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QuickBooks Pro 2008 Essential Training

with Suzanne Robertson

Video: Welcome

How to use QuickBooks Pro to do everything from handling personal finances to creating business account records.
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  1. 8m 29s
    1. Welcome
      1m 2s
    2. Understanding QuickBooks Pro
      1m 37s
    3. Learning how this title works
      2m 26s
    4. A word of warning
      1m 22s
    5. Using the exercise files
      2m 2s
  2. 23m 53s
    1. Understanding the big picture
      2m 20s
    2. Creating an income statement
      3m 5s
    3. Understanding the cost of goods sold
      2m 2s
    4. Using a balance sheet
      6m 24s
    5. Using double-entry accounting
      6m 59s
    6. Differentiating accrual from cash-based accounting
      3m 3s
  3. 28m 37s
    1. Preparing for the Easy Step Interview
      3m 40s
    2. Upgrading from a previous version of QuickBooks
    3. Converting data from other programs
      1m 23s
    4. Starting the Easy Step Interview
      7m 57s
    5. Customizing QuickBooks for your business
      15m 11s
  4. 18m 46s
    1. Using the home page
      5m 15s
    2. Using the Navigation and Icon bars
      8m 46s
    3. Setting up QuickBooks Essential Preferences
      4m 45s
  5. 16m 56s
    1. Understanding the Charts of Account list
      2m 34s
    2. Creating an account
      4m 37s
    3. Creating a sub-account
      3m 46s
    4. Editing an account
      3m 20s
    5. Making accounts inactive and deleting accounts
      2m 39s
  6. 19m 56s
    1. Understanding the Items list
      1m 28s
    2. Adding an inventory item
      8m 15s
    3. Adding a non-inventory item
      2m 44s
    4. Adding service items
      2m 27s
    5. Adding other charges
      1m 18s
    6. Adding sub-items
      3m 44s
  7. 6m 21s
    1. Learning if it's necessary to collect and pay sales tax
    2. Setting up sales tax items
      3m 17s
    3. Setting up sales tax codes
      2m 38s
  8. 27m 28s
    1. Using the Customer Center
      4m 46s
    2. Adding a new customer
      13m 9s
    3. Adding a new job
      4m 14s
    4. Merging customers
      2m 41s
    5. Making customers inactive and deleting accounts
      2m 38s
  9. 43m 29s
    1. Creating an invoice
      6m 14s
    2. Using invoice templates
      4m 38s
    3. Modifying the Customer Message
      2m 9s
    4. Printing invoices
      3m 55s
    5. Emailing invoices
      2m 43s
    6. Voiding invoices
      1m 52s
    7. Editing and deleting invoices
      4m 10s
    8. Using Credit Memos
      5m 15s
    9. Creating client statements
      6m 23s
    10. Assessing finance charge
      6m 10s
  10. 20m 24s
    1. Making client sales receipts
      3m 38s
    2. Receiving payments
      3m 46s
    3. Making a deposit
      5m 34s
    4. Applying discounts and credits
      4m 5s
    5. Refunding clients
      3m 21s
  11. 22m 41s
    1. Using the Vendor Center
      5m 48s
    2. Adding a new vendor
      2m 28s
    3. Opening balance
      3m 12s
    4. Setting a vendor account number
    5. Categorizing vendors and defaults
      8m 3s
    6. Making vendors inactive and deleting accounts
      2m 25s
  12. 17m 55s
    1. Entering bills
      8m 15s
    2. Crediting a bill
      2m 45s
    3. Editing, deleting, or voiding a bill
      2m 54s
    4. Merging vendors
      4m 1s
  13. 26m 50s
    1. Using bill payments vs. writing a check
      2m 44s
    2. Paying a bill
      8m 19s
    3. Assigning check numbers
      1m 48s
    4. Printing checks in batches
      3m 0s
    5. Applying vendor credits and discounts
      5m 41s
    6. Using the Write Checks window
      5m 18s
  14. 24m 27s
    1. Understanding the reason for purchase orders
      2m 13s
    2. Creating a purchase order
      5m 19s
    3. Receiving items and entering bills at the same time
      7m 4s
    4. Receiving items
      3m 49s
    5. Entering a bill for received items
      4m 2s
    6. Learning to close a purchase order
      2m 0s
  15. 19m 22s
    1. Understanding preset reports
    2. Understanding Sales by Item Summary reports
      5m 21s
    3. Understanding Accounts Receivable Aging reports
      4m 35s
    4. Understanding Unpaid Bills reports
      2m 44s
    5. Understanding Inventory reports
      2m 50s
    6. Understanding Open Purchase Orders reports
      3m 0s
  16. 16m 52s
    1. Modifying a report
      8m 24s
    2. Memorizing a report
      3m 15s
    3. Exporting reports to Excel
      4m 40s
    4. Printing reports
  17. 11m 29s
    1. Paying sales tax
      6m 6s
    2. Performing a manual inventory adjustment
      5m 23s
  18. 16m 35s
    1. Understanding memorized transactions
      11m 1s
    2. Understanding closing periods
      5m 34s
  19. 1m 47s
    1. Using additional resources
      1m 32s
    2. Goodbye

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QuickBooks Pro 2008 Essential Training
Video duration: 0s 6h 12m Beginner


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


Hi. My name is Suzanne Robertson and welcome to QuickBooks Pro 2008 Essential Training. Over the next few hours we will be talking about accounting principles and how you should relate them to your business along with covering the basic to intermediate functions of the program. When working with an accounting program is important to not only know how to make an entry but also why you are making an entry. Why should I recognize revenue at the time of the sale instead of when I am paid? Why should void an invoice rather than delete it? Why should I recognize an expense at the time I receive the goods and not when I pay for them? Understanding the whys in addition to the hows will better prepare you for keeping track of your company's revenue and expenses, which in turn will make your life much easier when it comes to tax reporting, borrowing money from a creditor, or selling your business.

So sit back, relax, and let's get started with QuickBooks Pro 2008 Essential Training.

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