QuickBooks Desktop 2022 #2 Create New Company File & Enter Two Months of Data
This is the second in a series of courses covering QuickBooks Desktop Pro 2022; comprehensively.
OneNote Resource
6010 Restore & Backup Data Files
6040 Create a New Company File
6060 Increase Size of Icons
6010 Restore & Backup Data Files
6040 Create a New Company File
6060 Increase Size of Icons
OneNote Recourse
6080 Company Preferences Accounting
6100 Company Preferences Bills, Calendar, & Checking
6120 Company Preferences Desktop View, Finance Charge, & General
6140 Company Preferences Integrated Application & Items & Inventory
6160 Jobs & Estimates, Multiple Currencies, Payments, & Payroll
6180 Company Preferences Reminders & Reports & Graphs
6200 Company Preferences - Sales & Customers & Sales Tax
6220 Company Preferences Search, Send Forms, Service Connection, Spelling, Tax 1099, & Time & Expens
Documents to download
6080 Company Preferences Accounting
6100 Company Preferences Bills, Calendar, & Checking
6120 Company Preferences Desktop View, Finance Charge, & General
6140 Company Preferences Integrated Application & Items & Inventory
6160 Jobs & Estimates, Multiple Currencies, Payments, & Payroll
6180 Company Preferences Reminders & Reports & Graphs
6200 Company Preferences Sales & Customers & Sales Tax
6220 Company Preferences Search, Send Forms, Service Connection, Spelling, Tax 1099, & Time & Expens
OneNote Resource
6240 Options for Interring Items, Customers & Vendors
6260 Enter Service Items
6280 Inventory Tracking Options
6300 Set Up Inventory Items
Documents to download
6240 Options for Interring Items, Customers & Vendors
6260 Enter Service Items
6280 Inventory Tracking Options
6300 Set Up Inventory Items
OneNote Resource
6320 Sales Tax Set Up
6340 New Customers Setup & Accounts Receivable Beginning Balances
6360 New Vendors Setup & Accounts Payable Beginning Balances
Documents to download
6320 Sales Tax Set Up
6340 New Customers Setup & Accounts Receivable Beginning Balances
6360 New Vendors Setup & Accounts Payable Beginning Balances
OneNote Resource
6380 Add New Accounts & Opening Balances
6400 Adjust Opening Balances
6420 Set Up Manual Payroll
6440 Generate Reports After Entering Beginning Balances
Documents to download
6380 Add New Accounts & Opening Balances
6400 Adjust Opening Balances
6420 Set Up Manual Payroll
6440 Generate Reports After Entering Beginning Balances
OneNote Resource
7020 Deposits Owner Investment & Loan
7040 Purchase of Furniture & Investment Transactions
Documents to download
7020 Deposits Owner Investment & Loan
7040 Purchase of Furniture & Investment Transactions
OneNote Resource
7060 Enter Purchase Order P.O.
7080 Cash Payment for Inventory Linked to Purchase Order P.O.
Documents to download
7060 Enter Purchase Order P.O.
7080 Cash Payment for Inventory Linked to Purchase Order P.O.
OneNote Resource
7100 Invoice Selling Inventory
7120 Receive Payment Transaction & Form
7140 Sales Receipt Payment Received at Point of Sale
7160 Deposits From Undeposited Funds
Documents to download
7100 Invoice Selling Inventory
7120 Receive Payment Transaction & Form
7140 Sales Receipt Payment Received at Point of Sale
7160 Deposits From Undeposited Funds
OneNote Resource
7180 Invoice Created From Check Created From Purchase Order
7200 Receive Payment & Make Deposit
7220 Write Checks for Expenses & Prepaid Assets
7240 Bill Pay
Documents to download
7180 Invoice Created From Check Created From Purchase Order
7200 Receive Payment & Make Deposit
7220 Write Checks for Expenses & Prepaid Assets
7240 Bill Pay
OneNote Resource
7260 Customer Jobs
7280 Pay Employees
7282 Change Payroll Item for Payroll Taxes
7300 Enter Billable Time & Add to Invoice for Job
Documents to download
7260 Customer Jobs
7280 Pay Employees
7282 Change Payroll Item for Payroll Taxes
7300 Enter Billable Time & Add to Invoice for Job
OneNote Resource
7320 Month One Report
7320 Month One Report
OneNote Resource
8020 Make Amortization Table
8022 Make Loan Payments
8040 Short Term Investment Sales & Gains
8060 Change Account Categorization to Other Expense
Documents to download
8020 Make Amortization Table
8022 Make Loan Payments
8040 Short Term Investment Sales & Gains
8060 Change Account Categorization to Other Expense
OneNote Resource
8080 Purchase Order Adding New Items
8120 Sales Receipt & Deposit
8122 Record Receipt of Inventory with Bill Linked to P.O.
Documents to download
8080 Purchase Order Adding New Items
8120 Sales Receipt & Deposit
8122 Record Receipt of Inventory with Bill Linked to P.O.
OneNote Resource
8130 Populate Invoice Using Billable Item That was Created From P.O.
8140 Advanced Customer Payment or Unearned Revenue Method 1
8160 Apply Customer Deposit (Credit) to Invoice
8200 Advanced Customer Payment or Unearned Revenue Method 2
Documents to download
8130 Populate Invoice Using Billable Item That was Created From P.O.
8140 Advanced Customer Payment or Unearned Revenue Method 1
8160 Apply Customer Deposit (Credit) to Invoice
8200 Advanced Customer Payment or Unearned Revenue Method 2
OneNote Resource
8320 Bill for Hourly Services of Staff Set up Items & Enter Billable Time
8322 Create Invoices Using Billable Time
Documents to download
8320 Bill for Hourly Services of Staff Set up Items & Enter Billable Time
8322 Create Invoices Using Billable Time
OneNote Resource
8340 Rental Income Set Up Items
8342 Rental Income Customer Deposit
8344 Rental Income Estimate & Invoice
Documents to download
8340 Rental Income Set Up Items
8342 Rental Income Customer Deposit
8344 Rental Income Estimate & Invoice
OneNote Resource
8360 Purchase & Finance Equipment
8362 Subaccounts Categories For Fixed Assets
8360 Purchase & Finance Equipment
8362 Subaccounts Categories For Fixed Assets
OneNote Resource
8365 Bills - Enter, Sort, & Pay
8370 Pay Sales Tax
8365 Bills - Enter, Sort, & Pay
8370 Pay Sales Tax
OneNote Resource
8380 Enter Payroll For Second Month
8385 Pay Payroll Taxes
8380 Enter Payroll For Second Month
8385 Pay Payroll Taxes
OneNote Resource
8420 Create Reports After Second Month of Data Input
8420 Create Reports After Second Month of Data Input
This course is the second in a series of classes covering QuickBooks Desktop Pro 2022; comprehensively.
We will create a new company file and populate it with two months of data input.
The data input will cover every significant form in each operating cycle, including the revenue cycle, the payables cycle, and the payroll cycle. The primary operating cycles are also commonly grouped as the customer, vendor, and employee cycle.
As we enter financial transactions, populating forms, we will analyze the impact on the financial statement and related reports.
Entering two months of data will allow us to see the difference in complexity of entering data for the first month of operations, a time when we have no historical data to help us, and entering data in following months, a time when we do have prior history and transactions to help simplify the process.