Mastering QuickbooksPro (Easy step by step tutorial)
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My step-by-step lectures are easy to follow and will help you learn QuickBooks and finally understand this mysterious accounting software. QuickBooks offers many functions which may not always apply to your business, which is why I designed the lectures using QuickBooks Pro to only underscore the basic needed functions to do your own bookkeeping, and keep cost down. After teaching QuickBooks too many of my clients on person to person arrangement, I decided to create recorded lectures to reach more of my clients, more efficiently. The client/student will enjoy the benefit of having access to watch these videos over and over, as well as have the ability to ask questions of the instructor.
My lectures cover setting up new company in QB, demonstrating accounts payable, credit card entries, credit card reconciliation, writing checks, accounts receivable, payroll, payroll tax, financial statements, customizing detail reports, customizing the QuickBooks invoice generated templates, class tracking and customer tracking to determin customer profitability.
There are a total of 15 lectures, 14 of which are the step-by-step videos demonstrating how to use the various functions within QuickBooks. The key to using QuickBooks is having a good understanding of the order of sequence, and which step needs to be accomplished first to allow you to accomplish the second step. Skipping a step will result in the in the QB function to not work properly. Working with so many entrepreneurs over the years, not understanding the sequence of order has been the reason for not embracing QuickBooks, and abandoning the software.
Please note that this is not an accounting course, it only introduces the features of QuickBooks and how they are used. The AP, AR & Payroll entries which I have demonstrated in QuickBooks are fictional and may or may not be in accordance with acceptable procedures, laws or regulations. Please consult your accountant with specific requirements in how revenue and expenses should be recorded in QuickBooks.
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|Section 1: Getting setup|
My introduction to the course.
Lecture 2 covers creating a new company file, overview on chart of accounts, adding new account, adding sub-account, edit accounts, and delete accounts.
|Section 2: Accounts Payable|
Lecture 3 cover the Vendor Center. Here you will learn how to add a new vendor, enter a bill, enter a credit memo, as well as generate a check.
This is a continuation of Lecture 3, with generating and paying a check, and accounts payable reporting functions.
|Section 3: Accounts Receivable|
Lecture 5 demonstrates how to setup new customers, new items (charge codes), reports and how to record receiving a payment.
Accounts Receivable Continuation
|Section 4: Employee Payroll|
Employee Payroll Center
This lector covers generating payroll tax returns for state and federal, as well as W-2 and W-3 information.
|Section 5: Financial Statements|
P&L, Balance Sheet, Cash Flow & Other Reports
|Section 6: Other|
Lecture 10 will demonstrate how to enter credit card transactions, reconcile credit card statements, as well as paying a credit card bill.
Lecture 11 will demonstrate how to customize your invoice in a way that do not look like they were generated in QuickBooks. Invoice should be clean, well aligned, not overpopulated with unnecessary information, and should look professional above all. Invoice are given to each one of your customers, and you want to give each customer a good impression of your business.
Cutting and Processing Bank Checks
Steps to establishing a successful business / Steps to hiring new employees
This lecture covers class tracking, and how to best use classes to keep your chart of accounts clean, as well as collect useful information for analysis purposes. Classes can be used to track vehicle cost, revenue and expenses by different line of service if you operate a business with multiple service lines.
Using customer revenue and expense tracking will help you determine customer or job profitability. There are countless reports you can pull using the customer tracking funciton to conduct analysis.
Mr. Cerkez Lena is an accounting and business professional currently working as the head of accounting for an aviation business company in Anchorage, Alaska. In addition, he is the owner of a small business offering accounting services payroll services, consulting, and one-on-one QuickBooks lessons to small business entrepreneurs in Anchorage, Alaska. He received his associate’s degree in computerized accounting in 2005, his bachelor’s degree in accounting in 2012, and is currently working on receiving his master's degree in business administration from Alaska Pacific University
During his career he has had many worthy accomplishments in working side by side with business owners by implementing many required systems to support growth, automation of manual services, strategic planning, and instituting cost savings measures. His future goal is to grow his small business into a recognized brand by offering great customer services, on time business support, as well as to increase the line of services offered to current clients and future.
Mr. Lena has used QuickBooks for the last 8 years, and teaching one-on-one courses for the last 4 years. His unique teaching style places great emphasis on learning only the most basic functions of QuickBooks needed to run and maintain control over your business.