Course Information
Course Overview
Going beyond the basics with Quickbooks
This course builds upon my introductory course: Accounting Fundamentals Using Quickbooks. I cover many advanced topics that many people have trouble with, based on my teaching experience. I cover such topics as how and when to create journal entries, creating custom reports in Quickbooks and then exporting the data to Excel to create a pivot table report, how to create a custom invoice template, how to use bank feeds to import your transactions into Quickbooks. I also go over tricky transactions such as how to handle bounced checks, customer prepayments, zero checks and how to record outside payroll.
The emphasis is on explaining the concepts behind the procedures. I believe that if you understand the concepts, you can figure out the procedure yourself. The concepts will apply no matter what software program you use.
This course is geared toward the regular user of Quickbooks; I assume that you have a basic knowledge of Accounting and Quickbooks. Specifically, I assume that you know about debits and credits, P&L and Balance Sheet reports and that you know your way around Quickbooks. I assume you know how to create items and basic forms such as invoices and bills.
Course Content
- 10 section(s)
- 111 lecture(s)
- Section 1 Introduction
- Section 2 Initial Setup
- Section 3 Journal Entries
- Section 4 Customizing Reports
- Section 5 Sales Tax
- Section 6 Tricky Transactions
- Section 7 Inventory
- Section 8 Special A/R & A/P Topics
- Section 9 Bank Feeds
- Section 10 Classes and Jobs
What You’ll Learn
- Handle complex transactions such as journal entries, create custom reports in Excel and process tricky situations
Skills covered in this course
Reviews
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SSusan Gillis
The instructor is informative and gives relevant information that can easily be followed.
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MMelissa Green
I learned a lot from this video and would recommend it to others who are novice QuickBook users and want to improve their skills.
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CCarol Crowson
This course had a lot of useful information. It was easy to understand and to implement in my own QuickBooks. Topics that I needed more information on were covered in this course, so I found it to be very helpful.
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JJulie Rudolph
Very easy to follow and understand