What you'll learn
- Memorize a check, invoice, and bill
- Create an estimate
- Add a new customer and vendor
- Merge 2 customer records
- See Course Summary for additional items you'll learn
Requirements
- Have access to QuickBooks Desktop software (Pro, Premier, or Enterprise)
- The concepts taught in this course work for PC or Mac
Description
Learn some tips about QuickBooks Desktop with this course
This course is a collection of 47 concise training videos
Each training video is easy to follow and understand
Learn some of the neat features QuickBooks offers
Make your QuickBooks experience more efficient
A great skill at your fingertips
If you're new to QuickBooks, enroll in this course! QuickBooks is a great software with many, many options. These options can be utilized to make your QuickBooks experience more enjoyable, more efficient, and more productive. I created these training videos because in my experience, some new QuickBooks users don't know these options exist.
The ideal student for this course is anyone new to using QuickBooks Desktop software. Additionally, if you've used QuickBooks before, you might consider giving this course a look as it contains some very valuable information (check out the topics below).
Content and Overview
This course is 100% video and features 4 main sections (Volume 1, 2, 3, & 4). See the topic lists below.
QuickBooks Tips Volume 1
Change the Color Scheme
Add Colored Icon Buttons
De-clutter the Top Icon Bar
Add or Remove the Transaction Beep
Add a Password
Change a Password
Add a Footer to a Report
Adjust Columns on the Open Invoice Report (Part 1)
Adjust Columns on the Open Invoice Report (Part 2)
Display Negative Numbers in Red Parentheses on a Report (Part 1)
Display Negative Numbers in Red Parentheses on a Report (Part 2)
QuickBooks Tips Volume 2
How to Add a New Customer
How to Add a New Vendor
How to Create an Estimate
How to Create an Invoice from an Estimate
How to Make an Estimate Inactive
How to Create and Memorize an Invoice
How to Create and Memorize a Check
How to Create and Memorize a Bill
How to Edit a Memorized Transaction
How to Remove Memorized Transactions
How to Create a Report for a Single Account (Part 1)
How to Create a Report for a Single Account (Part 2)
QuickBooks Tips Volume 3
How to Display the Open Window List
How to Print an Invoice
How to Print a Batch of Invoices
How to Remove the Paid Stamp from a Paid Invoice
How to Adjust Columns on a Quick Report (Part 1)
How to Adjust Columns on a Quick Report (Part 2)
How to Change the Bank Account for a Check
How to Set the Report Basis to Cash or Accrual
How to Merge Customer Records
How to Merge Vendor Records
How to put a Logo on an Invoice Template
How to Export & Import a Vendor List
QuickBooks Tips Volume 4
How to Select and Pay All Open Bills for One Vendor
How to Set a Vendor to be Eligible for a 1099
How to Set the Default Payment Terms for a Vendor
How to Set the Default Payment Terms for a Customer
How to Turn Spell Checker On / Off
How to Remove a Misspelled Word from the Dictionary
How to Print Multiple Reports at Once
How to Adjust Date Warnings
How to Organize Bank Accounts by Color
How to do Basic Math Functions
How to Create a Check Detail Report
How to Create a Sales Receipt
Who this course is for:
- This course is best suited for anyone that's new to QuickBooks Desktop software. If you're responsible for the accounting function and use QuickBooks, this course is a great fit. Accountants, Bookkeepers, and small business owners would benefit from this course. I've assisted many small business owners with their QuickBooks needs and these videos were created with them in mind.
- This course is NOT a course about QuickBooks Online; it's about QuickBooks Desktop. Also, this course doesn't show everything there is to know about QuickBooks; instead, this course is a collection of short, concise training videos on various topics using QuickBooks.
Course content
- Preview01:46
Instructor
![Scott Meister, CPA](data:image/svg+xml,%3Csvg xmlns="http://www.w3.org/2000/svg" viewBox="0 0 64 64"%3E%3C/svg%3E){kind=avatar}
- 4.4 Instructor Rating
- 289 Reviews
- 6,401 Students
- 3 Courses
I love sharing information and helping folks with their QuickBooks® needs. I'm a CPA and am an Advanced Certified QuickBooks® ProAdvisor (Desktop and Online software versions). For a large part of my career, I worked as an Accountant/Office Manager and had the pleasure of training co-workers and temporary staff in a variety of software packages including QuickBooks®. I was able to create all sorts of systems and standard operating procedures. In many instances I created training tutorials; both print and video. It was at that time I realized that I really enjoy teaching; sharing knowledge with others in the hope that they learn and use the valuable information.
As a result, my wife and I formed a company (Simplified Management Solutions, Inc.) where we create QuickBooks® video tutorials and provide local and remote accounting services.
Other interests include: Spending time with my wife and 3 Vizslas (dogs), playing guitar/drums/bass, photography, and creating films/motion graphics.
Software I use includes (and isn't limited to): QuickBooks®, Word, Excel, Camtasia, Snagit, After Effects, Photoshop, Premiere Pro, Illustrator, Audition, & Google Docs.