Dive into a comprehensive 4-hour tutorial designed for beginners to master QuickBooks Desktop 2023. Learn essential skills for bookkeepers, accountants, and small business owners, from setting up company files and preferences to converting to QuickBooks Online. Explore the Chart of Accounts, work with sample files, create estimates, handle invoicing, process payments, make deposits, generate statements, and manage bills. Gain proficiency in customer and vendor management, inventory control, and purchase orders. Navigate through clearly timestamped sections covering topics like the Easy Step Interview, Cash Flow Hub, user management, and income tracking. Perfect for those with no prior QuickBooks knowledge, this in-depth course provides a solid foundation for efficient financial management and bookkeeping practices.
Overview
Syllabus
- Course Introduction
- Desktop vs. Online
- Setting Up Your Company File
- Using the Easy Step Interview Part 1
- Using the Easy Step Interview Part 2
- My Company Overview
- Identifying the Components of QB Environment
- Cash Flow Hub
- Converting QB Desktop to the Online Version
- Preferences Part 1
- Preferences Part 2
- Working with Users
- Working with the Chart of Accounts Part 1
- Working with the Chart of Accounts Part 2
- Working with the Chart of Accounts Part 3
- QuickBooks Sample Files
- Customer and Jobs Part 1
- Customer and Jobs Part 2
- Customer Groups
- Adding Multiple Customer Contacts to Emails
- Estimates Part 1
- Estimates Part 2
- Invoicing from Estimates Part 1
- Invoicing from Estimates Part 2
- Invoicing Customers for Products and Services
- Receiving Customer Payments
- Making Deposits
- Creating Credit Memos
- Creating Customer Statements
- Using Income Tracker
- Working with Vendors
- Entering Bills
- Paying Bills
- Vendor Credits
- Items and Inventory Part 1
- Items and Inventory Part 2
- Purchase Orders
- Receiving Items into Inventory
- Handling Bills for Items
- Paying for Items
- Manually Adjusting Inventory
Taught by
Simon Sez IT
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