Quickbooks Tutorial Overview

Below is a listing of the Videos included in our Training Tutorials.  The goal with all of our Training Videos is to teach you not only HOW to use Quickbooks, but also WHY things are done a certain way.

Be sure to scroll all the way down, where you will discover our Advanced Video Series topics.  These videos are included with our $147 “Business” License, and will skyrocket your knowledge of Quickbooks!

Finally, we invite you to uncover the secrets in our 3 free videos, revealing 3 of the most crucial transactions to record correctly in Quickbooks.  Doing these wrong will cost you $1,000’s!  Get your copy of the Videos HERE.

 

CORE VIDEO LISTING –

Video 1  – INTRODUCTION AND NAVIGATION IN QUICKBOOKS 

  • Using Forms, Lists and Registers
  • Getting around in Quickbooks
  • Understanding the Basics of Accounting

Video 2 – SETTING UP QUICKBOOKS CORRECTLY

  • Using the Express Start Function
  • Example of Setting up a New Company in Quickbooks

Video 3 – WORKING WITH LISTS IN QUICKBOOKS

  • Editing the chart of accounts
  • Working with the Customers & Jobs List
  • Working with the Employee Center
  • Working with the Vendor Center
  • Adding custom fields
  • Managing lists

Video 3a – WORKING WITH THE LEAD CENTER

  • A detailed Overview and Explanation about working with the Lead center.

Video 3b – WORKING WITH THE CALENDER VIEW

  • A detailed Overview and Explanation about the Calender View in Quickbooks.

Video 3c – WORKING WITH THE DOCUMENT CENTER

  • Discover how to work with the Document Center

Video 3d.  Working With the Income Tracker and Snapshots

Video 4a – WORKING WITH BANK ACCOUNTS IN QUICKBOOKS

  • How to write a Quickbooks check?
  • How to use Bank Account registers?

Video 4b – WORKING WITH BANK ACCOUNTS

  • How to enter a handwritten check?
  • Transferring money between accounts

Video 4c – WORKING WITH BANK ACCOUNTS

  • Reconciling bank accounts

Video 5a – USING OTHER ACCOUNTS IN QUICKBOOKS

  • Other account types in Quickbooks
  • Entering and tracking credit card charges
  • Reconciling your credit card

Video 5b – USING OTHER ACCOUNTS IN QUICKBOOKS

  • Working with asset accounts
  • Tracking depreciation

Video 5c – USING OTHER ACCOUNTS IN QUICKBOOKS

  • Working with liability accounts
  • Tracking loans
  • Recording a payment on a loan

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Video 6a – ENTER SALES INFORMATION INTO QUICKBOOKS

  • Using Sales Forms in Quickbooks
  • How to Filling in a Sales Form

Video 6b – ENTER SALES INFORMATION

  • Memorizing a Sale
  • Entering a new service item
  • Using multiple price levels

Video 6c – ENTER SALES INFORMATION

  • Creating invoice letters
  • Generating reminder statements
  • Processing sales orders
  • Tracking Backorders


Video 7a – RECEIVING PAYMENTS AND MAKING DEPOSIT’S IN QUICKBOOKS

  • Recording customer payments
  • Handling down payments or prepayments

Video 7b – RECEIVING PAYMENTS AND MAKING DEPOSIT’S IN QUICKBOOKS

  • Making deposits
  • Getting cash back from a deposit

Video 8 – ENTERING AND PAYING BILLS IN QUICKBOOKS

  • Handling bills in Quickbooks
  • Using Quickbooks for accounts payable
  • Entering bills
  • Paying bills


Video 9a – ANALYZING FINANCIAL DATA IN QUICKBOOKS

  • How reports and graphs help you understand your business
  • Creating QuickReports
  • Zooming in on a QuickReport
  • Creating and customizing preset reports

Video 9b – ANALYZING FINANCIAL DATA

  • Saving report settings
  • Memorizing reports
  • Printing reports

Video 9c – ANALYZING FINANCIAL DATA

  • Exporting reports to Microsoft Excel
  • Updating reports in Microsoft Excel
  • Creating QuickInsight Graphs


Video 10a – SETTING UP INVENTORY IN QUICKBOOKS

  • Turning on inventory
  • Entering products into inventory
  • Ordering products and creating purchase orders

 

Video 10b – SETTING UP INVENTORY

  • Receiving inventory
  • Entering a bill for inventory
  • Manually adjusting inventory

Video 10c – SETTING UP INVENTORY

  • Tracking finished goods
  • Creating inventory assemblies
  • Building finished goods
  • Selling finished goods

Video 11a – TRACKING AND PAYING SALES TAXES

  • Overview of sales tax in Quickbooks
  • Setting up your tax rates and agencies
  • Indicating who and what gets taxed
  • Applying tax to each sale

Video 11b – TRACKING AND PAYING SALES TAXES

  • Determining what you owe
  • Using the sales tax payable register
  • Paying your tax agencies

Video 12a – DOING PAYROLL WITH QUICKBOOKS

  • Introduction and understanding your options

Video 12b – DOING PAYROLL WITH QUICKBOOKS

  • Setting up and understanding payroll items
  • Setting up employee payroll information

Video 12c – DOING PAYROLL WITH QUICKBOOKS

  • Writing a paycheck
  • Viewing the paycheck
  • Printing paycheck stubs

Video 12d – DOING PAYROLL WITH QUICKBOOKS

  • Tracking your tax liabilities
  • Paying payroll taxes


Video 13a – ESTIMATING AND PROGRESS INVOICING IN QUICKBOOKS

  • Creating jobs and estimates
  • Writing an estimate
  • Creating multiple estimates

Video 13b – ESTIMATING AND PROGRESS INVOICING

  • Creating an invoice from an estimate
  • Displaying reports for estimates
  • Updating job status

Video 14a – TRACKING TIME IN QUICKBOOKS

  • Tracking time and mileage
  • Turning on time tracking
  • Entering time data
  • Entering mileage

Video 14b – TRACKING TIME

  • Batch Invoicing Time and Expenses
  • Displaying project reports for time tracking
  • Paying nonemployees for time worked

Video 15a – CUSTOMIZING FORMS AND WRITING QUICKBOOKS LETTERS

  • About Quickbooks Forms
  • Customizing your invoices and forms
  • Designing custom layouts for forms

Video 15b – CUSTOMIZING FORMS AND WRITING LETTERS

  • Using Quickbooks letter’s
  • Preparing Quickbooks letter’s
  • Editing Quickbooks letter’s


Video 16 – PUTTING IT ALL TOGETHER

  • How to best use what you’ve learned
  • Where to start?Quickbooks University Video Listing


ADVANCED VIDEO LISTING (Included with the Business License) – 

 

Video 1 – TRACKING & RECORDING PETTY CASH

  • Setting up and tracking Petty Cash in Quickbooks
  • Best practices in handling petty cash in your company

Video 2 – HOW TO AVOID EMPLOYEE THEFT

  • Best practices in setting up Quickbooks to avoid employee theft
  • Signs to be aware of with employee theft

Video 3 – USING PERSONAL FUNDS TO PAY BUSINESS EXPENSES

  • How to record transactions in Quickbooks when using personal funds for business expenses

Video 4 – USING BUSINESS FUNDS TO PAY PERSONAL EXPENSES

  • How to record transactions in Quickbooks when using business funds for personal expenses

Video 5 – USING CLASS TRACKING IN QUICKBOOKS

  • Why you would use class tracking in Quickbooks
  • How to set-up and use class tracking in Quickbooks

Video 6 – SETTING UP QUICKBOOKS WHEN YOU HAVE ALREADY BEEN IN BUSINESS

  • How to set-up your file for an existing business
  • Best practices for getting started when you have been in business

Video 7 – UNDERSTANDING CASH VS ACCRUAL BASIS ACCOUNTING

  • Understanding the differences and how to switch in Quickbooks
  • Reading financial statements under either basis of accounting

Video 8 – ADVANCED UNDERSTANDING OF YOUR FINANCIAL STATEMENTS

  • How to understand the details of your balance sheet, profit & loss and cash flow statement

Video 9 – USING FINANCIAL STATEMENTS TO GUIDE AND GROW YOUR BUSINESS

  • How to understand your financial statements to make business decisions
  • How to use your financial statements to increase cash flow

Video 10 – PREPARING 1099’S IN QUICKBOOKS

  • Understanding who should get 1099’s
  • How to use Quickbooks to easily prepare your 1099’s

Video 11 – ENTERING PAYROLL WHEN A PAYROLL COMPANY DOES YOUR PAYROLL

  • How to enter payroll transactions in Quickbooks from Payroll Company reports

Video 12 – HOW TO BUDGET FOR YOUR BUSINESS

  • The importance of budgeting in your business
  • How to set-up budgets in Quickbooks
  • How to use budgets in Quickbooks to track your progress

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