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QuickBooks® Pro 2020 Training: Manage Small Business Finances
Section 1: Intro
Welcome and Overview (1:22)
QB Desktop vs. Online version (5:41)
QB Desktop Versions Explained (3:41)
QB 2020 New Features Overview - PC Version (10:17)
QB 2020 New Features Overview - MAC version (5:23)
Section 2: Getting Started
Setting Up Your Company File (3:06)
Using the Easy Step Interview Part. 1 (8:46)
Using the Easy Step Interview Part. 2 (6:37)
My Company overview (3:59)
Identifying the components of the QuickBooks environment (8:54)
Converting QB desktop data to the online version (1:46)
Section 3: Customizing the QB Environment
Preferences part 1 (9:39)
Preferences part 2 (8:06)
Working with users (8:13)
Chart of Accounts part 1 (11:19)
Chart of Accounts part 2 (10:30)
QB Sample Files (3:56)
Company file search - NEW! (2:02)
Section 4: Working with Customers & Jobs
Working with customers and jobs part 1 (11:34)
Working with customers and jobs part 2 (9:12)
Estimates part 1 (9:33)
Estimates part 2 (8:21)
Invoicing from estimates part 1 (9:56)
Invoicing from estimates part 2 (4:52)
Invoicing customers for products and services (2:03)
Receiving customer payments (9:28)
Making deposits (9:23)
Creating credit memos (7:03)
Creating customer statements (3:40)
Income Tracker (3:54)
Chapter 5: Working with Vendors
Working with Vendors (9:03)
Entering bills (8:28)
Paying bills (6:03)
Credit Memos (2:47)
Section 6: Working with Items & Inventory
Working with items part 1 (8:54)
Working with items part 2 (6:48)
Creating Purchase Orders (5:30)
Receiving Items (4:03)
Creating bills for Items (4:10)
Paying for Items (1:41)
Manually adjusting Inventory (2:50)
Section 7: Working with QuickBooks registers
Working with Registers (8:16)
Downloading Transactions (6:25)
Creating entries & writing Checks (3:50)
Bank Transfers (2:25)
Reconciling (6:54)
Section 8: Working with loans
Setting up loans (3:25)
Using the Loan Manager (7:07)
Creating loan payments (3:40)
Section 9: Working with credit cards
Setting up credit card accounts (4:11)
Entering credit card transactions (5:11)
Reconciling credit cards & making payments (5:19)
Section 10: Working with Forms
Overview of Forms Templates (3:38)
Customizing Forms part 1 (9:52)
Customizing Forms part 2 (2:03)
Layout Designer part 1 (10:59)
Layout Designer part 2 (4:10)
Section 11: Reports
Quick Reports (2:49)
Report Center (4:21)
Creating Reports part 1 (8:15)
Creating Reports part 2 (4:59)
Collapsing columns/rows in job or class reports - NEW! (3:24)
Customizing Reports (9:51)
Memorizing Reports (4:37)
Section 12: Sales Tax
Working with Sales Tax part 2 (6:09)
Working with Sales Tax part 1 (9:29)
Section 13: Payroll
Overview of using the QB payroll service (3:58)
Payroll setup (2:52)
Working with payroll items (5:48)
Working with employees (11:30)
Paying employees (4:52)
Paying payroll taxes (3:28)
Section 14: The Lead Center
Working with Leads (5:06)
Section 15: Mail Merges
Creating a Mail Merge (6:11)
Mail Merge Main documents (5:03)
Section 16: Budgets
Creating a budget (3:34)
Budget reports (3:22)
Section 17: Other QuickBooks Features
Automated payment reminders - NEW! (5:40)
Searching in QuickBooks (4:33)
Reminders and alerts (3:31)
Using the QuickBooks Calendar (3:11)
Memorizing transactions (6:23)
Importing Lists into New Company Files (5:10)
Vehicle Mileage (2:38)
Combining Emails - New! (2:29)
Backing up company files (4:23)
QuickBooks PC to MAC or Online conversion (2:29)
Canadian vs. US Version of QuickBooks (2:48)
Section 18: Wrap up
Conclusion (0:38)
Course Quiz and Certificate of Completion
Using the Easy Step Interview Part. 1
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