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Table of Contents
Introduction (2:31)
Company File
What is a QuickBooks File (2:17)
QuickBooks Basic Company Setup (5:27)
QuickBooks Advanced Company Setup (10:05)
Moving Between Company Files (5:19)
QuickBooks Copy / Backup Overview (2:44)
Backup Copy (4:59)
Portable Copy (1:36)
Accountant's Copy (2:39)
Importing Accountant's Changes (6:10)
Scheduling a Backup (4:26)
Restoring a Backup (3:36)
Setting up Users (5:19)
Customizing QuickBooks
Customizing the Home Screen (4:59)
Working with Preferences (2:26)
Working with QuickBooks Lists (0:50)
The Chart of Accounts Overview (2:08)
Asset Accounts (7:54)
Liability Accounts (6:51)
Equity Accounts (4:39)
Using Account Numbers (4:30)
Sub Accounts (4:46)
Removing Accounts (3:02)
Class Tracking Lists (3:27)
Item List Overview (1:48)
Service Items (3:24)
Non-Inventory Items - Part 1 (3:00)
Non-Inventory Items - Part 2 (1:49)
Inventory Items (5:17)
Inventory Assembly Setup (5:16)
Groups (3:01)
Other Charges (2:25)
Subtotal (1:39)
Discounts (2:34)
Payments (2:14)
Sub-Items (4:06)
Removing Items (3:00)
Adding or Editing Multiple Items (7:51)
Other Lists
Fixed Asset Item List (4:02)
Price Levels (4:22)
Sales Tax Codes (2:03)
Sales Tax Items and Groups (3:26)
Customer & Vendor Profile Lists (0:37)
Sales Rep List (2:05)
Customer Type List (1:31)
Vendor Type List (1:11)
Job Types (1:04)
Payment Terms (3:27)
Customer Message List (1:21)
Payment Method List (1:24)
Ship Via (1:11)
Vehicle List (1:06)
Vendors
The Vendor Center (2:15)
Adding a Vendor (4:35)
Adding Multiple Vendors (5:34)
Additional Vendor Information (5:14)
Removing Vendors (3:44)
Customers
Customer Center (1:13)
Adding Customers (7:16)
Additional Customer Information (5:02)
Adding and Editing Multiple Customers & Jobs (8:53)
Using Jobs (2:35)
Employees - Adding Just the Basics (4:34)
Purchases
Purchase Orders (4:47)
Receiving Items with a Bill (7:36)
Receiving Items without a Bill (7:47)
Entering Bills without a PO (6:34)
Paying Bills with Checks (5:19)
Paying Bills with Credit Cards (3:32)
Vendor Credits (5:30)
Sales
Sales Receipts (6:40)
Estimates (4:20)
Sales Orders (5:53)
Sales Order fulfillment worksheet (4:28)
Back Orders (5:38)
Creating a PO from a Sales Order (6:16)
Creating Invoices (3:25)
Entering Billable Time, Mileage, and Expenses (6:53)
Billing for Time, Mileage and Expenes (3:48)
Credit Memos (7:24)
Entering Shipping Charges (2:13)
Statements (6:19)
Assessing Finance Charges (4:38)
Receiving Customer Payments (8:32)
Banking
Making Deposit (5:15)
Transferring Funds (3:46)
Writing Checks (5:43)
Reconciling Checking Accounts (11:36)
Using Credit Cards for Purchases
Entering Credit Card Charges (3:03)
Paying and Reconciling Credit Cards (7:29)
Printing
Printer Setup (1:42)
Templates (10:40)
QuickBooks Letters (4:41)
Reports - Part 1 (9:09)
Reports - Part 2 (13:01)
Miscellaneous Topics
Other Names (3:11)
Voiding or Deleting? (3:17)
Memorizing Transactions (5:06)
General Journal Entries (8:42)
Building Inventory Assemblies (3:01)
Physical Inventory (7:28)
Paying Sales Tax (7:46)
Ribbon Bar (9:05)
Custom Fields (6:22)
Payroll (18:01)
Wrap-Up (0:42)