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Learn QuickBooks

 
Seminars - QuickBooks
Description: Video recorded from our Live QuickBooks Seminar
Running Time: Three (3) Hours
Version: We use QuickBooks 2001 but most lessons are valid for all versions of QuickBooks. Most changes are only cosmetic.
Cost: $29
 

This seminar will teach you everything you need to know to run a small business using QuickBooks. We teach you how to set up your company properly, enter products and services, and create quotes and invoices. Then, we teach you how to edit your accounts, handle receivables, payables, reconcile your checkbook, transfer funds, and pay sales tax. Finally, we show you how to process payroll, track time, generate job cost reports, and much more.

Please note: this seminar was recorded from a LIVE webcast event. The quality of the video is not up to the high standards of our normal 599CD tutorials. There are a couple of skips and short blackouts during this video, but it is still very instructional. Also, please be aware that this seminar covers QuickBooks 2001. While the interface has changed significantly since then, the concepts are all similar.


This course will teach you everything you need to know to run a small business using QuickBooks. In the first class, we teach you how to set up your company properly, enter products and services, and create quotes and invoices. In the second class, we teach you how to edit your accounts, handle receivables, payables, reconcile your checkbook, transfer funds, and pay sales tax. Finally, in class three, we show you how to process payroll, track time, generate job cost reports, and much more.

PreRequisite: Windows Basics. Students should have a good understanding of how to use Windows, and a computer in general. Students should also have a good understanding of accounting terms. In class, we will teach students how to use the QuickBooks software, however we will assume students understand basic accounting terminology, like Accounts Payable, General Ledger, and so on.

Class 1. Setting Up Your Company, QuickBooks Interview, Entering Company Information, Start of Fiscal Year, Choosing Tax Forms, Saving Your Company File, Chart of Accounts, Multi-User Considerations, Sales Tax & Tax Agencies, Choosing an Invoice Format, Employees & Payroll Information, Choosing your Start Date, Accounts, Setting up Income Accounts, Setting up Expense Accounts, Using SubAccounts, Items, Service Items, Non-Inventory Parts, Other Charges, Inventory Parts, Opening Balances, Customers With Balances, Vendors You Have Balances With, Bank Account Balances, Credit Card Balances, Other Accounts With Balances, QuickBooks Navigator, Company, Customers, Vendors, Employees, Banking, Other Sections, Customer Information, Editing Customer Details, Adding New Customers, Using Customer:Job Designations, Custom Fields, Adding Notes, Items & Services, Editing Items & Services, Adding New Items, Inventory Parts & Details, Sales Tax Items, Other Information, Adding Employees, Setting Up Vendors, Other Lists, Creating Orders, Creating Estimates, Adding Items, Turning Estimates into Invoices, Printing Invoices, Setting Up Your Lists, Chart of Accounts, Using Numbers (Preferences)

Class 2. Receiving Payments, Receiving a Payment, Applying Payments to Invoices, Applying Credits to Invoices, Handling Cash Sales, Making a Bank Deposit, Printing Deposit Slips, Accounts Receivable, Configuring Finance Charges, Customers > Assess Finance Charges, Customers > Create Statements, Aging Reports, Accounts Payable, Entering Vendor Bills, Entering Purchase Orders, Receiving Inventory Items, Recording Bills for Received Items, Entering Items and Bills, Memorized Transactions, Memorized Groups, Paying Bills, Viewing Unpaid Bills, Choosing What to Pay, Selecting Bills to Pay, Entering, Payment Amounts, Applying Discounts, Printing Checks, Reports > Vendors > Sales Tax, Remitting Sales Tax, Bank Accounts, Non-sales Deposits, Transferring Funds, Voiding Checks, Petty Cash Account, Reconciling Accounts

Class 3. Payroll Processing, Employees > Set Up Payroll, Basic Payroll v. Deluxe Payroll Manually Calculating Payroll Taxes, Payroll Setup Interview, Pay Employees & Liabilities, Process Payroll Forms (940, 941), Process W2, Tracking Inventory, Adding Inventory Items (Review), Creating Sub-Items, Setting Items Inactive, Inventory Reports, Physical Inventory Worksheet, Vendors > Adjust Qty On Hand, 6900: Inventory Adjustment Account, Budgeting, Company > Set Up Budgets, Select Account (i.e. Sales), Enter budget amount for first month, Click Fill Down ($ or %), Reports > Budget, Journal Entries, Banking > Make Journal Entry, Enter Account, Amount, Name, Enter Offsetting Transaction, GL Reports, Reports > Accountant & Taxes, Trial Balance, Reports > Company & Financial, Balance Sheet, Profit & Loss Statement, File > Accountants Review Copy, Time & Billing, Edit > Preferences > Time Tracking, Configure Work Week, Employee Record > Use Time Data, Employees > Time Tracking, Single Activity Form, Weekly Timesheets, Reports (Reports > Jobs & Time), Creating Invoices, Customizing Reports, Form Template Box on an Invoice, Click NEW for a New Template, Select Fields, Use a Logo, Layout Designer, Customizing QuickBooks, Company > Set Up Users, Backing Up Your Data, Other Preferences (Edit > Prefs), Year-End Procedures, 1099 Forms (Reports > Vendors), Setting a Closing Date
 

 

 

 
 
 

Student Interaction: QuickBooks Seminar

Richard on 1/1/2007:  This seminar will teach you everything you need to know to run a small business using QuickBooks. We teach you how to set up your company properly, enter products and services, and create quotes and invoices. Then, we teach you how to edit your accounts, handle receivables, payables, reconcile your checkbook, transfer funds, and pay sales tax. Finally, we show you how to process payroll, track time, generate job cost reports, and much more.
 Stu Eisenman on 8/18/2008: Is there a CD which discusses the inventory part of Quickbooks
Richard Rost on 9/8/2008: Stu, I have not covered Inventory in Quickbooks yet. I plan on covering that when I update my QB tutorials this winter.
Peter Namba on 8/18/2011: Very fascinating and intuitive way of learning. It is a virtual Reality at work.
Tatjana on 9/11/2012: Hello, I am familiar with QuickBooks, but not proficient. In order to get the QuickBook certification, is the Seminar QuickBooks 1 enough to gain all the knowledge? Thanks a lot.

Reply from Richard Rost:

I would say NO. My QuickBooks seminar is a BRIEF introduction to what you can do with QB. Plus, it's about 10 years old now. The software has changed a LOT since then. I'm planning an update soon.

Jere F. Doerfler on 8/1/2015: I need help with the online quickbooks. I know just enough to make me dangerous.

Reply from Alex Hedley:

I've not used it before, anyone have any experience?

 

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