Mastering QuickBooks Desktop Pro 2024 Training Tutorial

Course Curriculum

Chapter 1: Course Introduction

Lecture 1: Course Introduction

Chapter 2: The QuickBooks Environment

Lecture 1: The Home Page and Insights Tabs

Lecture 2: The Centers

Lecture 3: The Menu Bar and Keyboard Shortcuts

Lecture 4: The Open Window List

Lecture 5: The Icon Bar

Lecture 6: Customizing the Icon Bar

Lecture 7: The Chart of Accounts

Lecture 8: Accounting Methods

Lecture 9: Financial Reports

Chapter 3: Creating a QuickBooks Company

Lecture 1: Using Express Start

Lecture 2: Using the EasyStep Interview

Lecture 3: Returning to the EasyStep Interview

Lecture 4: Creating a Local Backup Copy

Lecture 5: Restoring a Company File from a Local Backup Copy

Lecture 6: Setting Up Users

Lecture 7: Single and Multiple User Modes

Lecture 8: Closing Company Files

Lecture 9: Opening a Company File

Chapter 4: Using Lists

Lecture 1: Using Lists

Lecture 2: The Chart of Accounts

Lecture 3: The Customers & Jobs List

Lecture 4: The Employees List

Lecture 5: The Vendors List

Lecture 6: Using Custom Fields

Lecture 7: Sorting Lists

Lecture 8: Inactivating and Reactivating List Items

Lecture 9: Printing Lists

Lecture 10: Renaming and Merging List Items

Lecture 11: Adding Multiple List Entries from Excel

Lecture 12: Customer Groups

Chapter 5: Setting Up Sales Tax

Lecture 1: The Sales Tax Process

Lecture 2: Creating Tax Agencies

Lecture 3: Creating Individual Sales Tax Items

Lecture 4: Creating a Sales Tax Group

Lecture 5: Setting Sales Tax Preferences

Lecture 6: Indicating Taxable & Non-taxable Customers & Items

Chapter 6: Setting Up Inventory Items

Lecture 1: Setting Up Inventory

Lecture 2: Creating Inventory Items

Lecture 3: Creating a Purchase Order

Lecture 4: Receiving Items with a Bill

Lecture 5: Entering Item Receipts

Lecture 6: Matching Bills to Item Receipts

Lecture 7: Adjusting Inventory

Chapter 7: Setting Up Other Items

Lecture 1: Service Items

Lecture 2: Non-Inventory Items

Lecture 3: Other Charges

Lecture 4: Subtotals

Lecture 5: Groups

Lecture 6: Discounts

Lecture 7: Payments

Lecture 8: Changing Item Prices

Chapter 8: Basic Sales

Lecture 1: Selecting a Sales Form

Lecture 2: Creating an Invoice

Lecture 3: Creating Batch Invoices

Lecture 4: Creating a Sales Receipt

Lecture 5: Finding Transaction Forms

Lecture 6: Previewing Sales Forms

Lecture 7: Printing Sales Forms

Chapter 9: Using Price Levels

Lecture 1: Using Price Levels

Chapter 10: Creating Billing Statements

Lecture 1: Setting Finance Charge Defaults

Lecture 2: Entering Statement Charges

Lecture 3: Applying Finance Charges and Creating Statements

Chapter 11: Payment Processing

Lecture 1: Recording Customer Payments

Lecture 2: Entering a Partial Payment

Lecture 3: Applying One Payment to Multiple Invoices

Lecture 4: Entering Overpayments

Lecture 5: Entering Down Payments or Prepayments

Lecture 6: Applying Customer Credits

Lecture 7: Making Deposits

Lecture 8: Handling Bounced Checks

Lecture 9: Automatically Transferring Credits Between Jobs

Lecture 10: Manually Transferring Credits Between Jobs

Chapter 12: Handling Refunds

Lecture 1: Creating a Credit Memo and Refund Check

Lecture 2: Refunding Customer Payments

Chapter 13: Entering and Paying Bills

Lecture 1: Setting Billing Preferences

Lecture 2: Entering Bills

Lecture 3: Paying Bills

Lecture 4: Early Bill Payment Discounts

Lecture 5: Entering a Vendor Credit

Lecture 6: Applying a Vendor Credit

Lecture 7: Upload and Review Bills

Chapter 14: Using Bank Accounts

Lecture 1: Using Registers

Lecture 2: Writing Checks

Lecture 3: Writing a Check for Inventory Items

Lecture 4: Printing Checks