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This Quicken 2008 Tutorial Video Online Training addresses many basic accounting concerns and shows you how to take advantage of one of the most popular packages for personal and small business finance on the market. Where Quicken excels is in online integration with most banks and brokerage firms, allowing you to download and manage personal data with ease. Unlike the enterprise-oriented QuickBooks, the program is designed for simple home use and avoids a lot of menus, options and functionality that can be overwhelming. It can still be a real challenge to the complete beginner, though, and this no-nonsense video series is designed to get users up and running and show them how to utilize the software's features and tools to their full advantage. Professional Lauri Matson covers topics such as Setting Up Accounts, Understanding Transactions, Budgets and Planning, Monitoring Your Portfolio and Working with Foreign Currencies, among others. Because it addresses such a wide range of material, even more experienced users will find something to take away from the instruction. Registering for the unlimited online plan gives users immediate access to this entire course as well as tutorial video online training in hundreds of other applications and subjects.

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Topics covered on this tutorial video include:

Introduction

Getting Started

Installation Demo
Creating a File with the Guided Setup Demo

Setting up Quicken

Customizing Your Screen

Customizing Your Toolbars
Understanding Views
Other Items for Customization

The Fundamentals of Accounting

Understanding the File Structure
Startup Plan: Follow the Phases

Accounts

Types of Accounts
Setting Up Your Accounts pt. 1
Setting Up Your Accounts pt. 2
Editing Your Accounts

Understanding Transactions

Entering Transactions
Modify & Delete Transactions
QuickFills & Preferences

Managing Your Data

Finding & Viewing Transactions
Setting Up Options

Scheduling Transactions & Tasks

Scheduled Transactions
Creating & Editing Transactions Schedules

Categories & Lists

Understanding Categories & Lists
Assigning to Transactions
Modifying & Merging

Reviewing your Activity

Track & Plan Spending
Keeping Cash Flow Current

Investing Basics

Overview of the Center
Using the Portfolio
Adding New Securities
Entering Data with the Transactions Button

Banking

Writing & Printing Checks
Credit Cards
Online Services for Credit Cards

Working with Credit Cards

Managing Transactions
Payments & Modifications
Reconciling Credit Card Accounts

Bank Accounts

Transferring Between Accounts
Tracking Activity Reports
Reconciling Accounts

Online Activities

Online Advantages
The Online CenterÂs Account Access
Web Entry & Quicken Bill Pay

Reminders & Schedules

Setting Up Alerts
Deleting & Suspending

Reports & Graphs

Viewing Reports
Managing Saved Reports
Graphs / Snapshots / Easy Answers
Attaching Documentation

Tax Overview

Setting Up Schedules
Automation
Synchronizing with Other Tax Programs

Budgets & Planning

An Overview
Setting a Savings Goal
Creating Budgets
Other Features

Quicken at Home

Property & Debt
Entering Assets & Liabilities
Your Household Inventory

Quicken in Business

Overview of Business Features
Customer Invoices & Income
Estimates & Direct Deposit
Expenses & Bill Paying
Sales Tax & Reports

The Address Book

Setting Up the Address Book
Importing Data
Best Practices

Working With the Internet

The Internet Connection
Internet Security
Error Recovery

Foreign Currencies

Working with Foreign Currencies
Updating Rates & Investments

Protecting Your Data

Local & Online Backups
Making a Copy of Your File

Shortcut & Tips

Keyboard Shortcuts
Quick Tips

Getting Support

The He|p Menu
Technical Support

Conclusion

Wrap Up
About the Author

Quicken 2008 Video Tutorial

Title Quicken 2008 Training Tutorial

Author Lauri Matson
Other Training Videos by this author

Duration 7 hours

Number of Videos 87

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