Complete QuickBooks Training 2018 2019 & 2020

Learn to use QuickBooks Desktop Pro, Premier, or Enterprise 2015, 2016, 2017, 2018, 2019 and 2020 from start to finish

4.60 (833 reviews)
Udemy
platform
English
language
Other
category
instructor
2,938
students
8.5 hours
content
Nov 2017
last update
$69.99
regular price

What you will learn

Create and manage a QuickBooks data file

Create well organized and complete lists that will be used for entering transactions

Enter purchase and sales transactions

Process Payroll

Reconcile Bank and Credit Card statements

Create and understand business financial statements

Description

From start to finish, this QuickBooks course covers all features necessary in QuickBooks Pro and Premier and most features available in Enterprise.  It is appropriate for 2015, 2016, 2017, 2018, 2019 and 2020 editions desktop versions .  You'll set up a company, define and setup your lists, enter all types of transactions, reconcile your accounts, customize and print reports, verify and adjust inventory, manage sales tax collected an paid.  Process payroll and so much more.  

Easily move at your own pace... each topic is covered separately in it's own short (3-5 minutes on average) video so that you'll only have one thing to focus on at a time.  Once you understand that topic you'll move on to the next. 

We'll start with creating and understanding each list in QuickBooks, then we'll use those lists to create every type of transaction in QuickBooks that you are likely to use.  After that, we'll cover creating and customizing reports and customizing, printing and emailing forms and transactions.  

I use the same practice file through the entire course, so you will be able to practice everything to ensure you have a thorough understanding and practical application of how to create and edit lists and transactions.

Content

Introduction

Introduction

Managing QuickBooks Data Files

What is a QuickBooks Company File
QuickBooks Company Setup: Basic
QuickBooks Company Setup: Advanced
Moving Between Company Files
Managing Files

Working with Backups and Copies

QuickBooks Backup Overview
Creating a QuickBooks Backup
Creating a QuickBooks Portable Copy
Creating a QuickBooks Accountant Copy
Importing Accountant's Changes
Scheduling Automatic Backups
Restoring a Backup
Working with Backups and Copies

Customizing QuickBooks to the way you do business

Customizing the Home Screen
Setting Preferences
Setting Up Users
Setting up preferences and users

Lists, Lists, and More Lists

Working with Lists Overview
Chart of Accounts Overview
Asset Accounts
Liability Accounts
Equity Accounts
Income and Expense Accounts
Account Numbers
Sub Accounts
Removing Accounts
Chart of Accounts

Class tracking

Class tracking
Class tracking

Items

Item Overview
Service Items
Non Inventory Items
Non Inventory Items Part 2
Inventory Items
Inventory Assemblies
Item Groups
Other Charges
Subtotal
Discounts
Payments
Sub Items
Removing Items
Adding or Editing Multiple Items
Item List Quiz

Fixed Asset Item List

Fixed Asset Item List
Price Levels
Sales Tax Codes
Sales Tax Items and Groups
Fixed Asset and Price Level and Sales Tax Lists - Quiz

Customer and Vendor Profile Lists

Customer and Vendor Profile Lists Overview
Sales Rep List
Customer Type List
Vendor Type List
Job Type List
Payment Terms List
Customer Message List
Payment Method List
Ship Via List
Vehicle List
Customer and Vendor Profile Lists

Vendor Center

Vendor Center Overview
Adding a Vendor
Adding Multiple Vendors
Additional Vendor Information
Removing Vendors
Setting Up Vendors - Quiz

Customer Center

Customer Center Overview
Adding Customers
Additional Customer Information
Adding and Editing Multiple Customers
Using Jobs
Setting Up Customers - Quiz

Adding and Editing Employees (Just the Basics)

Adding Basic Emloyee Information
Adding and Editing Employees (just the basics)

Part 1 / Setting Up / Review

Setting Up Test

Buying and Paying for Goods and Services

Creating Purchase Orders
Receive Items from a PO and Enter a bill for those items to pay later
Receive Items without a bill
Entering Bills without creating a Purchase Order
Paying Bills with Checks
Paying Bills with Cerdit Cards
Entering and Using Vendor Credit Memos
Vendor Transactions Quiz

Customer Transactions

Sales Receipts
Estimates
Sales Orders
Sales Order Fulfillment
Back Orders
Create a Purchase Order from a Sales Order
Invocies
Entering Billables
Billing for Time, Milage, and Expenses
Credit Memos
Statement Charges
Create Statements
Assessing Finance Charges
Entering Sales Transactions Quiz

Receiving Payments

Receiving Payments
Receiving Payments

Banking Activities

Making Deposits
Transferring Funds
Writing Checks
Reconciling Bank Accounts
Entering Credit Card Charges
Paying and Reconciling Credit Cards
Banking Activities Quiz

Printing Forms and Reports

Printer Setup
Working with Templates
QuickBooks Letters
Reports Part 1
Reports Part 2
Printing Forms and Reports Quiz

Misc. Topics

Other Names
Voiding and Deleting Transactions
Memorizing Transactions
General Journal Entries
Misc. Topics Quiz

Inventory Assemblies and Adjustments

Buidling Inventory Assemblies
Adjusting Inventory
Inventory Quiz

Managing Sales Tax

Managing Sales Tax
Managing Sales Tax Quiz

Some additional Customization

Customizing the Ribbon Bar
Adding Custom Fields
Additional Customization Quiz

Payroll

Payroll
Payroll Quiz

Wrap Up

Wrap Up
Transactions Test

Screenshots

Complete QuickBooks Training 2018 2019 & 2020 - Screenshot_01Complete QuickBooks Training 2018 2019 & 2020 - Screenshot_02Complete QuickBooks Training 2018 2019 & 2020 - Screenshot_03Complete QuickBooks Training 2018 2019 & 2020 - Screenshot_04

Reviews

Wayne
February 24, 2023
A decent amount of content that will definitely be coming back to to look up something that I may have forgotten how to do.
Jalise
November 21, 2022
I found it full of great tips, and the presenter did show the actual program and its workings. I did however find my self getting flustered a few times with the background noises and the choppiness in the video and the visual/audio timing
Kelly
October 3, 2022
Yes this is a great match for me. It is not only teaching in detail about the uses of Quick Books it is also giving me a basic refresher course in accounting.
Zarek
September 6, 2022
The lessons are very dry. The instructor provides quizzes to check your knowledge along the way. Although they commonly contain typos, they are still a helpful way to check your comprehension.
Natasha
August 31, 2022
I was really nervous to learn Quickbooks because there was so much to know about it that I didn't think I'd ever understand it. When I took this class I liked how it was divided up into little sections that weren't too long or short. It made learning it feel way more manageable. I also liked that there was a quiz at the end of each section to make sure you were keeping up with what you were learning. Now I feel ready to use Quickbooks in my new job. Thank you for the help!
Rosemarie
March 16, 2022
The instructor Ansell is informative and speaks slowly to hear as she goes through step by step through each module
Belinda
February 23, 2022
I am enjoying the class so far and am learning a lot. It is very informative. Wish it cam with a way to practice in QB
Jennefer
November 17, 2021
Very dry, screens hard to read at times, audio goes faster than the video too often, very hard to keep your interest, the lady doesn’t respond to inquiries via email or messages either. I’m doing this only for my job but I don’t recommend this particular course… there’s got to be a more engaging one out there!
Earl
November 11, 2021
Susan's explanations are off the charts! Easy, step by step instructions which is perfect for someone new to Quickbooks like me! Thanks girl 8)
Jennifer
November 1, 2021
This course was very informative and well taught. I learned a lot and I would recommend it to someone who's interested in learning Quickbooks. Thank you!
Alyssa
July 29, 2021
Great comprehensive course that walks you through each QuickBooks menu. One small note is that the screen recording on some sections is a bit glitchy, but in spite of this you can still follow along well enough with the audio. I also wish there were closed captions available.
Valerie
July 22, 2021
This is apparently an old QB course yet it references QB 2020 & 2021, but the software is very different from the QB desktop
Natalie
April 5, 2021
I have taken QB classes before but was not actively using QB for a while and this was a very nice refresher to everything QB has to offer.
Roger
April 4, 2021
nothing seams relevant to the quick books i m using might skim through but just wasted money and time
Leeanne
March 26, 2021
Great instruction. Only critique I have for this training is the recording software sometimes glitches when the instructor is quickly moving through the steps and the screen recording is struggling to keep up

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Related Topics

1407138
udemy ID
10/24/2017
course created date
2/21/2020
course indexed date
Lee Jia Cheng
course submited by