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Beginner LevelQuickBooks Desktop
QuickBooks Desktop for Beginners
Explore how to use QuickBooks Desktop with this course. If you’re new, take this class to start right. Or if you’re experienced, learn to get even more from QuickBooks.
Course Duration
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This course is included in all of our QuickBooks training plans.
Course Content
QuickBooks Desktop Setup
✓Your Turns Introduction
✓How to Practice Introduction
✓QuickBooks Desktop Setup
✓Create Company File: Intro
✓Create Company File
✓Home Page
✓Icon Bar
✓Centers
✓Menus
✓View Options and Tips
✓Additional Preferences
✓Customize Home Page
✓Choose Your Starting Point
✓Continue New File Setup
✓Change Company Info
✓What is a Transaction
✓Elements of a Transaction: Money In
✓Elements of a Transaction: Money Out
✓Saving Transactions
✓The Ribbon Explained
✓Get Ready to Practice
✓Your Turn: QuickBooks Desktop Setup
✓Your Turn Answers: QuickBooks Desktop Setup
Lists
✓Working with Lists
✓What Are Lists?
✓The “WHO”: Introduction to Centers
✓The “WHO”: Customizing Customer and Vendor Centers
✓The “WHO”: Find and Record Transactions using Customer and Vendor Centers
✓The “WHAT”: Introduction to Menu-Based Lists
✓The “WHO” and the “WHAT”: Add New Entry
✓Why do you need The “WHO” and The “WHAT”
✓The “WHO” and The “WHAT”: Edit Entry
✓The “WHO” and The “WHAT”: How to Add Names to Multiple Lists
✓The “WHO” and The “WHAT”: Delete Entries
✓The “WHO” and The “WHAT”: Make Entries Inactive
✓The “WHO” and The “WHAT”: Merge Entries
✓The “WHO” and The “WHAT”: Print Lists
✓Get Ready to Practice
✓Your Turn: Lists
✓Your Turn Answers: Lists
Financial Statements
✓Financial Statements
✓Chart of Accounts
✓Balance Sheet
✓Profit & Loss Statement
✓Account Types
✓Set Up a New Account
✓Intro to Subaccounts
✓Add Subaccounts
✓Subaccounts Shortcuts
✓Collapse Reports
✓Intro to Journal Entries
✓Enter Journal Entries
✓Financial Statements – Yearly/Monthly Comparison
✓Financial Statements – % of Income and Cash/Accrual
✓Snapshot – Company
✓Snapshot – Payments/Customers
✓Insights Tab
✓Get Ready to Practice
✓Your Turn: Financial Statements
✓Your Turn Answers: Financial Statements
Items
✓Items
✓Advantages of Items
✓When Should You Set Up a New Item?
✓Catch-All Items
✓Item Types
✓Inventory/Non-Inventory
✓Inventory Assemblies
✓Item Types – Continued
✓Add Inventory Part
✓Add Non-Inventory Part
✓Add Service Item
✓Get Ready to Practice
✓Your Turn: Items
✓Your Turn Answers: Items
Money In – I
✓Money In – I
✓Customers and Jobs
✓Add Customers
✓Add Jobs
✓Recording Sales Intro
✓Intro to Invoicing
✓Create a Service Invoice
✓Create a Product Invoice – Line Items and Discounts
✓Create a Product Invoice – Subtotal
✓Email Invoices
✓Updated Attachment Previews (QB 2021 or Later)
✓Print Invoices
✓The Accounts Receivable Aging Summary Report
✓Receive Payments
✓What is Undeposited Funds?
✓Customize Undeposited Funds
✓Partial Payments
✓Make Deposits
✓Accounts Receivable Reports
✓Income Tracker
✓Get Ready to Practice
✓Your Turn: Money In – I
✓Your Turn Answers: Money In – I
Money In – II
✓Money In – II
✓Intro to Sales Receipts
✓Enter Sales Receipts
✓What is Undeposited Funds?
✓Customize Undeposited Funds
✓Record a Bank Deposit from a Sales Receipt
✓Intro to Deposit Only Method
✓Record Deposit Only
✓Import – Other Program
✓Customer Credits/Refunds
✓Customer Statements
✓Open Transactions on Customer Statements
✓Activity on Customer Statements
✓Sales Reports
✓Get Ready to Practice
✓Your Turn: Money In – II
✓Your Turn Answers: Money In – II
Customizing Forms
✓Customize Forms
✓Create Form Design
✓Customize Form – Header
✓Customize Form – Columns and Footer
✓Basic Form Customization
✓Layout Designer – Add Data/Text and Move Fields
✓Layout Designer – Move Elements and Copy Format
✓Customizing Payment Receipts (QB 2021 or Later)
✓Duplicate Custom Form – Why
✓Duplicate Custom Forms – How
✓Download Templates
✓Get Ready to Practice
✓Your Turn: Customizing Forms
✓Your Turn Answers: Customizing Forms
Saving Time
✓Saving Time
✓QuickBooks Calendar
✓Find Button – On Form
✓Find Window
✓Simple Find
✓Use Advanced Find
✓Use Centers to Find Data – Intro
✓Find Within the Customers and Jobs Tab
✓Find With the Transactions Tab
✓QuickBooks Search
✓Save Time – Memorize Transactions
✓Memorize Transaction – Check
✓Memorize Transaction – Auto Debit
✓Memorize Transaction – Auto Entry
✓Memorize Transaction – Checking Detail
✓Memorize Transaction- Change or Delete Schedule
✓Get Ready to Practice
✓Your Turn: Saving Time
✓Your Turn Answers: Saving Time
Sales Tax
✓Sales Tax
✓Steps to Set Up Sales Tax
✓Sales Tax Preferences
✓Set Up Sales Tax Items/Groups
✓Sales Tax Codes
✓Assign Tax Code to Item
✓Assign Tax Code to Customer
✓Sales Tax on an Invoice
✓Amount of Sales Tax Due
✓Adjust Sales Tax
✓Pay Sales Tax
✓Get Ready to Practice
✓Your Turn: Sales Tax
✓Your Turn Answers: Sales Tax
Money Out – I
✓Money Out – I
✓Add a Vendor
✓Money Out Workflows
✓Advantages of Tracking Bills
✓Enter Bills
✓Review Unpaid Bills
✓How to Use the Bill Payment Window
✓Record Bill Payment
✓Print Checks
✓Intro to Write Checks
✓Record a Check to Print
✓Record a Handwritten Check
✓Debit Card Transactions
✓Vendor Reports
✓Bill Tracker
✓Get Ready to Practice
✓Your Turn: Money Out – I
✓Your Turn Answers: Money Out – I
Money Out – II
✓Money Out – II
✓Intro to Credit Cards
✓Set up Credit Cards
✓Use Credit Cards
✓Record a Credit Card Payment
✓Intro to Vendor Credit Memos
✓Enter Vendor Credit Memos
✓Apply Vendor Credit Memos
✓Record a Vendor Refund
✓When to Void vs. Delete a Check
✓Void a Check
✓Missing Checks Report
✓Get Ready to Practice
✓Your Turn: Money Out – II
✓Your Turn Answers: Money Out – II
Banking
✓Banking
✓Connect to Online Banking (Direct Connect)
✓Connect to Online Banking (Web Connect)
✓The Bank Feeds Center
✓Recognized, Partially-recognized, and Unrecognized
✓Match a Downloaded Transaction
✓What is an Unrecognized Transaction?
✓Add an Unrecognized Transaction
✓Bank Rules
✓What Transactions Can You Add in the Unrecognized Tab?
✓Add a Deposit
✓Add an Expense with a Split
✓When Should you Ignore Transactions?
✓Record a Personal Expense
✓What is a Transfer?
✓Ignore a Transaction
✓Record a Transfer
✓Record a Credit Card Charge/Payment
✓Get Ready to Practice
✓Your Turn: Banking
✓Your Turn Answers: Banking
Reconciliation
✓Reconciliation
✓Begin a Reconciliation
✓How to Use the Reconciliation Window
✓Mark Transactions as Cleared
✓What Causes a Difference?
✓Complete a Reconciliation
✓Credit Card Reconciliation Intro
✓Credit Card Reconciliation Setup
✓Credit Card Reconciliation
✓Register Tips
✓Get Ready to Practice
✓Your Turn: Reconciliation
✓Your Turn Answers: Reconciliation
Security & Multi-User
✓Security & Multi-User
✓Multi-User Install
✓Assign Admin
✓User Setup – New User and Customize Access
✓User Set Up – Security Settings
✓User Set Up – Access Privileges
✓Single-User vs. Multi-User
✓Drawbacks of Multi-User Mode
✓Switch to Multi-User Mode
✓Permitted/Restricted Actions
✓Intro to Audit Trail
✓Customize Audit Trail
✓Audit Trail – View and Track Changes
Working with Reports
✓Working with Reports
✓Report Center
✓Customize Reports
✓Customize Columns
✓Sort Options
✓Change Column Width
✓Change Column Order
✓Intro to Filters
✓Apply a Filter
✓Customize Header/Footer
✓Change Fonts/Numbers
✓Global Report Preferences
✓Intro to Memorize Reports
✓Memorize a Report to Run Later
✓Intro to Report Groups
✓Create Report Groups
✓Use Report Groups
✓Intro to Excel
✓Export Report to Excel
✓Customize Report in Excel
✓Tips to Add Formulas in Excel
✓Get Ready to Practice
✓Your Turn: Working with Reports
✓Your Turn Answers: Working with Reports
Accounting Tasks & Procedures
✓Accounting Tasks & Procedures
✓Closing Date – Why
✓Closing Date – How to
✓Restrict Access to Closed Period
✓What do Closed Period Restricted Users See?
✓Sending Financial Information to Accountant
✓Incorporate Accountant Changes
✓Backup – Why
✓Backup – Intro
✓Backup – Preferences
✓Backup – Schedule Backups
✓Restore File from a Backup – Intro
✓Restore File from a Backup – How to
✓Update QuickBooks
✓Maintenance Release
✓Update QuickBooks – Options
✓Get Updates Manually
✓Get Ready to Practice
✓Your Turn: Accounting Tasks & Procedures
✓Your Turn Answers: Accounting Tasks & Procedures
Inventory
✓Inventory
✓Use the Inventory Center
✓The Default Purchasing Cycle in QuickBooks
✓Review the Inventory Stock Status by Item Report
✓Create and Send Purchase Orders to Vendors
✓Receive Inventory with a Bill
✓Pay a Bill after Receiving Inventory
✓Adjust Inventory – Intro
✓Count Inventory
✓Make Adjustments to Inventory
✓Review Purchase Order and Inventory Reports
✓Get Ready to Practice
✓Your Turn: Inventory
✓Your Turn Answers: Inventory
Set Up Payroll
✓Set Up Payroll
✓Start Setup
✓Employees
✓Pay Details
✓Employee Details
✓Company
✓Insurance Benefits
✓Retirement Benefits
✓Paid Time Off
✓Miscellaneous
✓Federal and State Taxes
✓Year-to-Date – Intro
✓Year-to-Date Pay
✓Review & Finalize Payroll Setup
✓Setup Final Steps
✓Preferences – Intro
✓Preferences – Sick/Vacation
✓Preferences – View my paycheck
✓Preferences – Copy from previous paycheck
✓Preferences – Job Costing/Emp Defaults
✓Payroll Schedules – Intro
✓Payroll Schedules
Time Tracking
✓Time Tracking
✓Set Up Time Tracking
✓Ways to Enter Time
✓Enter Weekly Timesheet
✓Timesheet Tips – Keyboard Shortcuts and Overtime
✓Timesheet Tips – Copy/Paste Time
✓Subcontractor Weekly Timesheets
✓Print Weekly Timesheets
✓Invoice Time
✓Productivity Reports
Run Payroll
✓Run Payroll
✓Enter Payroll Information and Paycheck Hours
✓Review Additional Payroll Information and Withholdings
✓Confirm and Finalize Paychecks
✓Print Paychecks
✓Print Paystubs
✓Intro to Pay Liabilities/Taxes
✓Pay Liabilities/Taxes
✓Tax Form 941 – Why
✓Tax Form 941 – Interview
✓Tax Form 941 – Check for Errors
✓Payroll Reports
✓Class Conclusion