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You can pick up where you left off, or start over. You are now leaving Lynda. To access Lynda. Visit our help center. Preview This Course. In these fast-paced tutorials, Jess Stratton shows how to create and back up your company's file and quickly set up shop—adding your banking information, credit cards, and historical data to the chart of accounts. You'll also learn how to set up your customers, vendors, employees, and inventory items.
Jess then takes you through the day-to-day operations that keep your business running: Plus, learn how to run reports; find data about your business; and close the books, with end-of-year preparations. Topics include: Setting up a new company file Working with the chart of accounts Adding bank accounts and credit cards Adding service or inventory items Setting up sales tax Adding customer, vendor, and employee profiles Billing customers Receiving payments Recording deposits Handling refunds and credits Paying employees Sharing QuickBooks with others Running reports.
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Skill Level Beginner. Show More Show Less.
Resume Transcript Auto-Scroll. Related Courses. Preview course. Accounting Foundations with Earl Kay Stice. Advanced Bookkeeping Techniques with Bonnie Biafore. Search This Course Clear Search. Welcome 1m 5s. Using the double-entry system of accounting 1m 30s. Using the sample and exercise files 2m 17s. Navigating QuickBooks. A tour of the interface 3m 52s. Navigating inside each center 2m 23s. Working with Company Files.
Opening and closing an existing company file 3m 14s. Setting up a new company file 3m 41s. Backing up and restoring a company file 4m 18s. Setting Up Shop. Working with the chart of accounts 6m 45s.
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Adding bank accounts and credit cards 2m 39s. Adding service or inventory items 4m 3s. Setting up sales tax 5m 51s. Adding vehicles 1m 59s. Using the Fixed Assets Manager 2m 22s. Editing company information 1m 2s. Adding Customers. Setting up the customer profile 3m 33s. Creating and editing customers 5m 3s. Importing customers from another program 5m 17s.
Working with leads 2m 14s. Working with Vendors. Setting up the vendor profile 1m 51s. Creating and editing vendors 4m 12s.
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Adding Employees. Creating and editing employees 2m 39s. Creating and editing sales reps 3m 5s. Day-to-Day Operations. Creating estimates 7m 47s. Creating purchase orders for vendors 6m 30s.
Entering vendor bills 1m 53s. Invoicing customers 5m 4s. Progress invoicing customers 3m 14s. Entering time and mileage against jobs 2m 51s. Receiving payments 4m 2s. Creating sales receipts for cash sales 1m 51s. Viewing reminders for overdue invoices 2m 5s. Sending statements to customers 2m 59s. Entering credit card charges 3m 21s. Recording deposits 4m 2s. Paying vendor bills 1m 59s. Printing checks 3m.
Working with jobs 2m 39s. Handling Special Cases.
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Taking care of refunds 2m 37s. Handling customer credits 2m 37s. The program is not very difficult to use, but if you're unfamiliar with using QuickBooks or accounting, it can be a lot of information to cover in a short time span. Teddie Yune Great course! Very well put together.
Gained more insight into the program and learned it has more to offer than I thought. She talks slow and gives you time to take notes. Further she explains and goes over the menu and how you could use it. Love it! Share Share this course Facebook Linkedin Twitter. QuickBooks Pro Chapter name: Lesson name.
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QuickBooks Pro Ready to watch the complete course? Become a member and get unlimited access to the entire software training library of over 5, video tutorials Start Your Membership. Description Shortcode Not working. QuickBooks Pro