QuickBooks Tips Volume 1, 2, 3, & 4

47 Concise Training Videos
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Instructed by Scott Meister IT & Software / Other
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  • Lectures 18
  • Length 1 hour
  • Skill Level Beginner Level
  • Languages English, captions
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 2/2016 English Closed captions available

Course Description

Learn some tips about QuickBooks Desktop with this course

  • This course is a collection of 47 concise training videos
  • Each training video is easy to follow and understand
  • Learn some of the neat features QuickBooks offers
  • Make your QuickBooks experience more efficient

A great skill at your fingertips

If you're new to QuickBooks, enroll in this course! QuickBooks is a great software with many, many options. These options can be utilized to make your QuickBooks experience more enjoyable, more efficient, and more productive. I created these training videos because in my experience, some new QuickBooks users don't know these options exist.

The ideal student for this course is anyone new to using QuickBooks Desktop software. Additionally, if you've used QuickBooks before, you might consider giving this course a look as it's free and contains some very valuable information (check out the topics below).

Content and Overview

This course is 100% video and features 4 main sections (Volume 1, 2, 3, & 4).  See the topic lists below.

QuickBooks Tips Volume 1

  1. Change the Color Scheme
  2. Add Colored Icon Buttons
  3. De-clutter the Top Icon Bar
  4. Add or Remove the Transaction Beep
  5. Add a Password
  6. Change a Password
  7. Add a Footer to a Report
  8. Adjust Columns on the Open Invoice Report (Part 1)
  9. Adjust Columns on the Open Invoice Report (Part 2)
  10. Display Negative Numbers in Red Parentheses on a Report (Part 1)
  11. Display Negative Numbers in Red Parentheses on a Report (Part 2)


QuickBooks Tips Volume 2

  1. How to Add a New Customer
  2. How to Add a New Vendor
  3. How to Create an Estimate
  4. How to Create an Invoice from an Estimate
  5. How to Make an Estimate Inactive
  6. How to Create and Memorize an Invoice
  7. How to Create and Memorize a Check
  8. How to Create and Memorize a Bill
  9. How to Edit a Memorized Transaction
  10. How to Remove Memorized Transactions
  11. How to Create a Report for a Single Account (Part 1)
  12. How to Create a Report for a Single Account (Part 2)


QuickBooks Tips Volume 3

  1. How to Display the Open Window List
  2. How to Print an Invoice
  3. How to Print a Batch of Invoices
  4. How to Remove the Paid Stamp from a Paid Invoice
  5. How to Adjust Columns on a Quick Report (Part 1)
  6. How to Adjust Columns on a Quick Report (Part 2)
  7. How to Change the Bank Account for a Check
  8. How to Set the Report Basis to Cash or Accrual
  9. How to Merge Customer Records
  10. How to Merge Vendor Records
  11. How to put a Logo on an Invoice Template
  12. How to Export & Import a Vendor List


QuickBooks Tips Volume 4

  1. How to Select and Pay All Open Bills for One Vendor
  2. How to Set a Vendor to be Eligible for a 1099
  3. How to Set the Default Payment Terms for a Vendor
  4. How to Set the Default Payment Terms for a Customer
  5. How to Turn Spell Checker On / Off
  6. How to Remove a Misspelled Word from the Dictionary
  7. How to Print Multiple Reports at Once
  8. How to Adjust Date Warnings
  9. How to Organize Bank Accounts by Color
  10. How to do Basic Math Functions
  11. How to Create a Check Detail Report
  12. How to Create a Sales Receipt


What are the requirements?

  • Have access to QuickBooks software
  • The concepts taught in this course work for PC or Mac

What am I going to get from this course?

  • Memorize a check, invoice, and bill
  • Create an estimate
  • Add a new customer and vendor
  • Merge 2 customer records
  • See Course Summary for additional items you'll learn

What is the target audience?

  • This course is best suited for anyone that's new to QuickBooks Desktop software. If you're responsible for the accounting function and use QuickBooks, this course is a great fit. Accountants, Bookkeepers, and small business owners would benefit from this course. I've assisted many small business owners with their QuickBooks needs and these videos were created with them in mind.
  • This course is NOT a course about QuickBooks Online; it's about QuickBooks Desktop. Also, this course doesn't show everything there is to know about QuickBooks; instead, this course is a collection of short, concise training videos on various topics using QuickBooks.

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: Course Introduction
01:46

In this lecture, I share info about this course.

Section 2: QuickBooks Tips Volume 1
02:09

1.Change the Color Scheme - pick the available colors QuickBooks has to offer and giver your file a customized look.

2.Add Colored Icon Buttons - make it easier to see what icon buttons are available by changing them to colored icon buttons.

3.De-clutter the Top Icon Bar - customize your Top Icon Bar to the features you use.

02:06

1.Add or Remove the Transaction Beep - some people really don't like this beep...see how to remove it so you don't have to hear it:-)

2.Add a Password - this comes in handy if you want to limit access to the QuickBooks file.

3.Change a Password - if you have something that is password protected, it's always a good idea to change the password periodically...see how to change the password here.

02:24

1.Add a Footer to a Report - this comes in handy if you need a custom footer at the bottom of your report.

2.Adjust Columns on the Open Invoice Report (Part 1) - sometimes it makes sense to change the column order on an Open Invoice Report...see how in this video.

02:56

1.Adjust Columns on the Open Invoice Report (Part 2) - see how to add and remove columns on an Open Invoice Report.

2.Display Negative Numbers in Red Parentheses on a Report (Part 1) - see how to make negative numbers display in red parentheses on a chosen report in this video.

3.Display Negative Numbers in Red Parentheses on a Report (Part 2) - see how to make negative numbers display in red parentheses on a ALL reports in this video.

5 questions

Quiz 1 covers items in section 1.

Section 3: QuickBooks Tips Volume 2
03:22

1.How to Add a New Customer - in this video you'll see how I add a customer.

2.How to Add a New Vendor - in this video you'll see how I add a vendor.

3.How to Create an Estimate - see how to set the preferences so you can create an estimate and how to create an estimate in this video.

03:56

1.How to Create an Invoice from an Estimate - this is very useful if you use estimates in your business.

2.How to Make an Estimate Inactive - if you need to make an estimate inactive...watch this video:-)

3.How to Create and Memorize an Invoice - if you have the same invoice transaction on a daily/weekly/monthly/yearly basis, setting up a memorized invoice can save you a bunch of time.

05:18

1.How to Create and Memorize a Check - if you have the same check transaction on a daily/weekly/monthly/yearly basis, setting up a memorized check can save you a bunch of time.

2.How to Create and Memorize a Bill - if you have the same bill transaction on a daily/weekly/monthly/yearly basis, setting up a memorized bill can save you a bunch of time.

3.How to Edit a Memorized Transaction - once you've memorized a transaction, you may need to change it...see how in this video.

03:00

1.How to Remove Memorized Transactions - sometimes you no longer need a memorized transaction...see how to remove it in this video.

2.How to Create a Report for a Single Account (Part 1) - in this video I use a Quick Report to show how to create a report for a single account.

3.How to Create a Report for a Single Account (Part 2) - in this video I use a Find Report to show how to create a report for a single account.

5 questions

Quiz 2 covers items in section 2.

Section 4: QuickBooks Tips Volume 3
02:43

1.How to Display the Open Window List - I love the Open Window List...it saves me a bunch of time!

2.How to Print an Invoice - in this video, see how to print one invoice.

3.How to Print a Batch of Invoices - in this video, see how to print multiple invoices at once.

03:46

1.How to Remove the Paid Stamp from a Paid Invoice - sometimes you don't want the "Paid" stamp to display on a paid invoice...in this video, you'll see how to remove it.

2.How to Adjust Columns on a Quick Report (Part 1) - you'll see how to change column order, resize columns, and an easy way to delete columns on a Quick Report.

3.How to Adjust Columns on a Quick Report (Part 2) - you'll see how to add columns and another way to delete columns on a Quick Report.

02:46

1.How to Change the Bank Account for a Check - if you have multiple bank accounts, this video will show you how to change the bank account for a check.

2.How to Set the Report Basis to Cash or Accrual - cash or accrual?...see how to change from one to the other in this video.

3.How to Merge Customer Records - this comes in handy when you create 2 customer records for the same person/company.

04:44

1.How to Merge Vendor Records - this comes in handy when you create 2 vendor records for the same person/company.

2.How to put a Logo on an Invoice Template - see how to add a touch of professionalism with your logo on your invoice.

3.How to Export & Import a Vendor List - this is a great feature if you have minimal changes per record for a bunch of records.

5 questions

Quiz 3 covers items in section 3.

Section 5: QuickBooks Tips Volume 4 & Course Conclusion
02:00

1.How to Select and Pay All Open Bills for One Vendor - this can save you time if you've got a lot of bills that need paid.

2.How to Set a Vendor to be Eligible for a 1099 - if your vendors need 1099s, see how to make them eligible to receive one in this video.

3.How to Set the Default Payment Terms for a Vendor - set it once and it will auto-populate when you create bills for that vendor.

02:00

1.How to Set the Default Payment Terms for a Customer - set it once and it will auto-populate when you create invoices for that customer.

2.How to Turn Spell Checker On / Off - I wouldn't turn this off as I'm not that great at spelling, but I've been asked "how do you turn the spell checker off" so, I thought I'd create this video...use at your own risk ;-)

3.How to Remove a Misspelled Word from the Dictionary - this is a great feature as I tend to zip around the keyboard and save things prior to reading the "are you sure" window:-)

02:24

1.How to Print Multiple Reports at Once - this will save time if you have multiple reports that you need to print.

2.How to Adjust Date Warnings - this is a good item to know...it usually saves me from future dating December transactions entered retroactively in January...see the video to get a better idea of what this item can do.

3.How to Organize Bank Accounts by Color - if you've ever entered a bunch of transactions in the wrong register or written a bunch of checks out of the wrong bank account, take a look at this video as a different color may prevent you from making this error in the future.

02:40

1.How to do Basic Math Functions - so simple, but I've seen so many people get the use excel or an actual calculator to do basic math functions...you can do those basic math functions in QuickBooks, see how in this video.

2.How to Create a Check Detail Report - very useful if you print checks on check stock and run out of voucher space or if you want to print a report detailing the items for a hand written check.

3.How to Create a Sales Receipt - if you receive payment you can create a sales receipt for the customer.

Course Conclusion - Thanks for enrolling in this course! I hope you enjoyed it! :-)

5 questions

Quiz 4 covers items in section 4.

Section 6: Bonus Content
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Instructor Biography

Scott Meister, Instructor, Accountant, Content Provider, Video Creator

I'm a CPA and am a QuickBooks Advanced Certified ProAdvisor (Desktop and Online software versions). For nearly a 10 year period, I worked as an Accountant/Office Manager and had the pleasure of training co-workers and temporary staff in a variety of software packages including QuickBooks. I was able to create all sorts of systems and standard operating procedures. In many instances I created training tutorials; both print and video. I came to realize that I really enjoy teaching; sharing knowledge with others in the hope that they learn and use the valuable information.

As a result, my wife and I formed a company (Simplified Management Solutions, Inc.) where we create video tutorials for software packages in addition to providing accounting services. Our focus is high-quality training tutorials for QuickBooks, Snagit, and other business related software.

Other interests include: Spending time with my wife and 3 Vizslas (dogs), playing guitar/drums/bass, photography, and creating films/motion graphics.

Software I use includes (and isn't limited to): QuickBooks, Word, Excel, Camtasia, Snagit, After Effects, Photoshop, Premiere Pro, Illustrator, Audition, & Google Docs.

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