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QuickBooks for Beginners: 7.5-Hour QuickBooks Online and QuickBooks Desktop Pro Training
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In this QuickBooks Pro 2022 and QuickBooks Online training course for beginners, we cover the fundamental concepts you need to master the QuickBooks application. Why did we include two versions? More businesses are moving to QuickBooks Online. However, many businesses still use or prefer the desktop version. So, we thought it best to provide QuickBooks beginner tutorials for both versions :-)
📝 Use the timestamps below to navigate to different sections of the course.
0:00:00 - Simon Sez IT Intro
0:00:20 - Welcome and Overview
0:03:07 - QuickBooks Online Subscriptions
0:08:51 - QuickBooks Online & Mobile Devices
0:11:11 - Accessing QuickBooks Online Sample Files
0:13:52 - Setting Up A New Company File
0:21:10 - Uploading QuickBooks Desktop Files to the Online Version
0:27:11 - Overview of the User Interface
0:35:51 - The Gear Menu
0:38:03 - Customizing Your Company File - part 2
0:47:20 - Customizing Your Company File - part 1
0:56:23 - Managing Users
1:01:40 - Chart of Accounts Part 1
1:12:11 - Chart of Accounts Part 2
1:21:19 - Customer List
1:26:13 - Adding Customers
1:31:44 - Adding Sub-Customers
1:34:22 - Editing Customers
1:39:53 - Making Customers Inactive
1:43:20 - Importing Customers
1:46:46 - Sales Overview
1:51:28 - Sales Receipts
1:59:36 - Invoicing Customers
2:05:19 - Recording Customer Payments
2:13:32 - Make Deposits
2:18:47 - Credit Memos
2:21:58 - Refunds
2:25:45 - Statements
2:28:40 - Tags
2:36:19 - Customer & Sales Reports
2:41:19 - Overview of Products & Services
2:44:49 - Adding New Products & Services
2:50:09 - Adding Inventory Products
2:54:44 - Purchase Orders
2:59:03 - Receiving Products Into Inventory
3:01:57 - Introduction to QuickBooks 2022
3:04:04 - QB Desktop vs. QB Online
3:08:04 - Setting Up Your Company File
3:09:45 - Using Easy Step Interview 1
3:18:44 - Using Easy Step Interview 2
3:24:03 - The Company Overview
3:29:00 - QuickBooks Environment
3:35:37 - Converting QB Desktop to Online Version
3:37:45 - Preferences 1
3:49:13 - Preferences 2
3:56:18 - Working with Users
4:04:36 - Chart of Accounts 1
4:16:38 - Chart of Accounts 2
4:23:42 - Chart of Accounts 3
4:29:37 - Sample Files
4:31:50 - Using Company File Search Options
4:34:42 - Customers & Jobs Part 1
4:44:55 - Customers & Jobs Part 2
4:56:54 - Customer Groups
5:01:44 - Adding Multiple Customer Contacts to Emails
5:03:17 - Estimates Part 1
5:11:22 - Estimates Part 2
5:19:32 - Invoicing from Estimates 1
5:26:20 - Invoicing from Estimates 2
5:34:35 - Invoicing Customers for Products and Services
5:45:29 - Receiving Customer Payments
5:54:25 - Payment Links
5:59:59 - Making Deposits
6:07:39 - Credit Memos
6:15:47 - Creating Statements
6:22:08 - Using Income Tracker
6:26:36 - Working with Vendors
6:34:36 - Entering Bills
6:44:57 - Paying Bills
6:52:31 - Vendor Credits
6:55:31 - Items and Inventory Part 1
7:04:30 - Items and Inventory Part 2
7:09:53 - Purchase Orders
7:16:15 - Receiving Items Into Inventory
7:20:47 - Handling Bills for Items
7:23:28 - Paying for Items
7:28:16 - Manually Adjusting Inventory
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