QuickBooks 2015 Training for Newbies

Learn While You Still CAN! "You cannot create experience. You must undergo it." — Albert Camus

4.00 (26 reviews)
Udemy
platform
English
language
Money Management Tools
category
instructor
2,534
students
6 hours
content
Nov 2016
last update
$19.99
regular price

What you will learn

Understanding of QuickBooks 2015 Accounting Software

Setting up a company file in QuickBooks

Figuring out the appropriate Chart of Account (COA) for your business

Setting up customers and vendors accounts

Processing invoices and credit notes

Receiving Payments and Paying bills

Allocation of cash receipts and payments

Allocation of Bank Payments and Receipts

Generate Reports

Description

  • For Greater Results watch these tutorials in HD

QuickBooks is the ideal business accounting software for small to mid-sized business owners.

You save time on bookkeeping and paperwork because many of simple bookkeeping tasks are handled automatically making it easier to run your business.

Contents and Overview

This training course covers the basics of using an accounting software, you will cover the importance of using QuickBooks as your accounting and bookkeeping tool.

  • You will be able to pay your bills to vendors and receipts from customers.
  • Setup your current bank account in QuickBooks, and you're ready to pay your bills without licking envelopes.
  • You will be able to easily generate reports with the information you need, so you always know where your business stands. You instantly know whether you're making money and whether your business is healthy

Upon completion of this training course, you will be able to operate QuickBooks much more confidently and will understand how QuickBooks can be easily incorporated into your day to day bookkeeping and record keeping.

You will be able to analyse data in form of reports and would be able to make some positive decision with regards to your business activity.

This course is designed for beginners so please do not expect a lot from this training course, Thank you for joining my course.

**This information is provided as a guide, for further advice contact your Accountant.

Content

Introduction to QuickBooks 2015

Introduction

Setup a Company & Dashboard Features

how to setup a company file in QuickBooks 2015
QuickBooks Dashboard
Vendor Information Center
Customer Information center
Employee Information Center
Company and Banking Section

Initial Info Setup Process

New Account Creation in COA
How to Create Classes?
How to Create a Sales Taxes Item?
How to Create a Sales Tax Group Item?
How to Create Other Names?
How to Create an Item and a Discount Item?
How to Create a Group Item?
How to Create a Subtotal Item?
How to Create a Service Item?
How to Create an Inventory Item?
How to Create a Non-Inventory Item?
How to Create a Down Payment Received Item?
How to Create an Other Finance Charges Item?

Mega Process Customers and Supplier

Item & Inventory Preferences
Jobs & Estimates Prefrences
Sales Customers Preferences
How to Create Profile Info & Sales Rep?
How to Create a Customer Type?
How to Create Job Type?
How to Create Payment Terms?
How to Create Payment Methods?
How to Create a Price Level?
How to Create a Customer?
Customer Account Setup
How to Create a Vendor?
How to Create an Invoice?
Customer Invoice and Sale credit Note
How to Use Statement Charges to Invoice?
How to Create a Sales Order?
How to Create an Invoice from a Sales Order?
How to Create Credit Memos and Refund Checks?
How to Generate Customer Statements?
Customers Receipts Part I
Customers Receipts Part II
How to Manage Customer Leads?
How to Import Leads?
How to Convert a Lead to a Customer?
How to Record Cash, Receive Payment & Bank Deposit
How to Create a Job Estimate?
How to Duplicate an Estimate?
How to Create Purchase Orders?
How to Enter Billls?
How to Enter Credit Card Charges & a Refund?
How to Pay Bills?
How to Record Items Received & Check Payments?
How to Print Checks in a Batch?
How to Pay the Sales Tax Liability?

Supplier Account Setup

Vendor Setup

Recording supplier/vendor bills and credit notes

Recording supplier/vendor bills and credit notes

Suppliers Payments

Suppliers Payments - Pay Bills

Transfer Funds between Two Accounts

Transfer Funds between two accounts

New Users & Access Rights

New Users & Access Rights

Organisation Data Files Management

How to Set Up Security?
Company Snapshot Function

Production of Financial Statements & Reports

Financial Statements and Other Reports
Objective of Financial Statements Reports

Test Your Understandings

Test Your Understanding: 6 MCQs for Setting up a comapny & Users
TYU: Setting Up A Company Answers
Test Your Understanding: 9 MCQs about Customers & Sales
TYU: Customers & Sales Answers
Test Your Understanding: 10 MCQs about Vendors & Purchases
TYU: Vendors & Purchases Answers
Test Your Understanding: 13 MCQs about Reports
TYU: Reports Answers
Test Your Understanding: 9 MCQs about Basic Accounting
TYU: Basic Accounting Answers
Test Your Understanding: 9 MCQs for Overview to QuickBooks
TYU: Basic Overview Answers

Training Module - 15 Bonus For Existing Stuednts

1501 - Bonus Plus Discount

Screenshots

QuickBooks 2015 Training for Newbies - Screenshot_01QuickBooks 2015 Training for Newbies - Screenshot_02QuickBooks 2015 Training for Newbies - Screenshot_03QuickBooks 2015 Training for Newbies - Screenshot_04

Reviews

Carolyn
August 1, 2016
The instructor is very detailed and organized in the lectures. Highly recommended to those who are interested in going into bookkeeping.
Kristen
July 7, 2015
A little hard to understand sometimes, and the audio was way ahead of the video in some spots, but good way to learn this program quickly.
Faisal
May 13, 2015
Shows a step by step guide for a new user, this will help me a lot in doing my own bookkeeping into quickbooks, MCQs test are literally a recap to lectures, I definitely recommend this. Cheers

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Related Topics

488818
udemy ID
4/28/2015
course created date
11/22/2019
course indexed date
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course submited by