Mastering QuickBooks 2016 Made Easy Training Tutorial

Learn QuickBooks from the Pros

4.40 (64 reviews)
Udemy
platform
English
language
Other
category
Mastering QuickBooks 2016 Made Easy Training Tutorial
307
students
11.5 hours
content
Jan 2016
last update
$19.99
regular price

What you will learn

Set up a QuickBooks Company File

Use QuickBooks Lists

Setup Sales Tax

Perform Inventory Functions

Processing Payments

Use Bank Accounts

Customize Forms

Estimating

Time Tracking

Manage Assets and Liabilities

Process Payroll

Description

Learn QuickBooks Pro 2016 accounting software with this comprehensive course from TeachUcomp, Inc. Mastering QuickBooks Made Easy features 184 video lessons with over 9 hours of introductory through advanced instruction. Watch, listen and learn as your expert instructor guides you through each lesson step-by-step. During this media-rich learning experience, you will see each function performed just as if your instructor were there with you. Reinforce your learning with the text of our two printable classroom instruction manuals (Introductory and Advanced), additional images and practice exercises.  You will learn how to set up a QuickBooks company file, pay employees and vendors, create custom reports, reconcile your accounts, use estimating, time tracking and much more.

Our courses were developed from our original classroom trainings. This helped to develop the curriculum of course topics we present that address the student’s real-world concerns and usage.

Our course design helps maximize the learning retention of our self-study courses. Each course contains different learning modalities that help reinforce the topics. We initially present each topic’s information in a course manual in a written, conversational style to provide a conceptual overview. These overviews are followed by instructions, showing the specific actions required to perform the tasks related to the topic. These topic actions are then combined with each other into exercises at the end of each chapter to show their interconnected relationships.

Each course topic is also enhanced with an audio-visual lesson in the form of a video. The video lesson shows how to perform the topic’s actions as the instructor simultaneously narrates the topic’s overview.

Whether you are completely new to QuickBooks or upgrading from an older version, this course will empower you with the knowledge and skills necessary to be a proficient user. We have incorporated years of classroom training experience and teaching techniques to develop an easy-to-use course that you can customize to meet your personal learning needs. Simply launch the easy-to-use interface, click to start a video lesson or open one of the manuals and you are on your way to mastering QuickBooks.

Content

Course Introduction

Course Introduction

The QuickBooks Environment

The Home Page and Insights Tabs
The Centers
The Menu Bar and Keyboard Shortcuts
The Open Window List
The Icon Bar
Customizing the Icon Bar
The Chart of Accounts
Accounting Methods
Financial Reports

Creating a QuickBooks Company

Using Express Start in QuickBooks 2016
Using the EasyStep Interview
Returning to the EasyStep Interview
Creating a Local Backup Copy
Restoring a Company File from a Local Backup Copy
Setting Up Users
Single and Multiple User Modes
Closing Company Files
Opening a Company File

Using Lists

Using Lists
The Chart of Accounts
The Customers & Jobs List
The Employees List
The Vendors List
Using Custom Fields
Sorting Lists
Inactivating and Reactivating List Items
Printing Lists
Renaming and Merging List Items
Adding Multiple List Entries from Excel

Setting Up Sales Tax

The Sales Tax Process
Creating Tax Agencies
Creating Individual Sales Tax Items
Creating a Sales Tax Group
Setting Sales Tax Preferences
Indicating Taxable & Non-taxable Customers & Items

Setting Up Inventory Items

Setting Up Inventory
Creating Inventory Items
Creating a Purchase Order
Receiving Items with a Bill
Entering Item Receipts
Matching Bills to Item Receipts
Adjusting Inventory

Setting Up Other Items

Service Items
Non-Inventory Items
Other Charges
Subtotals
Groups
Discounts
Payments
Changing Item Prices

Basic Sales

Selecting a Sales Form
Creating an Invoice
Creating Batch Invoices
Creating a Sales Receipt
Finding Transaction Forms
Previewing Sales Forms
Printing Sales Forms

Using Price Levels

Using Price Levels

Creating Billing Statements

Setting Finance Charge Defaults
Entering Statement Charges
Applying Finance Charges and Creating Statements

Payment Processing

Recording Customer Payments
Entering a Partial Payment
Applying One Payment to Multiple Invoices
Entering Overpayments
Entering Down Payments or Prepayments
Applying Customer Credits
Making Deposits
Handling Bounced Checks

Handling Refunds

Creating a Credit Memo and Refund Check
Refunding Customer Payments

Entering and Paying Bills

Setting Billing Preferences
Entering Bills
Paying Bills
Early Bill Payment Discounts
Entering a Vendor Credit
Applying a Vendor Credit

Using Bank Accounts

Using Registers
Writing Checks
Writing a Check for Inventory Items
Printing Checks
Transferring Funds Between Accounts
Reconciling Accounts
Voiding Checks

Paying Sales Tax

Sales Tax Reports
Using the Sales Tax Payable Register
Paying Your Tax Agencies

Reporting

Graph and Report Preferences
Using QuickReports
Using QuickZoom
Preset Reports
Modifying a Report
Rearranging and Resizing Report Columns
Memorizing Reports
Memorized Report Groups
Printing Reports
Batch Printing Forms
Exporting Reports to Microsoft Excel
Saving Forms and Reports as PDF Files
Comment on Report
Process Multiple Reports

Using Graphs

Using Graphs
Company Snapshot

Customizing Forms

Creating New Form Templates
Performing Basic Customization
Performing Additional Customization
The Layout Designer
Changing the Grid and Margins in the Layout Designer
Selecting Objects in the Layout Designer
Moving and Resizing Objects in the Layout Designer
Formatting Objects in the Layout Designer
Copying Objects and Formatting in the Layout Designer
Adding and Removing Objects in the Layout Designer
Aligning and Stacking Objects in the Layout Designer
Resizing Columns in the Layout Designer

Estimating

Creating a Job
Creating an Estimate
Duplicating Estimates
Invoicing from an Estimate
Updating Job Statuses
Inactivating Estimates
Making Purchases for a Job
Invoicing for Job Costs
Using Job Reports

Time Tracking

Tracking Time and Printing a Blank Timesheet
Weekly Timesheets
Time/Enter Single Activity
Invoicing from Time Data
Using Time Reports
Tracking Vehicle Mileage
Charging Customers for Mileage

Payroll

The Payroll Process
Creating Payroll Items
Setting Employee Defaults
Setting Up Employee Payroll Information
Creating Payroll Schedules
Creating Scheduled Paychecks
Creating Unscheduled Paychecks
Creating Termination Paychecks
Voiding Paychecks
Tracking Your Tax Liabilities
Paying Payroll Tax Liabilities
Adjusting Payroll Liabilities
Entering Liability Refund Checks
Process Payroll Forms
Tracking Workers Compensation

Using Credit Card Accounts

Creating Credit Card Accounts
Entering Charges on Credit Cards
Reconciling and Paying Credit Cards

Assets and Liabilities

Assets and Liabilities
Creating and Using Other Current Asset Accounts
Removing Value from Other Current Asset Accounts
Creating Fixed Asset Accounts
Creating Liability Accounts
Setting the Original Cost of the Fixed Asset
Tracking Depreciation
The Loan Manager
The Fixed Asset Item List

Equity Accounts

Equity Accounts
Recording an Owner’s Draw
Recording a Capital Investment

Writing Letters with QuickBooks

Using the Letters and Envelopes Wizard
Editing Letter Templates

Company Management

Viewing Your Company Information
Setting Up Budgets
Using the To Do List
Using Reminders and Setting Preferences
Making General Journal Entries
Using the Cash Flow Projector

Using QuickBooks Tools

Company File Cleanup
Exporting List Data to an IIF File
Advanced Importing of Data
Updating QuickBooks
Using the Calculator
Using Portable Company Files
Using the Calendar
The Income Tracker
The Bill Tracker
The Lead Center

Using the Accountant’s Review

Creating an Accountant’s Copy
Transferring an Accountant’s Copy
Importing Accountant’s Changes
Removing Restrictions

Using the Help Menu

Using Help

Conclusion

Course Conclusion

Instruction Manuals

Introductory QuickBooks Manual
Advanced QuickBooks Manual

Reviews

George
January 14, 2018
I learned several easy short cuts and learned about new features that I never realized where available.
Theresa
October 3, 2017
I haven't seen enough to really tell how I would rate this course as of now. It does explain things in detail as far as the home and insights tab go.
Babar
November 4, 2016
So far good course. It would be a great advantage if they add a practice company transactions. So that students can practice in a real world company environment.
Tim
May 10, 2016
Even though I've been using QuickBooks for more than 10 years, I still learned several things to improve my work.

Charts

Price

Mastering QuickBooks 2016 Made Easy Training Tutorial - Price chart

Rating

Mastering QuickBooks 2016 Made Easy Training Tutorial - Ratings chart

Enrollment distribution

Mastering QuickBooks 2016 Made Easy Training Tutorial - Distribution chart

Related Topics

651288
udemy ID
10/26/2015
course created date
11/22/2019
course indexed date
Bot
course submited by