Description
During this 5 Course Bundle, will teach you how the experts use QuickBooks. Business owners must have accurate financial information in order to make educated business decisions. QuickBooks financial software makes it easy to track the income, expense, assets and liabilities easily. It is important that the individual using the software understand the basics on how to setup the file, post transactions properly, create and read reports, as well as manage the data they are entering. The use of the Home Page, Centers, and drop down menus will make it easy for you to customize your navigation with QuickBooks.
Who is this course for?
This course collection is perfect for anyone who manages accounts for businesses. Whether you are running the financial department, looking to implement new software or own a small business, this bundle is perfect for you.
Courses Included:
- QuickBooks Pro 2012 & 2013
- QuickBooks Pro 2009
- QuickBooks 2010: New Features
- QuickBooks 2016 Advanced
- Mastering QuickBooks Online
- Mastering QuickBooks Online 2018
Modules
QuickBooks Pro 2012 & 2013
Course Duration: 10.75 HoursChapter 00: WHAT’S NEW IN QUICKBOOKS PRO 2013 (16 min)
Overview of What’s New in QuickBooks 2013
Exploring the New & Enhanced Features
Chapter 01: QUICKBOOKS OVERVIEW (26 min)
The Purpose of Using QuickBooks
The Many Different Versions of QuickBooks
Making the Right Choice
Chapter 02: THE COMPANY FILE (08 min)
Setting Up a New Company File
Opening an Existing Company File
Chapter 03: SETTING UP FOR MULTIPLE USERS (11 min)
Setting Up User Permissions
Working with an External Accountant
Chapter 04: NAVIGATION IN QUICKBOOKS (18 min)
Using the Drop-Down Menus
Using the Home Page, Customer Center, Vendor Center & Icon Bar
Using the Control Key Functions
Chapter 05: ADJUSTING PREFERENCES (57 min)
Accounting Preferences
Checking Preferences
Desktop View Preferences
General Preferences
Payments Preferences
Payroll & Employees Preferences
Reports & Graphs Preferences
Sales Tax Preferences
Send Forms Preferences
Tax 1099 Preferences
Time & Expenses Preferences
Chapter 06: THE CHART OF ACCOUNTS (31 min)
Accounting 101
Adding New Accounts & Choosing the Right Type
Editing & Merging Accounts
Chapter 07: COMPANY LISTS (20 min)
Working with Lists
Adding & Editing Multiple List Entries
Chapter 08: IMPORTING DATA (21 min)
General Importing Strategies & Methods
Importing & Copying/Pasting Data from Microsoft® Excel®
Exporting & Importing .IFF Files
Chapter 09: WORKING WITH BANK ACCOUNTS (21 min)
Creating & Using Accounts
Writing Checks
Memorizing Recurring Checks
Transferring Funds between Accounts
Chapter 10: CREATING ITEMS (35 min)
Creating Service Items
Creating Non-Inventory Items
Creating Inventory Items
Creating Other Charge Items
Creating Sales Tax Items
Creating Discount Items
Creating Subtotal Items
Creating Group Items
Chapter 11: THE BASICS OF WORKING WITH INVENTORY (25 min)
Working with Purchase Orders
Receiving Items without a Bill
Receiving Items with a Bill
Handling Prepaid Inventory
Chapter 12: WORKING WITH VENDORS & PAYING BILLS (39 min)
Creating & Editing Vendors
Entering Vendor Bills
Entering Vendor Credits
Paying Bills
Adding Custom Fields
Adding Notes
Chapter 13: CUSTOMERS, JOBS & RECORDING SALES (43 min)
Creating & Editing Customers
Entering Customer Payment & Job Info
Creating Jobs
Creating Estimates
Creating Invoices
Memorizing Recurring Invoices
Chapter 14: SALES ADJUSTMENTS & STATEMENTS (19 min)
Creating Credit Memos for Refunds & Returns
Working with Finance Charges
Creating Statements
Chapter 15: CUSTOMIZING TEMPLATES & FORMS (28 min)
Working with Intuit Standard Templates
Duplicating Templates
Working with Layout Designer
Naming Templates
Importing & Exporting Templates
Chapter 16: ACCOUNTS RECEIVABLE & DEPOSITS (21 min)
Changing the Undeposited Funds Preference
Receiving Payments
Making Deposits
Chapter 17: SALES TAX (29 min)
Setting Up Sales Tax
Setting Up Customers with Sales Tax Codes
Creating Sales Tax Reports
Adjusting Sales Tax
Paying Sales Tax
Chapter 18: REPORTS & THE REPORT CENTER (44 min)
Working with the Report Center View
Working with Company Reports
Working with Customer Reports
Working with Vendor Reports
Working with Memorized Reports
Working with Accountant & Taxes Reports
Chapter 19: MANAGING EMPLOYEES (33 min)
Payroll Subscription Options
Setting Up Payroll
Adding Employees
Creating & Using Timesheets
Preparing Paychecks
Paying Payroll Liabilities
Chapter 20: WORKING WITH CREDIT CARDS (10 min)
Creating a Credit Card Account
Entering Credit Card Charges & Credits
Chapter 21: LOANS & LIABILITIES (10 min)
Entering a Loan Liability
Paying a Loan Liability
Chapter 22: RECONCILING ACCOUNTS (15 min)
Beginning Reconciliation
Reconciling Bank Accounts, Credit Cards & Loans
Chapter 23: ONLINE BANKING (23 min)
Setting Up Online Banking
Downloading Transactions
Working with the Two Views
Chapter 24: WHAT’S NEW IN QUICKBOOKS 2012 (30 min)
The New Calendar Feature
Formatting Reports with Microsoft® Excel Worksheets
Memorizing Transactions
Attaching & Storing Documents in the Documents Center
Entering Batched Timesheets for Multiple Employees or Vendors
Chapter 25: FINALIZING YOUR ACCOUNTING (18 min)
Understanding Account Finalization
Verifying Account Reconciliation & Account Classification
Verify Class Tracking Reports & Making Journal Entries
Setting a Closing Date Password
Closing Credits
QuickBooks Pro 2009
Course Duration: 7.75 HoursChapter 1: QUICKBOOKS OVERVIEW (13 min)
QuickBooks Versions
Tour of the Interface
Chapter 2: THE COMPANY FILE (25 min)
Opening an Existing Company
Preparing to Set Up a New Company
Creating a New Company File
Chapter 3: THE CHART OF ACCOUNTS (24 min)
Accounting Primer
Adding New Accounts
Editing Accounts
Displaying & Adding Account Numbers
Chapter 4: PREFERENCES & SECURITY (21 min)
Customizing Preferences
Security Overview
Establishing Security
Chapter 5: COMPANY LISTS (17min)
Working with Lists
Organizing Lists
Chapter 6: IMPORTING DATA (23 min)
General Import Strategies
Installing the Conversion Tool
Starting the Conversion Tool
Importing from Microsoft® Excel®
Chapter 7: BANK ACCOUNTS (19 min)
Creating & Using Accounts
Writing Checks
Transferring Funds between Accounts
Chapter 8: SERVICES & INVENTORY (46 min)
Inventory Accounts Overview
Entering Products & Services
Working with the Vendor List
Ordering & Receiving Products
Making Inventory Adjustments
Returning Items to Vendors
Inventory Reports
Chapter 9: CUSTOMERS (16 min)
Adding Customers
Defining Jobs
Adding Custom Fields
Chapter 10: RECORDING SALES (29 min)
Making Cash Sales
Using Estimates
Working with Progressive Invoicing
Sending Invoices
Chapter 11: SALES ADJUSTMENTS & STATEMENTS (27 min)
Adjusting for Credits & Returns
Creating Credit Memos
Working with Finance Charges
Creating Statements
Chapter 12: CUSTOM SALES FORMS (30 min)
Customizing a Product Invoice
Using the Layout Designer & Downloading Templates
Assigning & Managing Templates
Chapter 13: ACCOUNTS RECEIVABLE (24 min)
Receiving Payments
Making Deposits
Streamlining Payments & Deposits
Viewing A/R Reports
Chapter 14: ACCOUNTS PAYABLE (16 min)
Entering Bills
Paying Bills
Chapter 15: SALES TAX (19 min)
Setting Up Sales Tax
Applying Sales Tax
Determining & Paying Sales Tax
Chapter 16: MANAGING EMPLOYEE DATA (33 min)
Getting Ready for Payroll
Setting Up Payroll
Adding Employees
Creating & Using Timesheets
Preparing Paychecks
Paying Payroll Liabilities
Chapter 17: CREDIT CARDS (08 min)
Creating Credit Card Accounts & Entering Charges
Reconciling & Paying Credit Card Accounts
Chapter 18: OTHER ENTRIES (16 min)
Assets & Depreciation
Creating Liability & Equity Accounts
Chapter 19: ONLINE BANKING (09 min)
Setting Up for Online Access
Working with Online Data
Chapter 20: SHARING INFORMATION (30 min)
Writing Letters
Synchronizing with Microsoft® Outlook®
Customizing & Sharing Reports
Working with an Accountant’s Copy
Chapter 21: FINALIZING YOUR ACCOUNTING (23 min)
End of Year Activities
Preparing Forms & Closing Periods
Backing Up Data
Cleaning Up Company Data
Credits
QuickBooks 2010: New Features
Course Duration: 2.75 HoursChapter 1: SAVING TIME IN QUICKBOOKS 2010 (31 min)
General Enhancements in QuickBooks 2010
Making the Interface Your Own
Gaining Insight with the Company Snapshot
Chapter 2: OPTIMIZING DATA ENTRY (29min)
Form Consistency & Pasting Multiple Entries from Excel®
Deleting, Adding & Editing Multiple Entries
Using 1-Click Duplicate Invoices
Printable Payment Receipts
Enhanced Bank Account Reconciliation
Chapter 3: IMPROVING FORM FUNCTIONALITY (30 min)
Making Forms Your Own
E-Mailing with Efficiency
Automating A/P with Auto-Sign Checks
Chapter 4: THE REDESIGNED REPORT CENTER (20 min)
Experiencing the New Report Center
Importing & Exporting Reports
Chapter 5: THE NEW DOCUMENT MANAGEMENT SYSTEM (36 min)
Introducing the Document Management System
Attaching Documents to a Specific Record
Managing & Sharing Documents
Is the New Document Management System for Me?
Chapter 6: CAPITALIZING ON CONNECTED SERVICES (26 min)
The Check Solutions Service
The Marketing Center
The Application Center
Credits
QuickBooks 2016 Advanced
Course content to be confirmed.
Mastering QuickBooks Online
CHAPTER 01: GETTING STARTED WITH QUICKBOOKS ONLINEGetting Started
Choosing The Correct Version
Importing Desktop Data
Getting around in QuickBooks Online
QuickBooks Settings
Import Data and Audit Log
Company Settings
Chart of Accounts
Products and Services
The Customer and Vendor Centers
Sales Tax
Quick Menu and SearchCHAPTER 02: ENTERING DATA AND TRANSACTIONSTime Entries
Working with Budgets
Estimates
Invoicing
Receiving Payments
Sales Receipts and Deposits
Refunds and Credit Memos
Inactive Customers and Delayed Charges
Purchase Orders
Entering and Paying Bills
Checks and Registers
Vendor CreditsCHAPTER 03: REPORTING
Running Reports
Understanding Reports
Troubleshooting Reports
CHAPTER 04: TROUBLESHOOTING COMMON ISSUES
Common Issues
Handling Bounced Checks, Part 1
Handling Bounced Checks, Part 2
Managing Accounts Receivable, Part 1
Managing Accounts Receivable, Part 2
Journal Entries
Opening Balances
Sales Tax Paid
Fixed Assets
Mastering QuickBooks Online 2018
CHAPTER 01: MASTERING QUICKBOOKS ONLINE (2018) (5 hours)Introduction
Choosing the Correct Version
Importing Desktop Data
Navigating QuickBooks Online
Dashboard and Money Bars
Settings and Preferences, Part 1
Settings and Preferences, Part 2
Manage Users and QuickBooks Labs
Desktop Apps
Chart of Accounts
Products and Services
Product Merging, Bundles, and Changes (NZ)
Customer and Sales Center
Vendor and Expense Center
Sales Tax
Using Search
Time Entries and Time Sheets
Estimates
Invoicing
Receive Payments
Sales Receipts
Bank Deposits
Customer Refunds and Credit Memos
Delayed Charges and Credits
Creating Purchase Orders
Receive against PO
Pay Bills
Online Bill Pay
Online Banking and Credit Cards (Bank Fees)
Bank Transfers
Matching Bank Transactions, Part 1
Matching Bank Transactions, Part 2
Vendor Credits
Audit Log and History
Navigating Reports Center
Useful Reports
Customizing Reports
Journal Entries
Bank Reconciliations
Fixed Assets and Recording Loans
Budgets
Clean Up AR Report
Import Data
Bounced Customer Checks
Barter Transactions
System Requirements
Minimum specifications for the computer are:
Windows:
Microsoft Windows XP, or later
Modern and up to date Browser (Internet Explorer 8 or later, Firefox, Chrome, Safari)
MAC/iOS:
OSX/iOS 6 or later
Modern and up to date Browser (Firefox, Chrome, Safari)
All systems:
Internet bandwidth of 1Mb or faster
Flash player or a browser with HTML5 video capabilities (We recommend Google Chrome)
