QuickBooks 2018 Training: Manage Small Business Finances

Explore the easy step interview in QuickBooks Desktop, set up your company file, choose industry, configure users, and enable invoicing, estimates, time tracking, and payroll options in part 1.

Learn to use the easy step interview in QuickBooks 2018 to set up accounts, pick a start date, review income and expense accounts, and add customers, products, and bank accounts.

Explore my company overview in QuickBooks, learning to edit company name, address, phone, legal information, and payroll and tax setup.

Discover QuickBooks preferences for sales and customers, time tracking, tax settings, and sending forms, including invoice templates, spell check, and time and expenses for invoicing and job costing.

Learn to set up users in QuickBooks, assign passwords, and restrict access (selective or full) to areas like sales and accounts payable, while tracking who logged in.

Extend your chart of accounts in QuickBooks with assets and accounts receivable and payable. Set up liabilities, equity, income, and expenses with subaccounts for precise loan and credit card tracking.

Explore how to customize the QuickBooks environment using a sample file to mirror a construction company's setup, including chart of accounts, payroll, and undeposited funds.

Learn to set up a new customer and a new job in QuickBooks 2018, including addresses, opening balances, and job details, plus payment terms and sales tax settings.

Create customer estimates in QuickBooks 2018, linking to jobs, adding line items, quantities, markup, and taxes. Learn to customize dates, numbers, templates, and preview the final quote.

Manage QuickBooks 2018 estimates by using find, new, save, copy, and print options. Batch email and attach files, memorize recurring transactions, and mark estimates as inactive when needed.

Finish up invoicing from estimates by applying credits, receiving payments, and batching invoices, then explore refunds or credit memos, template formatting, spell check, and related reports.

Create invoices for products and services in QuickBooks 2018 without an estimate, by selecting a customer and job, adding items and hours, and saving.

Learn to create deposits in QuickBooks 2018 by moving undeposited funds into deposits, selecting the correct deposit accounts, and printing deposit slips and summaries.

Create credit memos in QuickBooks 2018 to issue refunds or apply credits to open invoices, manage bad debt, and return inventory items.

Learn how the QuickBooks income tracker consolidates sales in one screen, filtering invoices, estimates, and time and expenses, converting estimates to invoices, and batch processing payments.

Learn to set up and manage vendors in QuickBooks 2018, attach documents, enter and pay bills, and configure payment terms, credit limits, and 1099 eligibility.

Create vendor credit memos in QuickBooks, apply credits to bills to zero out balances, delete stray lines to avoid in-balance errors, and use pay bills to finalize credits.

Learn to create and manage purchase orders in QuickBooks 2018, tracking inventory and vendor orders as non-posting documents, and generate print and email options for order communication.

Learn to receive items into inventory using an item receipt, selecting open purchase orders, and adjusting quantities for back orders, then review the related purchase order details.

Learn to pay for items in QuickBooks by selecting bills, choosing a payment date and method, paying from checking, and verifying the bill payment is recorded in accounts payable.

Learn how to safely download bank transactions into QuickBooks 2018, avoid common pitfalls with checking registers, undeposited funds, and bills, and properly batch and match entries.

Learn how to reconcile your checking account in QuickBooks to ensure your bank statement matches, including handling deposits, checks, ending balances, discrepancies, and generating reconciliation reports.

Learn to enter credit card transactions in QuickBooks 2018, assign charges to the correct credit card and expense accounts, split costs, handle refunds, and prepare for reconciliation.

Learn to customize invoice forms in QuickBooks by selecting and reordering columns such as service date, item, description, quantity, rate, and amount, and adjust the footer and print layout.