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Beginning (2 Hrs 2 Mins)
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1.0 |
Introduction (49 Mins) |
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| 1.1 |
Overview: QuickBooks vs. Quicken |
| 1.2 |
Installing QuickBooks for the Fist Time |
| 1.3 |
Starting QuickBooks & Using the QuickBooks Navigator |
| 1.4 |
Starting the QuickBooks Accounting Cycle: Creating an Invoice |
| 1.5 |
Purchase Orders |
| 1.6 |
Writing Checks |
| 1.7 |
Recording Customer Payments |
| 1.8 |
QuickBooks Reports |
| 1.9 |
Behind the Scenes: the QuickBooks Register & Lists |
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2.0 |
Navigating Around QuickBooks (14 Mins) |
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| 2.1 |
Navigation Bar |
| 2.2 |
The Menu Bar & Keyboard Shortcuts |
| 2.3 |
QuickBooks Help |
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3.0 |
Setting Up Your Business (27 Mins) |
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| 3.1 |
Converting from QuickBooks Previous Versions |
| 3.2 |
Creating a New Company |
| 3.3 |
Adding Customers & Jobs |
| 3.4 |
Converting from Quicken to QuickBooks |
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4.0 |
Getting Down to Business (25 Mins) |
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| 4.1 |
Invoicing Customers for Accounts Receivable |
| 4.2 |
Recording Cash Sales |
| 4.3 |
Recording Credit Card Sales |
| 4.4 |
Accounts Receivable Reports |
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5.0 |
Backing Up Your Data (7 Mins) |
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| 5.1 |
Creating a QuickBooks.qbb File |
| 5.2 |
How to Restore Your Data from a .qbb File |
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Intermediate (1 Hr 43 Mins)
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1.0 |
Customizing QuickBooks (23 Mins) |
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| 1.1 |
Setting Your Own Options Via the Preferences Menu |
| 1.2 |
How to Work with the Navigation Bar |
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2.0 |
Working with Items, Accounts & Vendors (24 Mins) |
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| 2.1 |
Working with the Chart of Accounts |
| 2.2 |
Adding a Petty Cash Account |
| 2.3 |
Working with Items for Sales/Invoicing |
| 2.4 |
Working with the Vendor List |
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3.0 |
Customer Payments (27 Mins) |
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| 3.1 |
How to View Open Invoice Amounts |
| 3.2 |
Accounting for Re-imbursement Expenses |
| 3.3 |
Recording Payments Received from Customers |
| 3.4 |
Recording Grouped Deposits |
| 3.5 |
Recording Payments Received from Credit Card Companies |
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4.0 |
Entering & Paying Bills (21 Mins) |
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| 4.1 |
Working with Accounts Payable |
| 4.2 |
Paying Bills, the Write Checks Window & Printing Your Checks |
| 4.3 |
Keeping a Record of Cash Expenditures |
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5.0 |
Using Credit Cards to Pay for Business Expenses (8 min) |
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| 5.1 |
Creating a Credit Card Account |
| 5.2 |
Reconciling the Account with Your Credit Card Statement |
| 5.3 |
How QuickBooks will Write a Check to Pay Your Credit Card Bill |
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Advanced (1 Hr 52 Mins)
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1.0 |
Using QuickBooks Reports (36 Mins) |
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| 1.1 |
Profit & Loss Statements |
| 1.2 |
Quick Zoom Feature |
| 1.3 |
Customizing Reports |
| 1.4 |
Memorize, Recall & Exporting |
| 1.5 |
Balance Sheet Reports |
| 1.6 |
Column width Adjustments |
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2.0 |
Password Security & Multi-User Access (17 Mins) |
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| 2.1 |
Establish Users & Access Levels |
| 2.2 |
Using QuickBooks Pro In Multi-User Server Mode |
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3.0 |
Classifying Your Transactions (11 Mins) |
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| 3.1 |
The Class List |
| 3.2 |
Using Classes in Transactions & Reports |
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4.0 |
Automating QuickBooks (12 Mins) |
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| 4.1 |
Memorization |
| 4.2 |
Use Transaction Groups |
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5.0 |
Bank Statement Reconciliation (10 Mins) |
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6.0 |
QuickBooks Graphs (5 Mins) |
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| 6.1 |
Income & Expense Graphs |
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7.0 |
Enhanced Features (21 Mins) |
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| 7.1 |
Displaying Dates as 4 Digits & Printing Deposit Slips |
| 7.2 |
Statement of Cash Flow's Report |
| 7.3 |
Enhanced Printing Options |
| 7.4 |
Integrating with Word |
| 7.5 |
Synchronizing Contacts with MS Outlook |
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Inventory Management & Payroll (2 Hrs 2 Mins)
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1.0 |
Managing Inventory (60 Mins) |
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| 1.1 |
Setup Inventory Tracking |
| 1.2 |
Customize P.O.'s |
| 1.3 |
Inventory Items |
| 1.4 |
P.O. Reports |
| 1.5 |
Receive Inventory & Bills for Inventory |
| 1.6 |
Inventory Adjustments |
| 1.7 |
Inventory Reports |
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2.0 |
Sales Tax Issues (17 Mins) |
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| 2.1 |
Set up Tax Rates & Taxing Authorities |
| 2.2 |
Specify Which Items & Which Customers & Applying Sales Tax |
| 2.3 |
View Sales Tax Liability Report & Pay Sales Tax |
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3.0 |
Payroll Accounting (45 Mins) |
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| 3.1 |
Preferences & Setting Defaults |
| 3.2 |
QuickBooks Payroll Services |
| 3.3 |
The Employee List Window |
| 3.4 |
Payroll Items |
| 3.5 |
Setting up Balances |
| 3.6 |
Generate Pay Checks |
| 3.7 |
Paying Payroll Liabilities |
| 3.8 |
EOY Processing Forms 940, 941, W-2 Forms |
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Time Tracking & Special Features (2 Hr 2 Mins)
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1.0 |
Time Tracking (34 Mins) |
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| 1.1 |
Turn on Time Tracking |
| 1.2 |
View Single Activities from a Weekly Time Sheet |
| 1.3 |
Enter Time Sheet Info |
| 1.4 |
QuickBooks Timer Program |
| 1.5 |
How to Base Pay Checks on Imported Timer Time Sheets |
| 1.6 |
Invoicing Customers for Hourly Charges based on Time |
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2.0 |
Estimates (17 Mins) |
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| 2.1 |
Setting Preferences for Jobs & Estimates |
| 2.2 |
Creating a Job Estimate Template |
| 2.3 |
How to Convert Estimates Into Invoices |
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3.0 |
Contact & Task Management (10 Mins) |
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| 3.1 |
Creating, Editing & Deleting to do Items |
| 3.2 |
Print out the To Do List |
| 3.3 |
How Reminders are Created |
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4.0 |
Accountant's Review Feature (15 Mins) |
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| 4.1 |
Create Accountant's Review Copy |
| 4.2 |
Work with Accountant's Review Copy |
| 4.3 |
How to Export & Import Accountant's Changes |
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5.0 |
Customer Server Issues (23 Mins) |
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| 5.1 |
H&le Customer Discounts & Down or Pre-Payments |
| 5.2 |
Credit Memo's & Refunds |
| 5.3 |
How to Asses Financial Charges on Overdue Invoices |
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6.0 |
Printing & Custom Form Templates (11 Mins) |
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| 6.1 |
Report Printer Settings |
| 6.2 |
How to Modify & Create Forms Templates |
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7.0 |
Internet Features (12 Mins) |
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| 7.1 |
Setting up an Internet Connection |
| 7.2 |
Browsing Intuit's Financial Web Sites |
| 7.3 |
Inquiring About Online Payroll Services |
| 7.4 |
How to Update QuickBooks Over the Internet |
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