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Introduction To Quickbooks With Customer And Receivables
Rating: 4.4 out of 5(44 ratings)
818 students

Introduction To Quickbooks With Customer And Receivables

Introductory QuickBooks Ideas Applied To Mastering An Account's Receivable Set Of QuickBooks Financial Records
Created byMark Smolen
Last updated 3/2022
English

What you'll learn

  • Set up a QuickBooks company file
  • Use the most helpful tools in the QuickBooks software
  • Record the most common QuickBooks customer related transactions
  • Use the most common QuickBooks customer reports
  • FIND AND FIX ANY DATA ENTRY MISTAKE in QuickBooks

Course content

2 sections • 19 lectures • 1h 42m total length

  • Intro overview Lecture3:30
  • What is to Accounts Receivable3:45

    What is "Accounts Receivable"

    It means managing the customer's financial records. Sometimes it's connected to the General Ledger. But, sometimes it has unique challenges that only relate to the customer's records. You can get an overview of this from this lecture video.

  • How To create a company file in quickbooks desktop7:37
  • Managing the Chart of Accounts5:21

    You will learn how to add, edit and delete general ledger accounts to and from the chart of accounts in quickbooks. You will learn about "account types" and how to make accounts inactive and reactivate them.

  • Input multiple customers at once5:11

    In this video lecture, you will learn how to add many customers to your customer list all at once. You could add them one at a time but quickbooks gives you the ability to copy and paste your customer list from excel. This will save you time when converting to quickbooks from excel.

  • Manage QuickBooks Items List3:49

    The Items List is a list of things that could be placed in the body of an invoice or receipt. Usually, it's products or services that a company sells. This video lecture will show you how to add, edit and remove items and make them inactive and reactivate them.

  • Recording your first Invoice7:16

    In this video lecture, you will learn how to record invoices in QuickBooks.

  • The preferences window5:12

    In this video lecture, you will learn what the preferences window is and how to use it. It is important to be able to change the defaults, settings and automatic behavior of the quickbooks file you are working in. This video will show you how to do that and more.

  • Input invoice practice set3:07

    This video is a practice set exercise that allows the student to practice imputing invoices and fixing data entry mistakes. It is the first practice project of this course. It is very very simple.

  • Fixing invoice mistakes8:51

    This video shows the basic approach to finding and fixing data entry mistakes when entering invoices. The principals learned in this lecture apply to advanced situations for mistake fixing as well.

  • Entering Sales Receipts6:09

    You will learn: how to, when, and what happens when you record a sales receipt in to quickbooks.

    You will learn about "Undeposited Funds".

  • Using the Icon Bar9:37
  • Mixed practice with receipts and invoices2:35

    This is a mixed practice set where the student inputs invoices and sales receipts together from the transaction list.

    After the data entry is done, students have to compare their results to the video and find and fix any data entry mistake.

  • Puzzle Question - invoice and receipt related puzzle8:10

    You will learn how problem solving skills related to quickbooks data entry. Putting in only receipts and invoices will help show how to apply the proper logic when solving for data entry mistakes

  • Receiving payments for past invoices3:50

    You will be able to record payments from customers for invoices sent for past jobs. This video shows only how to record EXACT payments. Payments that are exactly the same amount as the invoice.

    You will see how these paymnets effect the customer reports and you will learn how to use the OPEN INVOICE REPORT.

  • Receiving Arbitrary payments from customers5:41

    This video shows what to do when customers give you payments in amounts that are different than the balance due on the invoice that they are paying for. You will understand the results in the reports and the customer records.

  • Fixing mistakes using the Journal report7:41

    The journal report is the most useful when trying to find and fix mistakes that arise from entering the wrong date of a transaction. It is also very helpful in managing other parts of the quickbooks software

  • mix practice with customer transactions2:59

    This is the summary exercise that checks student's ability to do everything they learned in this course.

    Students must do data entry and must find and fix their own mistakes.

  • Theary multiple choice questions

Requirements

  • Basic computer skills. General windows file management

Description

This QuickBooks training course is a very basic introduction to QuickBooks. It teaches the most important tools and features of the QuickBooks software. With this method of learning, you will become an expert in QuickBooks very quickly. I will show every part of the QuickBooks file set up in a step-by-step method that will help you learn and remember every aspect of the QuickBooks set up.

After Learning how to set up a QuickBooks File, the area of QuickBooks that the course helps you master is "Accounts Receivable" and customer records. You will apply your special knowledge of the QuickBooks software to transactions and reports that manage your financial relationship with your customers.

You will learn how and when to record invoices and sales receipts when serving a customer. You will learn how to apply customer payments to open invoices. Most importantly, you will learn how to find and fix QuickBooks transaction mistakes.

This course is made with QuickBooks Desktop for windows. However, the ideas shown in this QuickBooks video instructional course apply to any version of QuickBooks for Macintosh, QuickBooks Online or QuickBooks Enterprise solutions.

Each QuickBooks video Includes:

1) Animated diagrams to help make the ideas seem so so simple!

2) A follow along file that you can download and open when watching the step by step instructions for each topic.

3) The clearest possible explanation for each topic.

4) Excersises during the course to pracice what you leanred

4) A Quiz about the concepts in the course to help you remember what you studied.

5) My personal attention as a QuickBooks instructor of over 2 decades!!

There are 'follow along files” for each lecture so you can follow step by step. This makes learning QuickBooks Easy and fun.

The course is made with QuickBooks desktop for windows. However, the ideas apply to QuickBooks online as well as QuickBooks for Macintosh and Enterprise solutions.

I'm right here for you if you have any questions or need support. I hope you learn well and enjoy the course!

-Mark


Who this course is for:

  • This course is perfect for beginners to learn QuickBooks
  • This course is perfect for bookeepers working in the customers and receivables area of QuickBooks
  • This course is perfect for anyone studying for the Certified QuickBooks user exam
  • Anyone who wants to learn Basic QuickBooks and customer transactions

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