Training Welcome
introduction,welcome,
Ch1-Get Started 36:00
Ch1 Introduction
financial records,
Why Use QuickBooks?
accounting,bookkeeping,
What Is Accounting?
accounting,bookkeeping,
Start & Grow Business
new business,
EasyStep Interview
EasyStep Interview,new company file,company file-create,
ESI-Company Info
new company file,company file-create,company information,accountant,EasyStep Interview,
ESI-Password/Save
EasyStep Interview,new company file,company file-create,administrator,password,
ESI-Customize-I
new company file,company file-create,customize QuickBooks,preferences,accounts,EasyStep Interview,
ESI-Customize-II
new company file,company file-create,customize QuickBooks,preferences,EasyStep Interview,
ESI-Define Start Date
EasyStep Interview,new company file,company file-create,start date,accountant,
ESI-Using Accounts
EasyStep Interview,new company file,company file-create,add accounts,account-add,start date,bank account-opening balance,chart of accounts,
QB Setup-Intro
set up,new company,getting started,
QB Setup-Names
set up,new company,contacts,names,vendors,employees,customers,getting started,import contacts,import email,import e-mail,
QB Setup-Opening Bal.
set up,opening balances,enter opening balances,new company,getting started,
QB Setup-Items
set up,new company,items,products,services,getting started,
QB Setup-Bank Accts.
set up,new company,bank account,checking account,getting started,
QB Setup-Start Work
set up,new company,start working,Quick Start Center,new user,getting started,
Customize Home Pg-I
set up,new company,customize home page,home page,getting started,
Customize Home Pg-II
set up,new company,customize home page,home page,preferences,getting started,
New File-Finish
set up,setup,new company,list,modify lists,balance sheet,start date,opening balances,getting started,
Create New Company
Ch2-Orientation 24:00
Ch2 Introduction
interface,moving around,
Move Around-Home Pg
interface,moving around,home page,customize home page,employees,vendors,customers,
Move Around-Icon Bar
interface,moving around,Icon Bar,home page,centers,
Move Around-Centers
interface,moving around,centers,employees,customers,vendors,new transactions button,report center,home page,
Move Around-Menus
interface,moving around,menu,
What's on Screen-I
one window-view,multiple windows-view,title bar,drop-down list,clear button,QuickFill,
What's on Screen-II
clear button,revert,next button,previous button,save & close button,save & new button,
Lists-Intro
lists,center-based lists,menu-based lists,
List Types
lists,center-based lists,menu-based lists,customer center,customers,chart of accounts,
Names Lists-Intro
lists,center-based lists,customers,vendors,employees,other names list,W2s,1099s,subcontractor,
Names Lists-Rules-I
lists,center-based lists,customers,vendors,employees,W2s,1099s,subcontractor,customer center,vendor center,
Names Lists-Rules-II
lists,menu-based lists,other names list,vendor center,employee center,change type button,
Add Entry
lists,center-based lists,customer center,customers,QuickAdd,
Work with Centers
Ch3-Bookkeeping Basics 20:00
Ch3 Introduction
financial statements,chart of accounts,
Financial Statements
financial statements,chart of accounts,
Balance Sheet
balance sheet,financial statements,chart of accounts,assets,liabilities,equity,
Profit & Loss
profit and loss statement,income statement,financial statements,chart of accounts,income,expenses,cost of goods sold,
Account Types
account types,accounts,chart of accounts,accountant,assets,liabilities,income,expenses,cost of goods sold,equity,
Accounts-Add
accounts,opening balance-account,chart of accounts,balance sheet,financial statements,account-add,add accounts,
Subaccounts-Intro
subaccounts,accounts,chart of accounts,profit and loss statement,income statement,financial statements,
Subaccounts-Add
subaccounts,accounts,chart of accounts,account-add,add accounts,
Subaccounts-Shortcut
subaccounts,accounts,chart of accounts, 2
Collapse Reports
collapse report,expand report,accounts,subaccounts,reports,chart of accounts,
Add an Account
Ch4-Make Sales/Get Paid 29:00
Ch4 Introduction
customers,sales,
Items-Intro
items,
Understand Items-I
items,
Understand Items-II
Items,
Items-Add
items,
Billing/Invoicing-Intro
invoice,accounts receivable,sales receipt,
Invoice from Scratch
invoice,accounts receivable,items,
Print Invoices
invoice,print invoices,to be printed-invoice,Mastering QuickBooks-Level 1,additional learning,
Receiving Payments
receiving payments,accounts receivable,preferences,undeposited funds,
Make Deposits
deposit,make deposit,undeposited funds,
Open Invoice Report
open invoices,customer balances,reports,accounts receivable,
A/R Aging Summary
QuickZoom,a/r aging summary,reports,accounts receivable,
Customizing Forms
customize QuickBooks,
Create an Invoice
Ch5-Pay Bills/Checks 18:00
Ch5 Introduction
vendors,expenses,accounts payable,
Should You Track A/P?
accounts payable,bills,pay bills,enter bills,vendors,expenses,
Enter Bills
accounts payable,bills,enter bills,vendors,expenses,
Review Unpaid Bills
accounts payable,bills,enter bills,vendors,expenses,unpaid bills detail,reports,
Pay Bills
accounts payable,bills,pay bills,vendors,expenses,partial bill payments,checks,
Print Checks
checks,print checks,voucher checks,
Write Checks
checks,write checks,to be printed-checks,print checks,
Void vs. Delete Checks
void check,delete check,checks,
Void Check
void check,checks,
A/P Aging Summary
a/p aging summary,reports,accounts payable,
Void a Check
Ch6-Essential Tasks 23:00
Ch6 Introduction
reconciling,bank reconciliation,back up,
Reconcile Bank Acct.
reconciling,bank reconciliation,
Bank Rec.-Begin
reconciling,bank reconciliation,reconciliation beginning balance,
Bank Rec.-Continue
reconciling,bank reconciliation,clearing transactions,
Bank Rec.-Finish
reconciling,bank reconciliation,reconciliation detail report,reports,
Back Up-Why
back up,
Back Up-Intro
back up,qbb,qbw,verify data,
Back Up-I
back up,qbb,qbw,verify data,
Back Up-II
back up,qbb,qbw,verify data,
Consult Accountant
accountant,client-accountant agreement,Mastering Accounting Basics,additional learning,
Back Up File
Ch7-Manage Business 30:00
Ch7 Introduction
trends,balance sheet,profit and loss statement,variable expenses,analysis,reports,income statement,
Snapshot-Company
company snapshot,snapshot,interface,centers,
Snapshot-Pmts./Cust.
company snapshot,snapshot,interface,centers,payments,customer
Report Center
report center,reports,
Interpret Fin. Stmts.
balance sheet,profit and loss statement,analysis,reports,income statement,
Analyze Trends-I
balance sheet,analysis,trends,reports,
Analyze Trends-II
profit and loss statement,analysis,trends,reports,income statement,
Analyze Trends-III
sales,analysis,trends,sales by customer,sales by month,reports,
Variable Expenses
trends,analysis,profit and loss statement,variable expenses,expenses,percent of income,reports,income statement,
Interpret Graphs
graphs,reports,income & expense graph,analysis
Financial Ratios-Intro
financial ratios,reports,analysis,ratios,
Learning QuickBooks
Financial Ratios
financial ratios,reports,analysis,ratios,solvency,acid test,current ratio,return on equity,return on investment,gross profit,profit-gross margin,net profit margin,profit-net profit margin,Business Planning
budget,business plan,accountant,
Analyze Trends
Course Conclusion
evaluation,feedback,website,live seminar,additional learning,
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