Learn QuickBooks Desktop 2013-2023 (Basic/Intermediate)
Self-paced course with Preparation for QuickBooks Certified User Exam. For QuickBooks Pro, Premier, and Enterprise 2013-2023
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NOTE: THIS IS A QUICKBOOKS DESKTOP COURSE. NOT QUICKBOOKS ONLINE
Works for any Version of QuickBooks Desktop Pro/Premier/Accountant/Enterprise years 2013 to 2023
TABLE OF CONTENTS:
Day 1 (QuickBooks Missing Manual chapters) - Total 5 Hours
1. Getting Started (Chapters 1 and 2)
- Setting up a New QuickBooks File
- Creating a New Company File with Step-by-Step Guide
- Understanding the Home Page, Menu, and Icon Bars
- Getting Around in QuickBooks
2. Working with the Chart of Accounts (Chapter 3)
- Creating new accounts
- Working with Subaccounts
- Editing and Merging Accounts
- Deleting and Inactivating Accounts
- Accounting Basics and working with the chart of accounts
3. Setting Up New Customers and Vendors (Chapter 4)
- Create a New Customer
- Create a New Job
- Editing Customer:Job detailed information
- Create a New Vendor
- Deleting/Inactivating Customers and Vendors
4. Setting Up Items (Chapter 5)
- Understanding the Difference between Accounts and Items
- Working with different Item types
- Inventory Vs. Non-Inventory Parts
- Creating Items and Sub Items
- Editing, Deleting and Inactivating Items
5. Customer Transactions: Estimates, Invoices, and Customer Payments (Chapter 10 & 13)
- Create an Estimate for a Customer:Job
- Create an Invoice from an Estimate
- Create an Invoice from scratch
- Receiving a Full payment from an Invoice
- Depositing customer payments in the bank
6. Vendor Transactions: Purchase Orders, Bills, and Pay Bills (Chapter 9)
- Create a Purchase Order
- Receive a Purchase Order into a Bill
- Create a Vendor Bill from Scratch
- Paying Bills
7. Working with the Banks (Chapter 15)
- Working with the check Register
- Entering Income and Expense information in the register
- Using Write Checks vs. Bills/Pay Bills Feature
- Introduction to Bank Reconciliation
8. Introduction to Financial Reports (chapter 17)
- Profit & Loss
- Balance Sheet
Day 2 - Become a QuickBooks Certified User Total 4.5 Hours
Day 3 - QuickBooks Enterprise (Advanced Features) - 12 hours
Note: If you are a current student, use coupon code STUDENT50 for 50% off
Your Instructor
Hector Garcia, CPA.CITP, CGMA
- Certified Advanced QuickBooks ProAdvisor
- Member of Intuit Trainer/Writer Network
- Creator of 1000+ videos in YouTube about QuickBooks, Accounting, Taxation, and/or Excel
Course Curriculum
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StartLesson 1 - Setup a New Company File & Basic Navigation Tips (23:19)
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PreviewLesson 2 - Chart of Accounts (28:35)
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StartLesson 3 - Working with Items (24:34)
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StartLesson 4 - Setting Up New Customers and Vendors (27:19)
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StartLesson 5 - Customer Transactions (33:11)
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StartLesson 6 - Vendor Transactions (50:38)
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StartLesson 7 - Working with Banks (23:19)
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StartLesson 8 - Introduction to Financial Reports (12:25)
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StartDay 1 Knowledge Check - Quiz
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StartMore Practice Questions (and Answers)
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StartHow to Pass a QuickBooks Test? (16:08)
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Start1. Setup (16:32)
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Start2. Utilities (17:59)
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Start3. List Management (9:15)
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Start4. Items (21:39)
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Preview5. Sales (26:15)
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Start6. Purchases (28:25)
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Start7. Payroll (50:44)
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Start8. Reports (31:12)
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Start9. Accounting Basics (50:34)
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Start10. Customization and Shortcuts (27:25)
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StartPractice Questions from QuickBooks Certified User exam.
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StartNext Steps, Become Certified (End Users)
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StartNext Steps. For Accountants and External Bookkeepers (9:49)