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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.
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|Section 1: Series Overview|
Important - Download These First - Working Files
Getting Equipped For QuickBooksPreview
How To Access Your Working FilesPreview
|Section 2: QuickBooks Quick Start|
QuickBooks Quick StartPreview
New Features In QuickBooks 2015
Working With An Existing Company File
Getting Around In QuickBooks
Making Cash Sales
Using The Calendar
|Section 3: Getting Equipped For QuickBooks|
Getting Equipped For QuickBooks
Accounting Primer - Part 1
Accounting Primer - Part 2
Accounting Primer - Part 3
Preparing To Setup A Company File
Creating A New Company File
|Section 4: Understanding QuickBooks Lists|
Understanding QuickBooks Lists
Working With QuickBooks Lists - Part 1
Working With QuickBooks Lists - Part 2
Organizing QuickBooks Lists
Enabling Account Numbers And Adding Accounts
|Section 5: Managing Products And Services|
Managing Products And Services
Working With Vendors - Part 1
Working With Vendors - Part 2
Entering Products And Services
Ordering And Receiving Products - Part 1
Ordering And Receiving Products - Part 2
Making Inventory Adjustments
Returning Items To Vendors
Generating Inventory Reports
|Section 6: Monitoring Bank Accounts|
Monitoring Bank Accounts
Creating Bank Accounts
Working With Registers
Transferring Funds Between Accounts
Reconciling Bank Accounts
|Section 7: Tracking Customers|
Configuring Custom Fields
Defining Customer Jobs
Using The Customer Center
Building Business With The Lead Center
|Section 8: Accounting For Sales Tax|
Accounting For Sales Tax
Setting Up Sales Tax
Generating Reports And Paying Liabilities
|Section 9: Making Sales|
Making Returns And Creating Credit Memos
Leveraging Integrated Email Capabilities - Part 1
Leveraging Integrated Email Capabilities - Part 2
|Section 10: Customizing Sales Forms|
Customizing Sales Forms
Making Basic Form Customizations
Working With Additional Form Customizations
Advanced Customization With The Layout Designer
Downloading And Importing Templates
Creating Consistency With The Forms Customization Tool
|Section 11: Managing Accounts Receivable And Payable|
Managing Accounts Receivable And Payable
Using The Income Tracker
Assessing Finance Charges And Generating Statements
Receiving Payments And Making Deposits
Paying Bills And Printing Checks
|Section 12: Setting Security And Preferences|
Setting Security And Preferences
Establishing Users And Permissions
Customizing QuickBooks Preferences
|Section 13: Taking Care Of Business|
Taking Care Of Business
Getting The Big Picture With Company Snapshot
Closing The Books
Backup Best Practices
Backing Up, Verifying And Rebuilding Company Files
|Section 14: Conclusion|
What You Now Know
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.