Free QuickBooks Training

Recently Added Tutorials

Introduction to QuickBooks Part 1

Overview: you learn by doing | Don’t be intimidated by QuickBooks | Practice makes perfect | time: begin to 3:40

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: 3:40 to 18:45

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
time: 18:46 to end
 

Introduction to QuickBooks Part 2

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: begin to 10:00

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
time: 10:01 to end
 

Introduction to QuickBooks Part 3

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: begin to 13:30

Downloading banking information | Backup strategies | How to backup | Backup options | Carbonite | Files out of office
time: 13:31 to end