Quickbooks 2013 Training - Bookkeeping Made Easy

Watch this overview to learn how QuickBooks sets up a company file and how to choose between Express Start and Easy Step Interview for tailored setup.

Learn to create a QuickBooks 2013 company file using Express Start, including entering company name, industry, tax ID, contact details, and previewing default settings before creating the file.

Learn to use the easy step interview to create and customize your QuickBooks company file by entering names, tax ID, industry, and entity type.

Continue the easy step interview in QuickBooks 2013, covering fiscal year start, file location, password options, and setup preferences for estimates, time tracking, and inventory.

Learn to use quick setup to enter contacts, customers, vendors, and items, import data from Excel, and set up bank accounts with opening balances for a new company file.

Enter historical transactions in QuickBooks from the start date to today, including invoices, bills, payments, deposits, and banking transfers, in proper order and without duplicates.

Navigate QuickBooks Pro and learn to open and close a company file, including the working file Quick Books underscore practice, using the home page and icon bar.

Explore QuickBooks centers to organize your company information in one central place. Open centers from the home page, icon bar, or menus to view customers, vendors, leads, and reports.

Learn how to set and customize QuickBooks preferences, including personal and company options, admin password requirements, and categories like calendar, reminders, accounting, bills, inventory, and reporting.

Explore the chart of accounts in QuickBooks 2013, view and customize bank, asset, liability, income, and expense accounts, add subaccounts, and learn about undeposited funds and registers.

Create bank accounts in QuickBooks from the chart of accounts, choosing a bank type such as checking or savings, and record opening balances, deposits, and transfers.

Learn to add income and expense accounts, create subaccounts, adjust tax line mappings, and hide, delete, or activate accounts in the chart of accounts for streamlined bookkeeping.

Create a fixed asset account under vehicles for the new car and a long-term liability for the loan, then record the down payment and loan with a general journal entry.

Learn how to create service items in QuickBooks 2013, set hourly or project rates, assign descriptions and income accounts, and handle purchase orders and invoices for subcontractor work.

Learn to create non inventory parts, assign expense and income accounts, and use them on both invoices and purchase orders, with examples like cement and citrus trees, including tax considerations.

Create other charge items in QuickBooks 2013, such as shipping or late fees on invoices, name, describe, set fixed or percentage, choose non taxable, and assign the other income account.

Set up subtotal and discount items in invoices to group services and products, compute tax on subtotals, and apply a 10 percent or fixed amount discount before or after tax.

Learn to create a group item in QuickBooks 2013, bundle multiple items into a kit, and decide whether to print each item or only the group on invoices.

Create a payment item to track down payments on invoices, assign a unique name and optional description, and set a payment method; the amount is subtracted from the invoice total.

Learn to set up sales tax in QuickBooks 2013 by turning on tax features, creating tax items and codes for state, local, and grouped taxes, and applying them to invoices.

Learn to edit item prices and costs, update sales tax, and delete, hide, or inactivate items in QuickBooks 2013, ensuring changes apply to future transactions only.

Practice creating non-inventory parts and services in QuickBooks 2013, assign cost and income accounts, vendor details, and taxes, then build group items and correct one-sided items to avoid errors.

Explore customers and jobs in QuickBooks 2013, including customer records with address and payment terms, sales tax settings, and job details with profitability tracking by type.

Learn to add customers in Quick Books 2013, create unique customer records, and set consistent naming. Master billing addresses, ship-to options, payment terms, tax codes, and custom fields for reporting.

Learn to add and manage jobs in QuickBooks 2013, including single or multiple job records tied to customers. Track job status, dates, and income and expenses to analyze your projects.

Track prospective customers in the lead center by filtering by status, logging interactions, to do items, notes, and contact details, then convert leads to customers and transfer their information.

Explore QuickBooks 2013 customer center, mastering the customer and jobs list and the transactions list, with filtering, searching, and toggling between flat and hierarchical views of customer records and invoices.

Open the customer center, edit a customer’s email, and save changes to update the record; view the customer snapshot and opening balance report for quick insights.

Create a customer with addresses and a default shipping address, set credit limit and payment terms, and add a birthdate field; then add a second job and move the first.

Explore how QuickBooks 2013 organizes vendors by type, create and assign vendor types (materials and rental equipment), and generate reports filtered by vendor type to analyze expenses.

Learn to add vendors in QuickBooks 2013 by creating a new vendor record with address, payment, tax, and account settings, or add vendors on the fly while entering bills.

Master the vendor center in QuickBooks 2013 to manage vendor records, create transactions, attach documents, handle to do items and notes, and generate reports with filters.

Demonstrates creating a new vendor in QuickBooks 2013, entering company and contact details, setting payment terms and accounts, adding a vendor contact, and creating a to-do item.

Set up price levels in QuickBooks to apply custom discounts or markups for specific customers, then assign levels to invoices with automatic rounding.

Enable class tracking in QuickBooks to classify transactions by department, location, or product lines. Create and assign classes to transactions and view class reports; using classes is optional.

Add fixed assets to the fixed asset item list in QuickBooks 2013 training, including cost, date, and asset account. See how depreciation and asset tracking influence business value and tax.

Learn to use customer and vendor profile lists in QuickBooks 2013, including sales reps, types, terms, messages, payments, ship via, and vehicles, with easy add and reporting options.

Turn on multiple currencies in QuickBooks, back up your company file, set a home currency, and activate currency lists to manage foreign accounts, vendors, and customers with exchange rates.

Create a price level with a 20 percent markup, assign it to customers, create a 'workshops' class to track income, and keep fixed assets inactive to avoid invoice errors.

Learn how to set up and use estimates in QuickBooks, including converting accepted bids into invoices, using progress invoicing for stage payments, and understanding the non-posting estimates account.

Write and use estimates to itemize the services and products for a project, track actual income and costs with reports, and support progress invoicing for large projects.

Create and memorize boilerplate estimates for irrigation jobs. Then set estimates to inactive or delete them, and reuse memorized ones for new customers.

Identify the three main QuickBooks sales forms—sales receipts, invoices, and statements—and learn when to use each based on your business needs, with setup considerations.

Choose the right invoice type in QuickBooks 2013 by comparing professional, service, and product templates, and customize fields, terms, and packing slips for efficient billing.

Learn to create a product invoice in QuickBooks 2013, enter line items, apply price levels and discounts, set shipping and tax, and save before printing.

Learn to create credit memos, adjust line items, and process refunds in QuickBooks, including retaining credits for future invoices and applying credits to payments.

Learn how to generate an invoice from an estimate, including multiple invoices when using progress invoicing, using the customer center and a blank invoice form.

learn how to use progress invoicing in QuickBooks to bill a project in stages based on an estimate and milestones, including installment percentages and final invoices.

Generate a progress invoice from estimate 12 by selecting items, choosing hours or percentage completion, and adjusting for actual hours (19) while applying zero-amount item printing preferences.

Learn to create batch invoices for multiple customers, memorize boilerplate invoices for recurring jobs, and manage invoicing options such as printing or emailing, with group billing and duplicate invoice techniques.

Create billing statements from statement charges in QuickBooks 2013 by selecting customers, dates, and items. Preview, print, or email the statements and learn about templates and item details.

Create a QuickBooks invoice for fountain installation and drip irrigation in this lab, add items and quantities, apply a 12% subtotal discount, and review income and sales tax accounts.