QuickBooks Pro 2018 Essential Training

Learn QuickBooks Pro 2018. Find out how to create and back up your company's QuickBooks file and quickly set up shop.

Learn how to use QuickBooks Pro 2018, the popular accounting software, in this course with instructor Jess Stratton. Learn how to create and back up your company's QuickBooks file and quickly set up shop—adding your banking information, credit cards, and historical data to the chart of accounts. Find out how to set up your customers, vendors, employees, and inventory items. Jess then takes you through the day-to-day operations that keep your business running: creating estimates, purchase orders, invoices, and sales receipts; processing payments; recording deposits; and printing checks. Plus, learn how to run reports; find data about your business; and close the books, with end-of-year preparations.

Introduction

• Welcome
• Understanding the double-entry system of accounting
• How to use the sample and exercise files

1. Navigate QuickBooks

• A tour of the interface
• Navigate inside each center

2. Work with Company Files

• Open and close an existing company file
• Set up a new company file
• Back up and restore a company file

3. Set Up Shop

• Work with the chart of accounts
• Add bank accounts and credit cards
• Use account numbers
• Add service or inventory items
• Set up sales tax
• Add vehicles
• Use the Fixed Assets manager
• Edit company information

4. Add Customers

• Set up the customer profile
• Create and edit customers
• Import customers from another program
• Work with leads

5. Work with Vendors

• Set up the vendor profile
• Create and edit vendors

6. Add Employees

• Create and edit employees
• Create and edit sales reps

7. Manage Day-To-Day Operations

• Create estimates
• Create purchase orders for vendors
• Enter vendor bills
• Invoice customers
• Progress invoice customers
• Enter time and mileage against jobs
• Receive payments
• Create sales receipts for cash sales
• View reminders for overdue invoices
• Send statements to customers
• Enter credit card charges
• Record deposits
• Pay vendor bills
• Print checks
• Work with jobs

8. Handle Special Cases

• Take care of refunds
• Handle customer credits
• Void invoices and other line items
• Fix mismatched data
• Work with check registers manually
• Discounts
• Group customers to batch invoices
• Delete and mark items inactive
• Enter statement charges
• Assess finance charges
• Memorize transactions
• Reconcile bank accounts

9. Administer Payroll

• Turn on payroll
• Set up payroll items
• Set up employees for payroll
• Pay employees

10. Manage Online Banking

• Set up accounts for online banking
• Reconcile online transactions

11. Share QuickBooks with Others

• Enable multiuser mode
• Add and edit user accounts
• Keep QuickBooks up to date
• Enable credit card protection

12. Find Information Quickly

• Use the Snapshot, Insights, and Tracker tools
• Search for data
• Filter lists
• Track transactions by class

13. Run Reports

• Introduction to reports
• Navigate and customize report data
• Filter a report
• Memorize, export, and print a report

14. Manage Year-End Preparations

• Set up 1099 forms
• Close the books

15. Customize QuickBooks

• Customize invoices and forms
• Set QuickBooks preferences

Conclusion

• Next steps