QuickBooks 2007 Tutorial Video - Try for FREE

Introduction

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

Setting Up QuickBooks Information

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

Using QuickBooks Online Features

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

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