QuickBooks

This course was created for anyone who wants to learn QuickBooks. Whether you signed up simply to learn QuickBooks or are a complete newbie to the software does not matter. We will teach you the software, assuming that you have never used it before so that we don't leave anyone behind. 

Since QuickBooks 2015 can be an expensive program and does not offer a free trial, you do not need access to the QuickBooks software to use this course; however, it is encouraged to have a working copy if possible so that you can work along with the optional assignment activities. Again, having the QuickBooks software installed and ready for use on your computer is not a requirement, but it is recommended. 

If you don't have the software, you can review the lessons and the accompanying HD videos to still learn what QuickBooks can do and how you can go about doing it! You're just 25 lessons away from learning the skills it takes to manage the transactions and finances for your business – or your employer's business – with QuickBooks.

Content:

• The QuickBooks Environment
  • The Home Page and Insights Tabs
  • The Centers
  • The Menu Bar and Keyboard Shortcuts
  • The Open Window List
  • The Icon Bar
  • Customizing the Icon Bar
  • The Chart of Accounts
  • Accounting Methods
  • Financial Reports
• Creating a QuickBooks Company File
  • Using Express Start         
  • Returning to the Easy Step Interview      
  • Creating a Local Backup Copy     
  • Restoring a Company File from a Local Backup Copy        
  • Setting Up Users             
  • Single and Multiple User Modes
  • Closing Company Files   
  • Opening a Company File               
• Using Lists      
  • Using Lists          
  • The Chart of Accounts   
  • The Customers & Jobs Lis             
  • The Employees List         
  • The Vendors List              
  • Using Custom Fields       
  • Sorting List         
  • Inactivating and Reactivating List Items 
  • Printing Lists      
  • Renaming & Merging List Items
  • Adding Multiple List Entries from Excel  
• Setting Up Sales Tax  
  • The Sales Tax Process    
  • Creating Tax Agencies   
  • Creating Individual Sales Tax Items          
  • Creating a Sales Tax Group          
  • Setting Sales Tax Preferences    
  • Indicating Taxable & Non-taxable Customers and Items 
• Setting Up Inventory Items  
  • Setting Up Inventory     
  • Creating Inventory Items             
  • Creating a Purchase Order          
  • Receiving Items with a Bill            
  • Entering Item Receipts 
  • Matching Bills to Item Receipts 
  • Adjusting Inventory       
• Setting Up Other Items         
  • Service Items    
  • Non-Inventory Items     
  • Other Charges  
  • Subtotals            
  • Groups
  • Discounts           
  • Payments           
  • Changing Item Prices     
• Currency
  • Setup Multi currencies
  • Create multicurrency transactions
  • Create basic multicurrency reports
• Basic Sales     
  • Selecting a Sales Form   
  • Creating an Invoice        
  • Creating Batch Invoices
  • Creating a Sales Receipt
  • Finding Transaction Forms          
  • Previewing Sales Forms
  • Printing Sales Forms      
• Using Price Levels     
  • Using Price Levels
• Creating Billing Statements 
  • Setting Finance Charge Defaults
  • Entering Statement Charges      
  • Applying Finance Charges and Creating Statements         
• Payment Processing
  • Recording Customer Payments 
  • Entering a Partial Payment         
  • Applying One Payment to Multiple Invoices        
  • Entering Overpayments
  • Entering Down Payments or Prepayments           
  • Applying Customer Credits          
  • Making Deposits             
  • Handling Bounced Checks           
  • Automatically Transferring Credits Between Jobs             
  • Manually Transferring Credits Between Jobs