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QuickBooks Desktop - Canada Edition
Section 1: Course Introduction
Welcome and Overview (2:34)
QuickBooks Versions (5:00)
Course Structure (2:43)
Course Exercise
Section 2: Getting Started
How QuickBooks Files Work (2:38)
Setting Up Your Company File (3:46)
Using Easy Step Interview - Part 1 (9:19)
Using Easy Step Interview - Part 2 (12:39)
Getting Around in QuickBooks - Part 1 (11:17)
Getting Around in QuickBooks - Part 2 (16:25)
Starting and Exiting QuickBooks (2:51)
Opening a Second Company File (2:22)
Section 3: Customizing the QuickBooks Environment
Preferences - Part 1 (12:39)
Preferences - Part 2 (6:34)
Working with Users (10:26)
Chart of Accounts - Part 1 (14:00)
Chart of Accounts - Part 2 (17:05)
Let Me Try: Creating a New Account (1:12)
Section 4: Working with Customers & Jobs
Walkthrough of the Customer Centre (13:24)
Creating Customers and Jobs (12:54)
Estimates - Part 1 (12:52)
Estimates - Part 2 (10:03)
Invoicing from Estimates - Part 1 (11:00)
Invoicing from Estimates - Part 2 (4:44)
Invoicing Customers for Products and Services (5:18)
Receiving Payments (10:53)
Creating Deposits (5:27)
Creating Credit Memos (7:52)
Entering an Overpayment (6:16)
Handling Customer Down Payments (3:48)
Memorizing a Sale (3:05)
Using Price Levels (7:12)
Creating Statements (7:25)
Using the Income Tracker (4:03)
Let Me Try: Creating a New Customer and an Invoice (2:48)
Let Me Try: Receiving a Payment (1:05)
Let Me Try: Creating a Deposit (1:21)
Section 5: Working with Vendors
Walkthrough of the Vendor Centre - Part 1 (6:05)
Walkthrough of the Vendor Centre - Part 2 (10:21)
Entering Bills (11:39)
Paying Bills (7:12)
Handling Vendor Credit Memos (5:42)
Let Me Try: Creating a New Vendor and Entering a New Bill (2:41)
Let Me Try: Paying a Bill (1:22)
Section 6: Working with Items & Inventory
Working with Items - Part 1 (9:17)
Working with Items - Part 2 (5:01)
Creating Purchase Orders (7:05)
Receiving Items (5:51)
Creating Bills for Items (4:29)
Manually Adjusting Items (6:32)
Let Me Try: Creating a New Inventory Item & Puchase Order (3:00)
Section 7: Working with Registers and Bank Accounts
Working with Registers (9:39)
Creating Entries and Writing Cheques (8:19)
Let Me Try: Writing a Cheque (1:24)
Recording Bank Transfers (2:41)
Reconciling (12:55)
Let Me Try: Reconciling a Bank Statement (2:43)
Section 8: Working with Loans
Setting Up Loans (5:06)
Creating Loan Payments (3:50)
Using the Loan Manager (6:57)
Let Me Try: Creating a Loan Payment (1:57)
Section 9: Working with Credit Cards
Setting Up Credit Card Accounts (4:17)
Entering Credit Card Transactions (9:34)
Reconciling Credit Cards and Making Payments (4:30)
Let Me Try: Creating a New Credit Card Account & Entering a Credit Card Charge (2:25)
Section 10: Customizing Forms
Form Customization - Part 1 (10:15)
Form Customization - Part 2 (4:04)
Layout Designer (13:10)
Let Me Try: Creating a Customized Invoice (2:00)
Section 11: Reports
Quick Reports (5:03)
Creating Reports - Part 1 (13:52)
Creating Reports - Part 2 (12:59)
Customizing Reports (11:09)
Let Me Try: Running and Memorizing a Financial Statement Report (2:19)
Memorizing Reports (4:36)
Section 12: Working with Sales Tax
Setting Up & Applying Sales Taxes (17:31)
Running Sales Reports & Filing Sales Tax Returns (11:56)
Let Me Try: Filing a Sales Tax Return (2:38)
Section13: Payroll
Working with Payroll Items (13:53)
Working with Employees (7:00)
Paying Employees (11:24)
Paying Payroll Taxes (6:50)
Running Payroll Reports (4:03)
Let Me Try: Performing a Payrun & Recording a Tax Payment (4:36)
Section 14: The Lead Center
Working with Leads (6:14)
Let Me Try: Creating a New Lead (2:19)
Section 15: Mail Merges
Creating a Mail Merge (7:35)
Mail Merge Using Custom Templates (4:57)
Section 16: Budgets
Creating a Budget (6:17)
Budget Reports (5:24)
Section 17: Other QuickBooks Features
Using Bank Feeds (5:31)
Searching in QuickBooks (6:41)
Using the QuickBooks Calendar (3:09)
Backing Up Company Files (9:03)
Section 18: Course Conclusion
Conclusion (2:47)
Handling Vendor Credit Memos
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