QuickBooks Pro 2012 & 2013

QuickBooks Pro 2012 & 2013

$99.99

Total Run Time: 10.9 hrs

Total Training for Mastering QuickBooks 2012 will teach you how the experts use QuickBooks. Business owners must have accurate financial information in order to make educated business decisions. QuickBooks financial software makes it easy to track the income, expense, assets and liabilities easily. It is important that the individual using the software understand the basics on how to setup the file, post transactions properly, create and read reports, as well as manage the data they are entering. The use of the Home Page, Centers, and drop down menus will make it easy for you to customize your navigation with QuickBooks.

Highlights

  1. How to Setup a Company File, Lists, and Accounts
  2. How to Work with Inventory and Sales Tax
  3. How to Work with Payroll
  4. How to Work with Document Templates and Create Transactions
  5. How to Finalize Your Accounting with Reconciling and Closing Password

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SKU: tt_TQBK12 Categories: , , , ,

Description

Learn to use QuickBooks efficiently. This course will help you setup the accounts, customers, vendors, and create the reports to verify accuracy. Proper setup of the data file is critical. Learn the basics and master them to efficiently and effectively manage your company with QuickBooks financial software.

By the time you have finished this course, you will understand how to properly setup a QuickBooks company file, work with the chart of accounts and various lists, as well as properly account for transactions such as customer invoices, bill payments, payroll, inventory, sales tax, and more. The setup is so important and by watching this course you will learn and understand the important areas of QuickBooks. In addition, you will understand how important the period end process is and how to manage it including file maintenance, account review, and reconciliation.

Work-along project files are compatible with US version of QuickBooks Pro 2012 & 2103 only.

Sample clip

Course outline

Chapter 00: WHAT’S NEW IN QUICKBOOKS PRO 2013 (16 min)

  1. Overview of What’s New in QuickBooks 2013
  2. Exploring the New & Enhanced Features
Chapter 01: QUICKBOOKS OVERVIEW (26 min)

  1. The Purpose of Using QuickBooks
  2. The Many Different Versions of QuickBooks
  3. Making the Right Choice
Chapter 02: THE COMPANY FILE (08 min)

  1. Setting Up a New Company File
  2. Opening an Existing Company File
Chapter 03: SETTING UP FOR MULTIPLE USERS (11 min)

  1. Setting Up User Permissions
  2. Working with an External Accountant
Chapter 04: NAVIGATION IN QUICKBOOKS (18 min)

  1. Using the Drop-Down Menus
  2. Using the Home Page, Customer Center, Vendor Center & Icon Bar
  3. Using the Control Key Functions
Chapter 05: ADJUSTING PREFERENCES (57 min)

  1. Accounting Preferences
  2. Checking Preferences
  3. Desktop View Preferences
  4. General Preferences
  5. Payments Preferences
  6. Payroll & Employees Preferences
  7. Reports & Graphs Preferences
  8. Sales Tax Preferences
  9. Send Forms Preferences
  10. Tax 1099 Preferences
  11. Time & Expenses Preferences
Chapter 06: THE CHART OF ACCOUNTS (31 min)

  1. Accounting 101
  2. Adding New Accounts & Choosing the Right Type
  3. Editing & Merging Accounts
Chapter 07: COMPANY LISTS (20 min)

  1. Working with Lists
  2. Adding & Editing Multiple List Entries
Chapter 08: IMPORTING DATA (21 min)

  1. General Importing Strategies & Methods
  2. Importing & Copying/Pasting Data from Microsoft® Excel®
  3. Exporting & Importing .IFF Files
Chapter 09: WORKING WITH BANK ACCOUNTS (21 min)

  1. Creating & Using Accounts
  2. Writing Checks
  3. Memorizing Recurring Checks
  4. Transferring Funds between Accounts
Chapter 10: CREATING ITEMS (35 min)

  1. Creating Service Items
  2. Creating Non-Inventory Items
  3. Creating Inventory Items
  4. Creating Other Charge Items
  5. Creating Sales Tax Items
  6. Creating Discount Items
  7. Creating Subtotal Items
  8. Creating Group Items
Chapter 11: THE BASICS OF WORKING WITH INVENTORY (25 min)

  1. Working with Purchase Orders
  2. Receiving Items without a Bill
  3. Receiving Items with a Bill
  4. Handling Prepaid Inventory
Chapter 12: WORKING WITH VENDORS & PAYING BILLS (39 min)

  1. Creating & Editing Vendors
  2. Entering Vendor Bills
  3. Entering Vendor Credits
  4. Paying Bills
  5. Adding Custom Fields
  6. Adding Notes
Chapter 13: CUSTOMERS, JOBS & RECORDING SALES (43 min)

  1. Creating & Editing Customers
  2. Entering Customer Payment & Job Info
  3. Creating Jobs
  4. Creating Estimates
  5. Creating Invoices
  6. Memorizing Recurring Invoices
Chapter 14: SALES ADJUSTMENTS & STATEMENTS (19 min)

  1. Creating Credit Memos for Refunds & Returns
  2. Working with Finance Charges
  3. Creating Statements
Chapter 15: CUSTOMIZING TEMPLATES & FORMS (28 min)

  1. Working with Intuit Standard Templates
  2. Duplicating Templates
  3. Working with Layout Designer
  4. Naming Templates
  5. Importing & Exporting Templates
Chapter 16: ACCOUNTS RECEIVABLE & DEPOSITS (21 min)

  1. Changing the Undeposited Funds Preference
  2. Receiving Payments
  3. Making Deposits
Chapter 17: SALES TAX (29 min)

  1. Setting Up Sales Tax
  2. Setting Up Customers with Sales Tax Codes
  3. Creating Sales Tax Reports
  4. Adjusting Sales Tax
  5. Paying Sales Tax
Chapter 18: REPORTS & THE REPORT CENTER (44 min)

  1. Working with the Report Center View
  2. Working with Company Reports
  3. Working with Customer Reports
  4. Working with Vendor Reports
  5. Working with Memorized Reports
  6. Working with Accountant & Taxes Reports
Chapter 19: MANAGING EMPLOYEES (33 min)

  1. Payroll Subscription Options
  2. Setting Up Payroll
  3. Adding Employees
  4. Creating & Using Timesheets
  5. Preparing Paychecks
  6. Paying Payroll Liabilities
Chapter 20: WORKING WITH CREDIT CARDS (10 min)

  1. Creating a Credit Card Account
  2. Entering Credit Card Charges & Credits
Chapter 21: LOANS & LIABILITIES (10 min)

  1. Entering a Loan Liability
  2. Paying a Loan Liability
Chapter 22: RECONCILING ACCOUNTS (15 min)

  1. Beginning Reconciliation
  2. Reconciling Bank Accounts, Credit Cards & Loans
Chapter 23: ONLINE BANKING (23 min)

  1. Setting Up Online Banking
  2. Downloading Transactions
  3. Working with the Two Views
Chapter 24: WHAT’S NEW IN QUICKBOOKS 2012 (30 min)

  1. The New Calendar Feature
  2. Formatting Reports with Microsoft® Excel Worksheets
  3. Memorizing Transactions
  4. Attaching & Storing Documents in the Documents Center
  5. Entering Batched Timesheets for Multiple Employees or Vendors
Chapter 25: FINALIZING YOUR ACCOUNTING (18 min)

  1. Understanding Account Finalization
  2. Verifying Account Reconciliation & Account Classification
  3. Verify Class Tracking Reports & Making Journal Entries
  4. Setting a Closing Date Password
  5. Closing Credits

Presenter Info

Dawn BrolinDawn W. Brolin, CPA, MSA, is the member/operator of Professional Accounting Solutions, LLC in Windham, CT. This firm’s client base includes not-for-profit agencies, contractors, government, retailers, and other service providers.

With more than twelve years in the field, Dawn has in-depth accounting expertise, coupled with a personal understanding of the challenges of running a business. Through her experiences as a business owner, she has discovered the importance of the relationship between good accounting records, good business processes, and running a successful business. She has been supporting QuickBooks software for those 12 years including working directly with Intuit (the makers of QuickBooks) on their Intuit Advisory Council as well as the Intuit Trainer Writer Network where she continues to teach accountants and end-users how to user QuickBooks software.