountant (CPA), an accounting and business instructor, and curriculum developer. Learning new skills and finding the best way to share knowledge with people who can benefit from it is a passion of his. Steele has learned best practices for helping people understand accounting fast. Through working with students from many different schools, Mr. We will then have sections of the course that focus on more specialized areas. The course will cover the use of bank feed rules and how they are used to automate more of the accounting system. For example, the use of bank feeds will vary for a company that uses a cash-based method and a company that uses an accrual method. We will discuss how bank feeds will fit into different accounting systems, the application of the bank feeds tool differing as company needs differ. We will then have a course section explicitly devoted to bank feeds. The comprehensive problem in the second half of the course will cover setting up a new company file, setting the preferences, adding beginning balances, entering two months of data input, completing bank reconciliations, entering adjusting entries, and budgeting.

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In the second half of the course, we will create a new company file.Īfter learning how to deconstruct past financial transactions in the accounting system in the first half of the course, we are ready to build the QuickBooks Desktop data input from the ground up. We then attempt to see what has been done in the past so the process can be replicated in future transactions, maintaining consistency. In other words, when starting a new job, we work with an existing data file rather than setting up a new one. When first learning QuickBooks, it is best to start with a file that already has data, attempting to deconstruct the data input done in the past, a method similar to an employee starting a new job.

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We will then practice navigating the accounting software, the free QuickBooks Sample file being our primary tool.

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The first part of the course will discuss how to access QuickBooks Desktop, the accounting software options QuickBooks offers, and set up our QuickBooks file. They also often offer a student version, which may provide more extended access to the software, and this would be great considering we will be covering a comprehensive problem. QuickBooks often offers a free 30-day trial, perfect to practice with We will go over each option in more detail in the course. People often have this first question when considering a QuickBooks Desktop course: How do I access the software?īelow are a few options to access QuickBooks Desktop. We hope this course will be a useful, up-to-date tool you can use, at no added cost, for many years into the future. We plan on updating this course so that you can continue to use it as a reference even as QuickBooks Desktop evolves its software. Purchasing this course is more of a long-term investment than spending money on most instructional material related to computer software, partly because it is comprehensive, and will continue to meet your needs as you grow in knowledge, and because we plan on continually updating the course so that it remains relevant even as QuickBooks Desktop changes over time.Ĭomputer applications like QuickBooks Desktop change their appearance often, making a static course that does not change over time obsolete quickly. You can choose to either complete this course from start to finish or jump to the course areas that meet your particular needs. This course is designed to meet the needs of both complete beginners and advanced users of QuickBooks Desktop. This is a comprehensive course covering QuickBooks Desktop 2022, 2021, & 2020.

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