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Introduction to QuickBooks 2017 (Self-Paced Tutorial)

1   Getting Started

In your first lesson, you will become familiar with the QuickBooks interface. You will find out how the pros use QuickBooks to simultaneously manage common accounting tasks for multiple companies, you will get to set up a QuickBooks Company of your very own, and you will learn some QuickBooks terminology.             

2   The Chart of Accounts

The Chart of Accounts is the heart and soul of QuickBooks. In this lesson, you will learn how to take fullest advantage of this powerful tool to add, edit, and access accounts that you can use to track the value of your business or monitor your income and expenses.            

3   Company Lists

This lesson will teach you how to use company lists in QuickBooks to gather and organize all of the information you will need to properly conduct your business. By the time you finish this lesson, you will know how to store and retrieve all manner of useful facts, including data on customers, vendors, products, services, important events, and more.      

4   Bank Accounts

This lesson focuses on working with bank accounts in QuickBooks. You will learn how to tell QuickBooks about checks, withdrawals, and transfers between accounts. You will get firsthand experience with adding, finding, and editing or voiding all manner of checking and savings account transactions. You will even be prepared to reconcile your QuickBooks checking account with your monthly bank statement to ensure that no errors were made.

5   Fixed Assets and Depreciation

The physical objects you rely on to help you run your business (like furniture, machinery, vehicles, computers, telephones, or even the building that houses your business) all have significant value. The total value of these assets has a direct impact on the overall worth of your business, and there are tax implications if you sell an asset or if its value changes. That's why it's important for you to keep an accurate tally of everything your business owns. This lesson will provide you with plenty of opportunities to do just that.          

6   Accounts Payable I

Without an organized system for managing all the bills your business receives, they can really start to stack up. And when bills pile up, it isn't hard to overlook one or two from time to time. That, of course, can result in late fees and credit difficulties. In this lesson, you will learn how to use QuickBooks to make sure you're paying all of your bills right on time—not too early, and not too late.      

7   Accounts Payable II

This lesson concludes the unit on the accounts payable tools. You will learn how to get QuickBooks to memorize bills that you find yourself paying over and over again, month after month. Then, you will learn how to create some useful accounts payable reports.             

8   Accounts Receivable I

You will find this lesson useful if your business ever finds itself required to collect payment from a customer long after the products or services have been delivered. You will find out how to create an invoice, fill it with invoice items, edit it, print it, and even email it to your customers.         

9   Accounts Receivable II

Okay, so you created an invoice and delivered it to your customer. With a little bit of luck, your customer will place the invoice on his or her "to-do" list and, eventually, you will receive some form of payment for your troubles. Now what? You will find out in this lesson.    

10   Accounts Receivable III

This lesson explores useful customer-related reports that help you keep track of exactly who owes you what. Then, you will learn what to do if you ever incur a charge on behalf of a customer and wish to be reimbursed for that expense.   

11   Inventory and Estimating

This lesson will teach you how to customize your QuickBooks invoices to give them a more professional look. You will also learn how to work with two of QuickBooks' more advanced features: inventory tracking and estimating.

12   Reporting

In your final lesson, you will find out how to create, use, and memorize a wide variety of useful reports that can help you locate, organize, sort, total, summarize, and otherwise make sense of all those transactions you painstakingly entered into QuickBooks.

 

 
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