The course will enable participants to setup and customize QuickBooks application, understand the accounting concepts associated with the application and be able to setup, organize and use different course available in the application. After completing this course, trainees will be able to handle customers, vendors, assets, and inventory and fully benefit from different functionality of the system. They will be able to use available reports and create new ones. Also, they will be able to participate in QuickBooks online jobs.
What you will learn
After completing this course, a trainee will be able to:
- Setup and customize QuickBooks application
- Create and back up a company’s QuickBooks file
- Add banking information, credit cards, and historical data to the chart of accounts.
- Setup, organize and use different modules available in the application
- Handle customers, vendors, assets, inventory and fully benefit from different functionality of the system
- Explore the day-to-day operations that keep a business running
- Use available reports and create new ones
- Participate in QuickBooks online jobs
Curriculum
- 12 Sections
- 108 Lessons
- 12 Weeks
Expand all sectionsCollapse all sections
- Week 111
- 1.01 – Introduction
- 1.12 – Getting Started In QuickBooks Pro 2016: Create a New Company File
- 1.23 – Getting Started In QuickBooks Pro 2016: Company Setup
- 1.34 – Getting Started In QuickBooks Pro 2016: Change The Location of The Icons On The Icon Bar
- 1.45 – Getting Started In QuickBooks Pro 2016: Add or Remove Icons
- 1.56 – Getting Started In QuickBooks Pro 2016: Change The Icon’s Graphic, Text or Description
- 1.67 – Getting Started In QuickBooks Pro 2016: Change The Icon Bar Color and Add Company Flag
- 1.78 – Getting Started In QuickBooks Pro 2016: Setup The Favorites Menu
- 1.89 – Getting Started In QuickBooks Pro 2016: What is the Chart of Accounts
- 1.910 – Getting Started In QuickBooks Pro 2016: Basic Accounting Principles
- 1.1011 – Getting Started In QuickBooks Pro 2016: Add A New Account To The Chart Of Account
- Week 211
- 2.012 – Getting Started In QuickBooks Pro 2016: Edit, Merge or Delete an Account
- 2.113 – Getting Started In QuickBooks Pro 2016: Add / Create A New Sub-Account
- 2.214 – Working In The Customer Center: Add A New Customer To The Customer List
- 2.315 – Working In The Customer Center: Add Multiple Customers At Once
- 2.416 – Working In The Customer Center: Customize the Customer Center
- 2.517 – Working In The Customer Center: Create A New Job
- 2.618 – Working In The Customer Center: Delete A Job
- 2.719 – Working In The Customer Center: Delete A Customer
- 2.820 – Working In The Customer Center: Make A Customer Inactive
- 2.921 – Working In The Customer Center: Merge Customers
- 2.1022 – Working In The Customer Center: Create A Custom Field
- Week 311
- 3.023 – Working In The Customer Center: Create A Custom Report With Custom Fields
- 3.124 – Working In The Customer Center: Hide Customer’s Credit Card Numbers
- 3.225 – Working In The Customer Center: What are Accounts Receivable Part 1
- 3.326 – Working In The Customer Center: What are Accounts Receivable Part 2
- 3.427 – Working In The Vendor Center: What is The Vendor Center
- 3.528 – Working In The Vendor Center: Create a New Vendor
- 3.629 – Working In The Vendor Center: Add Multiple Vendors At Once
- 3.730 – Working In The Vendor Center: Customize the Vendor Center
- 3.831 – Working In The Vendor Center: Edit a Vendor
- 3.932 – Working In The Vendor Center: Delete a Vendor from List
- 3.1033 – Working In The Vendor Center: Make Vendor Inactive
- Week 411
- 4.034 – Working In The Vendor Center: Merge Vendors
- 4.135 – Working In The Vendor Center: Create a Custom Field
- 4.236 – Working In The Vendor Center: Create a Vendor Report with Custom Fields
- 4.337 – Working In The Vendor Center: What are Accounts Payable? Part 1
- 4.438 – Working In The Vendor Center: What are Accounts Payable? Part 2
- 4.539 – Working In The Vendor Center: What are Accounts Payable? Part 3
- 4.640 – Create An Item in QB: What is an Item in QuickBooks? Part-1
- 4.741 – Create An Item In QuickBooks: What is an Item in QuickBooks? Part-2
- 4.842 – Create An Item In QuickBooks: Create an Inventory Item
- 4.943 – Create An Item In QuickBooks: Create a Service Item
- 4.1044 – Create An Item In QuickBooks: Create an Other Charge Item
- Week 511
- 5.045 – Create An Item In QuickBooks: Create a Non-Inventory Item
- 5.146 – Create An Item In QuickBooks: Create a Discount Item
- 5.247 – Create An Item In QuickBooks: Create a Subtotal Item
- 5.348 – Create An Item In QuickBooks: Add Multiple Items at Once
- 5.449 – Sales Tax: What is Sales Tax (Part 1)
- 5.550 – Sales Tax: What is Sales Tax (Part 2)
- 5.651 – Sales Tax: How To Set Up Sales Tax, including the Tax Rate and Tax Agency
- 5.752 – Sales Tax: Add An Additional Sales Tax Item
- 5.853 – Sales Tax: How To Charge Multiple Sales Tax Rates?
- 5.954 – Sales Tax: Using Multiple Sales Tax Items in Groups
- 5.1055 – Sales Tax: Assign Sales Tax Items To A Customer
- Week 611
- 6.056 – Sales Tax: How To Create A Sales Tax Report
- 6.157 – Sales Tax: Create A Tax Exempt Customer
- 6.258 – Sales Tax: How To Pay Sales Tax
- 6.359 – Invoicing Your Customers: What is an Invoice?
- 6.460 – Invoicing Your Customers: Review The Basic Parts of an Invoice
- 6.561 – Invoicing Your Customers: Create A New Invoice
- 6.662 – Invoicing Your Customers: Create Multiple Invoices At Once (Batch Invoicing)
- 6.763 – Invoicing Your Customers: How To Memorize An Invoice Part 1
- 6.864 – Invoicing Your Customers: How To Memorize An Invoice Part 2
- 6.965 – Invoicing Your Customers: Void Or Delete An Invoice
- 6.1066 – Invoicing Your Customers: Create A Credit Memo And Give Refund for An Invoice Part 1
- Week 711
- 7.067 – Invoicing Your Customers: Create A Credit Memo And Give Refund for An Invoice Part 2
- 7.168 – Invoicing Your Customers: Create A Credit Memo Note Related To An Invoice Part 1
- 7.269 – Invoicing Your Customers: Create A Credit Memo Note Related To An Invoice Part 2
- 7.370 – Invoicing Your Customers: Create An Estimate
- 7.471 – Invoicing Your Customers: What is a Progress Invoice?
- 7.572 – Invoicing Your Customers: Create a Progress Invoice Part 1
- 7.673 – Invoicing Your Customers: Create a Progress Invoice Part 2
- 7.774 – Invoicing Your Customers: How to Differentiate Customers by Using Multiple Invoice Number Series
- 7.875 – Accounts Receivable and Customer Payments: How is the Accounts Receivable Balance Increased?
- 7.976 – Accounts Receivable and Customer Payments: How To Search and Find A Customer’s Outstanding Invoice
- 7.1077 – Accounts Receivable and Customer Payments: Receive a Customer Payment and Apply it to an Invoice
- Week 811
- 8.078 – Accounts Receivable and Customer Payments: How To Record A Deposit
- 8.179 – Accounts Receivable and Customer Payments: How To Handle An Overpayment
- 8.280 – Accounts Receivable and Customer Payments: How To Handle An Underpayment
- 8.381 – Accounts Receivable and Customer Payments: How to Write Off an Underpayment for an Invoice
- 8.482 – Accounts Receivable and Customer Payments: How to Delete a Deposit
- 8.583 – Inventory Management In QuickBooks: What is an Inventory Item?
- 8.684 – Inventory Management In QuickBooks: Activate QuickBooks’ Inventory Feature
- 8.785 – Inventory Management In QuickBooks: Create a New Inventory Item
- 8.886 – Inventory Management In QuickBooks: Create a Sub Inventory Item
- 8.987 – Inventory Management In QuickBooks: Create a Purchase Order
- 8.1088 – Inventory Management In QuickBooks: Receive Inventory and Create a Bill
- Week 911
- 9.089 – Inventory Management In QuickBooks: Pay the Vendor Bill
- 9.190 – Inventory Management In QuickBooks: Create Physical Inventory Worksheet
- 9.291 – Inventory Management In QuickBooks: Adjust The Inventory Count
- 9.392 – Inventory Management In QuickBooks: Adjust the Value Of The Inventory
- 9.493 – Inventory Management In QuickBooks: Create A Custom Field For Inventory Items
- 9.594 – Inventory Management In QuickBooks: Create A Report Using The Custom Fields For Inventory Items
- 9.695 – Inventory Management In QuickBooks: Create A Summary Inventory Valuation Report
- 9.796 – Inventory Management In QuickBooks: Create A Detailed Inventory Valuation Report
- 9.897 – Create Lists: Types Of Lists
- 9.998 – Create Lists: Create A Fixed Asset List
- 9.1099 – Create Lists: Create A Price Level List
- Week 109
- 10.0100 – Create Lists: Create A Class List
- 10.1101 – Create Lists: Create A Sales Representative List
- 10.2102 – Create Lists: Create A Customer Type List And Report
- 10.3103 – Create Lists: Create A Vendor Type List and Report
- 10.4104 – Create Lists: Create A Payment Terms List
- 10.5105 – Create Lists: Create A Job Type List
- 10.6106 – Create Lists: Create A Customer Message List
- 10.7107 – Create Lists: Create A Payment Method List
- 10.8108 – Create Lists: Create A Shipped Via List
- Week 110
- Week 120
