Learning QuickBooks 2015

Get started with QuickBooks by accessing a company file and navigating the interface. Record cash sales, expenses, and income, and view important dates and deadlines.

Discover new features in QuickBooks 2015 desktop PC editions, such as streamlined reminders, notes to customers and vendors, auto close of estimates, and enhanced reports with comments and multi-report e-mail.

Open your QuickBooks 2015 company file from any location with proper permissions. Upgrades require administrator access and backups, and once upgraded the file stores all transactions, customers, vendors, and employees.

Navigate the QuickBooks interface by opening a sample product-based company file, exploring the home page and insights, and using centers for customers, vendors, and reports to manage workflows.

Master writing a check in Quick Books 2015 by selecting a bank account, choosing a vendor, and assigning an expense account with a memo. Print checks later.

Learn how to record cash sales in QuickBooks using sales receipts, capture varied payment methods, and quickly reference customer, item details, and tax settings for accurate income tracking.

Access the QuickBooks calendar from the left shortcut bar, home page, or company menu to track bills due, customer payments, and admin tasks with daily, weekly, or monthly views.

Get equipped to set up a QuickBooks company file by gathering bank statements and customer lists, understanding basic accounting principles, and learning why QuickBooks is an accounting system.

Discover the accounting concepts behind QuickBooks, including GAAP, double-entry bookkeeping, and the chart of accounts. See how transactions flow through the general ledger to the balance sheet.

Explore the types of accounts, temporary vs permanent, and how QuickBooks uses the chart of accounts to produce the PNL and balance sheet for timely closing of books.

Explore QuickBooks accounting primer part 3, contrasting cash and accrual methods, and see how inventory, expenses, income, and double-entry bookkeeping illuminate your company's finances through a simple interface.

Prepare to set up a QuickBooks company file by gathering basic business details (name, entity, tin, start date) and current records (statements, bills, inventory, assets) to ensure accurate, efficient setup.

Create a QuickBooks 2015 company file using express start or advanced setup, choose industry and company type, enter legal name and business details, and set up local or cloud syncing.

Explore how QuickBooks uses lists like the chart of accounts, customer, vendor, and employee lists to organize and view financial data, and learn to add and edit accounts.

Explore how QuickBooks lists organize data, including terms and customer and vendor profiles, with shortcuts for adding new entries, spell check, and batch list entry for rapid data input.

Master efficient data entry and editing in QuickBooks lists by duplicating records, copying and pasting, saving changes, and customizing columns.

Learn to organize QuickBooks lists by sorting the chart of accounts and using drag-and-drop within account types. Toggle between hierarchical and flat views, and use inactive and resort list features.

Enable account numbers in QuickBooks through preferences, then create and organize accounts in the chart of accounts, assign tax lines, and manage parent and subaccounts for streamlined reporting.

Master managing products and services in QuickBooks by using the inventory module to track vendors, ordering, receiving, adjustments, returns, and cost of goods sold (cogs) with related gross profit reporting.

Explore setting up vendors and cookbooks in QuickBooks 2015, add vendors via the vendor form or table import, and manage vendor information across address, payments, and accounts.

Create and manage vendor records in QuickBooks 2015 using the new vendor form. Ensure unique vendor names, accurate contacts, and complete tax and account settings for purchase orders and bills.

Enable inventory and purchase orders in QuickBooks 2015, then add items and services with purchase, sales, and unit of measure details, vendors, tax codes, and reorder points.

Learn the QuickBooks inventory and procurement workflow, from purchase orders to receiving inventory and paying bills, and how it affects the inventory asset account and cost of goods sold.

Create and monitor purchase orders to signal product needs and track on-order quantities. Receive inventory against open orders, apply bills and vendor terms, and adjust quantities to update inventory.

Learn to identify and adjust inventory discrepancies in QuickBooks 2015 using the physical inventory worksheet, adjusting quantities on hand and the cost of goods sold.

Learn how to return inventory to vendors by creating a credit as a bill, adjusting quantities on hand, and depositing credits to the correct account.

Explore inventory reports and open purchase orders in Quick Books, understand active versus inactive items, and use valuation and stock status by vendor to balance cash flow and prevent stockouts.

Open and manage bank accounts in QuickBooks, track transactions in account registers, transfer funds between accounts, and reconcile statements to keep books accurate.

Learn to create bank accounts in the QuickBooks chart of accounts, choose bank account types, set opening balances, and record transactions using double-entry bookkeeping and the register for reconciliation.

Master the QuickBooks check register, with two-line or one-line views, tracking dates, transaction numbers, payees, memos, and splits for bank, credit card, and income or expense accounts.

Learn to transfer funds between accounts in QuickBooks 2015 by selecting a source and destination, entering date and amount, verifying the balance, and saving the transfer.

Reconcile bank accounts in QuickBooks 2015 by comparing statement transactions with the reconciliation window, entering ending balances, fees, and interest, and resolving differences to zero, including journal entries if needed.

Add customers, configure fields, and create jobs to track activity. Maintain contact information, transaction history, outstanding balances, sales orders, and notes to support long-term relationships.

Create a new customer in the customer center with a unique name and complete address details, then set payment terms, delivery method, and tax settings.

Configure custom fields in QuickBooks by adding region and other text fields to customer, vendor, or employee records. Choose from 15 available spaces and activate them for forms and reports.

Learn how to define and manage customer jobs in QuickBooks 2015, enabling project-based tracking, profitability analysis, and job-level sales rep assignment.

Explore the QuickBooks 2015 customer center to manage customers, vendors, and employees from one customizable screen, with transactions, to-dos, notes, and the customer snapshot.

Use the QuickBooks lead center to track potential customers, import leads, manage hot, warm, or cold status, and convert leads to customers with follow-ups and notes on the calendar.

Enable sales tax features, create codes and items, apply them, and generate reports to accurately pay liabilities across state, local, and online jurisdictions, including nexus and use tax.

Enable sales tax features, create tax items, and apply them to customers across jurisdictions. Learn to manage tax codes, accrual versus cash basis, and sales tax reports.

Learn to access QuickBooks sales tax reports, choose between the sales tax liability report and the sales tax revenue summary, and pay taxes accurately from the vendor menu.

Master the sales process steps, record transactions in QuickBooks, and generate estimates, invoices, and statements to support cash flow and accurate accounting.

Master creating estimates in QuickBooks 2015, including enabling estimates, selecting customers and items, applying taxes, adjusting pricing with markups, and attaching documents.

Create and convert invoices from estimates in QuickBooks 2015 by selecting a customer, choosing full, partial, or itemized amounts, applying templates and terms, and sending via print or email.

Learn to process returns and create credit memos in QuickBooks 2015 by reviewing the original invoice, adjusting line items, and choosing to apply credits or issue refunds.

Learn how QuickBooks emails integrate with Outlook to send invoices and statements, configure preferences and templates, and use contact sync to align Outlook and QuickBooks records.

Explore how QuickBooks integrates web mail programs for sending forms with multiple attachments, customizing from addresses, templates, and subject lines, while tracking email activity in the customer center.

Learn to customize sales forms in QuickBooks to reflect your branding with colors and logos. Discover how to import templates, ensure consistency, and apply advanced customizations for a memorable impression.

Learn to customize QuickBooks forms by creating a copy of templates, adding a logo, choosing color schemes, and selecting fonts to enhance branding and professional identity without altering original templates.

Customize QuickBooks forms with basic and additional options to tailor on-screen and printed outputs by adjusting headers, columns, footers, fields, and terminology.

Explore the layout designer to customize invoices by moving, resizing, and aligning items, adjusting fonts and borders, and using templates with print preview for a polished result.

Discover how to download and import ready-made QuickBooks templates to customize invoices and other forms, then tailor designs with basic customization or the layout designer.

Learn to create consistent business forms with QuickBooks' online forms customization tool and form designer, applying logo, colors, fonts, backgrounds, and grid styles across templates.