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.

Buy $25.00

Course curriculum

1. OneNote Resource
2. 6010 Restore & Backup Data Files
3. 6040 Create a New Company File
4. 6060 Increase Size of Icons
1. 6010 Restore & Backup Data Files
2. 6040 Create a New Company File
3. 6060 Increase Size of Icons
1. OneNote Recourse
2. 6080 Company Preferences Accounting
3. 6100 Company Preferences Bills, Calendar, & Checking
4. 6120 Company Preferences Desktop View, Finance Charge, & General
5. 6140 Company Preferences Integrated Application & Items & Inventory
6. 6160 Jobs & Estimates, Multiple Currencies, Payments, & Payroll
7. 6180 Company Preferences Reminders & Reports & Graphs
8. 6200 Company Preferences - Sales & Customers & Sales Tax
9. 6220 Company Preferences Search, Send Forms, Service Connection, Spelling, Tax 1099, & Time & Expens
1. Documents to download
2. 6080 Company Preferences Accounting
3. 6100 Company Preferences Bills, Calendar, & Checking
4. 6120 Company Preferences Desktop View, Finance Charge, & General
5. 6140 Company Preferences Integrated Application & Items & Inventory
6. 6160 Jobs & Estimates, Multiple Currencies, Payments, & Payroll
7. 6180 Company Preferences Reminders & Reports & Graphs
8. 6200 Company Preferences Sales & Customers & Sales Tax
9. 6220 Company Preferences Search, Send Forms, Service Connection, Spelling, Tax 1099, & Time & Expens
1. OneNote Resource
2. 6240 Options for Interring Items, Customers & Vendors
3. 6260 Enter Service Items
4. 6280 Inventory Tracking Options
5. 6300 Set Up Inventory Items
1. Documents to download
2. 6240 Options for Interring Items, Customers & Vendors
3. 6260 Enter Service Items
4. 6280 Inventory Tracking Options
5. 6300 Set Up Inventory Items
1. OneNote Resource
2. 6320 Sales Tax Set Up
3. 6340 New Customers Setup & Accounts Receivable Beginning Balances
4. 6360 New Vendors Setup & Accounts Payable Beginning Balances
1. Documents to download
2. 6320 Sales Tax Set Up
3. 6340 New Customers Setup & Accounts Receivable Beginning Balances
4. 6360 New Vendors Setup & Accounts Payable Beginning Balances
1. OneNote Resource
2. 6380 Add New Accounts & Opening Balances
3. 6400 Adjust Opening Balances
4. 6420 Set Up Manual Payroll
5. 6440 Generate Reports After Entering Beginning Balances
1. Documents to download
2. 6380 Add New Accounts & Opening Balances
3. 6400 Adjust Opening Balances
4. 6420 Set Up Manual Payroll
5. 6440 Generate Reports After Entering Beginning Balances
1. OneNote Resource
2. 7020 Deposits Owner Investment & Loan
3. 7040 Purchase of Furniture & Investment Transactions
1. Documents to download
2. 7020 Deposits Owner Investment & Loan
3. 7040 Purchase of Furniture & Investment Transactions
1. OneNote Resource
2. 7060 Enter Purchase Order P.O.
3. 7080 Cash Payment for Inventory Linked to Purchase Order P.O.
1. Documents to download
2. 7060 Enter Purchase Order P.O.
3. 7080 Cash Payment for Inventory Linked to Purchase Order P.O.
1. OneNote Resource
2. 7100 Invoice Selling Inventory
3. 7120 Receive Payment Transaction & Form
4. 7140 Sales Receipt Payment Received at Point of Sale
5. 7160 Deposits From Undeposited Funds
1. Documents to download
2. 7100 Invoice Selling Inventory
3. 7120 Receive Payment Transaction & Form
4. 7140 Sales Receipt Payment Received at Point of Sale
5. 7160 Deposits From Undeposited Funds
1. OneNote Resource
2. 7180 Invoice Created From Check Created From Purchase Order
3. 7200 Receive Payment & Make Deposit
4. 7220 Write Checks for Expenses & Prepaid Assets
5. 7240 Bill Pay
1. Documents to download
2. 7180 Invoice Created From Check Created From Purchase Order
3. 7200 Receive Payment & Make Deposit
4. 7220 Write Checks for Expenses & Prepaid Assets
5. 7240 Bill Pay
1. OneNote Resource
2. 7260 Customer Jobs
3. 7280 Pay Employees
4. 7282 Change Payroll Item for Payroll Taxes
5. 7300 Enter Billable Time & Add to Invoice for Job
1. Documents to download
2. 7260 Customer Jobs
3. 7280 Pay Employees
4. 7282 Change Payroll Item for Payroll Taxes
5. 7300 Enter Billable Time & Add to Invoice for Job
1. OneNote Resource
2. 7320 Month One Report
1. 7320 Month One Report
1. OneNote Resource
2. 8020 Make Amortization Table
3. 8022 Make Loan Payments
4. 8040 Short Term Investment Sales & Gains
5. 8060 Change Account Categorization to Other Expense
1. Documents to download
2. 8020 Make Amortization Table
3. 8022 Make Loan Payments
4. 8040 Short Term Investment Sales & Gains
5. 8060 Change Account Categorization to Other Expense
1. OneNote Resource
2. 8080 Purchase Order Adding New Items
3. 8120 Sales Receipt & Deposit
4. 8122 Record Receipt of Inventory with Bill Linked to P.O.
1. Documents to download
2. 8080 Purchase Order Adding New Items
3. 8120 Sales Receipt & Deposit
4. 8122 Record Receipt of Inventory with Bill Linked to P.O.
1. OneNote Resource
2. 8130 Populate Invoice Using Billable Item That was Created From P.O.
3. 8140 Advanced Customer Payment or Unearned Revenue Method 1
4. 8160 Apply Customer Deposit (Credit) to Invoice
5. 8200 Advanced Customer Payment or Unearned Revenue Method 2
1. Documents to download
2. 8130 Populate Invoice Using Billable Item That was Created From P.O.
3. 8140 Advanced Customer Payment or Unearned Revenue Method 1
4. 8160 Apply Customer Deposit (Credit) to Invoice
5. 8200 Advanced Customer Payment or Unearned Revenue Method 2
1. OneNote Resource
2. 8320 Bill for Hourly Services of Staff Set up Items & Enter Billable Time
3. 8322 Create Invoices Using Billable Time
1. Documents to download
2. 8320 Bill for Hourly Services of Staff Set up Items & Enter Billable Time
3. 8322 Create Invoices Using Billable Time
1. OneNote Resource
2. 8340 Rental Income Set Up Items
3. 8342 Rental Income Customer Deposit
4. 8344 Rental Income Estimate & Invoice
1. Documents to download
2. 8340 Rental Income Set Up Items
3. 8342 Rental Income Customer Deposit
4. 8344 Rental Income Estimate & Invoice
1. OneNote Resource
2. 8360 Purchase & Finance Equipment
3. 8362 Subaccounts Categories For Fixed Assets
1. 8360 Purchase & Finance Equipment
2. 8362 Subaccounts Categories For Fixed Assets
1. OneNote Resource
2. 8365 Bills - Enter, Sort, & Pay
3. 8370 Pay Sales Tax
1. 8365 Bills - Enter, Sort, & Pay
2. 8370 Pay Sales Tax
1. OneNote Resource
2. 8380 Enter Payroll For Second Month
3. 8385 Pay Payroll Taxes
1. 8380 Enter Payroll For Second Month
2. 8385 Pay Payroll Taxes
1. OneNote Resource
2. 8420 Create Reports After Second Month of Data Input
1. 8420 Create Reports After Second Month of Data Input

About this course

$25.00
158 lessons
22.5 hours of video content

Description

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.

OneNote Intro- Start a New Company File In QuickBooks Pro 2022

Start a New Company File In QuickBooks Pro 2022

OneNote Intro- Company Preferences

Company Preferences

OneNote- Adding Service Items & Inventory Items

Adding Service Items & Inventory Items

OneNote- Sales Tax Setup, Add Customers, & Add Vendors

Sales Tax Setup, Add Customers, & Add Vendors

OneNote- Opening Balances, Adjustments to Equity, & Manual Payroll Setup

Opening Balances, Adjustments to Equity, & Manual Payroll Setup

OneNote- Month 1- Record Owner Investment, Purchase of Fixed Asset & Investment 2022

Month 1- Record Owner Investment, Purchase of Fixed Asset & Investment 2022

OneNote- Month 1- Enter Purchase Order & Enter Check or Expense Form from PO 2022

Month 1- Enter Purchase Order & Enter Check or Expense Form from PO 2022

OneNote- Month 1- Enter Invoice, Sales Receipt & Deposits 2022

Month 1- Enter Invoice, Sales Receipt & Deposits 2022

OneNote- Month 1- Enter Invoice, Receive Payment, Bill 2022

Month 1- Enter Invoice, Receive Payment, Bill 2022

OneNote- Month 1- Create Customer Job, Pay Employees, & Create Sales Receipt for Job

Month 1- Create Customer Job, Pay Employees, & Create Sales Receipt for Job

OneNote- Month One- Reports

Month One- Reports

OneNote- Month 2- Enter Loan Payments, Create Amortization Tables, & Investment 2022

Month 2- Enter Loan Payments, Create Amortization Tables, & Investment 2022

OneNote- Month 2- Enter Purchase Order, Sales Receipt, Bill for Inventory

Month 2- Enter Purchase Order, Sales Receipt, Bill for Inventory

OneNote- Month 2- Invoice from Billable Item, Advanced Customer Deposit 2022

Month 2- Invoice from Billable Item, Advanced Customer Deposit 2022

OneNote-Month 2- Invoicing for Hourly Service 2022

Month 2- Invoicing for Hourly Service 2022

OneNote- Month 2- Invoicing for Rental Income with Advanced Customer Deposit 2022

Month 2- Invoicing for Rental Income with Advanced Customer Deposit 2022

OneNote- Month 2- Purchase & Finance Equipment & Recategorize Fixed Assets 2022

Month 2- Purchase & Finance Equipment & Recategorize Fixed Assets 2022

OneNote- Month 2- Enter & Pay Month End Bills & Pay Sales Tax 2022

Month 2- Enter & Pay Month End Bills & Pay Sales Tax 2022

OneNote- Month 2- Enter Payroll & Pay Payroll Tax for Prior Period 2022

Month 2- Enter Payroll & Pay Payroll Tax for Prior Period 2022

OneNote- Month 2- Generate Month End Report & Review Work

Month 2- Generate Month End Report & Review Work

About this course