Learn QuickBooks Desktop 2013-2017 +Certified User Test Prep

by Hector Garcia. Prepare for the QuickBooks Certification / Certificate. Also, learn QuickBooks 2013 to 2017
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  • Lectures 50
  • Length 10 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 10/2014 English

Course Description

QUICKBOOKS CERTIFIED USER - TEST PREP SECTIONS

  • How to Pass a QuickBooks Test… introduction
  • QuickBooks Setup 1/10
  • QuickBooks Utilities and General Product Knowledge 2/10
  • List Management 3/10
  • Items 4/10
  • Sales 5/10
  • Purchases 6/10
  • Payroll 7/10 + Printable Guide
  • Reports 8/10
  • Basic Accounting 9/10
  • Customization/Saving time Shortcuts 10/10


NEW FEATURES IN QUICKBOOKS FOR WINDOWS 2017

  • Scheduled Reports: automatic e-mail of memorized reports
  • Display & Print Report Filters
  • Searchable Multiple item/name/accounts for custom reports
  • In between amount search
  • Copy/Paste Line items in Time sheets
  • Cleared Flag on Credit Card Charges / Credits
  • Search as your type: automatic show Names, Items, or Accounts which you type any strong of text
  • Customer Type and Vendor Type filterable and searchable in their centers
  • Undeposited items flag on Homepage
  • Company Name prints in Deposit summaries


NEW FEATURES IN QUICKBOOKS FOR WINDOWS 2016

  • All Accountant Tools are now available in QuickBooks Enterprise: Batch Enter Transactions, Batch Reclassify Transactions, Client Data Review, Write-off Invoices, Batch Delete/Void.
  • Bill Tracker: This is the counterpart to Income Tracker, introduced in 2014, where you can view and organize all the Vendor-related transactions: Purchase Orders, Bills, etc.
  • Bulk Clear Send Forms: A fast way to clear all transactions marked to be “sent later.”
  • Auto Copy Ship-To Address: This is great for companies converting Sales Orders to Purchase orders with DROP SHIP.
  • This Fiscal Year-to-Last Month report filter: The most common date range used by QuickBooks users is now available in 2015.
  • Rebuild Data and Verify Data Updated: When you verify or rebuild the QuickBooks company file, the program generates a great report on what has been fixed, and what cannot be fixed.
  • Custom Field Filtering on Item Reports: Finally, you can use custom fields in inventory items as filters on reports. Great for creating Inventory categories without the need to use Subitems!
  • Label Printer Support: You can now print labels on single roll continuous labels, instead of being limited to regular printers only.
  • QuickBooks Statement Writer now works with Microsoft office 2013!
  • E-Invoicing has replaced the old IPN system, providing a more streamlined electronic payment process for Invoices.
  • Improved Subtotal Item: Now you can multiply any numerical value (Amount, Price, or any Custom Field), useful for calculating total weight.
  • Enhanced Assembly Shortage Report: Great report to pinpoint inventory issues during the assembly process.
  • Column Sorting on customer payment screen is now available.


NEW FEATURES IN QUICKBOOKS FOR WINDOWS 2015

  • Business Insights Dashboard
  • Commented Reports
  • Improved Billable Time and Expenses window
  • Unbilled Billable Activity to Income Tracker
  • Pin Note to Customer or Vendor
  • Automatically close Estimates after converting them to Invoices
  • Improved Remainders Window
  • Improved Reports Visualization
  • Improved Save Portable Copy
  • Send Multiple Reports via E-mail
  • Multi User Admin: The Admin user now has the ability to end another user’s QuickBooks session even if they have unsaved data.
  • Improved filters for Active or Inactive items/assemblies in the Inventory Center.
  • Customer PO # is available within the Customer Center transaction tab.
  • Warning when inactivating items that have a quantity on hand.
  • Report filter names are sorted alphabetically and can be searched
  • Filter Active status on Name-Based Reports: you can select active or inactive customers or vendors on named based reports
  • Added Other 1 and Other 2from the header section of sales and purchase forms to Reports
  • Preferred Delivery Method and Preferred Vendor can be added as a columns in some reports.
  • Manufacturer’s Part Number are now available on Sales Transactions
  • Improved selection items of Partial Sales Orders
  • Disallow users to sell Negative Inventory
  • Disallow users to sell to Overdue Customers
  • Sort lines in Sales and Purchase Transactions
  • Subtotal all fields in Sales and Purchase Trans.
  • Search within Sales and Purchase Transactions
  • Pending Assembly Shortage Report
  • Negative Item Listing Report
  • Footer with Totals on Last Page on Forms
  • Showing Cost on Sales Transactions
  • Row Shading on transactions forms when printed
  • Hide opening balances preference
  • Batch Delete and Void Transactions (Accountant Edition as well)



What are the requirements?

  • Basic knowledge of QuickBooks is recommended
  • Basic knowledge bookkeeping and accounting is recommended

What am I going to get from this course?

  • Learn the different types of QuickBooks Certifications
  • Walkthrough the 10 sections of the Quickbooks Certified User Exam by Certiport
  • Learn basic of Accounting/Bookkeeping via QuickBooks
  • Learn Basic and Advanced tricks on how to work better with Quickbooks
  • Learn how to use new features in QuickBooks 2015

What is the target audience?

  • Bookkeepers
  • Accountants
  • Business Owners

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: Become a Certified QuickBooks User - Test Preparation
Introductions - Different Types of Cetifications
Preview
16:08
Part 1 - Setting up QuickBooks
16:32
Part 2 - Utilities & General Product Knowledge
17:59
Part 3 - List Management: Customers, Jobs, and Chart of Accounts
09:15
Part 4 - Items: Services, Inventory, and Non-Inventory Items
19:42
Part 5a - Sales Transactions: Customer, Invoices, Payment, and Sales Receipts
17:20
Part 5b - Sales Transactions: Bounced Check and Practice Question
08:55
Part 6a - Purchase Transactions: Vendor Center and Bills Vs. Write Checks
14:10
Part 6b - Purchase Transactions: Credit Cards, Purchase Workflow, Vendor Credits
14:16
PART 7a: Payroll: Setting up and Processing Payroll
20:48
Part 7b: Payroll: Sick/Vacation Tracking, Paying Taxes, and Filling Form
18:17
Part 7c: Payroll: Paying Taxes, Filling Form, and using Timesheets
11:33
Part 7d - Payroll: Printable Guides
Article
Part 8a - Reports: Report Center, Customizing, Basic Questions Reports Answer...
18:19
Part 8b: Memorizing Reports, Report Groups, and Exporting to Excel
Preview
12:52
18:21

Section 9b on Balance Sheet, Accrual Accounting, and Journal Entries

Part 9b - Accounting Basics: Balance Sheet, Accrual vs Cash, Journal Entries
19:02
Part 9c Accounting Basics: Debits/Credits and Journal Entries
12:58
Part 10a - Memorizing Transactions
17:51
PART 10b - Customizing Forms and using Custom Fields
09:34
QuickBooks Certified User Guide
Article
10 questions

This is the best Quiz you can take on the web:

http://www.quickbooks-training.net/live-quickbooks-courses/free-quickbooks-quiz-exam/

Section 2: New Features in 2015, 2016, and 2017
QuickBooks 2017 Pro, Premier, And Enterprise - New Features - Part 1
18:35
QuickBooks 2017 Pro, Premier, And Enterprise - New Features - Part 2
10:45
QuickBooks 2016 Pro, Premier, And Enterprise - New Features
19:06
QuickBooks 2016 Accountant - Batch Delete Transactions
07:55
19:28

20 Minute oversview of new features available in ALL versions of QuickBooks for Windows 2015

QuickBooks Enterprise 15 New Features
13:39
03:30

Official Introductory Promo Video by Intuit, Inc.

10:58

Overview of the 10 new features available in QuickBooks Mac 2015

38 pages

Powerpoint Presentation covering all New Features on QuickBooks for Windows

Section 3: Bonus Materials
QuickBooks 2016 Missing Manual
Article
QuickBooks 2015 Missing Manual
Article
QuickBooks 2014 Missing Manual
Preview
Article
Printable Guides: QuickBooks Enterprise 16 White Paper
Article
Printable Guides: QuickBooks Enterprise 16 Complete Reports List
Article
2 pages

Great Spreadsheet to use to help you compare among different versions

Why Upgrade to QuickBooks Enterprise?
Article
Multiple Units of Measure
02:54
Manufacturing: Inventory Assemblies, Subassemblies, and Pending Builds
27:49
Troubleshooting the Cash Basis Balance Sheet with unexpected A/R or A/P Balances
15:33
Using Batch Enter Transactions in QuickBooks Accountant / QuickBooks Enterprise
Preview
13:01
Importing Invoices into QuickBooks Accountant or Enterprise (single line items)
10:27
Importing budgets from excel
19:25
QuickBooks Enterprise Advanced Inventory - Multiple Sites and Bin Locations
10:22
Importing Invoices into QuickBooks with multiple line items
09:09
QuickBooks Enterprise: Advanced Inventory - FIFO
08:19
QuickBooks Enterprise Advanced Inventory - Barcode Scanning Support
06:15
QuickBooks Enterprise Advanced Inventory - Serial Numbers and Lot Numbers
10:52
QuickBooks Enterprise Advanced Pricing Rules
Preview
10:47
Section 4: Hector's Live Class (Working progress)
Custom Reports - Paid Filter
11:08

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Instructor Biography

CPA Hector Garcia, Accountant & Certified Advanced QuickBooks ProAdvisor

Hector is a passionate accountant and trainer. Hector has been preparing taxes since 1998 and has seen the IRS’s regulations change for the past 14 years. Today he is a practicing Accountant and an Enrolled Agent (Tax Preparer & IRS Representation) in the Davie,FL for his firm Quick Bookkeeping & Accounting LLC. Before working for a private form, Hector worked in several accounting & financial departments of past fortune 500 companies such as: Best Buy, Circuit City, Bank of America, and Wells Fargo.

Hector also earned 3 post-graduate degrees, each strengthening his career in the fields of Accounting, Finance, and Taxation. Hector’s passion for training comes from this successful career in which he applied his personal philosophy of continuous learning and training co-workers. Currently, Hector dictates QuickBooks Courses in Miami,FL

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