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QuickBooks For Beginners: Fast Track Training

Name: QuickBooks For Beginners: Fast Track Training
Rating: 4.2 (7 reviews)

A Step By Step Process That Will Show You How To Master QuickBooks Easily

Created byDouglas Melvin

Last updated 5/2020

English

What you'll learn

A Step By Step Process That Will Show You How To Master QuickBooks Easily
Brand New Over-The-Shoulder Video Series To Learn QuickBooks
How To Easily Master QuickBooks For Beginners
How To Set Up A QuickBooks Online Account

Course content

8 sections • 22 lectures • 43m total length

Overview1:42
Explore QuickBooks, a cloud-based business finance management tool, with mobile integration, basic features, and major transaction functions, helping you prepare taxes and collaborate with your accountant while tracking cash flow.

AAA-Advisors-Attorneys-Accounts2:37
Consult an adviser, an attorney, and an accountant before setting up QuickBooks to tailor your software, reporting, and business structure to your goals and legal needs.
Plans and Pricing2:25
explore quickbooks plans and pricing, including trials and discounts, compare freelancer versus small business, and decide on self-employed, essentials, online plus for inventory and 1099 needs.
Advantages of The Cloud Based Version2:11
Explore the cloud based Quick Books version versus desktop, work from any device, grant limited accountant access, and focus on invoices, sales, expenses, accounts payable, and tax reports.
Purchase of QB Online (Cloud)1:09
Sign up for QuickBooks Online, start the trial (plus version) and use the setup wizard to enter your business name, optionally import desktop data, and begin tracking expenses and revenue.

Basics of QB Set Up - Part 11:43
Set up QuickBooks by configuring account settings, customizing sales, expenses, taxes, currency, users, and products and services, and plan data import with a start date for accurate fiscal-year transactions.
Basics of QB Set Up - Part 22:10
Connect your bank or PayPal to QuickBooks and import transactions, then assign payments and start tracking income and expenses across accounts.
Basics of QB Set Up - Part 31:34
Learn to bring bank accounts into QuickBooks, verify and categorize transactions, set a start date, assign categories, and reconcile balances so bank and QuickBooks match for accurate payments and sales.

Installation of Mobile App1:15
Install QuickBooks mobile app, select QuickBooks accounting app, then sign in with your user ID and password, verify with a six-digit code, and enable notifications to sync your online account.
Mileage Tracking2:55
Learn how to track mileage in QuickBooks using a third-party app when the self-employed version is unavailable, connect the app, install the mobile version, and log trips via odometer readings.

Entering Sales By Desktop4:32
Set up a service in QuickBooks, create a sales receipt for customer payments, deposit to bank, and reconcile the transaction to reflect the funds.
Entering Sales By Mobile1:44
Create a sales receipt in the QuickBooks mobile app by selecting the customer, choosing cash, routing funds to the bank, adding a line item, saving, and reconciling the balances.
Entering Expenses Paid In Desktop2:20
Create and pay vendors in QuickBooks desktop, record expenses from a bank account, and manually track and reconcile them with statements.
Entering Expenses Paid on Mobile1:48
Enter expenses on mobile by tapping plus, selecting expense, and choosing cash as the payment method; assign a bank account and category, then save and review on desktop.

Capturing Receipts1:35
Learn how to capture receipts in QuickBooks using your mobile device. Create expenses by snapping a photo, entering amount, selecting payment method and account, and saving to a new vendor.
Organizing Receipts1:05
Organize receipts by associating PDFs with specific expenses and attaching them to the corresponding expense. Update expenses after the fact by editing the expense and dragging a receipt into attachments.

Entering Customers1:18
Add new customers while reconciling bank or PayPal transactions by editing the transaction, selecting or adding a customer with details, then saving to update the list.
Entering Invoices Sent To Customers2:36
Learn to create and customize customer invoices in QuickBooks, using a wizard to tailor colors, fonts, and logos, email invoices, and enable online or manual payments, including recurring invoices.
Entering Invoices Paid By Customers1:44
Record and apply cash payments to invoices, deposit to the bank, and send receipts, then understand that bank balance may differ from ending balance until reconciliation.
Entering Invoices Sent By Vendors1:51
Learn to set up vendors in QuickBooks, record opening balances, and enter bills with descriptions and amounts, then manage bill payments and related expense transactions.
Entering Invoices Paid To Vendors1:24
Learn to pay a vendor with partial payments across invoices in QuickBooks, recording the bank transfer and saving to leave a remaining balance of 130.

Requirements

A computer with internet access
A willingness to learn and take action
QuickBooks Online accounting software is recommended

Description

QuickBooks For Beginners: Fast Track Training:

Finally! You can now do it the easy way.

Brand New Over-The-Shoulder Video Series On How To Keep Accurate Records Of Your Finance With QuickBooks.

Keeping accurate records is always a headache for most people.
But what if there's a simple software to handle the job for you?
If you’ve given this a thought and you want to find a solution.
Then this will be the most important letter you will ever read.

The Best Solution For Your Accounting Needs

Used by over 20 million small businesses in the US alone, it is recognized to be the gold standard of accounting software.

Presenting to you: QuickBooks.

It is designed to be flexible and adaptable to a wide range of small businesses, including customized accounting versions tailored to specific business industries and niches.

QuickBooks stands out as the best solution for your accounting needs and if you're not using it, then you're missing out big time.

QuickBooks Owns 85% Market Share

Before we go any further, let me give you some insights about QuickBooks…

QuickBooks is an innovative tool that was developed by the accounting giants Intuit.

QuickBooks was developed to provide small and medium enterprises with affordable accounting solutions. It offers a sustainable to manage business finances.

From the time QuickBooks was released, it has quickly been adopted by small business owners and become popular among business owners without any formal accounting training.

QuickBooks has an 85% market share among small and medium business owners.

In 2000, the Pro version of the software was released which made it possible for big and well established businesses to use the software.

In May 2002 Intuit launched QuickBooks Enterprise Solutions for medium-sized businesses.

Currently, QuickBooks has 74% of the market in the US alone.

QuickBooks has over 50 000 accountants, CPAs and independent business consultants in it’s QuickBooks ProAdvisor program.

Why You Need To Get Started Now:

A stable, reliable and proven accounting solution.
QuickBooks is customizable.
Easy to upgrade to other plans as your business grows.
QuickBooks is a comprehensive system.
An affordable business tool.

Introducing...

Keep Accurate Records With QuickBooks

Get Rid Of Your Accounting Frustrations
There’s nothing like this video series.
Watch as I show you how to get started with QuickBooks.
I reveal my best tips for using some unknown tactics that only a few elite few knows.
You get to see everything. I explain everything to you.
There will be no guesswork.

All you need is just a short hour of your time to learn everything and you’d be ready to get started with it instantly.

Here’s What You’ll Discover Inside This Video Training:

How to get started with QuickBooks.
Learn how to get use to the interface and configure your settings.
Learn how to create your entry and which features to select when doing it.
Learn how to work with the settings when you add a record.
How to quickly and easily save and retrieve your records.
How to organize your reports logically and easily.
How to use the configuration settings and organize your ideas properly.
And so many more...

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QuickBooks For Beginners: Fast Track Training:

Section 1: Overview

1 - Overview

Section 2: Plans and Pricing

2 - AAA-Advisors-Attorneys-Accounts

3 - Plans and Pricing

4 - Advantages of The Cloud Based Version

5 - Purchase of QB Online (Cloud)

Section 3: Basics of QB Set Up

6 - Basics of QB Set Up - Part 1

7 - Basics of QB Set Up - Part 2

8 - Basics of QB Set Up - Part 3

Section 4: Installation of Mobile App

9 - Installation of Mobile App

10 - Mileage Tracking

Section 5: Entering Sales & Expenses

11 - Entering Sales By Desktop

12 - Entering Sales By Mobile

13 - Entering Expenses Paid In Desktop

14 - Entering Expenses Paid on Mobile

Section 6: Capturing Receipts

15 - Capturing Receipts

16 - Organizing Receipts

Section 7: Entering Customers & Invoices

17 - Entering Customers

18 - Entering Invoices Sent To Customers

19 - Entering Invoices Paid By Customers

20 - Entering Invoices Sent By Vendors

21 - Entering Invoices Paid To Vendors

Section 8: Conclusion

22 - Conclusion

Who this course is for:

Students who want to master the QuickBooks platform
Anybody who wants to learn accounting software
Professionals, Business Owners, Internet Marketers, Entrepreneurs, Hobbyists

QuickBooks For Beginners: Fast Track Training

What you'll learn

Explore related topics

Course content

Overview1 lecture • 2min

Plans and Pricing4 lectures • 8min

Basics of QuickBooks Set Up3 lectures • 5min

Installation of Mobile App2 lectures • 4min

Entering Sales & Expenses4 lectures • 10min

Capturing Receipts2 lectures • 3min

Entering Customers & Invoices5 lectures • 9min

Conclusion1 lecture • 2min

Requirements

Description

Who this course is for: