Author
Released
10/30/2013- 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
- Sharing QuickBooks with others
- Running reports
Skill Level Beginner
Duration
Views
- [Voiceover] My name is Jess Stratton and welcome to QuickBooks for Mac. QuickBooks is a very powerful accounting package. You don't need to be an accountant to use QuickBooks and I've actually designed this course for those that aren't accountants as I'll show you how to build your company from start to finish, explaining some general accounting procedures in the process. I'll show you how to begin by creating a new company file and then backing it up on a regular basis. Then I'll take you through setting up your shop by adding all your financial accounts. After that, it's time to start adding products and inventory items.
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 payments, and even printing checks. I'll show you all of these things and much, much more. We have a lot to cover so let's get started right now.
Related Courses
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Excel for Mac 2011 Essential Training
with Curt Frye6h 32m Beginner -
Monday Productivity Pointers
with Jess Stratton26h 25m Intermediate
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Introduction
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Welcome51s
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1. Navigating QuickBooks
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A tour of the interface3m 45s
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2. Working with Company Files
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3. Setting Up Shop
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Setting up sales tax8m 53s
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Adding vehicles1m 39s
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Editing company information1m 19s
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4. Adding Customers
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5. Working with Vendors
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Creating and editing vendors2m 47s
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6. Adding Employees
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7. Day-to-Day Operations
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Creating estimates7m 23s
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Entering vendor bills2m 36s
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Invoicing customers5m 42s
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Progress invoicing customers3m 43s
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Receiving payments3m 51s
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Entering credit card charges1m 47s
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Recording deposits5m 36s
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Printing checks4m 55s
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8. Handling Special Cases
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Handling refunds2m 56s
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Handling customer credits4m 20s
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Fixing mismatched data5m 27s
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Discounts4m 11s
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Assessing finance charges2m 35s
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Memorizing transactions3m 33s
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Reconciling bank accounts4m 25s
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9. Online Banking
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10. Sharing QuickBooks with Others
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Enabling multiuser mode2m 32s
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11. Finding Information Quickly
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Searching for data2m 54s
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Filtering Charts of Accounts1m 50s
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Classes2m 42s
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12. Reports
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Introduction to reports2m 23s
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Filtering a report3m 34s
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13. End-of-Year Preparations
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Setting up 1099 forms3m 51s
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Closing the books2m 46s
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14. Customizing QuickBooks
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Conclusion
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Next steps27s
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Video: Welcome