Learning Quickbooks 2017

From invoicing to inventory, this tutorial will give you control over your small-to-medium sized business accounting.

What you'll learn
manage inventory and sales for products and services
create custom invoices and sales forms
track ongoing expenses and manage linked bank accounts
Requirements
a working copy of QuickBooks 2015
Description
Small business accounting does not have to be difficult, with right software and the ability to use it. In this course you will learn how to create a company file, navigate the QuickBooks interface, and utilize a variety of accounts, registers, forms, reports, and centres. This course is designed for the absolute beginner, meaning no accounting or QuickBooks experience is required. You will start by learning how to navigate the QuickBooks interface, then jump into learning to create a new company file. From there, Erin will show you how to work with QuickBooks lists, manage products and services, and monitor bank accounts. This video tutorial also covers how to track customers, add new customers, and use the customer centre. You will also learn how to account for sales tax, make sales, create invoices, and customize sales forms. Finally, you will learn how to manage accounts payable and receivable, set security and preferences, and back up and verify your company files. Once you have completed this computer based training course, you will be fully capable of creating a company file that will allow you to manage all of your accounting needs and business finances.

Overview

Section 1: Series Overview

Lecture 1 Important - Download These First - Working Files

Lecture 2 Getting Equipped For QuickBooks

Lecture 3 How To Access Your Working Files

Section 2: QuickBooks Quick Start

Lecture 4 QuickBooks Quick Start

Lecture 5 New Features In QuickBooks 2015

Lecture 6 Working With An Existing Company File

Lecture 7 Getting Around In QuickBooks

Lecture 8 Writing Checks

Lecture 9 Making Cash Sales

Lecture 10 Using The Calendar

Section 3: Getting Equipped For QuickBooks

Lecture 11 Getting Equipped For QuickBooks

Lecture 12 Accounting Primer - Part 1

Lecture 13 Accounting Primer - Part 2

Lecture 14 Accounting Primer - Part 3

Lecture 15 Preparing To Setup A Company File

Lecture 16 Creating A New Company File

Section 4: Understanding QuickBooks Lists

Lecture 17 Understanding QuickBooks Lists

Lecture 18 Working With QuickBooks Lists - Part 1

Lecture 19 Working With QuickBooks Lists - Part 2

Lecture 20 Organizing QuickBooks Lists

Lecture 21 Enabling Account Numbers And Adding Accounts

Section 5: Managing Products And Services

Lecture 22 Managing Products And Services

Lecture 23 Working With Vendors - Part 1

Lecture 24 Working With Vendors - Part 2

Lecture 25 Entering Products And Services

Lecture 26 Ordering And Receiving Products - Part 1

Lecture 27 Ordering And Receiving Products - Part 2

Lecture 28 Making Inventory Adjustments

Lecture 29 Returning Items To Vendors

Lecture 30 Generating Inventory Reports

Section 6: Monitoring Bank Accounts

Lecture 31 Monitoring Bank Accounts

Lecture 32 Creating Bank Accounts

Lecture 33 Working With Registers

Lecture 34 Transferring Funds Between Accounts

Lecture 35 Reconciling Bank Accounts

Section 7: Tracking Customers

Lecture 36 Tracking Customers

Lecture 37 Adding Customers

Lecture 38 Configuring Custom Fields

Lecture 39 Defining Customer Jobs

Lecture 40 Using The Customer Center

Lecture 41 Building Business With The Lead Center

Section 8: Accounting For Sales Tax

Lecture 42 Accounting For Sales Tax

Lecture 43 Setting Up Sales Tax

Lecture 44 Generating Reports And Paying Liabilities

Section 9: Making Sales

Lecture 45 Making Sales

Lecture 46 Using Estimates

Lecture 47 Creating Invoices

Lecture 48 Making Returns And Creating Credit Memos

Lecture 49 Leveraging Integrated Email Capabilities - Part 1

Lecture 50 Leveraging Integrated Email Capabilities - Part 2

Section 10: Customizing Sales Forms

Lecture 51 Customizing Sales Forms

Lecture 52 Making Basic Form Customizations

Lecture 53 Working With Additional Form Customizations

Lecture 54 Advanced Customization With The Layout Designer

Lecture 55 Downloading And Importing Templates

Lecture 56 Creating Consistency With The Forms Customization Tool

Section 11: Managing Accounts Receivable And Payable

Lecture 57 Managing Accounts Receivable And Payable

Lecture 58 Using The Income Tracker

Lecture 59 Assessing Finance Charges And Generating Statements

Lecture 60 Receiving Payments And Making Deposits

Lecture 61 Paying Bills And Printing Checks

Section 12: Setting Security And Preferences

Lecture 62 Setting Security And Preferences

Lecture 63 Establishing Users And Permissions

Lecture 64 Customizing QuickBooks Preferences

Section 13: Taking Care Of Business

Lecture 65 Taking Care Of Business

Lecture 66 Getting The Big Picture With Company Snapshot

Lecture 67 Closing The Books

Lecture 68 Backup Best Practices

Lecture 69 Backing Up, Verifying And Rebuilding Company Files

Section 14: Conclusion

Lecture 70 What You Now Know

small business owners and those wanting more flexibility and control in tracking and managing business sales and expenses

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