The Ultimate QuickBooks Pro Training Bundle - 70+ Hours

Learn to set up your QuickBooks company file using the Easy Step interview, including entering company details and configuring the administrator password, estimates, statements, progress invoicing, and bills.

Learn how to edit company details in the my company area—name, address, legal name, phone, and tax information—plus view licenses, apps, and payroll options.

Explore the QuickBooks environment by learning the home screen layout, including vendors, customers, employees, banking, and the chart of accounts, items and services, and backups.

Learn to set up the chart of accounts in QuickBooks Desktop 2022, including bank, asset, and liability accounts, with opening balances and general ledger numbers.

Close your current company, open a sample QuickBooks file from the file menu, and explore the product-based sample to see chart of accounts setup and the company file search option.

Master the QuickBooks desktop 2022 company file search option with the icon bar to quickly find transactions by amount, date, or text. Open results for payments, bills, customers, or vendors.

Set up customers and jobs in QuickBooks Desktop 2022, manage accounts receivable, and use the customer center to create new customers, attach jobs, and configure payment, tax, and field options.

Explore managing customers and jobs in QuickBooks Desktop 2022: navigate the customer center, add notes, attach files, track transactions and to-dos, and generate reports.

Learn to create and manage customer groups in QuickBooks desktop 2022, define group criteria such as customer type, and send one email to the group.

Learn to create and manage estimates in QuickBooks Desktop 2022, convert them to invoices with progress invoicing, and customize customer, job, items, and totals for accurate quotes.

Learn to convert estimates into invoices in QuickBooks with progress invoicing enabled, choose to pull all, a percentage, or selected items, and manage taxes, terms, and notes.

Create an invoice from the remaining amounts on the estimate for the chosen customer and job. Set the date, terms, and due date, then save or email the invoice.

Learn to create and customize invoices for customers in QuickBooks Desktop 2022, including selecting customers and jobs, itemizing products and services, applying terms, taxes, and due dates, and saving invoices.

Use QuickBooks payment links to send customers a secure payment link for credit card or bank transfer, enabling down payments before invoicing and deposits to bank account 2-4 business days.

Record deposits in QuickBooks by selecting payments that went to deposited funds via the deposits window, and ensure the bank balance and accounts are correct.

Create credit memos and refunds in QuickBooks Desktop 2022 by applying credits to open invoices, handling bad debt, and processing refunds or inventory returns with accurate tax settings.

Learn to create customer statements in QuickBooks Desktop 2022, set statement dates and periods, tailor recipients, preview, print or email, and automate monthly payment reminders.

Discover how to add an inventory part in QuickBooks Desktop 2022, including item type, cost, sales price, inventory and income accounts, and purchase and sales information with reorder points.

Learn how to create and manage purchase orders in QuickBooks Desktop 2022, including selecting a vendor, entering items and quantities, previewing orders, and preparing item receipts to move inventory.

Receive items into inventory in QuickBooks Desktop 2022 by using item receipts against a purchase order (including options with or without the bill), adjust quantities, and review reports.

Enter bills against inventory in QuickBooks Desktop 2022 by selecting an item receipt, choosing the vendor, and splitting charges between items and freight, then record due dates and references.

Learn how to pay for items in QuickBooks desktop and add them to inventory, using pay bills, right checks, or check register, and manage purchase orders and inventory impacts.

Learn how to manually adjust inventory in QuickBooks Desktop 2022 by decreasing on-hand quantity, selecting adjustment type, date, account, item, class, and memo.

Learn to set up bank feeds in QuickBooks Desktop 2022, switch to advanced mode, connect your bank, and download transactions via the bank feed center.

Download bank transactions into QuickBooks Desktop 2022 using the bank feed center, assign each item to the correct account, payee, or customer or job, and add to the register.

Learn to enter checks correctly in QuickBooks Desktop 2022, using the write checks workflow, proper bank account selection, and print-later batch printing to track in the register.

Learn how to enter expenses in QuickBooks Desktop 2022, distinguish expenses from checks, and record payments using checks, debit cards, or credit cards.

Learn how to set up loans in QuickBooks Desktop 2022 by configuring short- and long-term liability accounts in the chart of accounts, entering opening balances, and tracking loan payments.

Reconcile credit card accounts in QuickBooks Desktop 2022 and record timely payments to keep balances aligned with statement dates, including finance charges.

Customize QuickBooks desktop invoice forms by adding logos, editing fields, and copying templates, then adjust fonts, colors, and billing details using the layout designer.

Explore how to customize invoices in QuickBooks Desktop 2022 with the layout designer part two, adjusting text, borders, backgrounds, and added elements like text boxes, data fields, or images.