Intermediate QuickBooks 2017

Taking steps to secure your company files is one of the easiest and most effective ways to make sure your file doesn't get mishandled or corrupted in some way. In this lesson, you will learn how to set a closing date in your file so that no one can enter a transaction in the wrong period.

Lists form the backbone of QuickBooks. In this lesson, you will learn how to add and edit multiple list items. You will also learn how to create class items to further categorize transactions. Finally, you will discover how to enter inventory part items and how to combine these items into inventory assemblies.

Tracking inventory in QuickBooks is a multi-step process. This lesson introduces entering and using Sales Orders to keep track of customer orders. And to help you keep track of it all, you will learn how to use the Inventory Center in QuickBooks to view transactions, edit items, and produce reports.

If you work with the same vendors over and over again, you may receive discounts and earn credits. In this lesson, you will learn how to record these discounts. You will also learn how to enter and manage vendor credits when they arise.

Not all customers are created equal. Many businesses charge different prices to different customers for a number of reasons. In this lesson, you will learn how to create price levels either on a fixed percentage or on an item basis that you can assign to a particular customer.

If you ever have to travel by car to a job site or project, you may want to track the vehicle mileage so that you can later deduct it on your tax return. In this lesson, you will learn how to enter this mileage and the rate the IRS allows for a deduction.

Sometimes you may need to bill a customer without needing to create a full-blown invoice. In this lesson, you will learn how to create a statement and charge directly to a customer's account. You will also learn how to change the price of multiple sales items using QuickBooks' Chanage Item Prices feature.

This lesson introduces QuickBooks' batch invoicing features to create multiple invoices at the same time to send to any of your customers. You will also learn how to modify a letter template and then create a form letter that you can send to your customers or vendors.

Most small businesses carry a small amount of cash on hand to pay for odds and ends. In this lesson, you will learn how you can use QuickBooks to track petty cash amounts. You will also become proficient in making entries to record when a customer redeems one of these gift cards or certificates.

In this lesson, you will learn how to record an owner's infusion of capital into the business. You will also learn how to record transactions where the owner withdraws money from the company's bank account.

In this lesson, you will learn how to enter a long-term loan in which you use the proceeds of the loan to purchase an asset in your business. You will then learn how to track this loan using the Loan Manager feature to split apart the principal and interest portions of the loan payment.