First and foremost, if you have any questions about how to make the most out of my free QuickBooks training simply call me to discuss what you are trying to accomplish. I love talking to my students!
Tony Holowitz: 781-728-9777 | Skype: tony.holowitz
The fundamentals of using QuickBooks has not changed since I started using QuickBooks many years ago. You can create invoices, run reports about those invoices, and receive payments on those invoices. The best thing about QuickBooks is that you don’t have to be an accountant to use it. The tutorials below cover the fundamentals of QuickBooks.
If you have questions about QuickBooks, I will give you
One-Hour of my time for free to discuss anything
related to QuickBooks. I can work
with you anywhere in the world using GoToMeeting.
Simply contact me to setup a time to work together.
Click Here to Watch QuickBooks Part 1
Time: begin to 3:40: Overview: you learn by doing | Don’t be intimidated by QuickBooks |
Practice makes perfect |
Time: 3:40 to 18:45: My approach to QuickBooks |
QuickBooks home page | Creating an Invoice for RRR Painting |
Widgets as an item | Tab key & keyboard shortcuts | Quick Add vs.
setup | Numbering invoices (make it look like you’ve been in
business forever | Adding more detail to an invoice | The first
month is the hardest | QuickBooks is great because you learn by
doing | The first month is the hardest and most time consuming | You
learn a great deal about QuickBooks by creating your first invoice
| Creating items | Sub items
Time: 18:46 to end: Getting
you comfortable with QuickBooks versus making you the world’s best
accountant | QuickBooks is easy to use | Invoice options: print, batch
print, email and save as a PDF | Emailing an invoice as an attachment |
You created an invoice, now you have something to report about |
Creating an accounts receivable report | Getting around a report | The
zoom tool (magnifying glass drills down) | Your first customer, invoice
and report…very easy | Save an invoice | Starting a new invoice | Open
windows on left | Planning what things should be called
Click Here to Watch QuickBooks Part 2
Time: begin to 10:00: Receiving Payments | Where does the payment go? | Creating a
checking account | Chart of Accounts | Tony’s Checking Account | Opening
Balance | Outstanding checks | Quick review of checking account |
Managing a payment | Viewing open invoices | Applying payments to the
proper invoice | Using the tab key | Where do you deposit your received
payments? | Check deposit logistics | Using the dropdown calendar to
select a date | Save and close | Funds out of receivables and deposited
into checking account
Time: 10:01 to end: Creating shortcuts on
toolbar | Icon choices | Partial payments | Match payments to invoices |
Creating estimates | QuickBooks email service | Estimate Options | Save
as PDF | Converting an estimate to an invoice | Printing options | More
than one way to do the same thing | Don’t worry, mistakes will be caught
when you reconcile | QuickBooks email server | Sending an email via
QuickBooks
Click Here to Watch QuickBooks Part 3
Time: begin to
13:30: Ways to get paid
| Sales receipt | Invoice vs. Sales Receipt | Deposit to | Make deposits
| Save & close | Chart of Accounts | Checking account shortcut on
toolbar | Simplify QuickBooks | Makes it easier to train others | Make
reports easy for the boss | Accounts receivable report | Shortcut to AR
report | Writing checks | Date issues | Today’s date | Keyboard
shortcuts | T for Today | M for Month | Fred Jones example | Quick add
vs. setup | Avoiding the mouse | Vendor, customer, employee or other |
Entering a check in register | Account field | Memo Field | Running
account balance
Time: 13:31 to end: Downloading
banking information | Backup strategies | How to backup | Backup options
|
Carbonite | Files out of office
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