Learning QuickBooks 2015

From invoicing to inventory, this tutorial will give you control over your small-to-medium sized business accounting.
4.5 (14 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.
272 students enrolled
$50
Take This Course
  • Lectures 70
  • Contents Video: 7.5 hours
    Other: 0 mins
  • Skill Level Beginner Level
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
Wishlisted Wishlist

How taking a course works

Discover

Find online courses made by experts from around the world.

Learn

Take your courses with you and learn anywhere, anytime.

Master

Learn and practice real-world skills and achieve your goals.

About This Course

Published 12/2014 English

Course Description

Small business accounting does not have to be difficult, with right software and the ability to use it. In this course you will learn how to create a company file, navigate the QuickBooks interface, and utilize a variety of accounts, registers, forms, reports, and centres. This course is designed for the absolute beginner, meaning no accounting or QuickBooks experience is required. You will start by learning how to navigate the QuickBooks interface, then jump into learning to create a new company file. From there, Erin will show you how to work with QuickBooks lists, manage products and services, and monitor bank accounts. This video tutorial also covers how to track customers, add new customers, and use the customer centre. You will also learn how to account for sales tax, make sales, create invoices, and customize sales forms.

Finally, you will learn how to manage accounts payable and receivable, set security and preferences, and back up and verify your company files. Once you have completed this computer based training course, you will be fully capable of creating a company file that will allow you to manage all of your accounting needs and business finances.

What are the requirements?

  • a working copy of QuickBooks 2015

What am I going to get from this course?

  • manage inventory and sales for products and services
  • create custom invoices and sales forms
  • track ongoing expenses and manage linked bank accounts

What is the target audience?

  • small business owners and those wanting more flexibility and control in tracking and managing business sales and expenses

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.

Curriculum

Section 1: Series Overview
Important - Download These First - Working Files
Article
Getting Equipped For QuickBooks
Preview
04:06
How To Access Your Working Files
Preview
03:22
Section 2: QuickBooks Quick Start
QuickBooks Quick Start
Preview
04:28
New Features In QuickBooks 2015
01:46
Working With An Existing Company File
03:59
Getting Around In QuickBooks
10:34
Writing Checks
09:27
Making Cash Sales
05:32
Using The Calendar
04:42
Section 3: Getting Equipped For QuickBooks
Getting Equipped For QuickBooks
04:50
Accounting Primer - Part 1
07:15
Accounting Primer - Part 2
06:36
Accounting Primer - Part 3
05:41
Preparing To Setup A Company File
05:24
Creating A New Company File
07:55
Section 4: Understanding QuickBooks Lists
Understanding QuickBooks Lists
02:28
Working With QuickBooks Lists - Part 1
08:00
Working With QuickBooks Lists - Part 2
09:54
Organizing QuickBooks Lists
10:01
Enabling Account Numbers And Adding Accounts
06:56
Section 5: Managing Products And Services
Managing Products And Services
08:29
Working With Vendors - Part 1
06:15
Working With Vendors - Part 2
10:24
Entering Products And Services
10:21
Ordering And Receiving Products - Part 1
03:28
Ordering And Receiving Products - Part 2
10:29
Making Inventory Adjustments
06:14
Returning Items To Vendors
04:33
Generating Inventory Reports
08:45
Section 6: Monitoring Bank Accounts
Monitoring Bank Accounts
03:16
Creating Bank Accounts
05:21
Working With Registers
07:59
Transferring Funds Between Accounts
02:38
Reconciling Bank Accounts
08:14
Section 7: Tracking Customers
Tracking Customers
03:36
Adding Customers
10:14
Configuring Custom Fields
03:45
Defining Customer Jobs
05:29
Using The Customer Center
06:42
Building Business With The Lead Center
06:09
Section 8: Accounting For Sales Tax
Accounting For Sales Tax
10:19
Setting Up Sales Tax
08:33
Generating Reports And Paying Liabilities
05:45
Section 9: Making Sales
Making Sales
07:56
Using Estimates
09:18
Creating Invoices
08:50
Making Returns And Creating Credit Memos
07:06
Leveraging Integrated Email Capabilities - Part 1
05:11
Leveraging Integrated Email Capabilities - Part 2
06:17
Section 10: Customizing Sales Forms
Customizing Sales Forms
02:25
Making Basic Form Customizations
08:30
Working With Additional Form Customizations
08:16
Advanced Customization With The Layout Designer
09:13
Downloading And Importing Templates
04:12
Creating Consistency With The Forms Customization Tool
07:25
Section 11: Managing Accounts Receivable And Payable
Managing Accounts Receivable And Payable
02:41
Using The Income Tracker
07:44
Assessing Finance Charges And Generating Statements
09:01
Receiving Payments And Making Deposits
09:46
Paying Bills And Printing Checks
09:25
Section 12: Setting Security And Preferences
Setting Security And Preferences
05:33
Establishing Users And Permissions
10:37
Customizing QuickBooks Preferences
08:08
Section 13: Taking Care Of Business
Taking Care Of Business
08:50
Getting The Big Picture With Company Snapshot
05:59
Closing The Books
02:38
Backup Best Practices
06:56
Backing Up, Verifying And Rebuilding Company Files
06:19
Section 14: Conclusion
What You Now Know
04:31

Students Who Viewed This Course Also Viewed

  • Loading
  • Loading
  • Loading

Instructor Biography

Infinite Skills, High Quality Training

Infinite Skills is a Canadian based company who offer a huge and ever growing range of high quality eLearning solutions that teach using studio quality narrated videos backed-up with practical hands-on examples and comprehensive working files. All courses are created by trained educators and experts in video based education.

The emphasis is on teaching real life skills that are essential for progressing in today's commercial environment.

Ready to start learning?
Take This Course