lynda.com » lynda.com library » Intuit » QuickBooks Pro 2008 Essential Training

QuickBooks Pro 2008 Essential Training

with Suzanne Robertson

In QuickBooks Pro 2008 Essential Training, instructor Suzanne Robertson explores the many powerful features of QuickBooks Pro, the popular accounting software that can be used for everything from handling personal expenditures to creating professional business account records. Suzanne covers organizing inventory and non-inventory items and using the automated EasyStep interview. She also demonstrates how to create and edit accounts, collect and pay sales tax, and handle invoices, vendor payments, and client refunds. Exercise files accompany the tutorial.

Note: QuickBooks Pro 2008 is not currently available for the Mac. If you are a Mac user you will be unable to open the exercise files for this tutorial, however you will still be able to watch the movies.

Topics include:

Working with the Chart of Accounts feature Setting up items Tracking inventory items Using the Customer Center Invoicing customers Making client sales receipts Applying discounts and credits Entering and paying vendor bills

show more show less

author: Suzanne Robertson
subject: Business, Accounting, Finance
software: QuickBooks Pro 2008
level: Beginner

duration: 6h 12m
released: Jan 18, 2008

Share this course

Learn more about lynda.com

Ready to join? get started

Members who watched this also viewed

WordPress Essential Training

Excel 2010 Essential Training

QuickBooks Pro 2012 Essential Training

Premiere Pro CS6 Essential Training

Photoshop CS6 Essential Training

PHP with MySQL Essential Training (2007)

Up and Running with Word 2007

Access 2010 Essential Training

InDesign CS6 Essential Training

Muse Essential Training

expand all | collapse all

viewed duration

1. Introduction 8m 30s

Welcome 1m 2s

Understanding QuickBooks Pro 1m 38s

Learning how this title works 2m 26s

A word of warning 1m 22s

Using the exercise files 2m 2s

2. Basic Accounting Principles 23m 55s

Understanding the big picture 2m 20s

Creating an income statement 3m 5s

Understanding the cost of goods sold 2m 2s

Using a balance sheet 6m 25s

Using double-entry accounting 7m 0s

Differentiating accrual from cash-based accounting 3m 3s

3. The Easy Step Interview 28m 37s

Preparing for the Easy Step Interview 3m 40s

Upgrading from a previous version of QuickBooks 26s

Converting data from other programs 1m 23s

Starting the Easy Step Interview 7m 57s

Customizing QuickBooks for your business 15m 11s

4. Understanding the QuickBooks Environment 18m 47s

Using the home page 5m 15s

Using the Navigation and Icon bars 8m 47s

Setting up QuickBooks Essential Preferences 4m 45s

5. Chart of Accounts 17m 0s

Understanding the Charts of Account list 2m 35s

Creating an account 4m 38s

Creating a sub-account 3m 46s

Editing an account 3m 21s

Making accounts inactive and deleting accounts 2m 40s

6. Setting Up Items 19m 58s

Understanding the Items list 1m 28s

Adding an inventory item 8m 15s

Adding a non-inventory item 2m 45s

Adding service items 2m 27s

Adding other charges 1m 19s

Adding sub-items 3m 44s

7. Sales Tax 6m 21s

Learning if it's necessary to collect and pay sales tax 26s

Setting up sales tax items 3m 17s

Setting up sales tax codes 2m 38s

8. Customer Information 27m 36s

Using the Customer Center 4m 53s

Adding a new customer 13m 9s

Adding a new job 4m 15s

Merging customers 2m 41s

Making customers inactive and deleting accounts 2m 38s

9. Invoicing Customers 43m 30s

Creating an invoice 6m 14s

Using invoice templates 4m 39s

Modifying the Customer Message 2m 9s

Printing invoices 3m 55s

Emailing invoices 2m 43s

Voiding invoices 1m 52s

Editing and deleting invoices 4m 10s

Using Credit Memos 5m 15s

Creating client statements 6m 23s

Assessing finance charge 6m 10s

10. Customer Payments 20m 25s

Making client sales receipts 3m 38s

Receiving payments 3m 46s

Making a deposit 5m 34s

Applying discounts and credits 4m 5s

Refunding clients 3m 22s

11. Vendor Information 22m 43s

Using the Vendor Center 5m 48s

Adding a new vendor 2m 28s

Opening balance 3m 13s

Setting a vendor account number 46s

Categorizing vendors and defaults 8m 3s

Making vendors inactive and deleting accounts 2m 25s

12. Entering Vendor Bills 17m 56s

Entering bills 8m 15s

Crediting a bill 2m 45s

Editing, deleting, or voiding a bill 2m 54s

Merging vendors 4m 2s

13. Paying Vendor Bills 26m 52s

Using bill payments vs. writing a check 2m 44s

Paying a bill 8m 19s

Assigning check numbers 1m 48s

Printing checks in batches 3m 1s

Applying vendor credits and discounts 5m 41s

Using the Write Checks window 5m 19s

14. Using Purchase Orders 24m 29s

Understanding the reason for purchase orders 2m 13s

Creating a purchase order 5m 20s

Receiving items and entering bills at the same time 7m 5s

Receiving items 3m 49s

Entering a bill for received items 4m 2s

Learning to close a purchase order 2m 0s

15. Understanding Preset Reports 19m 24s

Understanding preset reports 53s

Understanding Sales by Item Summary reports 5m 21s

Understanding Accounts Receivable Aging reports 4m 35s

Understanding Unpaid Bills reports 2m 45s

Understanding Inventory reports 2m 50s

Understanding Open Purchase Orders reports 3m 0s

16. Working with Reports 16m 54s

Modifying a report 8m 25s

Memorizing a report 3m 16s

Exporting reports to Excel 4m 40s

Printing reports 33s

17. Additional Information 11m 30s

Paying sales tax 6m 7s

Performing a manual inventory adjustment 5m 23s

18. Pitfalls 16m 36s

Understanding memorized transactions 11m 2s

Understanding closing periods 5m 34s

Conclusion 1m 48s

Using additional resources 1m 33s

Goodbye 15s

You must be a lynda.com member to watch this video.

Every course in the lynda.com library contains free videos that let you assess the quality of our tutorials before you subscribe—just click on the blue links to watch them. Become a member to access all 104,069 instructional videos.

get started

learn more

If you are already an active lynda.com member, please log in to access the lynda.com library.

Get access to all lynda.com videos

You are currently signed into your admin account, which doesn't let you view lynda.com videos. For full access to the lynda.com library, log in through iplogin.lynda.com, or sign in through your organization's portal. You may also request a user account by calling 1 1 (888) 335-9632 or emailing us at cs@lynda.com.

Get access to all lynda.com videos

How to access this video.

If this course is one of your five classes, then your class currently isn't in session.

If you want to watch this video and it is not part of your class, upgrade your membership for unlimited access to the full library of 2,024 courses anytime, anywhere.

learn more upgrade

You can always watch the free content included in every course.

Questions? Call Customer Service at 1 1 (888) 335-9632 or email cs@lynda.com.

QuickBooks Pro 2008 Essential Training

with Suzanne Robertson

Share this course

table of contents

exercise files

transcript

author

preferences

FAQs

Bookmark this Tutorial

Name

Description

Tags

bookmark this course

Create new playlist

You must be a lynda.com member to watch this video.

Get access to all lynda.com videos

Get access to all lynda.com videos

Access to lynda.com videos

How to access this video.

You don't have access to this video.

Need help accessing this video?

Try our new course pages

name:
description:
	save cancel