Intro to Quickbooks with Receivables
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Intro to Quickbooks with Receivables

From The very basic to advanced ideas on how to manage customer records in QuickBooks
4.8 (8 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
694 students enrolled
Last updated 1/2016
Current price: $10 Original price: $20 Discount: 50% off
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  • 1.5 hours on-demand video
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Set up a QuickBooks company file
  • Use the most helpful tools in the software
  • Record the most common customer related transactions
  • use the most common customer reports
View Curriculum
  • basic computer skills. general windows file management

This course is a very basic introduction to QuickBooks. It teaches the most important tools and features of the QuickBooks software. With this method of learning, you will become an expert in QuickBooks very very quickly.

The area of QuickBooks that you lean first is "Accounts receivable" (customer records).

You will apply your special knowledge of the Quickbooks software to transactions and reports that manage your financial relationship with your customers.

You will learn how and when to record invoices and sales receipts when serving a customer. You will lean how to apply customer payments to open invoices. Most importantly, you will learn how to find and fix Quickbooks transaction mistakes.

Each video lecture has: 1) animated diagrams to help make the ideas seem so so simple!

2) A follow along file that you can download and open when watching the step by step instructions for each topic.

3) The clearest possible explanation for each topic.

4) A test at the end that I will grade as well as give feedback for

5) My personal attention as a QuickBooks instructor of over 2 decades!!

Who is the target audience?
  • This course is perfect for beginners to QuickBooks software
  • This course is perfect for bookeepers working in the customers and receivables area of QuickBooks
  • This course is perfect for anyone studying for the Certified QuickBooks user exam
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Curriculum For This Course
17 Lectures
Watch these video lectures and use the files to follow step by step
17 Lectures 01:32:29

What is "Accounts Receivable"

It means mangaing the customer's financial records. Soemtimes it's connected to the General Ledger. But, someintems it has unique challanges that only relate to the customer's records. You can get an overview of this from this lecture video

Preview 03:45

You will learn how to add, edit and delete general ledger accounts to and from the chart of accounts in quickbooks. You will learn about "account types" and how to make accounts inactive and reactivate them.

Preview 05:21

In this video lecture, you will learn how to add many customers to your customer list all at once. You could add them one at a time but quickbooks gives you the ability to copy and paste your customer list from excel. This will save you time when converting to quickbooks from excel.

Input multiple customers at once

The Items List is a list of things that could be placed in the body of an invoice or receipt. Usually, it's products or services that a company sells. This video lecture will show you how to add, edit and remove items and make them inactive and reactivate them.

Manage QuickBooks Items List

Recording your first Invoice

In this video lecture, you will learn what the preferences window is and how to use it. It is important to be able to change the defaults, settings and automatic behavior of the quickbooks file you are working in. This video will show you ow to do that and more.

The preferences window

This video is a practice set exercise that allows the student to practice imputing invoices and fixing data entry mistakes. It is the first practice project of this course. It is very very simple.

Input invoice practice set

This video shows the basic aproach to finding and fixing data entry mistakes when entering invoices. The principals learned in this lecture apply to advanced situations for mistake fixing as well.

Fixing invoice mistakes

You will learn: how to, when, and what happens when you record a sales receipt in to quickbooks.

You will leanr about "Undeposited Funds"

Entering Sales Receipts

Using the Icon Bar

This is a mixed practice set where the student inputs invoices and sales receipts together from the transaction list.

After the data entry is done, students have to compare their results to the video and find and fix any data entry mistake

Mixed practice with receipts and invoices

You will learn how problem solving skills related to quickbooks data entry. Putting in only receipts and invoices will help show how to apply the proper logic when solving for data entry mistakes

Puzzle Question - invoice and receipt related puzzle

You will be able to record payments from customers for invoices sent for past jobs. This video shows only how to record EXACT payments. Payments that are exactly the same amount as the invoice.

You will see how these paymnets effect the customer reports and you will learn how to use the OPEN INVOICE REPORT.

Receiving payments for past invoices

This video shows what to do when customers give you payments in amounts that are different than the balance due on the invoice that they are paying for. You will understand the results in the reports and the customer records.

Receiving Arbitrary payments from customers

The journal report is the most useful when trying to find and fix mistakes that arise from entering the wrong date of a transaction. It is also very helpful in managing other parts of the quickbooks software

Fixing mistakes using the Journal report

This is the summary exercise that checks student's ability to do everything they learned in this course.

Students must do data entry and must find and fix their own mistakes

mix practice with customer transactions

This set of multiple choice questions will check if you really got the concepts and theory of what was taught in the course

Theary multiple choice questions
8 questions
About the Instructor
Professor Mark Smolen
4.6 Average rating
244 Reviews
6,529 Students
19 Courses
Professor of Computerized Accounting

I have 2 decades of experience teaching Computerized Accounting. I have taught QuickBooks at A.S.A college in Manhattan New York. I have made my lessons available to job training schools for adult education and have helped place hundreds of students in good paying jobs using QuickBooks and other software that they learned in my class. I am a permanently licensed teacher by the New York State Education Department. I am also a Certified QuickBooks Pro adviser. I have made these videos by determining what my clients needed and how effective they were in real life situations. I enjoy helping students turn frustration in to a feeling of comfort and satisfaction with QuickBooks