Mastering QuickBooks 2013 Made Easy Training Tutorial

Use the express start feature to create a new QuickBooks company file, guiding you through industry selection, tax settings, and the initial chart of accounts for quick setup.

Learn to create a QuickBooks 2013 company file using the easy step interview, entering start date, company details, choosing industry and fiscal year, and saving with accessible help.

Leave the easy step interview after saving the company file by clicking the leave button in lower left corner; reopening returns you to point, but you cannot revisit after completion.

Learn to back up your QuickBooks company file daily to prevent data loss with local backups, optional online backups, scheduled saves, and data verification.

Learn to restore a corrupted QuickBooks file from a local backup by overwriting the current file in single user mode, then re-enter transactions since the backup date.

Set up users and passwords for individuals accessing your QuickBooks company file, control access and editing rights, and manage the admin master user and additional accounts with the wizard.

Switch between single and multi-user modes in QuickBooks after enabling multi-user access, log off other users, and log in with credentials to toggle modes from the file menu.

Close your company file by selecting a file from the menu bar and choosing the close company command, leaving the application open to open another company file.

Learn to open or restore a company file in QuickBooks by using the menu bar, navigating to the file, and clicking open in the dialog box.

Learn to manipulate the main lists in QuickBooks 2013, including customers and jobs, vendors, employees, inventory items, and the chart of accounts, to run QuickBooks efficiently.

Explore how to manage the chart of accounts in QuickBooks, including adding, editing, deleting, and classifying accounts, with emphasis on bank and savings account types, sub accounts, and opening balances.

Explore the customers and jobs list in the customer center, learn to add, edit, and view customer and job data, including addresses, payment terms, tax info, and shipping addresses.

Learn to manage employees in QuickBooks 2013 by using the employee center, adding new employees, entering personal, contact, payroll, and employment details, and inactivating or deleting records.

Manage vendor records in quickbooks by adding and editing vendors in the vendor center, and inactivate or delete records while configuring opening balances, accounts, and tax ids.

Create and apply up to seven custom fields for customers, jobs, vendors, and employees, and up to five for items, in QuickBooks 2013 to track color, size, and style.

Manually sort list items by dragging the diamond beside a column. Use column headers to automatically sort, and resort to the original order or remove sorting when needed.

Learn how to inactivate and reactivate QuickBooks list items: delete only unused items, hide inactive items with include inactive, and reactivate via the X or view options across lists.

Master how to print lists in QuickBooks 2013 by using the lists command from the menu bar or center's print button, select the list name from the dropdown, and print.

Rename list items in QuickBooks 2013 by editing the item and saving. Merge the items into a single entry at the prompt when two entries share the same name.

Copy and paste data from Excel into QuickBooks lists for customers, vendors, service items, and inventory. Customize and reorder columns in the add multiple list entries window, then save changes.

Set up sales tax agencies, items, and groups; designate taxable and nontaxable customers and items; apply tax to invoices; track in a sales tax payable account and pay agencies.

Create tax agencies as vendors in QuickBooks to collect and remit sales taxes, then define sales tax items linked to each agency, and finally manage vendor records.

Create individual sales tax items in the QuickBooks item list by naming each tax, setting its rate, and selecting the tax agency; group taxes into one line item if needed.

Create a sales tax group in QuickBooks to show one tax line on invoices while reporting each tax item separately. Configure by adding individual tax items in the item list.

Set up QuickBooks sales tax preferences by enabling tax collection and selecting default tax items or groups. Choose how you owe and pay taxes with monthly, quarterly, or annually frequencies.

Learn to indicate taxable and non-taxable customers and items in QuickBooks 2013, set default tax codes and items, and collect and pay sales taxes through invoices and receipts.

Enable inventory and purchase orders in QuickBooks 2013, set default warnings for duplicate purchase orders and low stock, and track inventory value using the average cost method.

Create inventory parts in QuickBooks to track quantity and value, including parent and sub-items, to ease tracking, with fields for item name, manufacturer part number, description, cost, and accounts.

Create purchase orders in QuickBooks 2013 to manage inventory purchasing, compare received items with orders, and generate quick reports on current purchase orders.

Learn to receive inventory with or without a bill, match it to open purchase orders, and enter the bill to move items into inventory and arrange payment.

Learn how to enter item receipts for inventory received from vendors, including handling items without a bill, matching receipts to bills and purchase orders, and updating quantities and memos.

Match a vendor's item receipts to their bills in QuickBooks by selecting the bill for received items, choosing the matching receipt, and saving after marking bill received.

Learn how to adjust inventory in quickbooks 2013 by recording quantity or value changes, including loss spoilage, using the adjust quantity and value on hand workflow.

Create service items in the item list to streamline sales forms in QuickBooks 2013. Set as sub items, enter descriptions, and specify purchasing and sales details for assemblies or subcontractors.

Learn how to create non-inventory parts in QuickBooks, items bought or sold but not tracked for quantity or value, and configure purchase and sales information to use in transactions.

Set up other charge items in the item list by selecting other charge, naming and describing the charge, and specifying amount or percentage, tax code, and income account.

Create subtotal items in the item list to total line items up to the last subtotal. Add a subtotal by selecting subtotal in the type dropdown, naming it, and saving.

Create group items by bundling gravel and delivery charges to display as a single line item on invoices. Create the individual items first, then add them to the group.

Create a discount item in QuickBooks 2013 and apply it to the line item above, choosing amount or percent and whether to apply before or after tax.

Create payments in the item list to apply partial payments to invoices, choose undeposited funds or direct deposit, and configure a payment item for each payment type.

Learn to change item prices in QuickBooks 2013, including single-item updates and bulk adjustments, filtering by item type, selecting items, entering amount or percent, and applying rounding.

Select the right sales form in QuickBooks 2013 based on payment timing. Create invoices for future payments or sales receipts for immediate payment, and enter data via the customers menu.

Create and customize invoices in QuickBooks 2013 by selecting customers, choosing templates, entering itemized line items with quantities, applying terms and taxes, and saving to accounts receivable.

Enter sales receipts in QuickBooks by selecting a customer, choosing a template, entering the date and payment method, adding item details, then save to undeposited funds and print later.

Use find feature in QuickBooks to locate a transaction form, such as an invoice, by opening the form and entering search criteria in the Find window.

Preview the sales form's printed version by clicking the dropdown arrow under the print button in the main tab, then selecting preview to see how it will look when printed.

Print invoices and sales receipts by opening the relevant form, clicking print in the main ribbon, and setting printing parameters in the print dialog before printing to the chosen printer.

Learn to create and apply price levels in QuickBooks, enabling different customer-specific or line-item pricing on sales forms, with default associations and per-item overrides.

Set finance charge defaults in preferences, including annual interest rate, minimum charge, grace period, finance charge account, overdue charges, due date or invoice date, and batch printing after applying.

Enter statement charges directly into each customer's accounts receivable register as they accrue, then generate statements at the end of the billing cycle showing due or past due amounts.

Create customer statements for a chosen date range or all open transactions, select customers, and apply finance charges using the create statements window and the finance charges window.

Record customer payments in QuickBooks 2013 by using the Receive Payments window, applying payments to invoices (full or partial), including prepayments, overpayments, and undeposited funds.

Select the customer, open receive payments, enter the date, amount, and method, and apply the partial payment to the oldest invoice; then save.

Apply a single customer payment to multiple invoices by using the Receive Payments window, selecting the customer, entering the total amount, and checking invoices to allocate funds.

Enter overpayments in the receive payments window, choose to apply as a credit or issue a refund, and apply credits to future invoices for the customer.

Enter down payments or prepayments in the Receive Payments window, save as a customer credit, and later apply the credit to invoices.

Learn how to record customer overpayments, down payments, and prepayments in QuickBooks 2013, create customer credits, and apply them to outstanding invoices using the Receive Payments window.

Record customer payments into undeposited funds and then deposit them to a bank account using make deposits. Print a deposit slip and reconcile deposits with bank statements.