Qbadvantage Course

Learn to use QuickBooks Desktop Pro, Premier, or Enterprise 2015, 2016, 2017, 2018, 2019 and 2020 from start to finish

Last updated 2022-01-10 | 4.4

- Create and manage a QuickBooks data file
- Create well organized and complete lists that will be used for entering transactions
- Enter purchase and sales transactions

What you'll learn

Create and manage a QuickBooks data file

Create well organized and complete lists that will be used for entering transactions

Enter purchase and sales transactions

Process Payroll

Reconcile Bank and Credit Card statements

Create and understand business financial statements

* Requirements

* Students should have a desire to learn to setup and use QuickBooks correctly.
* You should be able to use a PC at a beginner level.

Description

From start to finish, this QuickBooks course covers all features necessary in QuickBooks Pro and Premier and most features available in Enterprise. It is appropriate for 2015, 2016, 2017, 2018, 2019 and 2020 editions desktop versions . You'll set up a company, define and setup your lists, enter all types of transactions, reconcile your accounts, customize and print reports, verify and adjust inventory, manage sales tax collected an paid. Process payroll and so much more.

Easily move at your own pace... each topic is covered separately in it's own short (3-5 minutes on average) video so that you'll only have one thing to focus on at a time. Once you understand that topic you'll move on to the next.

We'll start with creating and understanding each list in QuickBooks, then we'll use those lists to create every type of transaction in QuickBooks that you are likely to use. After that, we'll cover creating and customizing reports and customizing, printing and emailing forms and transactions.

I use the same practice file through the entire course, so you will be able to practice everything to ensure you have a thorough understanding and practical application of how to create and edit lists and transactions.

Who this course is for:

Small to mid-sized business owners and their employees that want or need to learn QuickBooks.
Anyone who wants to learn QuickBooks Pro, QuickBooks Premier and QuickBooks Enterprise for desktop.

Course content

24 sections • 130 lectures

Introduction 1 lectures

Introduction Preview 02:31

The Introduction provides an overview and some guidance on how the course is organized and what you can expect to learn.

Managing QuickBooks Data Files 5 lectures

What is a QuickBooks Company File Preview 02:17

QuickBooks Company Setup: Basic Preview 05:27

QuickBooks Company Setup: Advanced Preview 10:05

Moving Between Company Files Preview 05:19

Managing Files

Review the basics of setting up a file

Working with Backups and Copies 8 lectures

QuickBooks Backup Overview Preview 02:44

Creating a QuickBooks Backup Preview 04:59

Creating a QuickBooks Portable Copy Preview 01:36

Creating a QuickBooks Accountant Copy Preview 02:39

Importing Accountant's Changes Preview 06:10

Scheduling Automatic Backups Preview 04:26

Restoring a Backup Preview 03:36

Working with Backups and Copies

Test your knowledge on the backup and copy features in QuickBooks

Customizing QuickBooks to the way you do business 4 lectures

Customizing the Home Screen Preview 04:59

Setting Preferences Preview 02:26

Setting Up Users Preview 05:19

Setting up preferences and users

Review your understanding of customizing QuickBooks

Lists, Lists, and More Lists 10 lectures

Working with Lists Overview Preview 00:50

Chart of Accounts Overview Preview 02:08

Asset Accounts Preview 07:54

Liability Accounts Preview 06:51

Equity Accounts Preview 04:39

Income and Expense Accounts Preview 09:25

Account Numbers Preview 04:30

Sub Accounts Preview 04:46

Removing Accounts Preview 03:02

Chart of Accounts

Review purpose of the chart of accounts and how to create and manage an account list.

Class tracking 2 lectures

Class tracking Preview 03:27

Class tracking

Review your knowledge on setting up and using classes in QuickBooks

Items 15 lectures

Item Overview Preview 01:48

Service Items Preview 03:24

Non Inventory Items Preview 03:00

Non Inventory Items Part 2 Preview 01:49

Inventory Items Preview 05:17

Inventory Assemblies Preview 05:16

Item Groups Preview 03:01

Other Charges Preview 02:25

Subtotal Preview 01:39

Discounts Preview 02:34

Payments Preview 02:14

Sub Items Preview 04:06

Removing Items Preview 03:00

Adding or Editing Multiple Items Preview 07:51

Item List Quiz

Test your knowledge on setting up and using various item types

Fixed Asset Item List 5 lectures

Fixed Asset Item List Preview 04:02

Price Levels Preview 04:22

Sales Tax Codes Preview 02:03

Sales Tax Items and Groups Preview 03:26

Fixed Asset and Price Level and Sales Tax Lists - Quiz

Review your knowledge on setting up and managing fixed assets, price levels, and sales tax codes and items.

Customer and Vendor Profile Lists 11 lectures

Customer and Vendor Profile Lists Overview Preview 00:37

Sales Rep List Preview 02:05

Customer Type List Preview 01:31

Vendor Type List Preview 01:11

Job Type List Preview 01:04

Payment Terms List Preview 03:27

Customer Message List Preview 01:21

Payment Method List Preview 01:24

Ship Via List Preview 01:11

Vehicle List Preview 01:06

Customer and Vendor Profile Lists

Review your knowledge on customer and vendor profile lists

Vendor Center 6 lectures

Vendor Center Overview Preview 02:15

Adding a Vendor Preview 04:35

Adding Multiple Vendors Preview 05:34

Additional Vendor Information Preview 05:14

Removing Vendors Preview 03:44

Setting Up Vendors - Quiz

Review your knowledge on setting up and managing vendors in QuickBooks

Customer Center 6 lectures

Customer Center Overview Preview 01:13

Adding Customers Preview 07:16

Additional Customer Information Preview 05:02

Adding and Editing Multiple Customers Preview 08:53

Using Jobs Preview 02:35

Setting Up Customers - Quiz

Review your knowledge on setting up Customers and Jobs in QuickBooks

Adding and Editing Employees (Just the Basics) 2 lectures

Adding Basic Emloyee Information Preview 04:34

Adding and Editing Employees (just the basics)

Review setting up employee basic information

Part 1 / Setting Up / Review 1 lectures

Setting Up Test

Review your knowledge on setting up a QuickBooks file, building and managing lists, setting certain preferences, customizing the home screen and navigation tools

Buying and Paying for Goods and Services 8 lectures

Creating Purchase Orders Preview 04:47

Receive Items from a PO and Enter a bill for those items to pay later Preview 07:36

Receive Items without a bill Preview 07:47

Entering Bills without creating a Purchase Order Preview 06:34

Paying Bills with Checks Preview 05:19

Paying Bills with Cerdit Cards Preview 03:32

Entering and Using Vendor Credit Memos Preview 05:50

Vendor Transactions Quiz

Review your knowledge on entering vendor transactions

Customer Transactions 14 lectures

Sales Receipts Preview 06:40

Estimates Preview 04:20

Sales Orders Preview 05:53

Sales Order Fulfillment Preview 04:28

Back Orders Preview 03:56

Create a Purchase Order from a Sales Order Preview 06:16

Invocies Preview 03:25

Entering Billables Preview 06:53

Billing for Time, Milage, and Expenses Preview 03:48

Credit Memos Preview 07:24

Statement Charges Preview 02:13

Create Statements Preview 06:19

Assessing Finance Charges Preview 04:38

Entering Sales Transactions Quiz

Review your knowledge on entering and managing sales transactions

Receiving Payments 2 lectures

Receiving Payments Preview 08:32

Receiving Payments

Test your knowledge on receiving payments in QuickBooks

Banking Activities 7 lectures

Making Deposits Preview 05:15

Transferring Funds Preview 03:46

Writing Checks Preview 05:43

Reconciling Bank Accounts Preview 11:36

Entering Credit Card Charges Preview 03:03

Paying and Reconciling Credit Cards Preview 07:29

Banking Activities Quiz

Review your knowledge on banking transactions

Printing Forms and Reports 6 lectures

Printer Setup Preview 01:42

Working with Templates Preview 10:40

QuickBooks Letters Preview 04:41

Reports Part 1 Preview 09:09

Reports Part 2 Preview 13:01

Printing Forms and Reports Quiz

Test your knowledge on printer setup, customizing and printing forms and reports

Misc. Topics 5 lectures

Other Names Preview 03:11

Voiding and Deleting Transactions Preview 03:17

Memorizing Transactions Preview 05:06

General Journal Entries Preview 08:42

Misc. Topics Quiz

Test your knowledge on the other names list, voiding and deleting transactions, memorizing transactions to help save time and entering general journal entries.