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QuickBooks Pro 2018 Essential Training

Video Introducing this tutorial

Understanding the double-entry system of accounting
How to use the sample and exercise files

1. Navigate QuickBooks
A tour of the interface
Navigate inside each center

2. Work with Company Files
Open and close an existing company file
Set up a new company file
Back up and restore a company file

3. Set Up Shop
Work with the chart of accounts
Add bank accounts and credit cards
Use account numbers
Add service or inventory items
Set up sales tax
Add vehicles
Use the Fixed Assets manager
Edit company information

4. Add Customers
Set up the customer profile
Create and edit customers
Import customers from another program
Work with leads

5. Work with Vendors
Set up the vendor profile
Create and edit vendors

6. Add Employees
Create and edit employees
Create and edit sales reps

7. Manage Day-To-Day Operations
Create estimates
Create purchase orders for vendors
Enter vendor bills
Invoice customers
Progress invoice customers
Enter time and mileage against jobs
Receive payments
Create sales receipts for cash sales
View reminders for overdue invoices
Send statements to customers
Enter credit card charges
Record deposits
Pay vendor bills
Print checks
Work with jobs

8. Handle Special Cases
Take care of refunds
Handle customer credits
Void invoices and other line items
Fix mismatched data
Work with check registers manually
Group customers to batch invoices
Delete and mark items inactive
Enter statement charges
Assess finance charges
Memorize transactions
Reconcile bank accounts

9. Administer Payroll
Turn on payroll
Set up payroll items
Set up employees for payroll
Pay employees

10. Manage Online Banking
Set up accounts for online banking
Reconcile online transactions

11. Share QuickBooks with Others
Enable multiuser mode
Add and edit user accounts
Keep QuickBooks up to date
Enable credit card protection

12. Find Information Quickly
Use the Snapshot, Insights, and Tracker tools
Search for data
Filter lists
Track transactions by class

13. Run Reports
Introduction to reports
Navigate and customize report data
Filter a report
Memorize, export, and print a report

14. Manage Year-End Preparations
Set up 1099 forms
Close the books

15. Customize QuickBooks
Customize invoices and forms
Set QuickBooks preferences

Next steps