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QuickBooks Essentials
Lesson 1: Company Set Up
1.1 Easy Step Interview (10:32)
1.2 Create Existing (5:33)
1.3 Entering Opening Balances (16:37)
1.4 Editing Company Info (1:50)
1.5 FunFacts (0:40)
Lesson 2: QuickBooks 101
2.1 Desktop Versions - Software Updates (3:55)
2.2 Feedback (5:34)
2.3 No Company Open Window (1:35)
2.4 Using Sample Companies (2:15)
2.5 Home Page Overview (2:35)
2.6 Gray Bar Menu (0:45)
2.7 Using the Icon Bars (2:32)
2.8 Find Feature (3:45)
2.9 Reminders (1:50)
2.10 CompanySnapshot (3:44)
2.11 OpenPreviousCompany (1:03)
2.12 Backing Up and Restoring Back Ups (5:45)
2.13 Preferences Overview (1:09)
2.14 Switch User Modes (2:00)
2.15 Closing the Company File (0:39)
2.16 Fun Facts: Keyboard Shortcuts (0:59)
2.17 FunFact: Close All Windows (0:41)
Lesson 3: Help Tools
3.1 QuickBooks Help (1:29)
3.2 QuickBooks Drop Down List (1:16)
3.3 App Center - Finding Business Solutions (1:18)
3.4 Product Information Window (1:51)
3.5 Fun Facts: QuickBooks Help Window Customizes to what is currently open (0:55)
Lesson 4: User Set Up
4.1 User Set Up - Understanding the Admin User (2:16)
4.2 Setting Up New Users (5:45)
4.3 Customize User Settings & Preferences (11:59)
4.4 Important: Securing User Logins (2:07)
Lesson 5: Chart of Accounts (COA)
5.1 Chart of Accounts Overview (3:49)
5.2 Account Numbers Preferences (5:29)
5.3 Edit Features (3:51)
5.4 Tip: Naming Balance Sheet Accounts (1:16)
5.5 Setting Up Sub Accounts (1:54)
5.6 Common Data Entry Error (2:42)
5.7 Fun Facts: Dragging Accounts, Sorting Columns, Origin View (1:52)
Lesson 6: Customer Center
6.1 Customer Snapshot (0:54)
6.2 Customer Tab View (4:23)
6.3 Transaction Tab View (0:58)
6.4 Adding New Customers (4:06)
6.5 Editing Customers (1:05)
6.6 Exporting the Customer List (3:34)
6.7 Importing a Customer List (6:38)
6.8 Merging Duplicate Customers (4:49)
6.9 Customers - List Clean Up (2:43)
6.10 Adding New Contacts for Customers (1:39)
6.11 Adding & Viewing To Do's (2:00)
6.12 Adding and Pinning Notes (1:12)
6.13 Attach Feature; Resale Cert, Signed Agreements, etc. (1:45)
6.14 Fun Fact: Changing Hierarchical View (0:52)
Lesson 7: Vendor Center
7.1 Vendor Tab View (4:28)
7.2 Transaction Tab View (1:25)
7.3 Adding New Vendors (4:39)
7.4 Editing Vendors (0:59)
7.5 Exporting the Vendor List (1:55)
7.6 Importing a Vendor List (7:11)
7.7 Merging Duplicate Vendors (4:18)
7.8 Vendor List Cleanup (4:50)
7.9 Adding New Contacts for Vendors (1:27)
7.10 Adding & Viewing To Do's (2:02)
7.11 Adding and Pinning Notes (1:36)
7.12 Attach Feature; W-9, Proof of Insurance, Etc (3:02)
7.13 Fun Fact: "Master" Name List (5:02)
Lesson 8: Employee Center (also see Payroll)
8.1 Payroll & Employee Preferences (2:28)
8.2 Adding New Employees (3:03)
8.3 Editing Employees (0:46)
8.4 Make Employee's Inactive (1:24)
8.5 Employee's Tab View (1:22)
8.6 Transaction Tab View (0:49)
8.7 Payroll Tab View (2:11)
8.8 Adding & Viewing To Do's (1:05)
8.9 Adding and Pinning Notes (1:35)
8.10 Attach Feature; Applications, W4, HR docs, etc. (3:02)
8.11 Fun Fact: Other Names List (4:22)
Lesson 9: Bank Accounts
9.1 Banking Preferences (2:38)
9.2 Setting Up Bank Type Accounts (6:32)
9.3 Write Checks & Debit Card Transactions (5:40)
9.4 Viewing & Using Registers (3:53)
9.5 Basic Edit Features in the check form (2:59)
9.6 Print Checks - Single or Multiple (4:17)
9.7 Memorizing Checks & Creating Copies of Checks (7:27)
9.8 Transfer Funds Between Accounts (1:41)
9.9 Recording Deposits (4:19)
9.10 Fun Fact: Using + and - keys (0:52)
9.11 Fun Fact: Customizing Register Colors (1:07)
Lesson 10: Credit Card Accounts
10.1 Why Setup Credit Cards in the COA? (3:09)
10.2 How to Setup Company Credit Cards for Purchasing (7:49)
10.3 Entering the Opening Balance (15:50)
10.4 Entering Charges, Credits and Payments (6:14)
10.5 Sub Accounts for Credit Cards (2:57)
Lesson 11: Reconciling Accounts
11.1 Reconcile Features in QuickBooks (12:50)
11.2 Viewing & Reading Reconciliation Reports (7:47)
11.3 Reconcile Credit Card Accounts (3:52)
11.4 Find & Fix Beginning Balance Discrepacies (16:27)
11.5 Undo Last Reconciliation (2:22)
Lesson 12: Invoice - Receive - Deposit
12.1 Understanding Cash v. Accrual - Income (1:45)
12.2 Learn the Three Simple Steps: Invoice - Receive - Deposit (4:29)
12.3 Step One: Create Invoices (3:04)
12.4 Step Two: Receiving Payments (2:04)
12.5 Step Three: Deposit Received Payments (2:16)
12.6 Fun Fact:The "Y" factor - A behind the scenes look (1:00)
Lesson 13: Receiving Payments & Creating Credit Memos
13.1 Receive Payment Form (5:35)
13.2 Payment Preferences & Partial Payments (6:24)
13.3 Open Invoice Report (2:33)
13.4 Overpayments (Retain Credit, Issue Refund) (3:13)
13.5 One Payment for Multiple Invoices (One Customer) (3:13)
13.6 One Payment for Multiple Customers (4:36)
13.7 Setting and Applying Discount Terms (7:01)
13.8 Payment Minus Transaction Fees (3:35)
13.9 Credit Memos - Create & Apply Customer Refunds (7:26)
13.10 Bounced Checks (7:13)
13.11 Fun Facts: Look up Customer/Invoices (3:59)
Lesson 14: Deposits
14.1 Deposit Customer Payments and Setup Defaults (2:50)
14.2 Deposit Misc. Checks (Not from a Customer) (2:34)
14.3 Subtracting Transaction Fees (3:35)
14.4 Recording Cash Back on a Deposit (1:59)
Fun Fact: See How Transactions Link (3:42)
Lesson 15: Bills and Bill Payments
15.1 Enter Bills Form and Why Use Pay Bills? (6:36)
15.2 Pay Bills Window Overview (4:33)
15.3 Set Billing Preferences & Reminders (3:23)
15.4 Understanding Cash v. Accrued - Payables (2:49)
15.5 Using the Unpaid Bills Report (3:47)
15.6 Enter & Pay Vendor Bills (5:24)
15.7 Enter & Apply Vendor Credits (6:43)
15.8 Setting and Applying Early Payment Discounts (6:52)
15.9 Common A/P Mistakes (12:19)
Lesson 16: Reports: Customize & Memorize
16.1 Reports & Graphs Preferences (6:05)
16.2 Reporting Basis - Cash v. Accrual (4:40)
16.3 Closing Dates - Closing Periods (10:22)
16.4 Basics - Customizing Reports (5:14)
16.5 The Reports Center (5:29)
16.6 Memorize Reports (dates, customize, change mem reports) (3:51)
16.7 Memorized Reports List - Use and Organize (4:05)
16.8 Quick Launch Memorized Reports (2:25)
16.9 Batch Printing & Emailing Reports (5:04)
16.10 Display Columns By: Feature (7:15)
16.11 Controlling the Collapse Feature (10:18)
16.12 Choosing Selected Accounts for Reports (3:47)
16.13 Comments on Reports (8:54)
Lesson 17: Using Items & Items List
17.1 Item & Inventory Preferences (2:22)
17.2 Grouping Items - For Better Reports - easier to find stuff (6:30)
17.3 Service Items (10:05)
17.4 Double Sided Items (9:58)
17.5 Other Charge Items (5:26)
17.6 Subtotal Items (5:54)
17.7 Discount Items (3:56)
17.8 Payment Items (3:20)
Lesson 18: Collections
18.1 Finance Charges Preferences (6:35)
18.2 Setting Up the Rules Collections Policies (13:37)
18.3 Setting Up QuickBooks for Collections (3:22)
18.4 Generating Customer Statements (8:49)
18.5 Assessing Finance Charges (11:54)
16.7 Memorized Reports List - Use and Organize
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