QuickBooks – Learning the Essentials

Difficulty Scale:
Easy = Medium = Hard = Advanced =

Video Title	Duration	Difficulty
Series Introduction	0:47
1. Setting Up a Company File	0:39
a. Starting the Easy Step Interview Process	11:27
b. Open an Existing Company	1:12
c. Modifying Company Information	1:11
2. Touring QuickBooks	0:35
a. Using the QuickBooks menus and home page	2:06
b. Touring the Customer, Vendor, and Employee Centers	2:14
c. Navigating between QuickBooks windows	1:46
3. Setting Up a Chart of Accounts	1:36
a. Creating Income and Expense Accounts	2:34
b. Creating a Bank Account	2:18
c. Creating a Credit Card Account	2:02
d. Editing an Account	1:43
e. Deleting an Account and making an Account Inactive	2:13
4. Setting Up Customers, and Vendors	0:38
a. Creating a customer profile	2:39
b. Adding customer information	8:40
c. Making customers inactive	1:42
d. Creating a vendor	4:57
5. Setting Up to Sell Services and Products	0:44
a. Creating a Service item	2:13
b. Creating an Inventory Item	3:49
c. Edit an Item	1:28
d. Deleting an Item	1:23
e. Making an Item Inactive	1:18
6. Paying for Expenses	0:30
a. Entering/Paying a bill	4:35
b. Printing checks	2:25
7. Invoicing	0:30
a. Creating an invoice	2:33
b. Editing an invoice	2:03
c. Printing an invoice	1:47
8. Memorized Transactions	0:27
a. Creating a memorized transaction	2:06
b. Editing a memorized transaction	1:43
9. Receiving Payments	0:28
a. Receiving a payment	2:57
b. Depositing payments	2:31
10. Reports	0:34
a. Creating a simple Report	1:36
b. Printing a report	1:01

Quickbooks – Learning the Essentials

Are your accounting records always up to date? Or do you spend hours when you get your bank statement typing in all the credit card transactions that came into your account during the month? Many small companies turn to QuickBooks to keep their company finances on track. QuickBooks makes accounting easy with some great tools that will help you organize your finances. With QuickBooks you can easily track sales and expenses, create professional documents, and instantly see your account history with any customer or vendor.

QuickBooks is a large software application and for training purposes we have created categories that are tasks based. Each category has multiple short videos that give you step by step direction for each task.

Quickbooks – Learning the Essentials

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