QuickBooks Pro 2013 Training the Easy Way

Explore QuickBooks preferences to tailor accounting settings, including account numbers, class tracking, inventory options, estimates, and reminders, and learn how calendar, payroll, and email forms adjust your workflow.

Learn to set up and manage QuickBooks users, assign access to accounts payable while restricting access to accounts receivable, and track changes with an audit trail and admin controls.

Harness the chart of accounts to build a correct QuickBooks setup by adding bank, asset, liability, and equity accounts, establishing opening balances, and understanding inactive items.

Learn to navigate the chart of accounts in QuickBooks Pro 2013, detailing assets, liabilities, equity, income, expenses, and subaccounts like automobile fuel, with fast account creation and class usage.

Use classes to segment your company for reporting, enable the class feature in company preferences, and assign a class to each transaction to pool reports by class.

Create and manage your customer list in QuickBooks Pro 2013 using the customer center, sorting by name, attaching files, and setting up customers with an opening balance, transactions, and notes.

Learn how to create customer jobs in QuickBooks Pro 2013, add a kitchen remodel to a customer, and capture job details such as status, start and end dates.

Create and customize estimates in QuickBooks Pro 2013 by selecting a customer and job, adding line items with quantities, costs, and markups, and using templates for print or email.

Enable progress invoicing and pull amounts from estimates to create invoices tied to a job, selecting 40 percent or remaining amounts as needed. Estimates are non-posting; invoices generate accounts receivable.

Create basic invoices in QuickBooks Pro 2013 by selecting the customer and class, adding items, setting terms and taxes, enabling online pay, and batching invoices for print or email.

Learn to handle receiving payments in QuickBooks Pro 2013, applying funds to invoices, managing undeposited funds and deposits, and using reports to verify customer balances.

Learn how to record deposits in QuickBooks Pro 2013 by pulling payments from undeposited funds, selecting the correct accounts, and posting to the checking register.

Learn how QuickBooks enables online pay by turning on online payments for invoices, offering bank transfer or credit card options managed through the Intuit payment network.

Learn how to create credit memos, apply credits to invoices, and issue refunds in QuickBooks Pro 2013.

Learn to create customer statements at month end, including balance forward, invoices, payments, and credit memos; customize delivery, dates, and display of aging from current to 60 days.

Learn to set up and manage vendors in QuickBooks Pro 2013, including creating new vendors, entering bills, tracking balances, and organizing vendor data.

Enter and manage vendor bills in QuickBooks Pro 2013 by selecting the vendor, entering bill date and due date, reference number, terms, and allocating to expenses or items.

Learn how to pay bills in QuickBooks Pro 2013 by selecting pending bills, applying discounts and credits, choosing payment methods, and printing checks.

Learn to set up, edit, and manage items and inventory in QuickBooks Pro 2013, including service items, inventory parts, on-hand quantities, sales tax items, and income accounts.

Create and manage purchase orders in QuickBooks Pro 2013 by selecting a vendor, entering items and quantities, and reviewing open purchase orders, packing slips, and item receipts.

Receive inventory from a purchase order via an item receipt, selecting the vendor and purchase order, entering date and reference, and adjusting quantities to update inventory.

Enter a bill against inventory for Melzer doors, confirming date and reference, and adding shipping. Apply net 30 terms, set the correct class for job costing, and save to pay.

Master paying for items in QuickBooks Pro 2013 by entering and paying bills, applying discounts and credits, choosing payment methods, and tracking payments in the check register.

Adjust inventory in QuickBooks Pro 2013 by updating quantity or value on hand, selecting the adjustment account and cost of goods, and adding a reference and memo.

Navigate QuickBooks registers via the home screen, chart of accounts, or shortcuts, switch between one-line and two-line views, and manage checks, deposits, splits, and reconciliation.

Learn to create entries and write checks in QuickBooks Pro 2013 using the check register, pay bills, splits, and memo fields.

Download bank transactions into quickbooks from the bank or quickbooks, choose the financial institution, view in side-by-side or register mode, review, and add or delete items.

Transfer funds between accounts in QuickBooks Pro 2013 using banking to move $5,000 from savings to checking, then verify the transfer in the check register and the savings account.

Master bank statement reconciliation by matching deposits and checks, confirming the beginning balance and ending date, and correcting discrepancies to keep bank accounts balanced.

Set up loans in the chart of accounts by creating a loan liability, choosing short term or long term, and naming the account (car loan) with an opening balance.

Record a loan payment with write checks, choose the bank account and date, and split the amount into principal and interest under the expenses tab to reduce the loan balance.

Reconcile loans in QuickBooks by recording late payments and fees in the loan register, verify balances on the reconcile screen, and print reports to ensure accurate numbers.

Encourage learners to leave a review, rate this course with stars, and leave comments to help improve our training material through valuable feedback.

Set up and manage credit card accounts in QuickBooks Pro 2013 by creating individual credit card accounts, entering opening balances, and preparing to enter transactions and reconcile.

Enter and manage credit card transactions in QuickBooks Pro 2013, including charges, refunds, and splits across accounts with memos, and reconcile to prevent rotating balances.

Reconcile credit card charges and payments in QuickBooks by matching statement items, entering charges and credits, and optionally writing a check to reduce the card balance.

Customize forms in QuickBooks Pro 2013 by managing and duplicating templates for invoices, credit memos, and sales receipts, then add logos, adjust fonts, colors, and field layouts.

Master form customization in QuickBooks Pro 2013 by arranging columns, adjusting the footer, and exploring print and preview options with the layout designer.

Use the layout designer in QuickBooks Pro 2013 to customize invoices with movable objects, grids, margins, and text formatting, then preview before printing.