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Learning QuickBooks 2015

Video Description

In this Learning QuickBooks 2015 training course, expert author Erin Olsen will teach you how to create a company file, navigate the QuickBooks interface, and utilize a variety of accounts, registers, forms, reports, and centres. This course is designed for the absolute beginner, meaning no accounting or QuickBooks experience is required.
You will start by learning how to navigate the QuickBooks interface, then jump into learning to create a new company file. From there, Erin will show you how to work with QuickBooks lists, manage products and services, and monitor bank accounts. This video tutorial also covers how to track customers, add new customers, and use the customer centre. You will also learn how to account for sales tax, make sales, create invoices, and customize sales forms. Finally, you will learn how to manage accounts payable and receivable, set security and preferences, and back up and verify your company files.
Once you have completed this computer based training course, you will be fully capable of creating a company file that will allow you to manage all of your accounting needs and business finances. Working files are included, allowing you to follow along with the author throughout the lessons.

Table of Contents

  1. Series Overview
    1. Getting Equipped For QuickBooks 00:04:06
    2. About The Author 00:10:51
  2. QuickBooks Quick Start
    1. QuickBooks Quick Start 00:04:29
    2. New Features In QuickBooks 2015 00:01:47
    3. Working With An Existing Company File 00:04:00
    4. Getting Around In QuickBooks 00:10:35
    5. Writing Checks 00:09:27
    6. Making Cash Sales 00:05:32
    7. Using The Calendar 00:04:43
  3. Getting Equipped For QuickBooks
    1. Getting Equipped For QuickBooks 00:04:50
    2. Accounting Primer - Part 1 00:07:16
    3. Accounting Primer - Part 2 00:06:36
    4. Accounting Primer - Part 3 00:05:41
    5. Preparing To Setup A Company File 00:05:24
    6. Creating A New Company File 00:07:56
  4. Understanding QuickBooks Lists
    1. Understanding QuickBooks List 00:02:29
    2. Working With QuickBooks Lists - Part 1 00:08:01
    3. Working With QuickBooks Lists - Part 2 00:09:54
    4. Organizing QuickBooks Lists 00:10:02
    5. Enabling Account Numbers And Adding Accounts 00:06:56
  5. Managing Products And Services
    1. Managing Products And Services 00:08:29
    2. Working With Vendors - Part 1 00:06:15
    3. Working With Vendors - Part 2 00:10:24
    4. Entering Products And Services 00:10:21
    5. Ordering And Receiving Products - Part 1 00:03:28
    6. Ordering And Receiving Products - Part 2 00:10:29
    7. Making Inventory Adjustments 00:06:15
    8. Returning Items To Vendors 00:04:33
    9. Generating Inventory Reports 00:08:45
  6. Monitoring Bank Accounts
    1. Monitoring Bank Accounts 00:03:16
    2. Creating Bank Accounts 00:05:22
    3. Working With Registers 00:08:00
    4. Transferring Funds Between Accounts 00:02:38
    5. Reconciling Bank Accounts 00:08:14
  7. Tracking Customers
    1. Tracking Customers 00:03:37
    2. Adding Customers 00:10:15
    3. Configuring Custom Fields 00:03:46
    4. Defining Customer Jobs 00:05:30
    5. Using The Customer Center 00:06:42
    6. Building Business With The Lead Center 00:06:09
  8. Accounting For Sales Tax
    1. Accounting For Sales Tax 00:10:19
    2. Setting Up Sales Tax 00:08:34
    3. Generating Reports And Paying Liabilities 00:05:45
  9. Making Sales
    1. Making Sales 00:07:56
    2. Using Estimates 00:09:19
    3. Creating Invoices 00:08:50
    4. Making Returns And Creating Credit Memos 00:07:07
    5. Leveraging Integrated Email Capabilities - Part 1 00:05:12
    6. Leveraging Integrated Email Capabilities - Part 2 00:06:18
  10. Customizing Sales Forms
    1. Customizing Sales Forms 00:02:26
    2. Making Basic Form Customizations 00:08:31
    3. Working With Additional Form Customizations 00:08:16
    4. Advanced Customization With The Layout Designer 00:09:13
    5. Downloading And Importing Templates 00:04:12
    6. Creating Consistency With The Forms Customization Tool 00:07:25
  11. Managing Accounts Receivable And Payable
    1. Managing Accounts Receivable And Payable 00:02:41
    2. Using The Income Tracker 00:07:45
    3. Assessing Finance Charges And Generating Statements 00:09:01
    4. Receiving Payments And Making Deposits 00:09:46
    5. Paying Bills And Printing Checks 00:09:26
  12. Setting Security And Preferences
    1. Setting Security And Preferences 00:05:33
    2. Establishing Users And Permissions 00:10:38
    3. Customizing QuickBooks Preferences 00:08:09
  13. Taking Care Of Business
    1. Taking Care Of Business 00:08:51
    2. Getting The Big Picture With Company Snapshot 00:06:00
    3. Closing The Books 00:02:38
    4. Backup Best Practices 00:06:57
    5. Backing Up, Verifying And Rebuilding Company Files 00:06:19
  14. Conclusion
    1. What You Now Know 00:04:32