Creating a Company File - Part 1 | Stream Skill

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QuickBooks® Pro 2016 Training: Manage Small Business Finances

Introduction to QB Pro 2016

Course Overview (1:05)
QuickBooks Versions (4:15)
QuickBooks Online Versions (2:38)

Getting Started

What's New (4:00)
Creating a Company File - Part 1 (10:19)
Creating a Company File - Part 2 (5:00)
My Company Overview (3:17)
Identifying the Components of the QB Environment (9:13)
Converting QB Desktop to QB Online (2:18)

Customizing the QB Environment

Preferences - Part 1 (11:34)
Preferences - Part 2 (6:03)
Working with Users (8:56)
Chart of Accounts - Part 1 (11:40)
Chart of Accounts - Part 2 (10:34)

Working with Customers and Jobs

Customers and Jobs - Part 1 (11:13)
Customers and Jobs - Part 2 (7:46)
Estimates - Part 1 (11:46)
Estimates - Part 2 (6:16)
Invoicing from Estimates - Part 1 (10:20)
Invoicing from Estimates - Part 2 (3:20)
Invoicing Customers for Products and Services (1:40)
Receiving Payments (10:25)
Creating Deposits (7:38)
Creating Credit Memos (8:31)
Creating Statements (4:03)
Income Tracker (2:43)

Working with Vendors

Working with Vendors - Part 1 (8:12)
Working with Vendors - Part 2 (5:46)
Entering Bills (8:36)
Paying Bills (5:26)

Working with Items and Inventory

Working With Items - Part 1 (9:47)
Working With Items - Part 2 (4:24)
Creating Purchase Orders (5:44)
Receiving Items (4:54)
Creating Bills for Items (4:47)
Paying For Items (2:42)
Manually Adjusting Items (2:38)

Working with QuickBooks Registers

Working with Registers Part 1 (11:41)
Working with Registers Part 2 (2:39)
Creating Entries and Writing Checks (5:28)

Reconciling

Reconciling Bank Statements (10:09)

Working with Loans

Setting Up Loans in the Chart of Accounts (5:23)
Creating Loan Payments (4:31)
Loan Manager (7:52)

Working with Credit Cards

Setting Up Credit Card Accounts (4:40)
Entering Credit Card Transactions (4:23)
Reconciling Credit Cards and Making Payments (5:17)

Customizing Forms

Form Customization - Part 1 (11:46)
Form Customization - Part 2 (3:39)
Layout Designer - Part 1 (10:48)
Layout Designer - Part 2 (7:20)

Reports

Quick Reports (2:36)
Creating Reports - Part 1 (11:39)
Creating Reports - Part 2 (9:05)
Customizing Reports (10:39)
Memorizing Reports (4:27)

Working with Sales Tax

Working with Sales Tax- Part 2 (7:29)
Working with Sales Tax - Part 1 (10:11)

Payroll

Overview of Using the QB Payroll Service
Working with Payroll Items (8:14)
Paying Employees (6:24)
Paying Employees (3:18)
Working with Employees (10:44)

The Lead Center

Working with Leads (9:00)

Mail Merges

Creating a Mail Merge (5:37)
Mail Merge Main Documents (4:51)

Budgets

Creating a Budget (3:29)
Budget Reports (2:59)

Other QuickBooks Features

Using the Pin Feature (2:13)
Searching in QuickBooks
Reminders and Alerts (1:57)
Using the QuickBooks Calendar
Memorizing Transactions (3:24)
Vehicle Mileage (4:02)
Backing Up Company Files (3:24)
QuickBooks PC to MAC Conversion (2:17)
Canadian Version (1:12)

Wrap up

Conclusion (1:04)
Course Quiz and Certificate of Completion

Creating a Company File - Part 1

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