QuickBooks Pro is a software program for accounting purposes. It has useful features and tools for setting up and keeping track of business finances. In this video tutorial, you'll see a tour of the interface, which will give you an overview of the functions and help you get started using QuickBooks Pro.
Before I even begin talking about customers and invoices, let's…go through the interface of QuickBooks so that you can…become familiar with the terminology, the layout and you'll know…right where to go to find the tools that you need.…Let's go clockwise.…So at the very top you have the File menu, where you can easily access all of the…items that I'm about to show you below plus…some extras that you can't get to via the centers.…You can also access the Help file from here.…Directly to the right of that, we have any…alerts that you may have set up plus Reminders.…
Now, Reminders tells you things like when bills…are due and when you have invoices to send.…You can close out of the reminders by clicking the X in the top right-hand side.…Let's go all the way over to the bottom left hand side of the screen.…Here's where you can purchase services and add-ons right from QuickBooks.…Above that, is the side Navigation bar.…You can access these shortcuts at any time, and…you can even customize them for areas that you access.…
Author
Jess Stratton
Released
11/19/2013- 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
- Paying employees
- Sharing QuickBooks with others
- Running reports
Skill Level Beginner
Duration
Views
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Introduction
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Welcome54s
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1. Navigating QuickBooks
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A tour of the interface2m 35s
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2. Working with Company Files
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3. Setting Up Shop
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Setting up sales tax6m 26s
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Adding vehicles1m 52s
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Editing company information1m 20s
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4. Adding Customers
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Working with leads1m 51s
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5. Working with Vendors
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6. Adding Employees
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7. Day-to-Day Operations
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Creating estimates6m 42s
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Entering vendor bills1m 25s
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Invoicing customers4m 36s
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Progress invoicing customers2m 35s
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Receiving payments3m 20s
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Entering credit card charges2m 25s
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Recording deposits3m 30s
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Paying vendor bills1m 58s
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Printing checks3m 1s
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Working with jobs2m 36s
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8. Handling Special Cases
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Taking care of refunds2m 35s
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Handling customer credits2m 28s
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Fixing mismatched data5m 34s
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Discounts2m 30s
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Entering statement charges2m 15s
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Assessing finance charges2m 13s
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Memorizing transactions3m 18s
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Reconciling bank accounts3m 37s
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9. Payroll
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Turning on payroll2m 16s
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Setting up payroll items2m 53s
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Paying employees3m 38s
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10. Online Banking
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11. Sharing QuickBooks with Others
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Enabling multiuser mode3m 30s
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12. Finding Information Quickly
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Using the Snapshot tool2m 49s
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Searching for data2m 30s
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Filtering lists1m 48s
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Classes1m 57s
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13. Reports
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Introduction to reports2m 51s
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Filtering a report2m 3s
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14. End-of-Year Preparations
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Setting up 1099 forms4m 44s
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Closing the books2m 9s
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15. Customizing QuickBooks
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Conclusion
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Next steps34s
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Video: A tour of the interface