QuickBooks Pro 2016 Training: Manage Small Business Finances

Learn how to manage the finances for a small business using our drop-dead simple method to mastering QuickBooks Pro.
4.5 (141 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.
1,038 students enrolled
$19
$100
81% off
Take This Course
  • Lectures 80
  • Length 8 hours
  • 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 11/2015 English

Course Description

Discover The Many Benefits of This Popular Accounting Program

  • Have complete control over the accounting of your business
  • Quickly create estimates, statements, and deposits
  • Effortlessly keep track of incoming and outgoing payments
  • Get all of the tools to become a well-run operation
  • Feel confident when reconciling bank statements

Use This Course to Learn How to Manage Your Accounts Without the Headaches

No matter what your business does, and regardless of what market it's in, keeping an accurate set of books is essential. You should always want accurate records on hand. Why, you ask? Because inaccurate or disorganized business records can make it very difficult to file your taxes, or worse, get you in trouble with the Internal Revenue Service. Using this easy-to-understand course on QuickBooks, however, will help you avoid any type of common pitfalls or mistakes.

As you know, QuickBooks is one of the most popular accounting programs available and is used with small businesses pretty much everywhere. You'll essentially be getting a comprehensive crash course on information flow, reporting, systems, accounts, income measurement methods, sales, payroll, banking cycles, and much more. That's why this course was created. To provide in-depth and industry specific information so that you can tailor your accounting system to meet your needs.

So, if you're a small or medium sized business owner, or even a freelance accountant, you can use QuickBooks Pro 2016 to keep track of everything. From accounts payable, down to your receivables, expenditures, debts, and payments. All of this is packaged to make you feel confident and to help you maintain order as far as your financial situation goes.

Overview and Contents

With all of the course's content, this QuickBooks Pro 2016 tutorial will teach you about all of the important requirements and valuable fundamentals behind using this accounting software.

Once you get set up, you'll quickly find out how you're business is doing. QuickBooks gives you multiple indicators to determine the health of your business and produces reports for you that makes sense of it all. Whether you work as an entrepreneur just trying to finish up some last minute paperwork, or you're a freelance accountant wanting to get more done in less time, QuickBooks handles it all. Its streamlined workflow helps you from beginning to end.

This course was created for people that see the advantages of QuickBooks and want to learn how to use the latest version. Designed from the ground up for ease of use by both small business owners and professional accountants alike.

Perfect for those who are looking for a comprehensive and organized method to doing their books. At the completion of this course, you will have advanced knowledge, and skills, and be fully prepared to use QuickBooks Pro 2016 for every single one of your accounting needs.

What are the requirements?

  • QuickBooks Pro 2016 software installed on a PC or Mac. This course is for the desktop version, not the online version. The course was created on a Windows/PC. While the Mac version has similiar features, there are some features that are different compared to the Windows version.

What am I going to get from this course?

  • Create your company file
  • Setting up the chart of accounts for your business
  • Working with QuickBooks preferences
  • Working with the chart of accounts
  • Creating invoices
  • Entering and paying bills
  • Working with items and inventory
  • Writing checks
  • Creating estimates
  • Working with customers and jobs
  • Entering and paying bills
  • Reconciling bank statements
  • Working with loans
  • Paying employees
  • Setting up sales tax
  • Running reports
  • Creating a budget
  • Backing up company files

What is the target audience?

  • Small business owners or those managing QuickBooks for a small business.

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: Introduction to QB Pro 2016
Course Overview
Preview
01:05
IMPORTANT - Read this to ensure the best video quality!
Article
QuickBooks Versions
Preview
04:15
QuickBooks Online Versions
Preview
02:38
Section 2: Getting Started
What's New
Preview
03:59
Creating a Company File - Part 1
Preview
10:19
Creating a Company File - Part 2
05:00
My Company Overview
03:17
Identifying the Components of the QB Environment
09:13
Converting QB Desktop to QB Online
02:18
Section 2 Quiz
4 questions
Section 3: Customizing the QB Environment
Preferences - Part 1
Preview
11:34
Preferences - Part 2
06:03
Working with Users
08:56
Chart of Accounts - Part 1
11:38
Chart of Accounts - Part 2
10:32
Section 3 Quiz
8 questions
Section 4: Working with Customers and Jobs
Course review
00:43
Customers and Jobs - Part 1
Preview
11:11
Customers and Jobs - Part 2
07:46
Estimates - Part 1
11:44
Estimates - Part 2
06:14
Invoicing from Estimates - Part 1
10:18
Invoicing from Estimates - Part 2
03:19
Invoicing Customers for Products and Services
01:39
Receiving Payments
10:23
Creating Deposits
07:36
Creating Credit Memos
08:29
Creating Statements
04:01
Income Tracker
02:42
Section 4 Quiz
11 questions
Section 5: Working with Vendors
Working with Vendors - Part 1
Preview
08:28
Working with Vendors - Part 2
05:44
Entering Bills
08:34
Paying Bills
05:24
Section 5 Quiz
1 question
Section 6: Working with Items and Inventory
Working with Items - Part 1
09:45
Working with Items - Part 2
04:22
Creating Purchase Orders
05:42
Receiving Items
04:52
Creating Bills for Items
04:45
Paying for Items
02:41
Manually Adjusting Items
02:37
Section 6 Quiz
4 questions
Section 7: Working with QuickBooks Registers
Working with Registers - Part 1
Preview
11:39
Working with Registers - Part 2
02:38
Creating Entries and Writing Checks
05:26
Section 7 Quiz
1 question
Section 8: Reconciling
Reconciling Bank Statements
10:07
Section 9: Working with Loans
Setting Up Loans in the Chart of Accounts
05:21
Creating Loan Payments
04:29
Loan Manager
07:50
Section 9 Quiz
2 questions
Section 10: Working with Credit Cards
Setting Up Credit Card Accounts
04:38
Entering Credit Card Transactions
04:21
Reconciling Credit Cards and Making Payments
05:15
Section 10 Quiz
3 questions
Section 11: Customizing Forms
Form Customization Part 1
Preview
11:44
Form Customization Part 2
03:38
Layout Designer Part 1
10:46
Layout Designer Part 2
07:20
Section 12: Reports
Quick Reports
02:35
Creating Reports Part 1
11:37
Creating Reports Part 2
09:03
Customizing Reports
10:37
Memorizing Reports
04:25
Section 13: Working with Sales Tax
Working with Sales Tax Part 1
10:10
Working with Sales Tax part 2
07:30
Section 13 Quiz
3 questions
Section 14: Payroll
Overview of Using the QB Payroll Service
Preview
03:40
Working with Payroll Items
08:12
Working with Employees
10:42
Paying Employees
06:22
Paying Payroll Taxes
03:17
Section 14 Quiz
2 questions
Section 15: The Lead Center
Working with Leads
08:58
Section 16: Mail Merges
Creating a Mail Merge
05:34
Mail Merge Main Documents
04:49
Section 17: Budgets
Creating a Budget
03:28
Budget Reports
02:58
Section 18: Other QuickBooks Features
Using the Pin Feature
02:12
Searching in QuickBooks
Preview
04:35

Students Who Viewed This Course Also Viewed

  • Loading
  • Loading
  • Loading

Instructor Biography

Simon Sez IT, Over 270,000 Students, Used in 180 Countries, 115 Courses

Since 2008, individuals, small businesses, and Fortune 500 companies with thousands of employees have benefited from the easy and hands-on software training offered by Simon Sez IT. With 80+ courses and 4,000+ video tutorials on a range of software programs, Simon Sez IT ensures stress-free eLearning and enhanced employee productivity - no matter whether you are implementing new software or a technological upgrade for your workplace. With over 250,000 Udemy students in over 180 countries, Simon Sez IT is the preferred eLearning choice for individuals and businesses everywhere.

Ready to start learning?
Take This Course