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Learning QuickBooks 2013

Video Description

In this Quickbooks 2013 training course, expert author Barbara Harvie teaches you how to setup and manage the accounting for your business using QuickBooks 2013. This video based Quickbooks tutorial removes the barriers to learning by breaking down even the most complex of operations into easy to understand, bite-sized pieces, making it fast and fun for you to learn. This course is designed for the absolute beginner, and no previous accounting software experience is required.
You will start with the basics of using an accounting package - setting up your company file. You will quickly learn how to manage day to day operations by setting up items, services, customers and jobs right in the QuickBooks 2013 interface. You will learn how to create invoices and manage them once the customer has paid. Barbara shows you how to enter and pay bills, track your inventory, and manage all your banking tasks. In this video based tutorial, you will also learn how to create reports, customize reports, and maybe most importantly, how to back up your company file.
By the time you have completed the computer based training course for Intuit QuickBooks 2013, you will have a clear understanding of how to setup and manage your companies finances on a day to day basis, as well as access the financial information you need to help you be successful in your endeavour. Working files are included, allowing you to follow along with the author throughout the lessons.

Table of Contents

  1. Introduction
    1. About QuickBooks Pro 2013 And Who Should Use It 00:02:14
    2. What You Will Learn 00:01:38
    3. How To Use The Working Files 00:02:18
  2. Setting Up A QuickBooks Company File
    1. Overview Of Setting Up A Company File 00:01:35
    2. Using Express Start To Create A Company File 00:03:51
    3. Using The EasyStep Interview - Part 1 00:04:28
    4. Using The EasyStep Interview - Part 2 00:05:09
    5. Quick Setup: Vendors, Customers, And Bank Accounts 00:06:35
    6. Entering Historical Transactions 00:08:48
  3. Quick Tour Of QuickBooks Pro
    1. Starting And Navigating Through QuickBooks Pro 00:05:07
    2. About QuickBooks Centers 00:06:04
  4. Customizing The Company File
    1. Setting Up Preferences 00:02:19
    2. Viewing Your Accounts 00:04:08
    3. Adding A Bank Account 00:04:45
    4. Adding And Editing Accounts 00:06:33
    5. Lab: Creating An Account With Sub-Accounts 00:04:59
  5. Setting Up Your Products And Services
    1. Adding Items For Services 00:07:33
    2. Adding Items For Non-Inventory Parts 00:06:10
    3. Adding Items For Other Charges 00:01:57
    4. Setting Up A Subtotal Item And Discount Item 00:04:46
    5. Grouping Items 00:03:33
    6. Adding Items For Payment 00:02:29
    7. Adding Items For Sales Tax 00:06:43
    8. Editing Items 00:04:27
    9. Lab: Adding Items For Services, Non-Inventory Parts, And Other Charges 00:06:13
  6. Setting Up Customers And Jobs
    1. About Customers And Jobs 00:03:33
    2. Adding Customers 00:09:04
    3. Adding Jobs 00:04:44
    4. Tracking Leads 00:04:41
    5. Working In The Customer Center - Part 1 00:06:44
    6. Working In The Customer Center - Part 2 00:05:18
    7. Lab: Adding A Customer And Job 00:08:53
  7. Setting Up Vendors
    1. About Vendors And Vendor Types 00:04:11
    2. Adding Vendors 00:06:24
    3. Working In The Vendor Center 00:07:08
    4. Lab: Adding A Vendor 00:08:20
  8. Working With Other Lists
    1. Setting Up The Price Level List 00:04:35
    2. Setting Up And Using Classes 00:03:37
    3. Setting Up The Fixed Asset List 00:03:29
    4. Using The Customer And Vendor Profile Lists 00:05:33
    5. Setting Up The Currency List 00:10:18
    6. Lab: Adding A Price Level And A Class 00:04:57
  9. Before Your First Sale
    1. About Estimates 00:03:21
    2. Writing An Estimate 00:07:00
    3. Lab: Create An Estimate And Making An Estimate Inactive 00:05:24
  10. Invoicing Customers
    1. Choosing A Sales Form 00:04:09
    2. Choosing An Invoice Type 00:06:37
    3. Filling Out The Invoice 00:07:48
    4. Handling Credits, Refunds, And Prepayments 00:04:07
    5. Generating An Invoice From An Estimate 00:02:22
    6. Using Progress Invoicing - Part 1 00:04:06
    7. Using Progress Invoicing - Part 2 00:04:44
    8. Creating A Batch Invoice And Recurring Invoices 00:08:35
    9. Creating Statements 00:06:55
    10. Lab: Creating An Invoice 00:05:46
  11. Receiving Customer Payments
    1. Setting Up Accounts Receivable Options 00:04:22
    2. Receiving A Payment 00:05:19
    3. Handling Overpayments, Credits, And Discounts 00:07:01
    4. Handling Down Payments 00:06:11
    5. Handling Cash Sales 00:06:34
    6. Lab: Receiving A Payment 00:03:17
  12. Handling Overdue Payments
    1. Using The Collections Center 00:04:06
    2. Tracking Customer Balances 00:03:20
    3. Handling Finance Charges 00:05:35
    4. Creating Reminder Statements And Collection Letters 00:04:21
  13. Tracking Time And Mileage
    1. Tracking Time 00:06:06
    2. Tracking Time For A Single Activity 00:04:28
    3. Filling Out Timesheets 00:05:10
    4. Setting Up For Reimbursable Expenses And Billable Time 00:05:27
    5. Tracking Mileage 00:06:59
    6. Lab: Invoicing For Reimbursable Expenses 00:02:38
  14. Paying Bills
    1. Setting Up Bill Preferences 00:05:04
    2. Entering A Bill For Expenses 00:03:19
    3. Setting Up Recurring Bills 00:02:59
    4. Paying Bills 00:06:34
    5. Paying By Check Without Entering A Bill 00:04:12
    6. Paying Sales Tax 00:03:28
    7. Lab: Paying Bills 00:04:46
  15. Tracking Inventory
    1. Setting Up For Inventory 00:05:20
    2. Adding Items For Inventory 00:03:22
    3. Creating Inventory Groups 00:02:18
    4. Lab: Creating An Inventory Group 00:02:39
  16. Purchasing And Receiving Inventory
    1. Creating Purchase Orders 00:04:04
    2. Receiving Inventory - Part 1 00:05:33
    3. Receiving Inventory - Part 2 00:04:19
    4. Preparing Inventory Reports 00:04:02
    5. Counting Inventory 00:07:03
    6. Making Inventory Adjustments 00:04:47
    7. Lab: Creating A Purchase Order And Receiving Inventory 00:05:22
  17. Basic Checkbook Transactions
    1. Using Registers 00:06:08
    2. Writing A Check, Voiding A Check, And Transferring Money 00:04:13
    3. Depositing Money 00:05:12
    4. Lab: Making A Deposit 00:05:15
  18. Handling Other Banking Tasks
    1. Handling Checks That Bounce 00:05:12
    2. Reconciling A Checking Account 00:06:07
    3. Tracking Petty Cash 00:03:55
  19. Reports Overview
    1. Setting Up Reports Preferences 00:05:12
    2. Using The Reports Center 00:03:19
  20. Understanding Your Finances
    1. Profit And Loss Report 00:05:00
    2. Balance Sheet Report 00:02:42
    3. Statement Of Cash Flows 00:02:29
  21. Customizing Reports
    1. Changing Display Options For Summary Reports 00:06:49
    2. Changing Display Options For Detail Reports 00:02:16
    3. Choosing Advanced Options 00:03:48
    4. Filtering Reports 00:03:54
    5. Changing Report Formatting 00:05:17
    6. Saving Customized Reports 00:04:18
  22. Managing Your Company File
    1. Making A Backup 00:05:20
    2. Restoring From A Backup And Making A Portable Company File 00:03:38
    3. Making An Accountants Copy 00:05:11
  23. Year-End Procedures
    1. Fiscal Year-End Tasks 00:06:19
    2. Making Year-End Journal Entries 00:06:07
    3. Calendar Year-End Tasks 00:03:04
  24. Conclusion
    1. Wrap-Up 00:05:07
    2. About The Author 00:02:19