
Meet Cindy McGuckin as she introduces QuickBooks 2018 and 2019, guiding beginners through setup, tips, and what's new, starting from the very first run.
Discover the new QuickBooks 2019 features, including the pay bills workflow, invoice history with status tracking, and updated inventory reports. See improved iif import error handling and guidance for fixes.
Continue with the easy step interview to learn about inventory vs non inventory, while enabling time tracking for invoices and projects, plus basic payroll and chart of accounts setup.
Explore how to customize QuickBooks by adjusting the preferences across accounting, inventory, jobs, payments, and payroll, including using account numbers, class tracking, and closing the books.
Explore quick books preferences, including reminders with summary or list views and accrual-based reports. Learn to manage time/cost prompts, send forms with templates, and handle billable and reimbursed expenses.
Explore QuickBooks sample files across versions and review a product-based Rock Castle construction example, focusing on the chart of accounts, accounts payable and receivable, and online banking.
Learn to manage customers and jobs in QuickBooks, track accounts receivable, set up customers and jobs, attach documents, view transactions and reports, and organize contacts, to-dos, notes, and emails.
Create non-posting estimates in QuickBooks, select or quick-add customers and jobs, add items with quantities, costs, tax, and markup, and preview the estimate.
Use the income tracker to view all open invoices and estimates in one place, with batch actions like emailing and receiving payments, and customize the list by categories and customers.
Receive items into inventory by creating an item receipt against an open purchase order from the vendor, noting the packing slip reference and adjusting back-ordered quantities.
Pull the item receipt into a bill against inventory, linked to the purchase order, select Pelican Building Materials, adjust date and freight, then pay and confirm in unpaid bills.
Process the flow from purchase orders to receive inventory, enter a bill, and pay bills by selecting items, recording payment from checking, and verifying in the check register.
Learn to manually adjust inventory in QuickBooks by adjusting quantity on hand and using an inventory adjustments account, then record the difference between counted and on-hand items.
Learn to use QuickBooks registers, especially the checkbook register, access via home screen or chart of accounts, and customize views, search, sorting, printing, and downloading transactions.
Learn how to reconcile QuickBooks with bank statements—matching deposits and checks, managing beginning and ending balances, fixing discrepancies, and generating reconciliation reports.
Learn to set up credit card accounts in QuickBooks as separate liabilities, include an opening balance, avoid posting charges as expenses or bills, and enter charges to maintain accurate balances.
Continuing form customization in QuickBooks, this lesson explains tailoring report templates by choosing visible columns, calculating fields, footer details, and print options, plus a preview of the layout designer.
QuickBooks Made Easy
Confidently and Efficiently Manage Your Accounts with QuickBooks Desktop Pro (covers 2018 and 2019 editions)
In this comprehensive course bundle, you’ll get both our QuickBooks 2019 course and our legacy QuickBooks 2018 course. No matter what version your clients use, you’ll have the knowledge and skills to navigate these programs at a professional level.
Your Complete QuickBooks 2018 and QuickBooks 2019 Course Package
With over 7 hours of content in each course, you get a total of more than 14 hours from this two-course bundle. With this information, you can:
Understand what’s new in QuickBooks 2019.
Work with clients and customers who still use QuickBooks 2018.
Customize your QuickBooks 2018 and QuickBooks 2019 interfaces.
Conduct bookkeeping/accounting reports and summaries.
Analyze your QuickBooks data and reconcile bank statements.
Understand your financial statements and quarterly earnings reports.
Create, manage and track customer, employee, and vendor accounts.
Publish accounting documents: invoices, deposits, estimates, quotes, etc.
Make sense of your financial reports and easily reconcile bank statements.
Work in QuickBooks and learn the accounting techniques the professionals use!
When you purchase this two-course package, you’ll gain access to over 14 hours of QuickBooks training videos. You’ll have everything you need to better track, manage, and oversee your business accounts.
QuickBooks was made specifically for you, the business owner with general bookkeeping knowledge – but not an accounting degree. With this powerful set of courses under your belt, you’ll know how to manage a vast array of accounting tasks:
Create a company file and track key performance indicators (KPIs).
Adjust QuickBooks preferences in both recent versions of this platform.
Reconcile your accounts with your bank statements.
Track inventories, accounts payable, and receivables.
Create estimates and keep your budget balanced.
Log hours, payments, and debts to customers, clients, banks, and suppliers.
Quickly enter, track, and pay bills in QuickBooks.
Generate timesheets, payrolls, and employee reports.
Easily record and manage your sales tax accounts.
Back up your company’s files for peace-of-mind
Whether you own a small- or medium-sized business or work as a freelance bookkeeper, this 2-course QuickBooks 2018 and QuickBooks 2019 package has everything you need. You can save time (and money) by optimizing your accounting efficiency. With this course, you can spend less time figuring out QuickBooks and more time managing KPIs. You’ll know exactly where your money goes – and how to maximize profits!
Here’s what our students are saying…
“Very thorough course with all the ins-outs, tips, tricks, and feature you could want to learn about to start using the program.”
- Elizabeth Binde
“This is a great course so far. I have used QuickBooks a little but I am already starting to feel more confident about getting real use out of the program.
Yesterday, I needed to design an Invoice and skipped to section 11 to do that. It was easy to understand and I designed a unique form for my business. Yea!
Now I am back at the beginning and plan to go through each module. Very pleased with this course!”
- Patricia Gasher
“Great instructor. Concise and clear to follow. Agree. Excellent instructor. Enjoy this class very much!”
- Loretta Rose
"Upon completion of this course, the instructor has given me the knowledge I need to use QuickBooks Desktop both efficiently and effectively.
Her superior knowledge covered virtually every aspect of what could, might, and will occur in a small business environment.
Her calm, cool, and collected voice tone, as well as her ability to export her vast myriad of QuickBooks knowledge to the student is not only impressive, but also professionally accomplished."
- Leroy Obryan
Did you know?
Simon Sez IT teaches all sorts of software, including:
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Microsoft Project
- Microsoft Outlook
- QuickBooks
- Photoshop Elements
- Web Development Languages
- And so much more!