Customizing the Home Screen | Complete QuickBooks Training Course

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Complete QuickBooks Desktop Training Course

Part 1: Introduction

Introduction to QuickBooks for Desktop Pro, Premier and Enterprise users (2:31)

Part 2: Setting up Company Files

What is a Company File? (2:17)
Company Setup - Basic Method (5:27)
Company Setup - Advanced Method (10:05)
Moving Between Company Files (5:19)

Part 3: Creating Copies and Backups

Backup Overview (2:44)
Create a QuickBooks Backup (4:59)
Create a QuickBooks Portable Copy (1:36)
Create an Accountants Copy (2:39)
Importing Accountants Changes (6:10)
Scheduling Backups (4:26)
Restoring backups (3:36)

Part 4: Customizing QuickBooks and Setting Up Users

Customizing the Home Screen (4:59)
Setting up Preferences (2:26)
Setting up Users (5:19)

Part 5: Lists

Lists Overview (0:50)

Part 5: Lists -- Section 1: The Chart of Accounts

The Chart of Accounts Overview (2:08)
Asset Accounts (7:54)
Liability Accounts (6:51)
Equity Accounts (4:39)
Income and Expense Accounts (9:25)
Account Numbers (4:30)
Sub Accounts (4:46)
Removing Accounts (3:02)

Part 5: Lists -- Section 2: Class Tracking

Class Tracking (3:27)

Part 5: Lists -- Section 3: Items

Items 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)
Item Groups (3:01)
Other Charges (2:25)
Sub totals (1:39)
Discounts (2:34)
Payments (2:14)
Sub Items (4:06)
Removing Items (3:00)
Adding and Editing Multiple Items (7:51)

Part 5: Lists -- Section 4: Fixed Asset Item List

Fixed Assets (4:02)

Part 5: Lists -- Section 5: Price Levels

Price Levels (4:22)

Part 5: Lists -- Section 6: Sales Tax

Sales Tax Codes (2:03)
Sales Tax Items and Groups (3:26)

Part 5: Lists -- Section 7: Customer & Vendor Profile Lists

Customer & Vendor Profile Lists Overview (0:37)
Sales Reps (2:05)
Customer Type List (1:31)
Vendor Type List (1:11)
Job Types (1:04)
Payment Terms List (3:27)
Customer Message List (1:21)
Payment Method List (1:24)
Ship Via List (1:11)
Vehicle List (1:06)

Part 6: The Vendor Center

Vendor Center Introduction (2:15)
Adding a Vendor (4:35)
Adding Multiple Vendors (5:34)
Additional Vendor Information (5:14)
Removing Vendors (3:44)

Part 7: The Customer Center

Customer Center Introduction (1:13)
Adding Customers (7:16)
Additional Customer Information (5:02)
Adding & Editing Multiple Customers & Jobs (8:53)
Using Jobs (2:35)

Part 8: The Employee Center

Adding an Employee -- Just the basics (4:34)

Part 9: Buying and Paying for Goods and Services

Purchase Orders (4:47)
Recieving Items with a Bill (7:36)
Receiving Items w/ out a Bill (7:47)
Entering Bills w/ out a PO (6:34)
Paying Bills with Checks (5:19)
Paying Bills with Credit Cards (3:32)
Vendor Credits (5:50)

Part 10: Sales Transactions

Sales Receipts (6:40)
Estimates (4:20)
Sales Orders (5:53)
Sales Order Fulfillment (4:28)
Back Orders (3:56)
Creating a PO from a Sales Order (6:16)
Creating Invoices (3:25)
Entering Billables (6:53)
Billing for Time Mileage and Expenses (3:48)
Credit Memos (7:24)
Entering Statement Charges (2:13)
Statements (6:19)
Assessing Finance Charges (4:38)

Part 11: Receiving Payments and Making Deposits

Receiving Customer Payments (8:32)
Making Deposits (5:15)

Part 12: Other Banking Transactions

Writing Checks (5:43)
Transferring Funds (3:46)
Reconciling Bank Accounts (11:36)

Part 13: Working with Credit Cards

Entering Credit Card Charges (3:03)
Reconciling Credit Card Accounts (7:29)

Part 14: Printing Froms, Letters and Reportd

Printer Setup (1:42)
Templates (10:40)
QuickBooks Letters (4:41)
Reports Part 1 (9:09)
Reports Part 2 (13:01)

Part 15: Misc. 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 Collected (7:46)
Ribbon Bar (9:05)
Custom Fields (6:22)
Payroll (18:01)

Part 16: Wrap Up

Thank You! (0:42)

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Customizing the Home Screen

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