Tutorials and Online Training Videos

QuickBooks 2007 Tutorial


QuickBooks is America's #1 selling accounting software, and with its many new features, it makes managing your business easier than before. Users can complete routine tasks such as writing checks, paying bills, creating invoices, tracking funds, inventory, and POs, emailing and faxing invoices and managing payroll. In this course, author, Eric Butow demonstrates how to set up QuickBooks information preferences, use QuickBooks online features, secure records, import and export QuickBooks data, collect income and make payments, pay sales taxes, record assets, liability and equity, produce reports, use memorizations and reminders, set up payroll and pay employees, track job costs and monitor time. Start learning QuickBooks 2007 immediately by clicking one of the subjects below.

Introduction

About This Tutorial
New in QuickBooks 2007
Overview of QuickBooks 2007
Getting Started

Setting Up QuickBooks Information

Transferring Data from Older Versions
Transferring Data from Quicken
Enter Data for a New Company
Add a Start Date
Set Up a Bank Account
Set Up Income and Expense Accounts
Completing the Interview
General and Desktop View Preferences
Setting Accounting Preferences
Sorting and Displaying Lists
Adding Accounts
Adding and Displaying Customers
Adding Vendors
Adding Items
Editing List Information
Searching for Transactions

Using QuickBooks Online Features

Setting Service Connection Preferences
Setting the QuickBooks Internet Connection
QuickBooks Web Site and Online Edition
Activating Your Bank Account
Receiving Bank Transactions
Matching Transactions
Making and Canceling Online Payments
Transferring Monies
Sending Online Messages
Getting Online Transaction Reports

Security Features

Setting Up the Administrator Account
Adding Users
Editing and Deleting Users
Backing Up Files
Restoring Files
Using the Online Backup Service
Closing Records & Generating Exception Reports

Collecting Income

Setting Sales and Customer Preferences
Setting Finance Charge Preferences
Setting Send Forms Preferences
Creating an Invoice Template
Editing an Invoice Template
Creating an Invoice
Previewing an Invoice
Printing Invoices
E-mailing Invoices
Charging Expenses
Creating a Monthly Statement
Tracking Accounts Receivable
Viewing the Open Invoices Report
Receiving Payments for Invoices
Receiving Cash
Receiving Advances and Down Payments
Issuing Discounts
Making Bank Deposits
Creating a Collection Letter
Recording Bad Debts

Making Payments

Setting Purchase and Vendor Preferences
Setting Checking Preferences
Using the Check Register
Using Purchase Orders
Viewing Purchase Order Items
Viewing Vendor Information
Receiving Goods and Partial Orders
Paying Bills
Taking Discounts
Editing and Deleting Bill Payments
Viewing Unpaid Bill Reports
Writing Checks
Editing and Voiding Checks
Printing Checks

Paying Sales Tax

Setting Sales Tax Preferences
Creating Sales Tax Groups and Items
Entering Tax Status for Inventory Items
Charging Sales Tax
Selling Tax-Exempt Items and Items to Tax-Exempt Customers
Producing Monthly Sales Tax Reports
Paying Sales Tax
Taking the Early Payment Discount

Recording Assets / Liability / Equity

Reconciling Assets with Bank Statements
Recording Automatic Teller Withdrawals
Recording Deposits as Assets
The Opening Balance Equity Account
Recording Owner Draws
Receiving Petty Cash
Receiving Credit Card Statements
Purchasing and Selling Fixed Assets
Entering Depreciation
Entering Prior Period Adjustments
Managing Accounts Payable
Recording Payroll Tax Accruals
Accounting for Deposits or Retainers
Using the QuickBooks Loan Manager
Recording Loans and Loan Payments

Producing Reports

Setting Report and Graph Preferences
Creating a QuickReport
Creating a General Ledger Report
Preparing an Income / Expense Statement
Preparing a Balance Sheet
Creating a Trial Balance
Creating a Budget Report
Accounts Payable Aging Summary Report
Accounts Receivable Aging Summary Report
Sales Tax Liability Report
Payroll Liability Report

Memorizing and Reminders

Setting Reminder Preferences
Using Reminders
Memorizing Transactions & Transaction Groups
Using Memorized Transactions
Scheduling Recurrent Transactions
Editing Memorized and Scheduled Transactions
Deleting Memorized Transactions

Setting Up Payroll

Setting Payroll Preferences
Employee and Payroll Information
Employee Payroll Taxes and Deductions
Sick Leave and Vacation Benefits
Using Direct Deposit
Creating Employer Payroll Reports
Setting Up 1099 Forms and Preferences

Tracking Job Costs

Setting Job and Estimate Preferences
Setting Up a Job
Creating a Job Status
Creating a Job Type
Creating a Job Date
Creating a Job Description
Creating a Job Estimate
Invoicing Against an Estimate
Revising an Estimate
Create a Job Progress Report

Monitoring Time

Setting Time Tracking Preferences
Installing the Timer
Export Information to the Timer
Creating a New Timer File
Create a Timed Activity
Using the Timer
Sending Timer Data to QuickBooks
Opening and Viewing Timer Data
Editing Timer Data
Billing Time from Timer to Customer
Backing Up and Restoring Timer Data

Creating Income Tax Returns

Selecting the Correct Tax Form
Assigning Tax Lines
Creating the Income Tax Summary Report
Creating the Income Tax Detail Report
Making Estimated Tax Payments

Tracking Inventory

Setting Up the Inventory
Adding to the Inventory
Creating an Inventory Group
Editing and Deleting Inventory Items
Inventory Replenishment Reminders
Managing Sales Orders
Counting Your Inventory
Adjusting Inventory Prices
Adjusting Inventory Quantities
Producing Inventory Reports

Course Wrap Up

Conclusion
About this Author


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