Tutorials

Intro:
In lesson 1 you will be given a basic introduction to all the many functions QuickBooks uses to help you better manage your business. You will be introduced to using forms, lists, and registers. It will also introduce you on how to navigate through QuickBooks; managing open windows, using the menu, icon, and navigation bar. Lesson 1 will also introduce you to the customer center, vendor center, and employee center. You will be introduced to the “home page” and how to set it up to best benefit you. Lastly, you will be presented with some common accounting terms and reports that QuickBooks can generate for you.

Lesson Goals:
After completing lesson 1, you should have a general understanding on how to set up your company, in QuickBooks.

View the Getting Started tutorial

Intro:
In Lesson 2, you will be given detailed instructions on how to set up your company (ies), in QuickBooks?. You will taken through the ?Easy Step Interview? to help you determine how to set up your company, where to enter your company information, how to customize QuickBooks for your business, setting up your business accounting, completing company file setup including adding customers, adding jobs, vendors, setting up additional accounts, adding new accounts, adding items, and entering historical transactions. You will also be shown how to use the on screen help function, as well as closing the company file.

Lesson Goals:
After completing lesson 2, you should be able to make decisions about your company, such as your QuickBooks start date, and the number of companies you should create, and how to create a QuickBooks company using the Easy Step Interview, and set up your QuickBooks preferences in the Interview. You should be able to record the opening balance for a checking account, enter customers, jobs, vendors, accounts, and items, and finally use the QuickBooks Help tools.

View the Setting up QuickBooks tutorial

Intro:
In Lesson 3, you will be given detailed instructions on how to use lists in QuickBooks. You will be instructed on how to use the company chart of accounts, customers and jobs lists, vendor lists and how to add vendors to the list. You will learn about adding custom fields, and how to manage lists in QuickBooks.

Lesson Goals:
After completing lesson 3, you should have an excellent understanding on how to use lists, how to edit lists, and build custom fields within those lists, and why understanding lists and how to use them in QuickBooks is so important.

View the Working with Lists tutorial

Intro:
In lesson 4, you will learn how to work with the registers for QuickBooks bank accounts. It will demonstrate how to open a register, the common features of all registers, and learn when and how to make entries into the register. You will also be taught how to reconcile your bank accounts in QuickBooks.

Lesson Goals:
Once lesson 4 is completed, you should be able to understand the functionality of the registers, how to edit the registers, and how the registers are reconciled within QuickBooks.

View the Working with Bank Accounts tutorial

Intro:
In lesson 5, QuickBooks will show all the other types of accounts available for use in QuickBooks. You will learn how to track credit card transactions, as well as how to reconcile a credit card account. You will be shown how to make a credit card payment. Also in lesson 5, you will be introduced to the different types of asset and liability accounts you can create, and see how to track assets and liabilities in QuickBooks. Lastly in lesson 5, QuickBooks will introduce the subject of equity and QuickBooks equity accounts.

Lesson Goals:
When lesson 5 is completed, you will be familiar with credit card transactions in QuickBooks. You will know how to track credit card transactions, and how to reconcile the credit card account. You will have a general understanding of the different asset and liability accounts as well as how to track those. You will also have a basic understanding of equity accounts in QuickBooks.

View the Using other Accounts in QuickBooks® tutorial

Intro:
In lesson 6, you will learn about sales forms and their different formats, and how to save purchase and sales forms in PDF (Portable Document Format). You will practice creating invoices and learn the purpose and use of the QuickBooks items list. You will learn how QuickBooks records the information you enter on sales forms. You will learn how to memorize invoice transactions for later reuse. You will be taught how to add a new item to the Item list, adding a new price level to the Price Level list, and to associate a price level with a customer. QuickBooks will show you how to create invoice letters, and also create reminder statements.

Lesson Goals:
When completed with lesson 6 you will understand how to invoice your clients, and how QuickBooks records your sales information. You will understand adding items to the item list, adding price levels to the price level list, and how to associate a price level with a customer. You will also know how to create invoice letters and how to generate reminder statements.

View the Entering Sales Information tutorial

Intro:
In lesson 7, you will learn how to handle customer payments, customer discounts, partial payments, overpayments, and down payments. You will see how to record deposits and how QuickBooks handles the deposits behind the scenes. You will also learn how to enter cash back from a deposit and how to process credit card payments.

Lesson Goals:
After completing lesson 7, you will have a general understanding of the banking features of QuickBooks, and how to process deposits, and customer payments. You will also have an understanding of the accounts receivable register and how to use it.

View the Receiving Payments & Making Deposits tutorial

Intro:
In Lesson 8, you will learn all the different ways of handling bills in QuickBooks. You will learn how to enter a bill in QuickBooks, as well as how to enter a discount on a bill from a vendor. Finally, you will learn how to process bill payments in the ?Pay Bills window? in QuickBooks.

Lesson Goals:
After completing lesson 8, you will know how to enter, and pay bills in QuickBooks, as well as how to enter discounts in the ?Enter bills window?. You will also have an understanding of the accounts payable register, and its uses.

View the Entering & Paying Bills tutorial

Intro:
In lesson 9, you will be given instructions on how to prepare financial reports and graphs to give you a better understanding of your business. You will learn how quick reports can help you quickly analyze data, how to use the report center, and how to customize preset reports to fit your needs by filtering the data included in the report. Lesson 9 will teach you how to memorize customized reports to save time and how to create report groups for frequently used reports. You will learn about exporting reports to Excel, as well as how report graphs can assist you in understanding your company?s financial data.

Lesson Goals:
After completing lesson 9, you will be able to utilize the numerous preset reports in QuickBooks as well as create your own custom reports to help you manage your business.

View the Analyzing Financial Data tutorial

Intro:
Lesson 10 will give you detailed instructions on how to turn on the inventory function in QuickBooks and setup up your company inventory. You will learn how to enter products in to inventory by using purchase orders, and how to run purchase order reports. You will learn how to receive inventory, enter a bill for inventory, and manually adjust your book inventory to your physical inventory count. Lesson 10 provides you with instructions on how to track finished goods including assembly builds and units of measure for a more comprehensive inventory tracking system.

Lesson Goals:
After completing lesson 10, you will be able to setup and track inventory.

View the Setting Up Inventory tutorial

Intro:
Lesson 11 will give you an overview of sales tax in QuickBooks including how to track, collect, and pay the sales tax. You will learn how to setup QuickBooks to track sales tax, how to uses sales tax on a customer invoice or sales receipt, how to determine your sales tax liability, and how to pay the sales tax liability to the appropriate State agency. You will also learn how to set up a sales tax item for multiple tax rates, identify who and what is taxable.

Lesson Goals:
After completing lesson 11, you will be able to correctly track and pay sales tax.

View the Tracking & Paying Sales Tax tutorial

Intro:
Lesson 12 will give you an overview of payroll tracking in QuickBooks. You will gain an understanding of payroll items, the setup of employee payroll information, and setting up payroll schedules. You will prepare a practice payroll check, learn how QuickBooks tracks the payroll liabilities, and practice paying payroll taxes.

Lesson Goals:
After completing lesson 12 you will be able to setup QuickBooks to pay your employees and correctly pay your Federal and State payroll tax liabilities.

View the Doing Payroll with QB tutorial

Intro:
Lesson 13 will teach you to use customer jobs, estimates, and invoicing to bill your customers for work you perform. You will learn how to setup a job, prepare an estimate in order to give a bid to a customer, and how to turn an estimate in to an invoice when the work is performed. You will also learn how to duplicate an estimate, find estimates in your QuickBooks, generate reports for the state of progress invoices vs. estimates, and how to update the status of a job.

Lesson Goals:
After completing lesson 13, you will be able to create a job estimate and convert an estimate in to a customer invoice as the work is performed.

View the Estimating & Progress Invoicing tutorial

Intro:
Lesson 14 will show you how to use time tracking to track time worked on a project, and how to invoice a customer for time worked on a project. You will learn how to turn on time tracking, enter time data, record employee time on a weekly timesheet, and enter mileage for an employee. You will also learn how to create a customer invoice that incorporates the time and mileage entries, and how to create a customer invoice using the list of time and expenses. You will be shown how to use the project reports for time tracking, how to create service items to non-employees such as subcontractors or owners, and how to issue a check to a non-employee for time worked.

Lesson Goals:
After completely lesson 14, you will understand how to use time tracking to track the expenses to a customer job, which will help you manage your job costs.

View the Tracking Time tutorial

Intro:
Lesson 15 will teach you how to modify a preset QuickBooks invoice form to better fits your needs. You will learn how to create a new custom invoice template, customize fields on forms, change field order on forms, change field widths, and how to change fonts, borders, and colors. You will learn how to prepare collection letters to your customers and how to edit preset QuickBooks letters.

Lesson Goals:
After completing lesion 15, you will be able to modify existing QuickBooks forms, create your own customs forms, and prepare collection letters to your customers.

View the Customizing Forms & Writing QB Letters tutorial