Author
Released
11/10/2014- 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
- Sharing QuickBooks with others
- Running reports
Skill Level Beginner
Duration
Views
- [Voiceover] My name is Jess Stratton and welcome to QuickBooks Pro 2015 Essential Training. You don't need to be an accountant at all to use QuickBooks and I've actually designed this course for those that aren't accountants already. Since businesses can have varying degrees of complexity, I've designed this particular demo company to be run as simply as possible. I'll leave it up to you to add your own business complexity 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 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 printing checks. I'm going to show you all these things and much more. We have a lot to cover so let's get started right now.
Related Courses
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QuickBooks Payroll Essential Training
with Bonnie Biafore1h 28m Intermediate -
QuickBooks: Advanced Bookkeeping Techniques
with Bonnie Biafore2h 50m Intermediate
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Introduction
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Welcome1m 5s
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1. Navigating QuickBooks
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A tour of the interface3m 52s
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2. Working with Company Files
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3. Setting Up Shop
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Setting up sales tax5m 51s
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Adding vehicles1m 59s
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4. Adding Customers
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Working with leads2m 14s
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5. Working with Vendors
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Creating and editing vendors4m 12s
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6. Adding Employees
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7. Day-to-Day Operations
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Creating estimates7m 47s
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Entering vendor bills1m 53s
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Invoicing customers5m 4s
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Progress invoicing customers3m 14s
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Receiving payments4m 2s
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Entering credit card charges3m 21s
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Recording deposits4m 2s
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Paying vendor bills1m 59s
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Working with jobs2m 39s
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8. Handling Special Cases
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Taking care of refunds2m 37s
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Handling customer credits2m 37s
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Fixing mismatched data6m 37s
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Discounts2m 47s
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Entering statement charges2m 26s
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Assessing finance charges2m 42s
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Memorizing transactions3m 50s
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Reconciling bank accounts3m 51s
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9. Payroll
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Turning on payroll2m 20s
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Setting up payroll items3m 46s
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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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Searching for data3m 9s
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Filtering lists2m 13s
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Classes2m 19s
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13. Reports
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Introduction to reports3m 34s
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Filtering a report2m 25s
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14. End-of-Year Preparations
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Setting up 1099 forms5m 15s
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Closing the books2m 14s
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15. Customizing QuickBooks
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Conclusion
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Next steps46s
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Video: Welcome