Banking with QuickBooks

Learn every possible transaction and situation that changes the companies bank account AND credit card Accounts
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  • Lectures 12
  • Length 2 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 12/2015 English

Course Description

This course was created for students who are using QuickBooks to record transactions that effect the company bank account. This course includes an explanation of every possible banking situation that a QuickBooks user may encounter. It includes instruction on: entering and fixing ANY kind of deposit, entering and fixing ANY kind of reduction to the bank account, printing checks from QuickBooks, and the most "in demand" topic that relates to QuickBooks banking, managing bounced checks.

This course gives clear instruction at a slow clear pace but it slowly builds up the student to very advanced skills and ideas.

What are the requirements?

  • Basic quickBooks tools and navigation. They can take kindergarten quickbooks course for this

What am I going to get from this course?

  • Record any transaction that effects the companies bank account
  • Record any transaction that effects the companies credit card account
  • Use tools like the register window to manage the bank account
  • Find and fix any banking related mistake
  • Print checks from quickbooks and manage check numbers
  • Fix problems related to customer's bounced checks (nsf checks)
  • Record cash investement and withdraws in to QuickBooks

What is the target audience?

  • Anybody who needs to manage the company bank account using QuickBooks
  • Anybody who needs to record company credit card transactions
  • Anybody who encounters bad bounced checks also called nsf checks
  • Anybody who has an owner that invest cash from their own pocket in to the company bank account
  • Anybody who has an owner that withdraws cash from the company bank account
  • Anyody who needs to print checks from QuickBooks

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Learn All About Deposits
02:19

This course was created to prepare students for any possible banking related situation in QuickBooks. It will help them with complex things like: managing customer's bounced checks, owner investment and withdrawals, printing checks, depositing customers credit card swipes and finding and fixing banking transaction mistakes.

These Ideas are more than just showing you where to click. You need to understand the ideas behind the clicks to be successful. This course will give you everything you need. I encourage you to ask any question you have and please leave feedback

12:42

This video shows how to deposit the paymnets and sales receipts that you recorded when you got paid from a customer. It shows you the most impotant deposit related report - the DEPOSIT DETAIL. It discusses what happens in QuickBooks when you make a depsoit.

04:37

This video shows how to find and fix any mistake related to recording deposits.

16:38

Most people don't know that customers who pay by credit card have their transaction recorded in to undeposited funds. This video explains why and shows you what to do at each step of the way.

11:17

This is a special new tool that started in QuickBooks 2014. It's great!! It's called the bounced check tool. It changes what used to be a terrible mess in to a simple set of steps that solves all problems related to bounced checks; also called "nsf checks"

10:45

The bounced check tool can only be used with customer paymnets If a customer pays a sale receipt by check, and then the check bounces, there is no bounced check tool to use. You have to follow the steps in this video to fix all the problems caused by this situation. The steps are similar to what needed to be done before quickbooks created the bounced check tool.

Section 2: Checks and other reductions to the bank account
08:52

This video shows how to record ANY reduction to the bank account. It shows the main ideas behind recording chekcs

11:01

This video gives you everything you need to know about printing checks from QuickBooks

08:39

This video gives you everything you need to know about using and managing a company credit card and recording thse transactions in QuickBooks. The ideas are similar to the ideas of managing a bank account.

10:40

The register window is a tool that helps people who are old fashion and have experience managing a bank account's records in the days before the computer. This window has many helpful things that could make your QuickBooks experience much easier.

11:57

Most people do not know how to properly record transactions when the owner puts in or takes out cash and "co-mingles" funds between pwersonal and business. This video clarifies the situations and shows you exactly waht to do.

03:12

This will test what you learned in this course and also test how well you learned it. when you finish the transaction set, compare you results to the results in the video. If you have a difference, you have to use what you leanred to find and fix mistakes.

11 questions

This multiple choice test will help show you how much you learned during the course. It will help you remember the most importany ideas that you studied here.

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Instructor Biography

Professor Mark Smolen, Professor of Computerized Accounting

I have 2 decades of experience teaching Computerized Accounting. I have taught QuickBooks at A.S.A college in Manhattan New York. I have made my lessons available to job training schools for adult education and have helped place hundreds of students in good paying jobs using QuickBooks and other software that they learned in my class. I am a permanently licensed teacher by the New York State Education Department. I am also a Certified QuickBooks Pro adviser. I have made these videos by determining what my clients needed and how effective they were in real life situations. I enjoy helping students turn frustration in to a feeling of comfort and satisfaction with QuickBooks

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