Chapter 1: Getting Started In QuickBooks Pro 2013
Chapter 1
Lesson 1-1: Create A New Company File – Watch Video
Lesson 1-2: Change The Location of The Icons On The Icon Bar – Watch Video
Lesson 1-3: Add or Remove Icons – Watch Video
Lesson 1-4: Change The Icon’s Graphic,Text or Description – Watch Video
Lesson 1-5: Change The Icon Bar Color and Add Company Flag – Watch Video
Lesson 1-6: Setup The Favorites Menu – Watch Video
Lesson 1-7: What is the Chart of Accounts – View Step By Step
Lesson 1-8: Add A New Account To The Chart Of Accounts – Watch Video
Lesson 1-9: Edit, Merge or Delete an Account – Watch Video
Lesson 1-10: Add / Create A New Sub-Account – Watch Video
Lesson 1-2: Change The Location of The Icons On The Icon Bar – Watch Video
Lesson 1-3: Add or Remove Icons – Watch Video
Lesson 1-4: Change The Icon’s Graphic,Text or Description – Watch Video
Lesson 1-5: Change The Icon Bar Color and Add Company Flag – Watch Video
Lesson 1-6: Setup The Favorites Menu – Watch Video
Lesson 1-7: What is the Chart of Accounts – View Step By Step
Lesson 1-8: Add A New Account To The Chart Of Accounts – Watch Video
Lesson 1-9: Edit, Merge or Delete an Account – Watch Video
Lesson 1-10: Add / Create A New Sub-Account – Watch Video
CLICK HERE FOR FREE ACCOUNTING SOFTWARE
Chapter 2: Working In The Customer Center
Chapter 2
Lesson 2-1: Add A New Customer To The Customer List – Watch Video
Lesson 2-2: Add Multiple Customers At Once – Watch Video
Lesson 2-3: Customize the Customer Center – View Step By Step
Lesson 2-4: Create A New Job – View Step By Step
Lesson 2-5: Delete A Job – View Step By Step
Lesson 2-6: Delete A Customer – View Step By Step
Lesson 2-7: Make A Customer Inactive – View Step By Step
Lesson 2-8: Merge Customers – View Step By Step
Lesson 2-9: Create A Custom Field – View Step By Step
Lesson 2-10: Create A Custom Report With Custom Fields – View Step By Step
Lesson 2-11: Hide Customer’s Credit Card Numbers – View Step By Step
Lesson 2-2: Add Multiple Customers At Once – Watch Video
Lesson 2-3: Customize the Customer Center – View Step By Step
Lesson 2-4: Create A New Job – View Step By Step
Lesson 2-5: Delete A Job – View Step By Step
Lesson 2-6: Delete A Customer – View Step By Step
Lesson 2-7: Make A Customer Inactive – View Step By Step
Lesson 2-8: Merge Customers – View Step By Step
Lesson 2-9: Create A Custom Field – View Step By Step
Lesson 2-10: Create A Custom Report With Custom Fields – View Step By Step
Lesson 2-11: Hide Customer’s Credit Card Numbers – View Step By Step
Chapter 3: Working In The Vendor Center
Chapter 3
Lesson 3-1: What is The Vendor Center – View Step By Step
Lesson 3-2: Create A New Vendor – View Step By Step
Lesson 3-3: Add Multiple Vendors At Once – View Step By Step
Lesson 3-4: Customize the Vendor Center – View Step By Step
Lesson 3-5: Edit A Vendor – View Step By Step
Lesson 3-6: Delete A Vendor From List – View Step By Step
Lesson 3-7: Make Vendor Inactive – View Step By Step
Lesson 3-8: Merge Vendors – View Step By Step
Lesson 3-9: Create A Custom Field – View Step By Step
Lesson 3-10: Create A Vendor Report with Custom Fields – View Step By Step
Lesson 3-11: Make Vendors Eligible for 1099 Form – View Step By Step
Lesson 3-2: Create A New Vendor – View Step By Step
Lesson 3-3: Add Multiple Vendors At Once – View Step By Step
Lesson 3-4: Customize the Vendor Center – View Step By Step
Lesson 3-5: Edit A Vendor – View Step By Step
Lesson 3-6: Delete A Vendor From List – View Step By Step
Lesson 3-7: Make Vendor Inactive – View Step By Step
Lesson 3-8: Merge Vendors – View Step By Step
Lesson 3-9: Create A Custom Field – View Step By Step
Lesson 3-10: Create A Vendor Report with Custom Fields – View Step By Step
Lesson 3-11: Make Vendors Eligible for 1099 Form – View Step By Step
Chapter 4 – Create Items
Chapter 4
Lesson 4-1: What Is An Item In QuickBooks? – View Step By Step
Lesson 4-2: Create An Inventory Item – View Step By Step
Lesson 4-3: Create A Service Item – View Step By Step
Lesson 4-4: Create An Other Charge Item – View Step By Step
Lesson 4-5: Create A Non-Inventory Item – View Step By Step
Lesson 4-6: Create A Discount Item – View Step By Step
Lesson 4-7: Create A Subtotal Item – View Step By Step
Lesson 4-8: Add Multiple Items At Once – Watch Video
Lesson 4-2: Create An Inventory Item – View Step By Step
Lesson 4-3: Create A Service Item – View Step By Step
Lesson 4-4: Create An Other Charge Item – View Step By Step
Lesson 4-5: Create A Non-Inventory Item – View Step By Step
Lesson 4-6: Create A Discount Item – View Step By Step
Lesson 4-7: Create A Subtotal Item – View Step By Step
Lesson 4-8: Add Multiple Items At Once – Watch Video
Chapter 5 – Sales Tax
Chapter 5
Lesson 5-1: What is Sales Tax – Read (In progress)
Lesson 5-2: How To Set Up Sales Tax, including the Tax Rate and Tax Agency – Watch Video
Lesson 5-3: Add An Additional Sales Tax Item – Watch Video
Lesson 5-4: How To Charge Multiple Sales Tax Rates – Watch Video
Lesson 5-5: Assign Sales Tax Items To A Customer – Watch Video
Lesson 5-6: How To Create A Sales Tax Report – Watch Video
Lesson 5-7: Create A Tax Exempt Customer – Watch Video
Lesson 5-8: How To Pay Sales Tax – Watch Video
Lesson 5-2: How To Set Up Sales Tax, including the Tax Rate and Tax Agency – Watch Video
Lesson 5-3: Add An Additional Sales Tax Item – Watch Video
Lesson 5-4: How To Charge Multiple Sales Tax Rates – Watch Video
Lesson 5-5: Assign Sales Tax Items To A Customer – Watch Video
Lesson 5-6: How To Create A Sales Tax Report – Watch Video
Lesson 5-7: Create A Tax Exempt Customer – Watch Video
Lesson 5-8: How To Pay Sales Tax – Watch Video
Chapter 6 – Invoicing Your Customers
Chapter 6
Lesson 6-1: What is an Invoice – Read
Lesson 6-2: Review The Basic Parts Of An Invoice – Watch Video
Lesson 6-3: Create A New Invoice – Watch Video
Lesson 6-4: Create Multiple Invoices At Once (Batch Invoicing) – Watch Video
Lesson 6-5: How To Memorize An Invoice – Watch Video
Lesson 6-6: Void Or Delete An Invoice – Watch Video
Lesson 6-7: Create A Credit Memo And Give Refund for An Invoice – Watch Video
Lesson 6-8: Create A Credit Memo Not Related To An Invoice – Watch Video
Lesson 6-9: Create An Estimate – Watch Video
Lesson 6-10: What Is A Progress Invoice – Read
Lesson 6-11: Create A Progress Invoice – Watch Video
Lesson 6-12: How To Differentiate Customers By Using Multiple Invoice Number Series – Watch Video
Lesson 6-2: Review The Basic Parts Of An Invoice – Watch Video
Lesson 6-3: Create A New Invoice – Watch Video
Lesson 6-4: Create Multiple Invoices At Once (Batch Invoicing) – Watch Video
Lesson 6-5: How To Memorize An Invoice – Watch Video
Lesson 6-6: Void Or Delete An Invoice – Watch Video
Lesson 6-7: Create A Credit Memo And Give Refund for An Invoice – Watch Video
Lesson 6-8: Create A Credit Memo Not Related To An Invoice – Watch Video
Lesson 6-9: Create An Estimate – Watch Video
Lesson 6-10: What Is A Progress Invoice – Read
Lesson 6-11: Create A Progress Invoice – Watch Video
Lesson 6-12: How To Differentiate Customers By Using Multiple Invoice Number Series – Watch Video
Chapter 7 – Accounts Receivable and Customer Payments
Chapter 7
Lesson 7-1: What is Accounts Receivable – Read
Lesson 7-2: How Is the Accounts Receivable Balance Increased? – Watch Video
Lesson 7-3: How To Search and Find A Customer’s Outstanding Invoice – Watch Video
Lesson 7-4: Receive A Customer Payment and Apply It To An Invoice – Watch Video
Lesson 7-5: How To Record A Deposit – Watch Video
Lesson 7-6: How To Handle An Overpayment – Watch Video
Lesson 7-7: How To Handle An Underpayment – Watch Video
Lesson 7-8: How To Write Off An Underpayment for An Invoice – Watch Video
Lesson 7-9: How To Delete A Deposit – In Progress
Lesson 7-2: How Is the Accounts Receivable Balance Increased? – Watch Video
Lesson 7-3: How To Search and Find A Customer’s Outstanding Invoice – Watch Video
Lesson 7-4: Receive A Customer Payment and Apply It To An Invoice – Watch Video
Lesson 7-5: How To Record A Deposit – Watch Video
Lesson 7-6: How To Handle An Overpayment – Watch Video
Lesson 7-7: How To Handle An Underpayment – Watch Video
Lesson 7-8: How To Write Off An Underpayment for An Invoice – Watch Video
Lesson 7-9: How To Delete A Deposit – In Progress
Chapter 8 -Inventory Management In QuickBooks
Chapter 8
Lesson 8-1: What Is An Inventory Item – Watch Video
Lesson 8-2: Activate QuickBooks’ Inventory Feature – Watch Video
Lesson 8-3: Create A New Inventory Item – Watch Video
Lesson 8-4: Create A Sub Inventory Item – Watch Video
Lesson 8-5: Create A Purchase Order – Watch Video
Lesson 8-6: Receive Inventory and Create A Bill – Watch Video
Lesson 8-7: Pay The Vendor Bill – Watch Video
Lesson 8-8: Create A Physical Inventory Worksheet – Watch Video
Lesson 8-9: Adjust The Inventory Count – Watch Video
Lesson 8-10: Adjust the Value Of The Inventory – Watch Video
Lesson 8-11: Create A Custom Field For Inventory Items – Watch Video
Lesson 8-12: Create A Report Using The Custom Fields For Inventory Items – Watch Video
Lesson 8-13: Create A Summary Inventory Valuation Report – Watch Video
Lesson 8-14: Create A Detailed Inventory Valuation Report – Watch Video
Lesson 8-2: Activate QuickBooks’ Inventory Feature – Watch Video
Lesson 8-3: Create A New Inventory Item – Watch Video
Lesson 8-4: Create A Sub Inventory Item – Watch Video
Lesson 8-5: Create A Purchase Order – Watch Video
Lesson 8-6: Receive Inventory and Create A Bill – Watch Video
Lesson 8-7: Pay The Vendor Bill – Watch Video
Lesson 8-8: Create A Physical Inventory Worksheet – Watch Video
Lesson 8-9: Adjust The Inventory Count – Watch Video
Lesson 8-10: Adjust the Value Of The Inventory – Watch Video
Lesson 8-11: Create A Custom Field For Inventory Items – Watch Video
Lesson 8-12: Create A Report Using The Custom Fields For Inventory Items – Watch Video
Lesson 8-13: Create A Summary Inventory Valuation Report – Watch Video
Lesson 8-14: Create A Detailed Inventory Valuation Report – Watch Video
Chapter 9: Create Lists
Chapter 9
Lesson 9-1: Types Of Lists – Read
Lesson 9-2: Create A Fixed Asset List – Watch Video
Lesson 9-3: Create A Price Level List – Watch Video
Lesson 9-4: Create A Class List – Watch Video
Lesson 9-5: Create A Sales Rep List – Watch Video
Lesson 9-6: Create A Customer Type List And Report – Watch Video
Lesson 9-7: Create A Vendor Type List and Report – Watch Video
Lesson 9-8: Create A Payment Terms List – Watch Video
Lesson 9-9: Create A Job Type List – Watch Video
Lesson 9-10: Create A Customer Message List – Watch Video
Lesson 9-11: Create A Payment Method List – Watch Video
Lesson 9-12: Create A Shipped Via List – Watch Video
Lesson 9-2: Create A Fixed Asset List – Watch Video
Lesson 9-3: Create A Price Level List – Watch Video
Lesson 9-4: Create A Class List – Watch Video
Lesson 9-5: Create A Sales Rep List – Watch Video
Lesson 9-6: Create A Customer Type List And Report – Watch Video
Lesson 9-7: Create A Vendor Type List and Report – Watch Video
Lesson 9-8: Create A Payment Terms List – Watch Video
Lesson 9-9: Create A Job Type List – Watch Video
Lesson 9-10: Create A Customer Message List – Watch Video
Lesson 9-11: Create A Payment Method List – Watch Video
Lesson 9-12: Create A Shipped Via List – Watch Video
Chapter 10: Set Up QuickBooks Check Printing Options
Chapter 10
Lesson 10-1: Where To Order Business Checks For QuickBooks – Watch Video
Lesson 10-2: Identify The Check Writing Icons and Menus – Watch Video
Lesson 10-3: Choose A Default Checking Account For Writing Checks – Watch Video
Lesson 10-4: Print The Chart Of Account Name On Check Vouchers – Watch Video
Lesson 10-5: Receive Warning About Duplicate Check Number – Watch Video
Lesson 10-6: Choose The Current Date When Writing Checks – Watch Video
Lesson 10-7: Print The Vendor Account Number In The Memo Field – Watch Video
Lesson 10-8: Automatically Place Cursor In The Payee Field On Checks – Watch Video
Lesson 10-9: Enter A New Check Reorder Reminder Number – Watch Video
Lesson 10-10: Align Your Printer For Writing Checks – Watch Video
Lesson 10-2: Identify The Check Writing Icons and Menus – Watch Video
Lesson 10-3: Choose A Default Checking Account For Writing Checks – Watch Video
Lesson 10-4: Print The Chart Of Account Name On Check Vouchers – Watch Video
Lesson 10-5: Receive Warning About Duplicate Check Number – Watch Video
Lesson 10-6: Choose The Current Date When Writing Checks – Watch Video
Lesson 10-7: Print The Vendor Account Number In The Memo Field – Watch Video
Lesson 10-8: Automatically Place Cursor In The Payee Field On Checks – Watch Video
Lesson 10-9: Enter A New Check Reorder Reminder Number – Watch Video
Lesson 10-10: Align Your Printer For Writing Checks – Watch Video
New: Add A Digital Signature To QuickBooks Checks – Watch Video
Last updated March 12, 2015