Author
Jess Stratton
Released
12/11/2019- Setting up a new company file
- Working with the chart of accounts
- Adding bank accounts and credit cards
- Adding service or inventory items
- Setting up sales tax
- Adding customer, vendor, and employee profiles
- Billing customers
- Receiving payments
- Recording deposits
- Handling refunds and credits
- Paying employees
- Reconciling online transactions
- Sharing QuickBooks with others
- Running reports
- Closing the books
- Customizing QuickBooks
Skill Level Beginner
Duration
Views
- [Jess] Starting and running a business is a business in itself. Your busy trying to perfect your craft or trade, and also keeping your customers happy and returning. Fortunately, QuickBooks Pro 2020 makes running the business so easy that you can focus on the heart of what you do. QuickBooks can not only take care of the day-to-day operations like invoicing and creating purchase orders, it can also manage your banking and employees. You can even do reporting with ease to help service your customers better and make things easy at tax time. My name is Jess Stratton and I've had my own small business for over 15 years. QuickBooks is the glue that holds it all together. We're going to set up and run a fictional company together in my LinkedIn Learning course, and we're going to have fun doing it.
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Introduction
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1. Navigate QuickBooks
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A tour of the interface4m 10s
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Navigate inside each center2m 42s
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2. Work with Company Files
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3. Set Up Shop
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Use account numbers3m 39s
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Set up sales tax6m 49s
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Add vehicles2m 8s
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Use the Fixed Asset Manager2m 26s
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Edit company information1m 15s
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4. Add Customers
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Create and edit customers5m 25s
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Work with leads2m 19s
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5. Work with Vendors
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Set up the vendor profile1m 31s
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Create and edit vendors3m 8s
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6. Add Employees
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Create and edit employees2m 18s
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Create and edit sales reps2m 27s
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7. Manage Day-to-Day Operations
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Enter vendor bills1m 52s
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Invoice customers4m 18s
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Progress invoice customers4m 14s
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Enter credit card charges3m 16s
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Record deposits4m 39s
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Pay vendor bills2m 31s
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Print checks2m 55s
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Work with jobs2m 54s
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8. Handle Special Cases
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Take care of refunds2m 54s
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Handle customer credits4m 11s
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Fix mismatched data6m 20s
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Discounts2m 52s
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Enter statement charges2m 13s
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Assess finance charges2m 35s
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Memorize transactions3m 43s
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Reconcile bank accounts3m 43s
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9. Administer Payroll
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Turn on payroll2m 51s
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Set up payroll items4m 21s
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Set up employees for payroll4m 21s
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Pay employees3m 48s
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10. Manage Online Banking
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11. Share QuickBooks with Others
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Enable multiuser mode3m 57s
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Add and edit user accounts4m 26s
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Keep QuickBooks up to date1m 32s
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12. Find Information Quickly
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Search for data4m 39s
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Filter lists2m 4s
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13. Run Reports
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Introduction to reports3m 40s
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Filter a report2m 41s
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14. Manage Year-End Preparations
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Set up 1099 forms5m 47s
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Close the books2m 27s
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15. Customize QuickBooks
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Customize invoices and forms4m 56s
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Set QuickBooks preferences2m 42s
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Conclusion
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Video: Run your business with QuickBooks