Introduction to QB Pro 2016
  • Course Overview
  • READ ME: Essential Information for a Successful Training Experience
  • QuickBooks Versions
  • QuickBooks Online Versions
Getting Started
  • What's New
  • Creating a Company File - Part 1
  • Creating a Company File - Part 2
  • My Company Overview
  • Identifying the Components of the QB Environment
  • Converting QB Desktop to QB Online
  • Section 2 Quiz
Customizing the QB Environment
  • Preferences - Part 1
  • Preferences - Part 2
  • Working with Users
  • Chart of Accounts - Part 1
  • Chart of Accounts - Part 2
  • Section 3 Quiz
Working with Customers and Jobs
  • Course review
  • Customers and Jobs - Part 1
  • Customers and Jobs - Part 2
  • Estimates - Part 1
  • Estimates - Part 2
  • Invoicing from Estimates - Part 1
  • Invoicing from Estimates - Part 2
  • Invoicing Customers for Products and Services
  • Receiving Payments
  • Creating Deposits
  • Creating Credit Memos
  • Creating Statements
  • Income Tracker
  • Section 4 Quiz
Working with Vendors
  • Working with Vendors - Part 1
  • Working with Vendors - Part 2
  • Entering Bills
  • Paying Bills
  • Section 5 Quiz
Working with Items and Inventory
  • Working with Items - Part 1
  • Working with Items - Part 2
  • Creating Purchase Orders
  • Receiving Items
  • Creating Bills for Items
  • Paying for Items
  • Manually Adjusting Items
  • Section 6 Quiz
Working with QuickBooks Registers
  • Working with Registers - Part 1
  • Working with Registers - Part 2
  • Creating Entries and Writing Checks
  • Section 7 Quiz
Reconciling
  • Reconciling Bank Statements
Working with Loans
  • Setting Up Loans in the Chart of Accounts
  • Creating Loan Payments
  • Loan Manager
  • Section 9 Quiz
Working with Credit Cards
  • Setting Up Credit Card Accounts
  • Entering Credit Card Transactions
  • Reconciling Credit Cards and Making Payments
  • Section 10 Quiz
Customizing Forms
  • Form Customization Part 1
  • Form Customization Part 2
  • Layout Designer Part 1
  • Layout Designer Part 2
Reports
  • Quick Reports
  • Creating Reports Part 1
  • Creating Reports Part 2
  • Customizing Reports
  • Memorizing Reports
Working with Sales Tax
  • Working with Sales Tax Part 1
  • Working with Sales Tax part 2
  • Section 13 Quiz
Payroll
  • Overview of Using the QB Payroll Service
  • Working with Payroll Items
  • Working with Employees
  • Paying Employees
  • Paying Payroll Taxes
  • Section 14 Quiz
The Lead Center
  • Working with Leads
Mail Merges
  • Creating a Mail Merge
  • Mail Merge Main Documents
Budgets
  • Creating a Budget
  • Budget Reports
Other QuickBooks Features
  • Using the Pin Feature
  • Searching in QuickBooks