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Quick Books

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BEGINNER

Project

Updated 2 days 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

Instructors:

Details not provided...

Preview this course

This course includes:

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