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Intuit QuickBooks Training Tutorial v. 2014-2013

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Course Title: Mastering QuickBooks Made Easy
Versions Covered: Pro 2014 & 2013
Hours of Content: 9
Video Lessons: 178
Manuals: 2 (Introductory & Advanced)
Minimum System Requirements: Minimum screen resolution of 1024x768

Learn QuickBooks Pro 2014 with this comprehensive course from TeachUcomp, Inc. Mastering QuickBooks Made Easy features 178 video lessons with over 9 hours of introductory through advanced instruction. Watch, listen and learn as your expert instructor guides you through each lesson step-by-step. During this media-rich learning experience, you will see each function performed just as if your instructor were there with you. Reinforce your learning with the text of our two printable classroom instruction manuals (Introductory and Advanced), additional images and practice exercises. You will learn how to set up a QuickBooks company file, pay employees and vendors, create custom reports, reconcile your accounts, use estimating, time tracking and much more.

Whether you are completely new to QuickBooks or upgrading from an older version, this course will empower you with the knowledge and skills necessary to be a proficient user. We have incorporated years of classroom training experience and teaching techniques to develop an easy-to-use course that you can customize to meet your personal learning needs. Simply launch the easy-to-use interface, click to start a video lesson or open one of the manuals and youre on your way to mastering QuickBooks.


Topics Covered:

The QuickBooks Environment
1. The Home Page
2. The Centers
3. The Menu Bar and Keyboard Shortcuts
4. The Open Window List
5. The Icon Bar
6. Customizing the Icon Bar
7. The Chart of Accounts
8. Accounting Methods
9. Financial Reports

Creating a QuickBooks Company File
1. Using Express Start- 2014
2. Using Express Start- 2013
3. Using the EasyStep Interview
4. Returning to the Easy Step Interview
5. Creating a Backup File
6. Restoring a Backup File
7. Setting Up Users
8. Single and Multiple User Modes
9. Closing Company Files
10. Opening a Company File

Using Lists
1. Using Lists
2. The Chart of Accounts
3. The Customers & Jobs List
4. The Employees List
5. The Vendors List
6. Using Custom Fields
7. Sorting List
8. Inactivating and Reactivating List Items
9. Printing Lists
10. Renaming & Merging List Items
11. Adding Multiple List Entries from Excel

Setting Up Sales Tax
1. The Sales Tax Process
2. Creating Tax Agencies
3. Creating Individual Sales Tax Items
4. Creating a Sales Tax Group
5. Setting Sales Tax Preferences
6. Indicating Taxable & Non-taxable Customers and Items

Setting Up Inventory Items
1. Setting Up Inventory
2. Creating Inventory Items
3. Creating a Purchase Order
4. Receiving Items with a Bill
5. Entering Item Receipts
6. Matching Bills to Item Receipts
7. Adjusting Inventory

Setting Up Other Items
1. Service Items
2. Non-Inventory Items
3. Other Charges
4. Subtotals
5. Groups
6. Discounts
7. Payments
8. Changing Item Prices

Basic Sales
1. Selecting a Sales Form
2. Creating an Invoice
3. Creating a Sales Receipt
4. Finding Transaction Forms
5. Previewing Sales Forms
6. Printing Sales Forms

Using Price Levels
1. Using Price Levels

Creating Billing Statements
1. Setting Finance Charge Defaults
2. Entering Statement Charges
3. Applying Finance Charges and Creating Statements

Payment Processing
1. Recording Customer Payments
2. Entering a Partial Payment
3. Applying One Payment to Multiple Invoices
4. Entering Overpayments
5. Entering Down Payments or Prepayments
6. Applying Customer Credits
7. Making Deposits
8. Handling Bounced Checks- 2014 Only

Handling Refunds
1. Creating a Credit Memo and Refund Check
2. Refunding Customer Payments

Entering and Paying Bills
1. Setting Billing Preferences
2. Entering Bills
3. Paying Bills
4. Early Bill Payment Discounts
5. Entering a Vendor Credit
6. Applying a Vendor Credit


Using Bank Accounts
1. Using Registers
2. Writing Checks
3. Writing a Check for Inventory
4. Printing Checks
5. Transferring Funds
6. Reconciling Accounts
7. Voiding Checks

Paying Sales Tax
1. Sales Tax Reports
2. Using the Sales Tax Payable Register
3. Paying Your Tax Agencies

Reporting
1. Graph and Report Preferences
2. Using QuickReports
3. Using QuickZoom
4. Using Preset Reports
5. Modifying a Report
6. Rearranging and Resizing Report Columns
7. Memorizing a Report
8. Memorized Report Groups
9. Printing Reports
10. Batch Printing Forms
https://www.tradebit.comorting Reports to Excel
12. Saving Forms and Reports as PDF Files

Using Graphs
1. Using Graphs

Customizing Forms
1. Creating New Form Templates
2. Performing Basic Customization
3. Performing Additional Customization
4. The Layout Designer
5. Changing the Grid and Margins in the Layout Designer
6. Selecting Objects in the Layout Designer
7. Moving and Resizing Objects in the Layout Designer
8. Formatting Objects in the Layout Designer
9. Copying Objects and Formatting in the Layout Designer
10. Adding and Removing Objects in the Layout Designer
11. Aligning and Stacking Objects in the Layout Designer
12. Resizing Columns in the Layout Designer


Estimating
1. Creating a Job
2. Creating an Estimate
3. Duplicating Estimates
4. Invoicing From Estimates
5. Updating Job Statuses
6. Inactivating Estimates
7. Making Purchases for a Job
8. Invoicing for Job Costs
9. Using Job Reports

Time Tracking
1. Tracking Time and Printing a Blank Timesheet
2. Weekly Timesheets
3. Time/Enter Single Activity
4. Invoicing from Time Data
5. Using Time Reports
6. Tracking Vehicle Mileage
7. Charging Customers for Mileage

Payroll
1. The Payroll Process
2. Creating Payroll Items
3. Setting Employee Defaults
4. Setting Up Employee Payroll Information
5. Creating Payroll Schedules
6. Creating Scheduled Paychecks
7. Creating Unscheduled Paychecks
8. Creating Termination Paychecks
9. Voiding Paychecks
10. Tracking Your Tax Liabilities
11. Paying Your Payroll Tax Liabilities
12. Adjusting Payroll Liabilities
13. Entering Liability Refund Checks
14. Process Payroll Forms
15. Tracking Workers Compensation

Using Credit Card Accounts
1. Creating Credit Card Accounts
2. Entering Credit Card Charges
3. Reconciling and Paying Credit Cards

Assets and Liabilities
1. Assets and Liabilities
2. Creating and Using an Other Current Asset Account
3. Removing Value from Other Current Asset Accounts
4. Creating Fixed Asset Accounts
5. Setting the Original Cost of the Fixed Assets
6. Tracking Depreciation
7. Liability Accounts
8. The Loan Manager
9. The Fixed Asset Item List

Equity Accounts
1. Equity Accounts
2. Recording an Owners Draw
3. Recording a Capital Investment

Writing Letters With QuickBooks
1. Using the Letters and Envelopes Wizard
2. Editing Letter Templates

Company Management
1. Viewing Your Company Information
2. Setting Up Budgets
3. Using the To Do List
4. Using Reminders and Setting Preferences
5. Making General Journal Entries
6. Using the Cash Flow Projector

Using QuickBooks Tools
1. Company File Cleanup
2. Exporting List Data to an IIF File
3. Advanced Importing of Data
4. Updating QuickBooks
5. Using the Calculator
6. Using the Portable Company Files
7. Using the Calendar

Using the Accountants Review
1. Creating an Accountants Copy
2. Transferring an Accountants Copy
3. Importing Changes to Your Company File
4. Removing Restrictions

Using the Help Menu
1. Using Help


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