QuickBooks Pro 2012 Training the Easy Way

Set up and manage up to five QuickBooks users, assign administrator or selective access, enable audit trails, and restrict areas such as accounts payable or payroll for specific staff.

Create and organize the chart of accounts in QuickBooks, including bank accounts, accounts receivable, accounts payable, assets, liabilities, equity, income, cost of goods sold, expenses, and sub accounts.

Master managing customers in QuickBooks Pro 2012 by creating and editing customer records, organizing them in the customer list, adding jobs, and viewing balances, contacts, and reports.

Learn to create estimates in QuickBooks Pro 2012 by selecting a customer and job, adding items with quantities and costs, applying markups, and emailing or saving the estimate.

Learn to invoice from estimates in QuickBooks Pro 2012 by selecting the customer and job, picking an available estimate, and invoicing in full, partial, or itemized amounts.

Learn to create and customize invoices for customers and jobs for products and services in QuickBooks, including choosing templates, setting dates and numbers, adding items, taxes, credits, and payments.

Select the customer in the received payments module, enter the amount, date, and method, apply the payment to the correct invoice, and deposit from undeposited funds.

Learn to create credit memos in QuickBooks Pro 2012, apply them to invoices or refunds, select items, manage dates and numbers, and print or email for professional records.

Learn to create customer statements that show invoices, payments, and balances, with optional finance charges. Set statement date and period, select customers, and preview, print, or email statements.

Enter bills in QuickBooks Pro 2012 by recording vendor details, date, reference, amounts, and line items in expense or items tabs, enabling job costing, billable tracking, and timely bill payment.

Learn to manage items in QuickBooks Pro 2012, including service items, inventory parts, and other charges, by assigning accounts, tax codes, units, and inventory tracking.

Learn to create purchase orders in QuickBooks Pro 2012, selecting vendors, items, quantities, and rates, with templates, printing, emailing, and order history tracking before items are received.

Learn how to receive inventory in QuickBooks Pro 2012 by linking a purchase order to an item receipt, updating quantities, and saving the receipt to reflect new stock.

Create bills against inventory by selecting vendor item receipts, adjust the date and reference, set the amount due, and allocate freight as an expense.

Learn how to pay inventory bills in QuickBooks Pro 2012, including selecting bills, applying discounts and credits, and paying by check from the checking account, before finalizing inventory adjustments.

Explore how QuickBooks registers work, focusing on the check register for bank accounts, transaction fields, reconciliation, and splits, plus editing, reporting, and printing tips.

Explore entering transactions in the QuickBooks check register, including deposits from invoices and payments, and using write checks to record debit card purchases with the expenses and items tabs.

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Learn to reconcile your bank statements in QuickBooks Pro 2012, including checks, deposits, service charges, interest, credit cards, and loans. Balance by matching the bank statement and print the report.

Learn to set up a long term liability loan in the chart of accounts, enter the opening balance, name the loan, and prepare payments with checks or pay bills.

Learn to record loan payments in QuickBooks Pro 2012 by splitting payments into principal and interest and updating the loan balance.

Learn how to set up and manage business credit card accounts in QuickBooks Pro 2012, including creating separate chart of accounts, recording opening balances, entering transactions, and reconciling payments.

Learn how to enter credit card transactions in QuickBooks Pro 2012, including choosing the correct credit card account, recording purchases and refunds, assigning expenses or items, and saving transactions.

Reconcile a Capital One Visa credit card in QuickBooks Pro 2012 by matching charges and payments, applying finance charges, entering the ending balance, and generating a reconciliation report.

Customize QuickBooks Pro 2012 invoice forms by adding columns, logos, and layout changes, then manage templates, duplicates, and imports via the templates menu before using the layout designer.

Master the layout designer to customize invoice templates by placing and resizing object placeholders, aligning with grid and margins, and using the envelope window setting.

Explore how to customize QuickBooks forms using the layout designer: configure text and border options, apply fonts and colors, copy formats, add images and data fields, and preview invoices.