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  3. Quick Books

Quick Books

skills

BEGINNER

Project

Updated 1 month ago

About

Modules

M:1

Getting Started with QuickBooks

11 Lessons

|

4 Min

Set up QuickBooks properly, understand the interface, and configure company settings.

  • Intro

    2:06

  • Desktop Vs Online

    -

  • Setting up your company file

    -

  • Using Easy Step

    -

  • Using Easy Step 2

    -

  • The Company Overview

    -

  • QuickBooks Environment

    -

  • Converting QB Desktop to Online Version

    2:07

  • Preferences

    -

  • Working with Users

    -

  • Quiz

    -

M:2

Customers, Sales & Invoicing

15 Lessons

|

26 Min

Manage customers, create estimates/invoices, and process payments effectively.

  • Chart of Accounts

    12:02

  • Chart of Accounts 2

    -

  • Chart of Accounts 3

    -

  • Sample Files

    -

  • Customers & Jobs

    -

  • Customer Groups

    14:28

  • Invoicing from Estimates

    -

  • Estimates Part 1

    -

  • Invoicing Customers for Products and Services

    -

  • Receiving Customer Payments

    -

  • Payment Links

    -

  • Credit Memos

    -

  • Creating Statements

    -

  • Using Income Tracker

    -

  • Quiz

    -

M:3

Vendors, Expenses & Inventory Management

7 Lessons

|

19 Min

Learn to manage vendors, bills, inventory, and purchase workflows.

  • Working with Vendors

    8:18

  • Entering Bills

    -

  • Paying Bills

    11:34

  • Items and Inventory

    -

  • Purchase Orders

    -

  • Handling Bills for Items

    -

  • Quiz

    -

Project:
Setting Up and Managing a Sample Business

Simulate the complete setup and basic use of QuickBooks for a fictional small business. This project covers company setup, customer invoicing, vendor expenses, and inventory management.

Project Overview: You are hired as a bookkeeper for a new business called "GreenFields Landscaping." Your task is to set up the company in QuickBooks and manage its basic transactions for the first month of operations

Preview this course

This course includes:

  • 50 Min on-demand video
  • 3 assignments
  • Lifetime access
  • Milestone budges