Course Topics

My QuickBooks training course is composed of high-definition training videos that walk you through each function of QuickBooks. As soon as you register, you get access to all of it, so you can immediately jump around to whatever piece you want to learn.

If you want to jump straight to the page that has all the information about the course, just click here.

This training package is composed of over 8 hours of high-definition training videos that walk you through each function of QuickBooks. As soon as you register, you get access to all of it, so you can immediately jump around to whatever part you want to learn.

• No, you don’t have to be a trained accountant.
• No, I’m not going to bore you with “debits and credits” and technical accounting mumbo-jumbo.
• No, I don’t make you watch all the videos in a certain order.
• Yes, this course is self-paced so you can jump around to the training section you need.
• Yes, this course works for QuickBooks beginners and experienced users alike.
• Yes, you can come back and watch the videos as many times as you need. You get lifetime access and can even download the videos.

Module 1: Setup & Settings Setting up your QuickBooks file – get this right from the beginning to save future headaches! A review of the software settings and the best way to set them up Setting up your “chart of accounts” My #1 tip for keeping your QuickBooks secure Why and how to backup your QuickBooks file automatically

 

Module 2: Sales Tax, Products/Services, Classes, Attachments Put sales tax calculation, collection, and tracking on auto-pilot. Get this right from the start! Add and track the products and services you sell Create “product categories” Learn how to use “locations” and “classes” in order to categorize your transactions Attach files to transactions for better record-keeping.

 

Module 3: Vendors, Accounts Payable, & Inventory Setup new vendors Set vendors up for 1099 tracking to save time and money at tax time Enter credit card expenses Enter invoices and record payment for vendors Create Purchase Orders and receiving reports Use POs to quickly match and enter the corresponding vendor invoice Track the quantity and cost of inventory (and cost of goods sold)

 

Module 4: Customers, Accounts Receivable, & Estimates/Proposals Setup your customers and clients How to enter daily or weekly sales summaries Record refunds and credits to customers Create invoices that can automatically be emailed to customers Send invoices in a format that customers can actually use to pay you by credit card or bank transfer Record receiving payment from customers against their invoices Create estimates or proposals Use those estimates/proposals to create invoices with just a couple clicks!

 

Module 5: Banking and Reconciliations How to balance and reconcile your bank accounts including tips and tricks to make it easier Record bank deposits in QuickBooks “Write” checks out of QuickBooks or enter checks you’ve handwritten Print checks from QuickBooks Record transfers between accounts

 

Module 6: Reporting Overview of the report center and guide of the reports QuickBooks offers Introduction to reading the P&L and Balance Sheet Using and customizing the P&L and Balance Sheet My favorite customizations to quickly assess company or budget performance from the P&L

 

Module 7: Automation Never waste your time manually re-creating a custom report over and over again! Setup regular expenses to enter automatically without even having to think about it Get you daily sales summaries or customer invoices 95% automated so all you have to enter is quantities Set QuickBooks to automatically create and even email invoices to customers

 

Module 8: QB Desktop Payroll How to add payroll to your QuickBooks and get it setup Add new employees quickly and easily Run payroll for hourly or salary employees with different benefits Use QuickBooks to help prepare payroll tax forms

 

Module 9: Journal Entries and Budgeting – Just added 2/1/2019! How to record Joural Entries in QuickBooks® How to add your Budget to the QuickBooks software Keep track of your actual performance annd compare it to your budget

 

Module 10: Loans and Fixed Assets – Just added 2/1/2019! Learn how to set up various loans such as a long-term loan or a line of credit Record monthly loan statements with principle and interest Automate some of your mothly loan statement entry Record the purchase of a fixed asset like a building, land, equipment, or a vehicle the RIGHT way Record and automate your monthly depreciation on those fixed assets

 

Each module contains much more than just the points listed here. While Module 7 especially focuses on automation, tips to make QuickBooks more efficient are shown throughout the entire course. There are a number of ways to automate as you go, and I try to emphasize these.