Learn to create a QuickBooks company file, choosing express or advanced setup, and enter essential details like company name and industry, plus optional features such as estimates and time tracking.

Create your QuickBooks Pro 2014 company file in part 2 by setting the start date, reviewing the chart of accounts, and exploring the home screen and my company overview.

Learn to update the my company section in QuickBooks Pro 2014, including editing state, legal name, fiscal year end, payroll info, and exploring optional Intuit services and checks.

Explore how to customize QuickBooks preferences, toggling accounting and company options, enabling account numbers, class tracking, and inventory; set closing dates and improve data entry.

Learn to manage QuickBooks users: create usernames and passwords, assign selected areas, set permissions, enforce logoff, and use the audit trail for tracking changes.

Learn to edit your QuickBooks chart of accounts, set up bank accounts with opening balances, manage account numbers, and classify assets for accurate financial reporting.

Explore the chart of accounts in QuickBooks Pro 2014, organizing assets, liabilities, equity, income, and expenses, with subaccounts and credit card reconciliation.

Learn to manage customers and jobs in QuickBooks using the customer center to create new customers, enter addresses, set payment and tax options, and track transactions.

Explore how to create and manage customers and jobs in QuickBooks Pro 2014, including adding jobs, handling contacts, to-dos, and automatic transactions for estimates and invoices.

Create and customize estimates for customers by selecting the correct job, adding items with quantities and costs, applying markups and taxes, and saving, printing, or memorizing templates.

Email estimates to customers with optional attachments and batch sending. Learn formatting, spell check, design customization, and how to generate invoices and reports from estimates in QuickBooks Pro 2014.

Learn to create invoices from estimates in QuickBooks Pro 2014, selecting the customer and estimate and applying progress invoicing by percentage or a specific quantity.

Finish invoicing from estimates by creating an invoice for remaining amounts, pulling from an existing estimate, saving the new invoice, and reviewing reports and customer snapshots in the customer center.

Learn how to record customer payments in QuickBooks Pro 2014, apply payments to invoices, handle underpayments, and manage deposits through undeposited funds or specific accounts.

Create deposits from undeposited funds, select payments to deposit, choose the correct accounts, and print deposit slips or summaries; verify the deposit in the check register.

Create credit memos in QuickBooks Pro 2014 to process customer refunds, return inventory items, and apply credits to invoices or issue refunds.

Learn how to manage vendors in QuickBooks Pro 2014, including creating and editing vendor records, tracking opening balance, payment settings, tax IDs, and related transactions.

Manage vendors in QuickBooks Pro 2014 by creating new vendors, entering bills, using purchase orders, exporting and importing vendor data, and merging duplicate records.

Enter bills in QuickBooks by selecting vendors, recording dates and terms. Split expenses between accounts and jobs, and verify due and discount dates.

Learn to pay bills in quickbooks by using the pay bills feature, select bills, set amounts, apply credits, choose payment method, and print checks.

Learn to manage items and inventory in QuickBooks Pro 2014, covering inventory parts, service and non-inventory items, item types, accounts, groups, discounts, and setup steps.

Learn to create and manage purchase orders in QuickBooks Pro 2014, select vendors, add items with quantities and pricing, track customer job, add memos, and prepare for item receipts.

Select an item receipt to create a bill against inventory using the flowchart, set the bill date and due date, enter the reference number, add freight, and save.

Learn to pay bills in QuickBooks Pro 2014 by selecting bills to pay, applying discounts or credits, choosing payment dates and methods, printing checks, and reviewing the register.

Manually adjust inventory by updating on-hand quantities or values, selecting an end-of-year date, an adjustment account, and a reference number to reflect the correct count.

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Learn how to work with QuickBooks registers, including opening and using bank, credit card, and loan registers, entering and editing transactions, handling splits, and enabling bank feeds.

Continue exploring registers, focusing on bank and credit card registers, noting balance due, online banking indicators, and reconciliation rules; learn to download and verify transactions and correctly record payments.

Learn how to reconcile bank statements in QuickBooks Pro 2014, balancing deposits and checks, handling service charges and interest, and producing reconciliation reports.

Set up loans in the chart of accounts as long-term liabilities, enter opening balances, and ensure loan payments post to the loan account rather than expense accounts.

Create loan payments by writing checks that split the amount into principal and interest, posting to the loan and interest expense accounts, and tracking the loan balance.

Set up and manage loans in QuickBooks Pro 2014 using the loan manager, including adding loans, recording balance and payments, and running what-if scenarios.

Set up and manage business credit card accounts in QuickBooks by creating a main Visa account with card subaccounts, assigning opening balances, and tracking balances by card.

Enter each credit card charge separately in QuickBooks Pro 2014; avoid entering charges as a bill or paying bills. Then reconcile the card statement when it arrives.

Reconcile credit card statements by matching the ending balance and finance charges with charges and payments, then write a check or enter a bill and print the reconciliation.