Learn QuickBooks 2004 Overview - QuickBooks Tutorial

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With this Learn QuickBooks^® 2004 tutorial you will learn:

Lesson One	Lesson Two	Lesson Three
Section 1 - Introduction Section 2 - EasyStep Interview EasyStep Interview QuickBooks tutorials QuickBooks Wizard Converting Quicken® Skip EasyStep Interview Navigation buttons Entering accurate information Entering general information of the company Entering multiple company names Enter fiscal year end Tax information from accountant Enter tax forms Selecting business type Saving company information Adding Income and Expense accounts Determining number of users for QuickBooks Setting up users and passwords Setting preferences Sales tax options Collecting for multiple agencies Selecting invoice format Using QuickBooks for payroll Estimates and time tracking features Classes defined Setting up classes Entering bills and payments Setting reminders Cash-based vs. accrual-based accounting Selecting start date Section 3 - Setting Up Your Company Automatic Update screen Automatic Update defined Turning off the Update feature Methods of navigating through QuickBooks Menu bar Icons Fly-over explanations Navigator list Navigator defined Setting up accounts Default account set up by QuickBooks Deleting accounts Setting up account with numbers vs. text Consistency of names Add a new account - Bank Add a new account - Credit card (Practice Lesson File to add accounts) Create Customer list Job list defined Add customer to Customer list Manually updating changes Check credit Setting terms offered Preferred send method Setting up sales tax items Creating sales tax groups Quick Add option for items Price level field defined Create price level Creating custom fields (Practice Lesson File to add customers) Entering Vendor list Vendors needing 1099 forms (Practice Lesson file to add vendors) Section 4 - Setting QuickBooks Preferences Preferences defined My Preferences vs. Company Preferences accounting Requiring accounts Closing dates for Accounts Desktop view Actions when closing QuickBooks Color scheme Saving changes Finance charges Setting percentages and minimum charges Adding a finance charge account General settings Setting time format Updating name information Automatic decimal placement Integrated applications QuickBooks Solutions Marketplace options Jobs and estimates Jobs and estimates Payroll and employees Resetting employee defaults Purchases and vendors Changing bills due date Automatically use discounts and credits Reminders Reports and graphs Reporting profits and losses and aging reports Classify cash accounts Options to update reports and graphs Determining how graphs appear Sales and customers Shipping preferences Sales tax preferences Setting tax codes Setting when to pay sales tax Send forms Creating invoices and estimates preferences Service connection Network Password preferences Tax: 1099 forms Time tracking Adding Users and changing permissions of users Designate administrator Section 5 - Creating Lists Items defined Merchandise Taxes Fees Service charges Large vs. small inventories Need for Items list on invoices Opening the Item list Sales tax Prepayment Late fees Discounts Unique names for items Item Types names Other charges as delivery and service fees Group type Discount type Payment Creating items When to enter items on the Item list Setting tax code and income account Check spelling in Item list Create custom field in item list Other Names list Draw and salary Customer and Vendor Profile lists Terms list Customer Message lists Price Level list Creating Subitems list Create discount items Creating parent item (Practice Lesson File to add items) Correcting mistakes Section 6 - Managing QuickBooks Customize Icon bar Add separator to Icon bar Showing icons with and without text Shortcut list Add calculator to shortcut list Auto Pop-up list Need for backup copies Creating backups Network drive CD Zip drive Floppy drive Internet Manual backup vs. automatic backup Doing a manual backup Performing a manual backup Backup options Verify Data Integrity feature Format disk options Set defaults for backup Reminder Location Date and time stamp options Schedule automatic backup Auto Backup options Deleting old backup files Auto Backup Folder on your system Backup to remote locations Defined scheduled backups Setting an Auto Backup Schedule Computer need to be on, but not QuickBooks Naming methods of auto backups Need for two backup copies Off-site storage of backup Restore backup file	Section 1 - Introduction Section 2 - Invoicing Creating invoices Customer payments defined Invoices Sales receipts Statements Invoices: Service or product items Quantity and price of items Track sales tax Sales receipt Payment at time of service Shows quantity and cost Retail business Statement Provide services throughout a time period but bill monthly Elements of an invoice Elements of an invoice Filling out an invoice Charging sales tax on an item Entering customer message Creating new customer message Memorizing invoices Automatically enter memorized invoices Editing memorized invoices Printing invoices (Practice Lesson File to add invoices) Finding and editing existing invoices Delete vs. void invoices Section 3 - Managing Customer Accounts Sending and e-mailing invoices Selecting forms to send Spell-check invoices E-mailing invoices Printing invoices Printing labels Selecting invoices to print Setting Invoice Printing options Issuing credits and refunds Numbering invoices and credits Applying credits to Customer accounts Creating sales receipt Generating account statements Creating statements for selected customers Customers with zero balance Access finance charges Section 4 - Receiving Payments Receive Payments icons Balance forward bookkeeping defined Default method Payment to oldest invoice first Open item bookkeeping Applying payment to invoices Dealing with underpayments Using credits with payment Applying payments with credit card Accepting credit cards online Using discounts to payment Applying payment to a specific invoice Applying discount to payment Viewing payments in Accounts Receivable account Undeposited Funds account Making deposits using check register Creating sales receipt for daily sales Section 5 - Making Deposits Undeposited Funds account Making deposits using check register Creating sales receipt for daily sales Creating Over and Short accounts for receipts Creating Over and Short accounts Create sales receipt for overages or shortages Make Deposits From dialog box Creating deposit slip Preview deposit slip Cash Back option on deposit slip Section 6 - Entering and Paying Bills Enter received bills Enter bills on billing form Entering items as expenses or item Editing item on bill Recalculating bills (Practice Lesson File to add bills) Select bills to be paid Set discount and credit information Pay bills Reminders for check to print Write and print checks Process a payment without a bill Using the check form Entering handwritten checks Paying state sales tax Pay Sales Tax icon Section 7 - Making Adjustments Transfer funds between accounts Online Banking Set icon Setup Interview for online banking Making adjustment for bad checks Deduct amount from account Remove payment from invoice Record bank charges Void deposit if only one check Making Journal entry for bad checks (Practice Lesson File to record bad checks) Backing out discounts for bad checks Double-entry bookkeeping defined Deposits = Debits Writing checks = Credits Creating custom report on sales Create invoice for bad check charge Create new item for bad check charge Generate statement with bad check charge Deduct bank charges from Customer account Section 8 - Setting Up Payroll Methods of dealing with payroll QuickBooks payroll services Outside payroll services In-house payroll QuickBooks payroll services Access to tax rate database Software updates Federal tax forms List of payroll tips Employee Navigator icon Using Payroll Setup Wizard Setting up payroll taxes Select state to pay payroll taxes Set up wages and payroll items Set up vendors for tax liabilities Setting up benefits payee Entering employee information Hourly rates and salary Section 9 - Paying Employees Setting vacation and sick time Add employee cards (Practice Lesson File to add employees) Set up tax information Enter hire date Enter paycheck history for the year / quarter Year-to-date Wizard Determine account affected regarding Social Security Preparing payroll checks Enter hours Print paychecks	Section 1 - Introduction Section 2 - Tracking Accounts Receivable Applying finance charges Review preferences for finance charges Calculating charge on due date or invoice date Assess finance charges menu Remind to access credits Checking collection history Calculating a new amount Creating an Aging report Aging defined Adjusting the Aging Report Sorting reports Setting filters on reports Creating headers and footers Creating custom reports Summary view of the Aging report Memorizing reports Printing reports View of reports Section 3 - Running Reports Creating Trial Balance report Filter Trial Balance report Using Non-Zero option on reports Creating Balance sheets Balance Sheet summary defined Profit and Loss statement (Income statement) Figuring net loss or income for a period Statement of cash flow Creating Accountant's Review copy What can and can't be done while data is locked Canceling the Accountant's Review copy Importing the Accountant's Review changes Section 4 - Making Journal Entries When to make a Journal entry Non-standard transaction Tracking depreciation Change account structure Depreciation Expense account Creating parent account for assets and Depreciation Make general Journal entries Number Journal entries Making Journal entries to separate accounts Moving entries into Asset and Depreciation accounts Crediting and debiting accounts Section 5 - Reconciling Bank Statements Dealing with opening balance discrepancies Checking the bank statement for ending balance Checking cleared checks and deposits Tricks in looking for errors Using the bank register to locate errors Making changes during reconciliation Making adjusting entry to amend errors Reconcile Adjustment dialog box Printing Reconciliation report Section 6 - Tax-Related Issues Making federal payroll tax deposits Frequency of payroll taxes Transfer funds for taxes to payroll account Process payroll liabilities Including Form 8109 with deposit Hide zero balances Prepare quarterly 941 form Quarterly Employer's Record of Tax Payments form Paper requirements for forms Printing tax forms Preparing annual tax reports State Unemployment reports Create Form 940 Preparing W2 forms Printing W2 and W3 forms When you need Form 1099 Preparing 1099 summary and report Printing 1099 forms Tax Preparation report Setting correct tax lines in accounts Tax reports not provided in QuickBooks Creating account for officer compensation Section 7 - Year-End Procedures Year-end Journal entries Running reports for fiscal year Profit and loss Balance Sheet Statement of cash flow Balance Sheet as a to-do list No posting new transactions or editing transactions Set closing date Setting up users and password for closing Making year-end backups Condensing QuickBooks files What should and should not be condensed Condensing procedures

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