Let's create our first item.…If we go up to List on the Menu bar,…we'll go to where it says Item List and left-click. This brings us into our Item List window and notice there's already one…created for us.…QuickBooks did this when we went through the Easy Step Interview and it created tis sales tax item for us. We're going to look at…sales tax items later. So for right now, we're going to start with creating a brand-new item from scratch. You go down to the bottom of the…window where the button says Item.…We're going to left-click, and I'm sure you've noticed as we're going through previous chapters here, you always seem to be going down to the bottom…of these windows. There's always a button down there and if you click, that's generally where you're going to find the New option and this is…consistent throughout the program.…
OK, this brings us into our new Item window.…And if you see here we, have a dropdown list with all the different types of items available to us. Now there's several different…
Author
Released
1/18/2008Note: 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.
- 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
Skill Level Beginner
Duration
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1. Introduction
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Welcome1m 2s
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Understanding QuickBooks Pro1m 37s
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A word of warning1m 22s
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Using the exercise files2m 2s
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2. Basic Accounting Principles
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Using a balance sheet6m 24s
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3. The Easy Step Interview
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4. Understanding the QuickBooks Environment
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Using the home page5m 15s
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5. Chart of Accounts
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Creating an account4m 37s
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Creating a sub-account3m 46s
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Editing an account3m 20s
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6. Setting Up Items
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Understanding the Items list1m 28s
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Adding an inventory item8m 15s
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Adding a non-inventory item2m 44s
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Adding service items2m 27s
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Adding other charges1m 18s
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Adding sub-items3m 44s
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7. Sales Tax
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Setting up sales tax items3m 17s
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Setting up sales tax codes2m 38s
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8. Customer Information
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Using the Customer Center4m 46s
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Adding a new customer13m 9s
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Adding a new job4m 14s
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Merging customers2m 41s
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9. Invoicing Customers
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Creating an invoice6m 14s
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Using invoice templates4m 38s
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Printing invoices3m 55s
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Emailing invoices2m 43s
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Voiding invoices1m 52s
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Using Credit Memos5m 15s
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Creating client statements6m 23s
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Assessing finance charge6m 10s
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10. Customer Payments
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Making client sales receipts3m 38s
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Receiving payments3m 46s
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Making a deposit5m 34s
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Refunding clients3m 21s
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11. Vendor Information
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Using the Vendor Center5m 48s
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Adding a new vendor2m 28s
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Opening balance3m 12s
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12. Entering Vendor Bills
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Entering bills8m 15s
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Crediting a bill2m 45s
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Merging vendors4m 1s
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13. Paying Vendor Bills
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Paying a bill8m 19s
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Assigning check numbers1m 48s
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14. Using Purchase Orders
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Creating a purchase order5m 19s
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Receiving items3m 49s
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15. Understanding Preset Reports
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16. Working with Reports
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Modifying a report8m 24s
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Memorizing a report3m 15s
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Exporting reports to Excel4m 40s
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Printing reports33s
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17. Additional Information
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Paying sales tax6m 6s
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18. Pitfalls
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Conclusion
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Using additional resources1m 32s
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Goodbye15s
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Video: Adding an inventory item