Description

Quickbooks 2013 DVD Training Course

QuickBooks Pro 2013 is a major change from all previous versions. You have a chance to get up to speed with this new version from our certified QuickBooks instructor.
This course is designed for the beginners with no previous accounting experience is required. It is perfect to train your employees so they will be able to learn and apply to your works. If you are an experienced QuickBooks user, the advanced version will take you to the next level. Our expert will provide practical guide and tips in each lesson. As a result, you will improve your accouting skills right away.

You will start with the basics of using an accounting package – setting up your company file. You will quickly learn how to manage day to day operations by setting up items, services, customers and jobs right in the QuickBooks 2013 interface. You will learn how to create invoices and manage them once the customer has paid. Michelle shows you how to enter and pay bills, track your inventory, and manage all your banking tasks. In this video-based tutorial, you will also learn how to create reports, customize reports, and maybe most importantly, how to back up your company file. By the time you have completed this training course, you will have a clear understanding of how to setup and manage your companies.

Outline

Table of contents

Lesson 1: Getting Started with QuickBooks

1.1 Introduction

1.2 Getting Around and Customizing the Icon Bar

1.3 Sample Files and File Types

1.4 Working with Multiple Company Files

1.5 Getting Help with QuickBooks

Lesson 2: Setting up QuickBooks for a New Business

2.1 Introduction

2.2 Accounting Terms and Key Financial Reports

2.3 Creating a New Company and Importing Contacts

2.4 Preferences

Lesson 3: Working with Lists

3.1 Introduction

3.2 Overview of lists and Managing Lists

3.3 Chart of Accounts

3.4 Customer/Job List

3.5 Vendor List

3.6 Items List

3.7 Working with Customers and Vendors

3.8 Lead Center

3.9 Add/Edit List Mutliples

Lesson 4: Entering Sales

4.1 Introduction

4.2 Overview of Sales

4.3 Creating Invoices

4.4 Creating Batch Invoices

4.5 Credits and Refunds

Lesson 5: Receiving Payments and Making Deposits

5.1 Introduction

5.2 Receiving Customer Payments

5.3 Recording Deposits and Understanding Undeposited Funds

Lesson 6: Customers and Managing Accounts Receivable

6.1 Introduction

6.2 Customer and Payments Center

6.3 Creating Progress Invoices

 

Lesson 7: Payables and Disbursements

7.1 Introduction

7.1 Accounts Payable – Enter and Pay Bills

7.2 Entering Checks (and Debit Card, EFT or ATM)

7.3 Printing Checks and Working with Registers

7.4 Purchases with a Credit Card

Lesson 8: Reconciling Bank and Credit Card Accounts

8.1 Introduction

8.2 Reconcile Bank Accounts

8.3 Reconcile Credit Card Accounts

8.4 Overview of Online Banking

Lesson 9: Other Useful Features 

9.1 Introduction

9.2 E-mailing Forms and Webmail

9.3 Memorizing Transactions

9.4 Calendar and To-Dos

9.5 Creata Practice File

9.5 A Few Tips and Tricks

 

Advanced Level

1.1 Introduction

Lesson 1: Reports and Graphs

1.2 Quick Reports on Lists

1.3 Report Center

1.4 Contributed Reports

1.5 Excel integration and Data Refresg

1.6 Graphs and Company Snapshot

Lesson 2: Customizing Forms and Budgets

2.1 Introduction

2.2 Customizing an Invoice and other Forms

2.3 Setting Up a Budget and Budget Reports

Lesson 3: Tracking and Paying Sales Tax

3.1 Introduction

3.2 Sales Taxes Preferences and Setting up Sales Tax Items

3.3 Indicating Taxability of Customers and Items

3.4 Paying Sales Tax Liabilities and Related Reports

Lesson 4: Subcontractors and 1099s

4.1 Introduction

4.2 Setting Up Preferences for 1099s and Entering Vendor Information

4.3 Generating 1099s at Year End

Lesson 5: Jobs, Time and Mileage

5.1 Introduction

5.2 Preferences and Two-Sided Items

5.3 Entering Payments, Time and Mileage

5.4 Invoicing for Billable Costs and Reinbursable Expenses

5.5 Reports

Lesson 6: Estimates, Progress Invoicing, and Statements

6.1 Introduction

6.2 Creating an Estimate and an Invoice

6.3 Creating Progress Invoices

6.4 Reports

Lesson 7: Managing Inventory

7.1 Introduction

7.2 Setting up Inventory

7.3 Entering Purchase Orders and Receiving Inventory

7.4 Average Cost and Inventory Adjustments

7.4 Reports

Lesson 8: Payroll

8.1 Introduction

8.2 Setting up Payroll

8.3 Managing Emplyees, Payroll Itmes and Schedules

8.4 Options for Entering Time and Processing Payroll

8.5 Reports

Lesson 9: Cleaning Up 

9.1 Introduction

9.2 Clean Up Account Receivable

9.3 Clean Up Account Payable

9.4 Clean Up Undeposited Funds

9.5 Fix Incorrectly Paid Sales (or Payroll) Taxes

9.6 Fix Beginning Balance in Bank Reconciliation

Lesson 10: Managing Data Files 

10.1 Introduction

10.2 Compatibility and Working with Your Accountant

10.3 Monitor the Health of the Data File and Improved Condense

Content: CD-ROM disc (sealed in a DVD-case)

Platform:  Windows  10, 8, 7, Vista