QuickBooks Pro 2012 & 2013 Online Training Course

Course Content Chapter 00: WHAT'S NEW IN QUICKBOOKS PRO 2013 (16 min)

• Overview of What's New in QuickBooks 2013
• Exploring the New & Enhanced Features

Chapter 01: QUICKBOOKS OVERVIEW (26 min)

• The Purpose of Using QuickBooks
• The Many Different Versions of QuickBooks
• Making the Right Choice

Chapter 02: THE COMPANY FILE (08 min)

• Setting Up a New Company File
• Opening an Existing Company File

Chapter 03: SETTING UP FOR MULTIPLE USERS (11 min)

• Setting Up User Permissions
• Working with an External Accountant

04: NAVIGATION IN QUICKBOOKS (18 min)

• Using the Drop-Down Menus
• Using the Home Page, Customer Center, Vendor Center & Icon Bar
• Using the Control Key Functions

Chapter 05: ADJUSTING PREFERENCES (57 min)

• Accounting Preferences
• Checking Preferences
• Desktop View Preferences
• General Preferences
• Payments Preferences
• Payroll & Employees Preferences
• Reports & Graphs Preferences
• Sales Tax Preferences
• Send Forms Preferences
• Tax 1099 Preferences
• Time & Expenses Preferences

Chapter 06: THE CHART OF ACCOUNTS (31 min)

• Accounting 101
• Adding New Accounts & Choosing the Right Type
• Editing & Merging Accounts

Chapter 07: COMPANY LISTS (20 min)

• Working with Lists
• Adding & Editing Multiple List Entries

Chapter 08: IMPORTING DATA (21 min)

• General Importing Strategies & Methods
• Importing & Copying/Pasting Data from Microsoft® Excel®
• Exporting & Importing .IFF Files

Chapter 09: WORKING WITH BANK ACCOUNTS (21 min)

• Creating & Using Accounts
• Writing Checks
• Memorizing Recurring Checks
• Transferring Funds between Accounts

Chapter 10: CREATING ITEMS (35 min)

• Creating Service Items
• Creating Non-Inventory Items
• Creating Inventory Items
• Creating Other Charge Items
• Creating Sales Tax Items
• Creating Discount Items
• Creating Subtotal Items
• Creating Group Items

Chapter 11: THE BASICS OF WORKING WITH INVENTORY (25 min)

• Working with Purchase Orders
• Receiving Items without a Bill
• Receiving Items with a Bill
• Handling Prepaid Inventory

Chapter 12: WORKING WITH VENDORS & PAYING BILLS (39 min)

• Creating & Editing Vendors
• Entering Vendor Bills
• Entering Vendor Credits
• Paying Bills
• Adding Custom Fields
• Adding Notes

Chapter 13: CUSTOMERS, JOBS & RECORDING SALES (43 min)

• Creating & Editing Customers
• Entering Customer Payment & Job Info
• Creating Jobs
• Creating Estimates
• Creating Invoices
• Memorizing Recurring Invoices

Chapter 14: SALES ADJUSTMENTS & STATEMENTS (19 min)

• Creating Credit Memos for Refunds & Returns
• Working with Finance Charges
• Creating Statements

Chapter 15: CUSTOMIZING TEMPLATES & FORMS (28 min)

• Working with Intuit Standard Templates
• Duplicating Templates
• Working with Layout Designer
• Naming Templates
• Importing & Exporting Templates

Chapter 16: ACCOUNTS RECEIVABLE & DEPOSITS (21 min)

• Changing the Undeposited Funds Preference
• Receiving Payments
• Making Deposits

Chapter 17: SALES TAX (29 min)

• Setting Up Sales Tax
• Setting Up Customers with Sales Tax Codes
• Creating Sales Tax Reports
• Adjusting Sales Tax
• Paying Sales Tax

Chapter 18: REPORTS & THE REPORT CENTER (44 min)

• Working with the Report Center View
• Working with Company Reports
• Working with Customer Reports
• Working with Vendor Reports
• Working with Memorized Reports
• Working with Accountant & Taxes Reports

Chapter 19: MANAGING EMPLOYEES (33 min)

• Payroll Subscription Options
• Setting Up Payroll
• Adding Employees
• Creating & Using Timesheets
• Preparing Paychecks
• Paying Payroll Liabilities

Chapter 20: WORKING WITH CREDIT CARDS (10 min)

• Creating a Credit Card Account
• Entering Credit Card Charges & Credits

Chapter 21: LOANS & LIABILITIES (10 min)

• Entering a Loan Liability
• Paying a Loan Liability

Chapter 22: RECONCILING ACCOUNTS (15 min)

• Beginning Reconciliation
• Reconciling Bank Accounts, Credit Cards & Loans

Chapter 23: ONLINE BANKING (23 min)

• Setting Up Online Banking
• Downloading Transactions
• Working with the Two Views

Chapter 24: WHAT'S NEW IN QUICKBOOKS 2012 (30 min)

• The New Calendar Feature
• Formatting Reports with Microsoft® Excel Worksheets
• Memorizing Transactions
• Attaching & Storing Documents in the Documents Center
• Entering Batched Timesheets for Multiple Employees or Vendors

Chapter 25: FINALIZING YOUR ACCOUNTING (18 min)

• Understanding Account Finalization
• Verifying Account Reconciliation & Account Classification
• Verify Class Tracking Reports & Making Journal Entries
• Setting a Closing Date Password
• Closing Credits

PACKAGE INCLUDES:

• Length of Subscription: 12 Months Online On-Demand Access
• Running Time: 10.9 Hours
• Platform: Windows & MAC OS
• Level: Beginner to Intermediate
• Project Files: Included

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