
Learn how to add multiple recipient emails to forms sent from QuickBooks Desktop 2022, by separating addresses with a semicolon when emailing invoices to customers or vendors.
Create an invoice for the remaining amount from an estimate, select a customer and job, adjust date and terms, and explore options such as save, print, email, or void.
Discover how the income tracker in quickbooks desktop 2022 shows unbilled items, open and overdue invoices, and paid transactions with filters and quick actions.
Enter and apply vendor credits in QuickBooks Desktop 2022 by recording credit memos, selecting the correct accounts and items, and paying the bill with the set credits feature.
Learn to set up loans in QuickBooks Desktop 2022 by creating liability accounts and opening balances for short-term and long-term loans, then plan loan payments with principal and interest.
Reconcile credit card accounts in QuickBooks Desktop 2022, verify statement balances, enter finance charge and payments, and ensure the payment posts to the correct credit card to reflect accurate balance.
Explore layout designer basics in QuickBooks desktop 2022 to refine invoice layouts by adjusting margins, grids, and alignment, then resize and format placeholders with fonts and justification.
This no-nonsense training will get you up and running with QuickBooks Desktop 2022. It is a comprehensive course that starts at the very beginning and assumes no prior knowledge. Your expert instructor will guide you every step of the way on how to put QuickBooks to work.
This isn’t our first QuickBooks course. In fact, we produce a new QuickBooks Desktop course each year, so we know the application well, and we know how to teach it!
This self-paced course covers all the essential QuickBooks functionalities, from setting up a company file and chart of accounts correctly to tracking mileage, processing payroll, generating reports, invoicing, and so much more.
This course also highlights the new QuickBooks 2022 features, such as uploading and reviewing bills, payment links, adding multiple customer contacts to emails, eCommerce for QuickBooks, and customizing bill payment stubs.
This is a video-led training course and is suitable for Windows or Mac users.
This course covers:
Navigating QuickBooks Desktop 2022
Creating a chart of accounts
Setting up your company file in QuickBooks
Reconciling bank statements and bank feeds
Managing expenses including mileage
Setting up automated payment reminders
Customizing QuickBooks to your needs
Using the QuickBooks payroll functionality
Creating a budget and generating budget reports
Invoicing and entering bills
Creating estimates in QuickBooks
Managing customers and jobs
Working with sales tax
Setting up loans and loan payments
Working with inventory, creating purchase orders, and paying for items
Dealing with checks and credit card accounts
Using QuickBooks to produce reports
Converting QuickBooks account from PC to Mac
Scanning and uploading receipts using the receipt management app
Differentiating between the Canadian and US versions of QuickBooks
Backing up your QuickBooks company data
This course includes:
9 hours of video tutorials
96 individual video lectures
Certificate of completion