Quickbooks Pro 2016 Training

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Tags: QuickBooks Pro

Learn how to manage the finances for a small business using our drop-dead simple method to mastering QuickBooks Pro.

Last updated 2022-01-10 | 4

- Create your company file
- Setting up the chart of accounts for your business
- Working with QuickBooks preferences

What you'll learn

Create your company file
Setting up the chart of accounts for your business
Working with QuickBooks preferences
Working with the chart of accounts
Creating invoices
Entering and paying bills
Working with items and inventory
Writing checks
Creating estimates
Working with customers and jobs
Entering and paying bills
Reconciling bank statements
Working with loans
Paying employees
Setting up sales tax
Running reports
Creating a budget
Backing up company files

* Requirements

* QuickBooks Pro 2016 software installed on a PC or Mac. This course is for the desktop version
* not the online version. The course was created on a Windows/PC. While the Mac version has similiar features
* there are some features that are different compared to the Windows version.

Description

  • Create your company file
  • Setting up the chart of accounts for your business
  • Working with QuickBooks preferences
  • Working with the chart of accounts
  • Creating invoices
  • Entering and paying bills
  • Working with items and inventory
  • Writing checks
  • Creating estimates
  • Working with customers and jobs
  • Entering and paying bills
  • Reconciling bank statements
  • Working with loans
  • Paying employees
  • Setting up sales tax
  • Running reports
  • Creating a budget
  • Backing up company files

Course content

19 sections • 91 lectures

Introduction to QB Pro 2016 4 lectures

Course Overview Preview 01:05

READ ME: Essential Information for a Successful Training Experience Preview 01:01

QuickBooks Versions Preview 04:15

QuickBooks Online Versions Preview 02:38

Getting Started 7 lectures

What's New Preview 03:59

Creating a Company File - Part 1 Preview 10:19

Creating a Company File - Part 2 Preview 05:00

My Company Overview Preview 03:17

Identifying the Components of the QB Environment Preview 09:13

Converting QB Desktop to QB Online Preview 02:18

Section 2 Quiz

Customizing the QB Environment 6 lectures

Preferences - Part 1 Preview 11:34

Preferences - Part 2 Preview 06:03

Working with Users Preview 08:56

Chart of Accounts - Part 1 Preview 11:38

Chart of Accounts - Part 2 Preview 10:32

Section 3 Quiz

Working with Customers and Jobs 14 lectures

Course review Preview 00:43

Customers and Jobs - Part 1 Preview 11:11

Customers and Jobs - Part 2 Preview 07:46

Estimates - Part 1 Preview 11:44

Estimates - Part 2 Preview 06:14

Invoicing from Estimates - Part 1 Preview 10:18

Invoicing from Estimates - Part 2 Preview 03:19

Invoicing Customers for Products and Services Preview 01:39

Receiving Payments Preview 10:23

Creating Deposits Preview 07:36

Creating Credit Memos Preview 08:29

Creating Statements Preview 04:01

Income Tracker Preview 02:42

Section 4 Quiz

Working with Vendors 5 lectures

Working with Vendors - Part 1 Preview 08:28

Working with Vendors - Part 2 Preview 05:44

Entering Bills Preview 08:34

Paying Bills Preview 05:24

Section 5 Quiz

Working with Items and Inventory 8 lectures

Working with Items - Part 1 Preview 09:45

Working with Items - Part 2 Preview 04:22

Creating Purchase Orders Preview 05:42

Receiving Items Preview 04:52

Creating Bills for Items Preview 04:45

Paying for Items Preview 02:41

Manually Adjusting Items Preview 02:37

Section 6 Quiz

Working with QuickBooks Registers 4 lectures

Working with Registers - Part 1 Preview 11:39

Working with Registers - Part 2 Preview 02:38

Creating Entries and Writing Checks Preview 05:26

Section 7 Quiz

Reconciling 1 lectures

Reconciling Bank Statements Preview 10:07

Working with Loans 4 lectures

Setting Up Loans in the Chart of Accounts Preview 05:21

Creating Loan Payments Preview 04:29

Loan Manager Preview 07:50

Section 9 Quiz

Working with Credit Cards 4 lectures

Setting Up Credit Card Accounts Preview 04:38

Entering Credit Card Transactions Preview 04:21

Reconciling Credit Cards and Making Payments Preview 05:15

Section 10 Quiz

Customizing Forms 4 lectures

Form Customization Part 1 Preview 11:44

Form Customization Part 2 Preview 03:38

Layout Designer Part 1 Preview 10:46

Layout Designer Part 2 Preview 07:20

Reports 5 lectures

Quick Reports Preview 02:35

Creating Reports Part 1 Preview 11:37

Creating Reports Part 2 Preview 09:03

Customizing Reports Preview 10:37

Memorizing Reports Preview 04:25

Working with Sales Tax 3 lectures

Working with Sales Tax Part 1 Preview 10:10

Working with Sales Tax part 2 Preview 07:30

Section 13 Quiz

Payroll 6 lectures

Overview of Using the QB Payroll Service Preview 03:40

Working with Payroll Items Preview 08:12

Working with Employees Preview 10:42

Paying Employees Preview 06:22

Paying Payroll Taxes Preview 03:17

Section 14 Quiz

The Lead Center 1 lectures

Working with Leads Preview 08:58

Mail Merges 2 lectures

Creating a Mail Merge Preview 05:34

Mail Merge Main Documents Preview 04:49

Budgets 2 lectures

Creating a Budget Preview 03:28

Budget Reports Preview 02:58

Other QuickBooks Features 10 lectures

Using the Pin Feature Preview 02:12

Searching in QuickBooks Preview 04:35

Reminders and Alerts Preview 01:56

Using the QuickBooks Calendar Preview 04:24

Memorizing Transactions Preview 05:02

Vehicle Mileage Preview 04:00

Backing Up Company Files Preview 03:23

QuickBooks PC to MAC Conversion Preview 02:06

Canadian Version Preview 01:12

Section 18 Quiz

Wrap up 1 lectures

Conclusion Preview 01:03