WORKING WITH COMPANY FILES
One of the more challenging aspects of QuickBooks is learning how to manage company files. Your first lesson introduces some great features that allow you to easily work with not just one, but multiple company files.
SECURING YOUR COMPANY FILES
Taking steps to secure your company files is one of the easiest and most effective ways to make sure your file doesn’t get mishandled or corrupted in some way. In this lesson, you will learn how to set a closing date in your file so that no one can enter a transaction in the wrong period.
LIST ITEMS AND INVENTORY
Lists form the backbone of QuickBooks. This lesson introduces the ways you add and edit multiple list items.
ORDERING AND SELLING INVENTORY
Tracking inventory in QuickBooks is a multi-step process. In this lesson, you will learn how to enter and use Sales Orders to keep track of customer orders.
VENDOR DISCOUNTS AND CREDITS AND ADJUSTING INVENTORY
If you work with the same vendors repeatedly, you may receive discounts and earn credits. In this lesson, you will learn how to record these discounts.
TRACKING PRICE LEVELS AND CUSTOMER DISCOUNTS
Many businesses charge different prices to different customers for several reasons. In this lesson, you will learn how to create price levels either on a fixed percentage or on an item basis that you can assign to a customer.
TRACKING VEHICLE MILEAGE
If you ever have to travel by car for work, you may want to track the vehicle mileage to later deduct on your tax return. This lesson will teach you how to enter this mileage and the rate the IRS allows for a deduction.
WORKING WITH CUSTOMER BALANCES
Sometimes you may need to bill a customer without the need to create a full-blown invoice or sales receipt. In this lesson, you will learn how to create a statement charge directly to a customer’s account.
BATCH INVOICING AND CREATING LETTERS
This lesson will teach you how to utilize QuickBooks’ batch invoicing features to create multiple invoices at the same time to send to any of the customers on your customer list.
PETTY CASH AND GIFT CARDS
Most small businesses carry a small amount of cash on hand to pay for odds and ends. In this lesson, you will learn how you can use QuickBooks to track petty cash amounts.
OWNER TRANSACTIONS AND JOURNAL ENTRIES
In this lesson, you will learn how to record an owner’s infusion of capital into the business. You will also learn how to record transactions where the owner withdraws money from the company’s bank account.
LOANS AND BUDGETS
Your final lesson will teach you how to enter a long-term loan in which you use the proceeds of the loan to purchase an asset in your business.
