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QuickBooks Pro 2012 Essential Training

with Bonnie Biafore

Video: Welcome

Covers core QuickBooks features, from recording bookkeeping transactions to reconciling accounts and managing company files.
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  1. 9m 22s
    1. Welcome
    2. Choosing the right QuickBooks edition
      3m 7s
    3. Learning the basics of bookkeeping with QuickBooks
      2m 44s
    4. Using the exercise files
      2m 32s
  2. 10m 10s
    1. Opening a company file
      1m 46s
    2. Using the menus and home page
      3m 12s
    3. Touring the centers and other features
      3m 25s
    4. Navigating between windows
      1m 47s
  3. 32m 39s
    1. Gathering information
      1m 55s
    2. Creating a company file
      3m 52s
    3. Customizing your company file
      4m 9s
    4. Setting essential preferences
      4m 41s
    5. Converting from another program
      2m 53s
    6. Creating a new user
      7m 2s
    7. Backing up your company file
      5m 50s
    8. Restoring your company file
      2m 17s
  4. 8m 14s
    1. Naming and numbering accounts
      3m 37s
    2. Creating an account or subaccount
      2m 21s
    3. Making an account inactive
      2m 16s
  5. 22m 51s
    1. Creating a customer
      4m 30s
    2. Specifying additional customer information
      3m 48s
    3. Creating a job
      2m 30s
    4. Creating a vendor
      2m 27s
    5. Making customers and vendors inactive
      1m 48s
    6. Merging customer or vendor records
      2m 23s
    7. Categorizing customers and vendors
      2m 17s
    8. Using classes to categorize business
      3m 8s
  6. 41m 28s
    1. Using items
      2m 59s
    2. Creating a service item
      4m 48s
    3. Creating an inventory item
      6m 30s
    4. Creating a non-inventory item
      3m 44s
    5. Setting up sales tax
      5m 48s
    6. Setting up discounts and other charges
      3m 42s
    7. Creating a group of items
      2m 35s
    8. Making items inactive
      1m 33s
    9. Setting price levels
      4m 55s
    10. Setting up payment terms and methods
      4m 54s
  7. 12m 27s
    1. Setting up time tracking
      2m 28s
    2. Entering time
      5m 14s
    3. Tracking mileage
      4m 45s
  8. 35m 1s
    1. Creating a purchase order
      3m 42s
    2. Entering a bill
      4m 43s
    3. Recording inventory you receive
      3m 1s
    4. Managing inventory
      2m 43s
    5. Adjusting inventory quantity and value
      4m 6s
    6. Handling reimbursable expenses
      4m 26s
    7. Paying bills
      4m 33s
    8. Handling a credit or refund from a vendor
      5m 23s
    9. Paying sales tax
      2m 24s
  9. 53m 20s
    1. Understanding invoices, statements, and sales receipts
      2m 27s
    2. Creating an invoice and filling in header fields
      3m 32s
    3. Adding items to an invoice
      5m 18s
    4. Adding billable time and cost to an invoice
      6m 55s
    5. Using subtotals, discounts, and other charges
      3m 6s
    6. Creating batch invoices
      4m 46s
    7. Editing and voiding invoices
      2m 16s
    8. Creating an estimate
      3m 17s
    9. Creating a progress invoice
      3m 52s
    10. Handling a customer credit or refund
      5m 37s
    11. Working with prepayments
      4m 0s
    12. Creating a statement charge
      3m 15s
    13. Producing statements
      4m 59s
  10. 16m 36s
    1. Setting up print options
      4m 32s
    2. Aligning forms with printer paper
      2m 56s
    3. Printing one or more forms
      4m 4s
    4. Emailing a sales form
      5m 4s
  11. 18m 31s
    1. Receiving a payment
      4m 11s
    2. Applying discounts and credits
      2m 17s
    3. Applying an early payment discount
      2m 22s
    4. Assessing finance charges
      3m 53s
    5. Creating a sales receipt for a cash sale
      2m 14s
    6. Depositing payments
      3m 34s
  12. 11m 44s
    1. Adding and editing multiple records
      4m 25s
    2. Memorizing transactions and other elements
      4m 30s
    3. Searching for info in a file
      2m 49s
  13. 29m 51s
    1. Handling bounced checks
      4m 29s
    2. Setting up an account for online banking
      2m 42s
    3. Downloading online banking transactions
      4m 21s
    4. Preparing to reconcile a bank account
      1m 41s
    5. Reconciling transactions to your bank statement
      3m 6s
    6. Correcting discrepancies
      5m 9s
    7. Writing a check for expenses
      3m 36s
    8. Paying with a credit card
      1m 43s
    9. Paying with cash
      3m 4s
  14. 9m 47s
    1. Using the Report Center to find reports
      3m 23s
    2. Running a report
      3m 0s
    3. Printing or saving a report
      3m 24s
  15. 7m 41s
    1. Using journal entries
      4m 26s
    2. Creating a general journal entry
      3m 15s
  16. 1m 31s
    1. Next steps
      1m 31s

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QuickBooks Pro 2012 Essential Training
Video Duration: 0s 5h 21m Beginner


View Course Description

Let author Bonnie Biafore show you how to use the QuickBooks Pro 2012 accounting software to manage your business's finances, from creating accounts to organizing customer, vendor, and item records. The course also details core QuickBooks features, including recording bookkeeping transactions, such as bills and invoices, and reconciling accounts and managing company files.

Topics include:
  • Using the QuickBooks menus and home page
  • Creating and customizing a company file
  • Setting essential preferences
  • Setting up a chart of accounts
  • Setting up customer, job, and vendor records
  • Setting up items for services, products, time billed, and mileage
  • Setting up sales tax, discounts, and other charges
  • Understanding the difference between transactions such as bills, invoices, credit memos, sales receipts, statements, and journal entries
  • Creating purchase orders and bills
  • Invoicing customers
  • Handling credits and refunds
  • Receiving payments
  • Depositing funds in a bank account
  • Working with bank accounts, credit cards, and petty cash
  • Recording journal entries
  • Backing up and restoring a company file


Hi! I'm Bonnie Biafore and I'd like to welcome you to QuickBooks 2012 Essential Training. In this course, I'll show you how to set up and use QuickBooks 2012 to keep the books for your business. I'll show you how to create accounts to track the money you make and spend. And you'll also learn how to create customer, vendor, and item records so you can track how you earn income, where you spend your money, and what you buy and sell. I'll explain the difference between different types of transactions like bills, invoices, and journal entries.

Then for the real fun, I'll walk you through receiving the payments that customers send to you and depositing the cash in your bank account. You'll also learn how to work with your credit cards and petty cash. So let's get started with QuickBooks 2012 Essential Training.

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