Slide1 Great Value
Comprehensive Comprehensive
Slide2 Convenient

 

Table of Contents

 

  1. Introduction (2:31)
  2. Company File
    1. What is a QuickBooks File (2:17)
    2. QuickBooks Basic Company Setup (5:27)
    3. QuickBooks Advanced Company Setup (10:05)
    4. Moving Between Company Files (5:19)
  3. QuickBooks Copy / Backup Overview (2:44)

    1. Backup Copy (4:59)
    2. Portable Copy (1:36)
    3. Accountant's Copy (2:39)
    4. Importing Accountant's Changes (6:10)
    5. Scheduling a Backup (4:26)
    6. Restoring a Backup (3:36)
    7. Setting up Users (5:19)
  4. Customizing QuickBooks
    1. Customizing the Home Screen (4:59)
    2. Working with Preferences (2:26)
  5. Working with QuickBooks Lists (0:50)
    1. The Chart of Accounts Overview (2:08)
      1. Asset Accounts (7:54)
      2. Liability Accounts (6:51)
      3. Equity Accounts (4:39)
      4. Using Account Numbers (4:30)
      5. Sub Accounts (4:46)
      6. Removing Accounts (3:02)
    2. Class Tracking Lists (3:27)
    3. Item List Overview (1:48)
      1. Service Items (3:24)
      2. Non-Inventory Items - Part 1 (3:00)
      3. Non-Inventory Items - Part 2 (1:49)
      4. Inventory Items (5:17)
      5. Inventory Assembly Setup (5:16)
      6. Groups (3:01)
      7. Other Charges (2:25)
      8. Subtotal (1:39)
      9. Discounts (2:34)
      10. Payments (2:14)
      11. Sub-Items (4:06)
      12. Removing Items (3:00)
      13. Adding or Editing Multiple Items (7:51)
    4. Other Lists
      1. Fixed Asset Item List (4:02)
      2. Price Levels (4:22)
      3. Sales Tax Codes (2:03)
      4. Sales Tax Items and Groups (3:26)
    5. Customer & Vendor Profile Lists (0:37)
      1. Sales Rep List (2:05)
      2. Customer Type List (1:31)
      3. Vendor Type List (1:11)
      4. Job Types (1:04)
      5. Payment Terms (3:27)
      6. Customer Message List (1:21)
      7. Payment Method List (1:24)
      8. Ship Via (1:11)
      9. Vehicle List (1:06)
  6. Vendors
    1. The Vendor Center (2:15)
    2. Adding a Vendor (4:35)
    3. Adding Multiple Vendors (5:34)
    4. Additional Vendor Information (5:14)
    5. Removing Vendors (3:44)
  7. Customers
    1. Customer Center (1:13)
    2. Adding Customers (7:16)
    3. Additional Customer Information (5:02)
    4. Adding and Editing Multiple Customers & Jobs (8:53)
    5. Using Jobs (2:35)
  8. Employees - Adding Just the Basics (4:34)
  9. Purchases
    1. Purchase Orders (4:47)
    2. Receiving Items with a Bill (7:36)
    3. Receiving Items without a Bill (7:47)
    4. Entering Bills without a PO  (6:34)
    5. Paying Bills with Checks (5:19)
    6. Paying Bills with Credit Cards (3:32)
    7. Vendor Credits (5:30)
  10. Sales
    1. Sales Receipts (6:40)
    2. Estimates (4:20)
    3. Sales Orders (5:53)
    4. Sales Order fulfillment worksheet (4:28)
    5. Back Orders (5:38)
    6. Creating a PO from a Sales Order (6:16)
    7. Creating Invoices (3:25)
    8. Entering Billable Time, Mileage, and Expenses (6:53)
    9. Billing for Time, Mileage and Expenes (3:48)
    10. Credit Memos (7:24)
    11. Entering Shipping Charges (2:13)
    12. Statements (6:19)
    13. Assessing Finance Charges (4:38)
  11. Receiving Customer Payments (8:32)
  12. Banking
    1. Making Deposit (5:15)
    2. Transferring Funds (3:46)
    3. Writing Checks (5:43)
    4. Reconciling Checking Accounts (11:36)
  13. Using Credit Cards for Purchases
    1. Entering Credit Card Charges (3:03)
    2. Paying and Reconciling Credit Cards (7:29)
  14. Printing
    1. Printer Setup (1:42)
    2. Templates (10:40)
    3. QuickBooks Letters (4:41)
    4. Reports - Part 1 (9:09)
    5. Reports - Part 2 (13:01)
  15. Miscellaneous Topics
    1. Other Names (3:11)
    2. Voiding or Deleting? (3:17)
    3. Memorizing Transactions (5:06)
    4. General Journal Entries (8:42)
    5. Building Inventory Assemblies (3:01)
    6. Physical Inventory (7:28)
    7. Paying Sales Tax (7:46)
    8. Ribbon Bar (9:05)
    9. Custom Fields (6:22)
    10. Payroll (18:01)
  16. Wrap-Up (0:42)

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