Introduction
  • Introduction
Managing QuickBooks Data Files
  • What is a QuickBooks Company File
  • QuickBooks Company Setup: Basic
  • QuickBooks Company Setup: Advanced
  • Moving Between Company Files
  • Managing Files
Working with Backups and Copies
  • QuickBooks Backup Overview
  • Creating a QuickBooks Backup
  • Creating a QuickBooks Portable Copy
  • Creating a QuickBooks Accountant Copy
  • Importing Accountant's Changes
  • Scheduling Automatic Backups
  • Restoring a Backup
  • Working with Backups and Copies
Customizing QuickBooks to the way you do business
  • Customizing the Home Screen
  • Setting Preferences
  • Setting Up Users
  • Setting up preferences and users
Lists, Lists, and More Lists
  • Working with Lists Overview
  • Chart of Accounts Overview
  • Asset Accounts
  • Liability Accounts
  • Equity Accounts
  • Income and Expense Accounts
  • Account Numbers
  • Sub Accounts
  • Removing Accounts
  • Chart of Accounts
Class tracking
  • Class tracking
  • Class tracking
Items
  • Item Overview
  • Service Items
  • Non Inventory Items
  • Non Inventory Items Part 2
  • Inventory Items
  • Inventory Assemblies
  • Item Groups
  • Other Charges
  • Subtotal
  • Discounts
  • Payments
  • Sub Items
  • Removing Items
  • Adding or Editing Multiple Items
  • Item List Quiz
Fixed Asset Item List
  • Fixed Asset Item List
  • Price Levels
  • Sales Tax Codes
  • Sales Tax Items and Groups
  • Fixed Asset and Price Level and Sales Tax Lists - Quiz
Customer and Vendor Profile Lists
  • Customer and Vendor Profile Lists Overview
  • Sales Rep List
  • Customer Type List
  • Vendor Type List
  • Job Type List
  • Payment Terms List
  • Customer Message List
  • Payment Method List
  • Ship Via List
  • Vehicle List
  • Customer and Vendor Profile Lists
Vendor Center
  • Vendor Center Overview
  • Adding a Vendor
  • Adding Multiple Vendors
  • Additional Vendor Information
  • Removing Vendors
  • Setting Up Vendors - Quiz
Customer Center
  • Customer Center Overview
  • Adding Customers
  • Additional Customer Information
  • Adding and Editing Multiple Customers
  • Using Jobs
  • Setting Up Customers - Quiz
Adding and Editing Employees (Just the Basics)
  • Adding Basic Emloyee Information
  • Adding and Editing Employees (just the basics)
Part 1 / Setting Up / Review
  • Setting Up Test
Buying and Paying for Goods and Services
  • Creating Purchase Orders
  • Receive Items from a PO and Enter a bill for those items to pay later
  • Receive Items without a bill
  • Entering Bills without creating a Purchase Order
  • Paying Bills with Checks
  • Paying Bills with Cerdit Cards
  • Entering and Using Vendor Credit Memos
  • Vendor Transactions Quiz
Customer Transactions
  • Sales Receipts