QuickBooks Pro 2013 Training the Easy Way

Learn how to manage the finances for a small business using our drop-dead simple method to mastering QuickBooks Pro.

4.20 (71 reviews)


6.5 hours


Jun 2021

Last Update
Regular Price

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What you will learn

Creating your company file

Working with QuickBooks preferences

Creating estimates

Working with vendors and bills

Setup the chart of accounts for your business

Reconciling statements

Working with credit cards

Working with sales tax including paying sales tax

Working with payroll

Working with customers and jobs


During this QuickBooks Pro 2013 video training course, learn to use QuickBooks to manage your business's finances. Your certified QuickBooks Pro Advisor trainer will show how to create accounts to organizing customer, vendor, and item records.

Discover how to setup QuickBooks Pro 2013 for the first time, pay employees, create reports, reconcile, work with sales tax, setup inventory, receive payments, and much more.

This course is designed to be an introduction to the features offered by QuickBooks Pro 2013. This is not an accounting course. Each business and home financial situation is unique, with different procedures required in response to various rules, laws and policies. Please consult your accountant, employer, QuickBooks ProAdvisor or other appropriate expert with regard to specific requirements or guidelines.

All of our videos are high-definition videos, therefore, they are best viewed with the HD setting on, and the videos enlarged.


QuickBooks Pro 2013 Training the Easy Way
QuickBooks Pro 2013 Training the Easy Way
QuickBooks Pro 2013 Training the Easy Way
QuickBooks Pro 2013 Training the Easy Way


Getting Started

New Features in QuickBooks Pro 2013

Essential Information for a Successful Training Experience

Creating Your Company File

Identifying the Components of the QuickBooks Environment

Customizing the QuickBooks Environment


Working with Users

Working with the Chart of Accounts - Part 1

Working with the Chart of Accounts - Part 2

Using Classes

Working with Customers & Jobs

Creating Customer List - Part 1

Creating Customer List - Part 2

Creating Estimates

Invoicing Customers Based on Estimates

Invoicing Customers for Products and Services

Receiving Payments

Creating Deposits

Online Pay Feature

Creating Credit Memos

Creating Statements

Working with Vendors

Working with Vendors

Entering Bills

Paying Bills

Working with Items & Inventory

Working with Items

Creating Purchase Orders

Receiving Items

Creating Bills for Items

Paying for Items

Manually Adjusting Items

Working with QuickBooks Registers

Working with Registers

Creating Entries & Writing Checks

Downloading Bank Transactions

Transferring Funds between Accounts


Reconciling Statements

Working with Loans

Setting Up Loans in the Chart of Accounts

Creating Loan Payments

Reconciling Loans

Working with Credit Cards

Course Review

Setting Up Credit Card Accounts

Entering Credit Card Transactions

Reconciling Credit Cards and Making Payments

Customizing Forms

Form Customization - Part 1

Form Customization - Part 2

Layout Designer


Working with Reports - Part 1

Working with Reports - Part 2

Customizing Reports

Memorizing Reports

Working with Sales Tax

Sales Tax Items

Customers and Sales Tax

Items and Sales Tax

Sales Tax Liability Reports

Paying Sales Tax

Adjusting Sales Tax


Overview of Using the QuickBooks Payroll Service

Working with Payroll Items

Working with Employees

Paying Employees

Payroll Tax Liability Reports

Paying Payroll Taxes

Working with Time

Time/Enter Single Activity

Working with Timesheets


Creating a Budget

Lead Center

Working with Leads

Mail Merges with Microsoft Word

Using the Letters Feature

Customizing QuickBooks Letters

Other QuickBooks Features

Searching in QuickBooks

Creating a To-Do List

Using the QuickBooks Calendar

Using the Document Center


Creating Journal Entries

Memorizing Transactions

Customizing the Icon Bar

Adding Time/Cost to Invoices

Backing up Company Files


Assessment Test


Joe7 February 2017

Concise and simple terms. Good examples and demonstrations. Easy to understand the instructor. Instructor is very competent and knowledgeable of the subject matter.

Brendakay20 May 2016

There have been very few questions that I have had while listening to this tutorial. Those questions were all answered within the next few minutes of when it was brought up originally. Very well done!!

Peter19 January 2015

I have a solid background in business and accounting however it had been some time since I use a small business accounting software suite. I started using QB's in 2014 for business but I was struggling a bit with it since I had forgotten some basic accounting principals and best practices. Also I knew I had not setup my books properly in 2014 so I wanted to do it right for 2015 and beyond. I did some searching on Udemy and after reading some other reviews I decided to purchase this course and I am glad I did! The instructor jumps right into the application and gets to the core of its usage. I was able to refresh my accounting memory in a few hours as well as get completly setup! I selected the training that I needed for my business and skipped what did not pertain to me. If you need a quick lesson in QB's and also need to get setup fast look no further this is the only training you will need, thanks guys!

Deanne25 January 2014

The format for this course is making the assumption that you are in the business world and want information that you can instantly apply. I feel Cindy does a great job of cutting to the meat of the matter and doesn't waste a lot of time on the extra bells and whistles that very few people will find useful.

Jessica14 January 2014

I am a new business owner and after my CPA recombined using QB I decided to purchase it. After playing around with it for a while I decided learning QB a little better will help me keep track of things better myself as I don't have the money to pay someone else to do it for me. This course helped fill in the gaps. I recommend this course to other businesses and would-be business owners. Simple to understand and follow.

Armando24 November 2013

Makes learning Quickbooks much more approachable and manageable, then learning it on your own. This is a great and cheaper alternative than taking a more expensive course. Definitely recommended if you want to learn Quickbooks and have no idea where to begin.

Travis2 October 2013

I have been using QuickBooks for over 10 years and I still found this course very helpful. Great choice of voice, perfect pace and breakdown of content. Thank You.

Bob3 September 2013

I thoroughly enjoyed this course and the instructor did an excellent job in presenting and explaining all the functions within QB. I found a few minor errors in the presented material and quiz but overall, good course!

Jayson23 November 2012

Quickbooks is new to me, and watching this course tells me that it is not easy to study all by myself. Thank you to Simon Sez IT for creating this course and sharing your expertise. I find it complicated but the speaker, Ms. Cindy manages to teach it in a simple ways; I also appreciated the examples she gave. Now, if I will be using Quickbooks in the future I already have the confidence and the knowledge to use it. One last thing, sometimes the speaker talk to fast like she's running out of time.:). All in all good job and very nice course!


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