Bb3 Qbfundamentals

Intro - What is QuickBooks™? Preview 05:15

Start off the course by learning exactly what QB is and how it actually works.

Recording A Transaction Preview 07:16

In QB, you only have to record information one time and it’s everywhere you need it to be.

Sample Companies Preview 04:29

YOUR QuickBooks™ has already given you sample companies to use when you’re learning AND experimenting. 

Navigating QB Preview 06:09

Examine the three main methods of getting around QB.

Navigating QB Some More Preview 07:09

Shortcuts, tricks and tips make using the program easier and faster.

Navigating Lists Preview 05:10

QB is built around using lists so let’s take a lesson to understand what they are and what they have in common.

Introducing the Quizzes and Assignments Preview 03:20

Understand the opportunities we’ve built into the course to help you practice what you’re learning. 

CPE Review Quiz: Section 2

"Homework" Activity, Files, and Instructions Preview 00:21

Welcome to your "homework" for the course.  In the Resources section of this lesson are the instructions and working for the entire assignment  as well as your Assignment for Part 1.

Chart of Accounts - The Master List Preview 08:28

The most important of all the lists is examined along with a deeper look at how all lists work. 

Writing Checks Preview 07:39

Find out if you have to actually print every check out of QB or What other options you have.

Writing Checks - The Rest of the Story Preview 07:35

Wrap up learning how to get checks recorded in QB and out of the system.

Working With The Register Preview 05:14

There’s no need to record a check in the register after you’ve written it but you can use this as your first stop in the process.

Printing Checks Preview 08:49

Learn to use QB to professionally print checks along with check stubs to provide more information.

Oopss... Now What? Preview 07:09

Sometimes checks need to b deleted, voided or changed and this lesson explains how.

CPE Review Quiz: Section 3

Homework Assignment Part 2 Preview 00:12

Sales Cycle and Lists Preview 05:12

Begin the process of entering income into QB.

Customer List Preview 11:25

The Customer List is the one-stop place for all information about your Customers.

Have To Have Something To Sell Preview 07:06

The Item List is used to actually record WHAT it is you’re “selling” even if it’s recording donations.

Sales Receipts - Here and Now Preview 03:19

Learn how to accept payment when you’re selling directly to a customer and they’re paying right now.

Selling On Account Preview 04:09

Extending credit to your customers means needing to get them invoices for your services.

Receiving Payments on Account Preview 03:03

You’ve billed your customers and now they’ve sent you payment. Learn how to record it.

Making Deposits Preview 06:03

Doesn’t do any good to receive payments unless you can actually get them into the bank and recorded as deposited in QB.

Customers' Credits Preview 06:08

You owe your customers some credit back on their account so let’s find out how to enter it.

CPE Review Quiz: Section 4

Homework Assignment - Part 3 Preview 00:13

Purchases and Vendor List Preview 06:05

Expenses are a part of every operation so let’s examine the entire process and the Vendor List.

Entering Bills and Your Credits Preview 05:07

Get bills into the Accounts Payable system along with credits from your vendors. 

Paying Your Bills Preview 06:07

After bills and credits are entered into A/P they still need to be paid.  Learn how in this lesson.

Buying With Credit Cards Preview 04:22

Along with checks or bills, you can also purchase using a credit card but it needs to be recorded in QB. 

CPE Review Quiz: Section 5

Homework Assignment - Part 4 Preview 00:15

Homework Assignment - Part 5 Preview 00:13

What Is Reconciling? Preview 04:42

Making sure your QB records match what the bank or credit card company says happened is VITAL to running a company properly.

Reconciling Bank Accounts Preview 09:46

The steps and processes to reconciling a bank statement in QuickBooks are covered in this lesson.

Reconciling Bank Accounts Still More Preview 08:47

Matching everything up is step one.  What happens next?  What if it doesn’t match?

Starting Balance Is Wrong? Preview 12:47

How could the starting numbers not match and what to do if that happens.

Reconciling Credit Card Accounts Preview 05:06

Learn the small differences between reconciling a bank statement versus a credit card statement. 

CPE Review Quiz: Section 6

Homework Assignment - Part 6 Preview 00:17

Report Center and Menu Preview 07:56

Begin learning how to get information OUT of QuickBooks.

Reports - An Overview Preview 04:09

Examine the entire Reports process and some information common to all of them.

Modifying Content Preview 09:44

Managing the Content, the actual data on the reports, is examined in this lesson. 

Modifying Format Preview 07:50

Adjusting how the data looks (and the color purple) is the focus of this lesson.

CPE Review Quiz: Section 7

Section Intro Preview 01:51

Important information that stands on its own is explained.

Online, Versions, Etc. Preview 06:42

Which version of QuickBooks™ is best for you?  Do you HAVE to update every year?

Setting Up Users and Passwords Preview 05:04

Allow multiple users access to each company file in QB and determine exactly what access they can have in each.

Preferences - An Introduction Preview 05:47

Customize each company file to work exactly how you and your team wants it to...

Backing Up QB Files Preview 06:27

Accidents and emergencies happen.  Use QB's powerful backup system to recover quickly.

Merging List Items Preview 03:50

Have "almost" duplicate items in the same list?  Quickly merge them into one.

Recording A Journal Entry Preview 03:24

If you like working with debits and credits (and even if you don't) this lesson is important.

Creating A New Company Preview 10:03

Get started with YOUR company records by creating your own company file.

CPE Review Quiz: Section 7

CPE Qualified Assessment

BONUS: Wrap Up and GIFTS!! Preview 02:34