QuickBooks 2007 Tutorial Video

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
• Tutorials on Adding Accounts
• Adding and Displaying Customers
• Adding Vendors
• Adding Items Tutorials
• Editing List Information
• Searching for Transactions in Quickbooks

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
• Tutorials on Matching Transactions
• Making and Canceling Online Payments
• Transferring Monies
• Sending Online Messages
• Getting Online Transaction Reports

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QuickBooks 2007 Security Features

• Setting Up the Administrator Account
• Adding Users in Quickbooks
• 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 Tutorials
• 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 in Quickbooks
• Making Bank Deposits
• Creating a Collection Letter
• Recording Bad Debts in Quickbooks

Making Payments in Quickbooks

• Setting Purchase and Vendor Preferences
• Setting Checking Preferences Tutorials
• 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 Tutorials
• Charging Sales Tax in Quickbooks
• 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 in QuickBooks

• 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 in Quickbooks
• Memorizing Transactions & Transaction Groups
• Using Memorized Transactions
• Scheduling Recurrent Transactions
• Editing Memorized and Scheduled Transactions
• Deleting Memorized Transactions

Setting Up QuickBooks Payroll

• Setting Payroll Preferences
• Employee and Payroll Information
• Employee Payroll Taxes and Deductions
• Sick Leave and Vacation Benefits
• Using Direct Deposit
• Tutorials on 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 in Quickbooks

Monitoring Time in Quickbooks

• 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 in Quickbooks
• 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 Tutorials
• Creating an Inventory Group
• Editing and Deleting Inventory Items
• Inventory Replenishment Reminders
• Managing Sales Orders
• Counting Your Inventory
• Adjusting Inventory Prices in Quickbooks
• Adjusting Inventory Quantities
• Producing Inventory Reports

Quickbooks Training Course Wrap Up

• Conclusion
• About this Author and these Tutorials