Master QuickBooks 2018 & QuickBooks 2019 the Easy Way

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.

Access my company from the home screen, click edit to update contact details, copy the phone into the invoice address, and activate the account to avoid lockout.

Identify QuickBooks environment by exploring the home screen and title bar. Navigate the menu bar, five sections (vendors, customers, banking, payroll, company), and the open windows list for efficient work.

Migrate QuickBooks data from desktop to online by copying a company file for QuickBooks Online and uploading it; data cannot be moved back and versions cannot be used at once.

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.

Set up QuickBooks users, assign passwords, and control admin permissions to add, edit, or delete users. Use the audit trail to identify who logged in and what they worked on.

Learn to set up the chart of accounts in QuickBooks to ensure accurate reports, covering bank accounts, assets, accounts payable and accounts receivable, and opening balances.

Explore setting up a comprehensive chart of accounts in QuickBooks, including liabilities, credit cards, equity, income, expenses, sub accounts, and basic loan tracking.

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.

Learn to create invoices from estimates in QuickBooks, attach files, add time and costs, apply credits, process down payments, batch invoices, and use reports to track open invoices and payments.

Enter and apply a customer payment to one or more invoices in QuickBooks, handling over or underpayments and choosing payment methods such as cash, check, debit or credit, or PayPal.

Learn how to create and customize the statement template for customer statements in QuickBooks, send statements to all or selected customers at month-end, and include open transactions and finance charges.

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.

Enter all bills in QuickBooks to track vendors, due dates, and costs, using the expenses and items tabs, billable options, and job costing for accurate reports.

Learn to create and apply vendor credit memos in QuickBooks, applying credits to bills to show exact amounts owed or paid in full.

Explore how to work with items and inventory in QuickBooks, including service items, inventory parts, non-inventory, subtotals, groups, discounts, sales tax, and linking to income accounts.

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.

download transactions from your bank into QuickBooks, watch for duplicates, select accounts and payees, and use batch actions to import only a few days at a time.

Create entries and write checks in QuickBooks by entering debit card and ATM transactions into the register or right checks window, set date, payee, amount, and chart of accounts, save.

Learn how to reconcile QuickBooks with bank statements—matching deposits and checks, managing beginning and ending balances, fixing discrepancies, and generating reconciliation reports.

Explore the loan manager in QuickBooks to set up loans from the chart of accounts, input principal, rate, term, lender, origination, and schedule payments with what-if scenarios.

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.

Explore the layout designer in QuickBooks, learn to align and size multiple objects, center elements, adjust columns, and preview invoices to tailor reports and templates.