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QuickBooks Pro Mastery: A Guide to Accounting Software
Rating: 3.9 out of 5(10 ratings)
1,992 students

QuickBooks Pro Mastery: A Guide to Accounting Software

Learn to efficiently manage finances with QuickBooks Pro through comprehensive instruction and practical exercises.
Created byEDUCBA Bridging the Gap
Last updated 4/2024
English

What you'll learn

  • Introduction to QuickBooks Pro and its basic functionalities. How to navigate the QuickBooks interface and manage customers, income, and expenses.
  • Creating and managing invoices, sales receipts, statements, and payments. Inventory management and employee details.
  • Banking options and multi-currency transactions. Setting up QuickBooks and performing easy setup interviews.
  • Generating various financial reports, including balance sheets, profit and loss statements, and cash flow reports.
  • Advanced accounting techniques such as journal entries, reconciliation, and budget forecasting.
  • Analyzing financial data effectively and making informed business decisions using QuickBooks Pro.

Course content

3 sections • 66 lectures • 7h 48m total length

  • Introduction to QuickBooks2:20
  • Customer Centre and Income Bar6:06

    Explore the customer centre and income bar in QuickBooks Pro 2016, learning to manage customers, create invoices, view transactions, and track estimates, open invoices, and payments.

  • Invoice Creation7:18
  • Batch Invoice Creation4:56
  • Enter Sales Receipt6:09
  • Statements in Detail6:48

    Learn to enter statement charges, edit transactions, view open balances, and create customized statements with finance charges, using sorting options by date, type, number, or amount.

  • Receive Payment4:18

    Learn to receive payments in QuickBooks Pro, apply payments to open invoices, manage unapplied payments, discounts, and credits, and issue refunds or credit memos.

  • Credit Memo and Refund6:46
  • Vendor Centre and Payment10:01
  • Purchase Order Full Transaction6:14
  • Inventory Management12:22

    Learn inventory management in quickbooks pro mastery: create inventory items, track services, goods, and fixed assets, enter quantities and costs, and perform on-hand adjustments and physical inventory worksheets.

  • Inventory Physical List Maintenance4:21
  • Employee Details8:20
  • Banking Multi Currency Option7:56
  • Reports Tab in Detail4:57
  • QuickBooks Setup Process12:02

    Master the QuickBooks setup process by initiating the start setup, answering the glad you're here prompts on company name, industry, and business type, and creating the company file.

  • Easy Setup Interview9:49

    Begin QuickBooks setup by selecting your business type and fiscal year, secure administrator access, create and locate your company file, and customize settings for services, products, inventory, invoicing, and payroll.

  • QuickBooks Home Page6:47
  • QuickBooks Sales Receipts5:18
  • QuickBooks Customer Center8:08

    Master the QuickBooks customer center, a one-stop hub to create, modify, and view customer and job records and transactions, with quick access options and snapshot insights.

  • QuickBooks New Customer Entry7:43
  • Edit Customer8:30
  • QuickBooks Additional Contact and New Job Entry5:50
  • QuickBooks Vendor Center7:03
  • Edit Vendor7:27
  • QuickBooks Create Items12:01
  • Learn List11:58
  • New Item Order7:24
  • QuickBooks Create Invoices11:22
  • QuickBooks Create Batch Invoices10:48
  • QuickBooks Enter Bills9:33
  • Paying of Bills3:53

    Learn to pay bills in QuickBooks by selecting bills in the pay bills window, using two passes to pay by check or credit card, and applying credits and discounts.

  • Modify Bills for Discounts and Credits11:16
  • Bills Payment Method and Summary4:41
  • Writing Cheques Option11:46

    Learn to write checks in QuickBooks using the write checks window, set bank accounts and payee details, enable print later, and split amounts across expenses to match totals.

  • Credit Card Purchases6:58
  • Receive Payment for Invoice Income6:45

    Learn to record payments for invoiced income using the receive payments screen, managing full and partial payments, credits, and multiple payment methods for customers.

  • Receive Payment after Discount6:33
  • Making Deposits from Payments7:38
  • Transfer Funds4:05

    learn to transfer funds between balance sheet asset accounts in QuickBooks using the transfer funds tool or account register, including dates, amounts, memos, and optional class selection.

  • Payroll Management9:43

Requirements

  • Basic understanding of accounting principles and terminology.
  • Familiarity with computer operations and software usage.
  • Access to QuickBooks Pro software (recommended but not mandatory).
  • Willingness to learn and actively participate in hands-on exercises and demonstrations.

Description

Welcome to the comprehensive course on "QuickBooks Pro"!

QuickBooks Pro is a powerful accounting software used by businesses worldwide to manage their finances efficiently. Whether you're a small business owner, accountant, or aspiring finance professional, mastering QuickBooks Pro is essential for maintaining accurate financial records and making informed business decisions.

Section 1: QuickBooks Pro (Module #1) - Getting Started with QuickBooks Pro

In this section, students will embark on their journey with QuickBooks Pro, a leading accounting software. Beginning with an introduction to QuickBooks in Lecture 1, students will familiarize themselves with the interface and basic functionalities. They will then proceed to explore various features such as the Customer Centre, Income Bar, and Invoice Creation in Lectures 2 through 4. Through practical demonstrations, students will learn how to manage invoices, sales receipts, statements, and payments effectively. Additionally, they will delve into inventory management, employee details, and banking options, gaining comprehensive insights into the core functionalities of QuickBooks Pro.

Section 2: QuickBooks Pro (Module #2) - Journal Entry and Reconciliation using QuickBooks

In this module, students will deepen their understanding of accounting processes by learning how to create journal entries in QuickBooks Pro. Through Lectures 42 and 43, students will master the art of recording financial transactions accurately. Furthermore, they will explore the concept of reconciliation and understand its significance in maintaining accurate financial records.

Section 3: QuickBooks Pro (Module #3) - Accounting using QuickBooks Pro

This module focuses on advanced accounting techniques and reporting features available in QuickBooks Pro. Students will learn to generate various financial reports, including balance sheets, profit and loss statements, and cash flow reports. Lectures 45 to 66 cover a wide range of reports tailored to different aspects of accounting, such as taxes, payroll, sales, and inventory. By the end of this section, students will have the skills to analyze financial data effectively and make informed business decisions using QuickBooks Pro.

Throughout the course, you'll follow along with practical demonstrations and hands-on exercises to reinforce your learning. By the end of this course, you'll have the skills and confidence to effectively manage your finances using QuickBooks Pro and take your business to the next level. Let's get started!

Who this course is for:

  • Small business owners who want to manage their finances more effectively using QuickBooks Pro.
  • Accounting professionals seeking to enhance their skills and proficiency with QuickBooks Pro.
  • Individuals aspiring to work in finance or accounting roles and looking to gain practical experience with accounting software.
  • Anyone interested in learning QuickBooks Pro for personal finance management or career advancement opportunities.

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