QuickBooks Pro 2017 Training: Manage Small Business Finances

Discover QuickBooks Pro 2017’s new features, including automated scheduled reports for memorized reports with timing and email delivery, plus undeposited funds handling and deposit reports with company name.

Learn to create a QuickBooks company file, enter essential details, set up users, and enable features like estimates, progress invoicing, inventory, and time tracking.

Set up the QuickBooks company file by choosing a start date aligned with your fiscal year and bank statements, then review the default chart of accounts.

Explore the My Company option to view and edit your business details, including legal name, company ID, federal ID, fiscal year, tax year, and payroll form information.

Identify the QuickBooks home screen structure, including sections: accounts payable, accounts receivable, payroll, company, and banking, and learn to navigate centers, chart of accounts, and open windows list.

Convert your QuickBooks desktop data to the online version by exporting the company file and importing it into QuickBooks Online; the guide notes Mac steps and previews module 3.

Explore how to customize QuickBooks with company and my preferences, including use of account numbers, class tracking, closing date, reminders, payroll, and reports.

Learn to customize QuickBooks preferences for payments and invoices, including undeposited funds default deposits and prompts for time/cost to add, plus sales tax, forms, and time and expenses management.

Set up and manage users in QuickBooks to control access, protect information, and tailor per-user permissions across areas like sales, purchases, and payroll, plus audit trails.

Learn to customize the QuickBooks environment by building a type-based chart of accounts, set up bank accounts and assets, and manage accounts receivable, accounts payable, and liabilities with opening balances.

Set up long-term liabilities like auto loans, establish credit card accounts with opening balances, and organize equity, income, and expenses with subaccounts for clearer financial tracking.

Learn to manage customers and jobs in QuickBooks by using the customer center, creating and editing customers, attaching files, and configuring payment and tax settings.

Set up a new customer and jobs in QuickBooks Pro 2017, configuring payment and sales tax, adding contacts, and creating to-dos and notes.

Learn to create and manage non-posting estimates in QuickBooks for customers and jobs, convert them to invoices, and customize items, templates, and tax settings for accurate reporting.

Master managing estimates in QuickBooks Pro 2017 by navigating, searching, saving, printing, emailing, attaching files, memorizing recurring estimates, batching emails, and converting to invoices.

Master progress invoicing in QuickBooks Pro 2017 by turning estimates into invoices, selecting available estimates, invoicing as a percentage or itemized amount, and adding charges while reviewing customer history.

Learn to create invoices from estimates, apply credits, receive payments, batch invoices for multiple customers, customize invoice formatting, and run open invoices and customer balance reports.

Learn to create invoices not based on estimates by selecting a customer and job, and invoicing three blueprints at $600 each with a note to make checks payable.

Learn how to receive payments in QuickBooks Pro 2017, apply them to invoices, and manage undeposited funds using various payment methods. Understand how to handle underpayments and future deposits.

Learn to record deposits by selecting items from undeposited funds, posting to the correct checking account, and avoiding misposting to accounts receivable or income; confirm dates and totals.

Learn to create credit memos in QuickBooks, applying refunds or credits to customer balances and invoices. Explore handling bad debt and refunds, and verify changes in the customer balance detail.

Create customer statements in QuickBooks Pro 2017 to summarize end-of-month activity, balance forward, and amounts due, with options to include invoice item details and apply finance charges.

Navigate the income tracker to view all customer transactions in one window, toggle estimates and time & expenses, and perform batch actions like printing, emailing, and creating invoices.

Set up and manage vendors in the vendor center, create and edit vendor details, merge duplicates, and configure payment, tax, and account settings before entering bills.

Master entering bills in QuickBooks: set up vendors, record dates and due dates, assign expenses or items, include reference numbers, and use memorized bills and vendor reports.

Follow the pay bills flowchart to pay vendor bills in QuickBooks, apply discounts and credits, set payment method, and print or assign checks while keeping reports accurate.

Learn to work with items in QuickBooks Pro 2017, including service items, inventory parts, and non-inventory items, plus setting up painting and screen doors with costs and accounts.

Discover how to set up items and inventory in QuickBooks Pro 2017, including inventory vs non-inventory parts, service items, bad debt, groups, and creating purchase orders.

Learn to create purchase orders and manage items and inventory in QuickBooks Pro 2017. Track vendor details, ship-to options, backorders, item receipts, and open purchase order reports.

Learn to receive inventory in QuickBooks by creating an item receipt against open purchase orders, choosing receive inventory without bill, and updating quantities to move items into inventory.

Learn how to enter and pay bills for inventory items in QuickBooks Pro 2017, linking purchase orders, handling backorders, and allocating freight expenses.

Learn to pay bills in QuickBooks by selecting bills, applying credits and discounts, recording payment details (date, method, check number), and verifying the entry in the check register.

Learn to manually adjust inventory items in QuickBooks Pro 2017, changing quantity and value on hand for a selected item, with date, adjustment account, and memo.

Discover how to work with QuickBooks registers, including checking, credit card, and loan types. Open registers, enter and split transactions, and reconcile with clear guidance on postdated entries.

Navigate the register with go to search, print options, edit transactions, and run quick reports, then consider downloading transactions and bank feeds and testing for duplicates.

Learn to reconcile in QuickBooks Pro 2017 using the reconcile window to balance accounts, match deposits and checks against bank statements, resolve discrepancies, and print reconciliation reports.

Learn how to set up loans in QuickBooks 2017 by adding long term and short term liabilities to the chart of accounts, assign numbers, and record payments.

Set up loan in chart of accounts, post payments from the correct bank account, allocate principal to the long-term liability and interest expense, and avoid posting payments to an expense.

Learn to set up and manage loans in QuickBooks Pro 2017 with the loan manager, including origination dates, balances, terms, interest, escrow, and a month-by-month payment schedule.

Set up credit card accounts in the chart of accounts, enter credit card charges using the charges tool, and reconcile to the statement opening balance.

Learn how to enter credit card transactions in QuickBooks, select purchase or refund, allocate amounts to accounts, and apply splits, vendors, and optional customer, job, or class data.

Learn to reconcile credit cards in QuickBooks Pro 2017 Training, enter transactions in the chart of accounts, handle finance charges, and make payments accurately to keep balances aligned.