QuickBooks Desktop # 1 Navigation, Forms, & Reports

Learn how to navigate QuickBooks Desktop from a certified public accountant CPA

Buy $30.00

Course curriculum

1. 1005 QuickBooks Desktop vs QuickBooks Online
2. Documents to Download
3. 1009 QuickBooks Desktop
4. 1010 How To Download the Software
5. 1012 30 Day Free Trial or Purchase Process
6. 1015 Install QuickBooks Desktop
7. 1017 Increase Display Size
1. 1080 Home Page Overview
2. 1020 Download & Open Sample File
3. 1100 Bank Feeds
4. 1120 Preferences
1. 1140 Vendors Section
2. 1160 Vendor
3. 1180 Bill Form
4. 1200 Pay Bills Form Check
5. 1220 Purchase Order Form P.O
6. 1222 Bill With Inventory Connected to P.O.
7. 1227 Inventory Adjustment
8. 1240 Manage Sales Tax
9. 1260 Check Form
10. 1280 Void Check Prior Period
1. 1300 Customer Section Customer Cycle98df20c.autosave
2. 1320 Customer Center
3. 1340 Invoice Form
4. 1360 Receive Payment Form
5. 1380 Deposit Form
6. 1400 Sales Receipts Form
7. 1405 Barter Sale Transaction
8. 1420 Credit Memo Refund Form & Bad Debt Expense
9. 1423 Statement Charges
10. 1426 Finance Charges
1. 1440 Banking Section, Company Section Shortcuts
2. 1460 Customize Shortcuts & Home Page Icons
1. 1480 Employee Section Payroll Process
2. 1500 Employee Center
3. 1540 Pay Payroll Liabilities Form
4. 1545 Process Payroll Forms
5. 1548 Enter Time Form
1. 1560 Lists
2. 1600 Item Lists
1. 2020 Balance Sheet Report Overview
2. 2040 Report Formatting Basics
3. 2045 Report Filters
4. 2060 Report Header Footer Formatting
5. 2080 Report Fonts Numbers Formatting
6. 2100 Comparative Balance Sheet Creation
7. 2120 Balance Sheet Vertical Analysis
8. 2140 Memorize Report Group Setup
9. 2160 Memorize Reports
10. 2180 Reports - Print, Save as PDF Organize
11. 2181 Export Balance Sheet to Excel
1. 3020 Profit and Loss, PandL, Income Statement Overview
2. 3040 Comparative Profit & Loss, P&L, Income Statement
3. 3060 Vertical Analysis Profit Loss, P&L, Income Statement
4. 3080 Memorize Profit & Loss, P&L, Income Statement Reports
5. 3100 Print, Save as PDF Organize Profit Loss or Income Statement Reports
6. 3105 Export to Excel Profit and Loss or Income Statement Reports
1. 4020 Statement of Cash Flows
2. 4040 Accounts Receivable Aging Reports
3. 4060 Accounts Payable Aging Reports
4. 4065 1099 Reports
5. 4080 Sales by Customer and Sales by Item
6. 4140 Inventory Reports
7. 4160 Payroll & Employee Reports
8. 4180 Banking Reports
9. 4200 Transaction List by Date Report
10. 4220 Journal Report
11. 4225 Trial Balance
12. 4240 Budget Reports
13. 4260 Accounts Receivable Graphs
14. 4280 Accounts Receivable Graphs Excel
15. 4300 Accounts Payable Graphs
16. 4305 Accounts Payable Graphs in Excel
17. 4320 Sales by Customer, Account, & Item Graphs
18. 4360 Income & Expense Graph
19. 4380 Internal or External Report

About this course

$30.00
76 lessons
19.5 hours of video content

Description

This course will cover the fundamentals of QuickBooks desktop, the things you need to know to get up and running.

We will first talk about how to get access to QuickBooks Desktop, possibly with the 30-day free trial often offered by QuickBooks, the 30-day free trial being a perfect tool for a course like this.

Using the sample company file provided by QuickBooks, we will practice navigating the software, locating the settings, the general ledger and other core lists, the reports, and the primary forms used to enter financial transactions.

We will break the accounting process down into accounting cycles, including the revenue or accounts receivable cycle, the purchases or expense or accounts payable cycle, and the payroll or employee cycle.

Thinking about the accounting process by cycle is much easier to visualize, the data input forms falling into place, the order and linking of many data input forms becoming much clearer.

This course will demonstrate the core financial statement reports, the balance sheet, and the income statement or profit and loss. We will then look at many other reports, considering how most will expand on, and provide more information to line items on the primary financial statement reports, the balance sheet, and income statement, or profit and loss.