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QuickBooks Desktop Introduction 2024

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Course data

General

Announcements

Course Setup and Overview

Course Setup and Overview - Introduction

New Purchases and Renewal Information - Discussion

On-Demand Courses - Discussion

Downloading 30 Day Trial - Discussion

Installing Enterprise - Discussion

Company File Upgrades - Discussion

Resource Folder - Lab Files (2021-2023 Version)

Resource Folder - Lab Files (2024 Version)

Course Lab Files - Lab

Course Outline - Discussion

Course Setup and Overview - Review

Getting Started

Getting Started Introduction - Introduction

Starting QuickBooks - Lab

Setting QuickBooks Preferences - Lab

Components of the QuickBooks Operating Environment - Discussion

Customizing the Icon Bar - Lab

The QuickBooks Desktop - Demonstration

Customizing the Home Page - Lab

Insights and Company Snapshot - Demonstration

Using QuickBooks Help - Discussion

Identifying Common Business Terms - Discussion

Exit QuickBooks - Lab

Getting Started Review - Review

Working with a Company File

Setting Up a Company - Introduction

Creating a QuickBooks Company - Discussion

Creating a QuickBooks Company - Lab

Using the Chart of Accounts - Discussion

Using the Chart of Accounts - Lab

Entering an Account Opening Balance - Lab

Setting Up a Company - Review

Working with Lists

Working with Lists Introduction - Introduction

Creating Company Lists - Discussion

Creating Company Lists - Lab

Working with the Customers and Jobs List - Discussion

Working with the Customers and Jobs List - Lab

Creating Customer Groups - Lab

Working with the Employees List - Discussion

Working with the Employees List - Lab

Working with the Vendors List - Discussion

Working with the Vendors List - Lab

Adding Custom Fields for Customers Vendors and Employees - Lab

Working with the Item List - Discussion

Working with the Item List - Lab

Working with Other Lists - Discussion

Managing Lists - Lab

Working with Lists Review - Review

Setting Up Inventory

Setting Up Inventory - Introduction

Entering Inventory - Lab

Ordering Inventory - Lab

Generating a Purchase Order Report - Lab

Receiving Inventory - Discussion

Receiving Inventory - Lab

Paying for Inventory - Lab

Manually Adjusting Inventory - Lab

Setting Up Inventory Review - Review

Selling Your Product

Selling Your Product Introduction - Introduction

Creating Product Invoices - Lab

Applying Credit to Invoices - Discussion

Applying Credit to Invoices - Lab

Emailing Invoices - Lab

Integrating with Web Mail - Lab

Adding Customer PO Number to Subject Line in Emails - Lab

Combining Multiple Emails for a Single Customer Job - Lab

Setting Price Levels - Discussion

Setting Price Levels - Lab

Creating Sales Receipts - Discussion

Creating Sales Receipts - Lab

Selling Your Product Review - Review

Invoicing for Services

Invoicing for Services Introduction - Introduction

Setting Up a Service Item - Discussion

Setting Up a Service Item - Lab

Changing the Invoice Format - Demonstration

Creating a Service Invoice - Lab

Editing an Invoice - Lab

Voiding an Invoice - Lab

Deleting an Invoice - Lab

Entering Statement Charges - Discussion

Entering Statement Charges - Lab

Creating Billing Statements - Discussion

Creating Billing Statements - Lab

Automated Send Statements - Lab

Invoicing for Services Review - Review

Processing Payments

Processing Payments - Introduction

Displaying the Open Invoices Report - Lab

Using the Income Tracker - Discussion

Using the Income Tracker - Lab

Receiving Payments for Invoices - Lab

Making Deposits - Lab

Handling Bounced Checks - Discussion

Handling Bounced Checks - Lab

Processing Payments Review - Review

Working with Bank Accounts

Working with Bank Accounts Introduction - Introduction

Writing a QuickBooks Check - Lab

Voiding a QuickBooks Check - Discussion

Voiding a QuickBooks Check - Lab

Using Bank Account Registers - Lab

Entering a Handwritten Check - Lab

Transferring Funds Between Accounts - Lab

Reconciling Checking Accounts - Discussion

Reconciling Checking Accounts - Lab

Working with Bank Accounts Review - Review

Entering and Paying Bills

Entering and Paying Bills - Introduction

Using QuickBooks for Accounts Payable - Discussion

Using QuickBooks for Accounts Payable - Lab

Using the Bill Tracker - Lab

Entering Bills - Lab

Paying Bills - Lab

Entering Vendor Credit - Lab

Applying Vendor Credit to a Bill - Lab

Handling Expenses - Discussion

Managing Receipts - Demonstration

Entering and Paying Bills Review - Review

Using the EasyStep Interview

Using the EasyStep Interview - Introduction

Using the EasyStep Interview - Lab

Using the EasyStep Interview - Review
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QuickBooks Desktop Introduction 2024

Skill Level: Beginner

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