QuickBooks 2019

QuickBooks 2019

by Simon Sez IT
Released August 2019
Publisher(s): Packt Publishing
ISBN: 9781839210204

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Video description

As a business owner/accountant, you know the value of accurate, easily accessible records. In today’s fast-paced marketplace, you need to know your business’ financial status at the click of a button. With this easy-to-follow QuickBooks 2019 course, you can avoid many common accounting mistakes and stay abreast of your company’s financial health.

One of the world's most popular accounting programs, QuickBooks is geared towards small business owners who don’t have formal accounting training. However, you still need training to get the best results from this powerful software tool. With this convenient course, you can feel confident using this essential financial management tool. We give you in-depth information you can use to tailor this accounting system to meet your unique needs. You’ll discover comprehensive chapters about working with customers/jobs, vendors, items/inventory, registers, and more!

With all your sales, revenue, profit, and customer/vendor data at your fingertips in QuickBooks 2019, you can make data-driven decisions at the speed of business. This course takes the headaches out of tax season by helping you create comprehensive categorized income/expense reports. You’ll even find out how to track loans, credit cards, and sales tax – and customize forms/reports for easy access and analysis.

What You Will Learn

  • Create your company file
  • Work with QuickBooks preferences
  • Set up and use a chart of accounts
  • Reconcile your checking account and bank statements
  • Create and print invoices, receipts, and statements
  • Track your payables, inventory, and receivables
  • Create a budget and estimates
  • Work with customers and jobs
  • Enter and pay bills and work with loans
  • Generate reports and pay employees
  • Set up sales tax and back up company files

Audience

This course is for small business owners or those managing QuickBooks for a small business. If you own a small business, freelance as a bookkeeper, or simply manage your company’s accounts in QuickBooks, you’ll love this straightforward and up-to-date course!

About The Author

Simon Sez IT: Simon Sez IT has offered technical courses for individuals, small businesses, and Fortune 500 companies since 2008, with thousands of employees who can benefit from the easy-to-learn and hands-on software training. It offers over 8,000 video tutorials on a range of software programs.

Simon Sez IT ensures stress-free eLearning and enhanced employee productivity—whether you implement new software or a technological upgrade in your work environment. With over 600,000 students from 180 countries, Simon Sez IT is the preferred online learning choice for individuals and businesses worldwide.

Table of contents

  1. Chapter 1 : Course Introduction
    1. Welcome and Overview
    2. QuickBooks Versions
    3. What's New in QuickBooks 2019
  2. Chapter 2 : Getting Started
    1. Setting Up Your Company File
    2. Using Easy Step Interview - Part 1
    3. Using Easy Step Interview - Part 2
    4. My Company Overview
    5. Identifying the Components of the QB Environment
    6. Converting QuickBooks Desktop to Online Version
  3. Chapter 3 : Customizing the QuickBooks 2019 Environment
    1. Preferences - Part 1
    2. Preferences - Part 2
    3. Working with Users
    4. Chart of Accounts - Part 1
    5. Chart of Accounts - Part 2
    6. QuickBooks Sample File
  4. Chapter 4 : Working with Customers Jobs
    1. Working with Customers and Jobs - Part 1
    2. Working with Customers and Jobs - Part 2
    3. Estimates - Part 1
    4. Estimates - Part 2
    5. Invoicing from Estimates - Part 1
    6. Invoicing from Estimates - Part 2
    7. Invoicing Customers for Products and Services
    8. Receiving Payments
    9. Creating Deposits
    10. Creating Credit Memos
    11. Creating Statements
    12. Income Tracker
  5. Chapter 5 : Working with Vendors
    1. Working with Vendors
    2. Entering Bills
    3. Paying Bills
    4. Credit Memos
  6. Chapter 6 : Working with Items Inventory
    1. Working with Items - Part 1
    2. Working with Items - Part 2
    3. Creating Purchase Orders
    4. Receiving Items
    5. Creating Bills for Items
    6. Paying for Items
    7. Manually Adjusting Items
  7. Chapter 7 : Working with QuickBooks Register
    1. Working with Registers
    2. Downloading Transactions
    3. Creating Entries and Writing Checks
    4. Bank Transfers
    5. Reconciling
  8. Chapter 8 : Working with Loans
    1. Setting Up Loans
    2. Creating Loan Payments
    3. Creating Loan Payments
  9. Chapter 9 : Working with Credit Cards
    1. Setting Up Credit Card Accounts
    2. Entering Credit Card Transactions
    3. Reconciling Credit Cards and Making Payments
  10. Chapter 10 : Customizing Forms
    1. Form Customization - Part 1
    2. Form Customization - Part 2
    3. Layout Designer - Part 1
    4. Layout Designer - Part 2
  11. Chapter 11 : Reports
    1. Quick Reports
    2. Creating Reports - Part 1
    3. Creating Reports - Part 2
    4. Customizing Reports
    5. Memorizing Reports
  12. Chapter 12 : Working with Sales Tax
    1. Working with Sales Tax - Part 1
    2. Working with Sales Tax - Part 2
  13. Chapter 13 : Payroll
    1. Overview of Using the QuickBooks Pro Payroll Service
    2. Working with Payroll Items
    3. Working with Employees
    4. Paying Employees
    5. Paying Payroll Taxes
  14. Chapter 14 : The Lead Center
    1. Working with Leads
  15. Chapter 15 : Mail Merges
    1. Creating a Mail Merge
    2. Mail Merge Main Document
  16. Chapter 16 : Budgets
    1. Creating a Budget
    2. Budget Reports
  17. Chapter 17 : Other QuickBooks Features
    1. Searching in QuickBooks
    2. Reminders and Alerts
    3. Using the QuickBooks Calendar
    4. Memorizing Transactions
    5. Importing Lists into a New Company File
    6. Vehicle Mileage
    7. Backing Up Company Files
    8. QuickBooks PC to MAC or Online Conversion
    9. Canadian Version
  18. Chapter 18 : Course Conclusion
    1. Conclusion

Product information

  • Title: QuickBooks 2019
  • Author(s): Simon Sez IT
  • Release date: August 2019
  • Publisher(s): Packt Publishing
  • ISBN: 9781839210204