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QuickBooks Pro 2014 Essential Training

with Jess Stratton

Video: Welcome

In this online tutorial, Jess Stratton will illustrate how you can take care of all of the accounting work necessary for your business from start to finish without needing to be an accountant. You will learn how to create new files, how to name files, how to back up files, and many other tips and tricks in this Welcome video for QuickBooks Pro 2014.
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  1. 3m 4s
    1. Welcome
    2. Using the sample company file
      2m 6s
  2. 4m 39s
    1. A tour of the interface
      2m 35s
    2. Navigating inside each center
      2m 4s
  3. 15m 16s
    1. Opening and closing an existing company file
      3m 2s
    2. Setting up a new company file
      8m 13s
    3. Backing up and restoring a company file
      4m 1s
  4. 22m 38s
    1. Working with the chart of accounts
      5m 12s
    2. Adding bank accounts and credit cards
      3m 0s
    3. Adding service or inventory items
      4m 48s
    4. Setting up sales tax
      6m 26s
    5. Adding vehicles
      1m 52s
    6. Editing company information
      1m 20s
  5. 14m 20s
    1. Setting up the customer profile
      3m 52s
    2. Creating and editing customers
      4m 49s
    3. Importing customers from another program
      3m 48s
    4. Working with leads
      1m 51s
  6. 4m 43s
    1. Setting up the vendor profile
      1m 41s
    2. Creating and editing vendors
      3m 2s
  7. 4m 0s
    1. Creating and editing employees
      1m 55s
    2. Creating and editing sales reps
      2m 5s
  8. 44m 31s
    1. Creating estimates
      6m 42s
    2. Creating purchase orders for vendors
      5m 3s
    3. Entering vendor bills
      1m 25s
    4. Invoicing customers
      4m 36s
    5. Progress invoicing customers
      2m 35s
    6. Entering time and mileage against jobs
      1m 26s
    7. Receiving payments
      3m 20s
    8. Creating sales receipts for cash sales
      1m 40s
    9. Viewing reminders for overdue invoices
      1m 44s
    10. Sending statements to customers
      2m 30s
    11. Entering credit card charges
      2m 25s
    12. Recording deposits
      3m 30s
    13. Paying vendor bills
      1m 58s
    14. Printing checks
      3m 1s
    15. Working with jobs
      2m 36s
  9. 39m 14s
    1. Taking care of refunds
      2m 35s
    2. Handling customer credits
      2m 28s
    3. Voiding invoices and other line items
      3m 24s
    4. Fixing mismatched data
      5m 34s
    5. Working with check registers manually
      4m 9s
    6. Discounts
      2m 30s
    7. Grouping customers to batch invoices
      3m 18s
    8. Deleting and marking items inactive
      3m 53s
    9. Entering statement charges
      2m 15s
    10. Assessing finance charges
      2m 13s
    11. Memorizing transactions
      3m 18s
    12. Reconciling bank accounts
      3m 37s
  10. 12m 24s
    1. Turning on payroll
      2m 16s
    2. Setting up payroll items
      2m 53s
    3. Setting up employees for payroll
      3m 37s
    4. Paying employees
      3m 38s
  11. 8m 0s
    1. Setting up accounts for online banking
      3m 30s
    2. Reconciling online transactions
      4m 30s
  12. 9m 33s
    1. Enabling multiuser mode
      3m 30s
    2. Adding and editing user accounts
      3m 55s
    3. Keeping QuickBooks up to date
    4. Enabling credit card protection
      1m 17s
  13. 9m 4s
    1. Using the Snapshot tool
      2m 49s
    2. Searching for data
      2m 30s
    3. Filtering lists
      1m 48s
    4. Classes
      1m 57s
  14. 11m 38s
    1. Introduction to reports
      2m 51s
    2. Navigating and customizing report data
      4m 9s
    3. Filtering a report
      2m 3s
    4. Memorizing, exporting, and printing a report
      2m 35s
  15. 6m 53s
    1. Setting up 1099 forms
      4m 44s
    2. Closing the books
      2m 9s
  16. 7m 2s
    1. Customizing invoices and forms in QuickBooks
      4m 31s
    2. Setting QuickBooks preferences
      2m 31s
  17. 34s
    1. Next steps

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QuickBooks Pro 2014 Essential Training
Video Duration: 0s 3h 37m Beginner


View Course Description

You don't need to be an accountant to know how to use QuickBooks Pro. Learn how to manage the finances for your small business yourself with the Windows version of this powerful accounting package. Jess Stratton shows how to create a new company file and back it up on a regular basis, and then set up accounts, taxes, and inventory items. Once your accounts are established, learn how to create estimates and purchase orders, send invoices, receive payments, and print checks—all the day-to-day tasks that keep your business running. Finally, learn to set up your payroll, integrate with online banking, find data and run reports, and close the books with end-of-year preparations.

Topics include:
  • Setting up a new company file
  • Working with the chart of accounts
  • Adding bank accounts and credit cards
  • Setting up sales tax
  • Adding customer, vendor, and employee profiles
  • Billing customers
  • Receiving payments
  • Handling refunds
  • Recording deposits
  • Paying employees
  • Sharing QuickBooks with others
  • Running reports
Windows QuickBooks


(Music playing) My name is Jess Stratton and welcome to QuickBooks Pro 2014. QuickBooks is a very powerful and very flexible accounting package. You don't need to be an accountant to use QuickBooks. And I actually designed this course for those that aren't accountants, as I'll show you how to build your company from start to finish, and explain some general accounting procedures in the process. I'll show you how to begin by creating a new company file, and backing it up on a regular basis.

Then I'll take you through setting up your shop by adding your financial accounts. When you're all set up, I'll show you everything you'll be doing in your day to day operations. Such as creating estimates, and purchase orders. Sending invoices to customers, receiving payment and printing cheques. I'll show you all of these things and much more. We have a lot to cover, so let's get started, right now.

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