QuickBooks 2012 Course

Welcome to the Virtual Training Company. My name is Lauri Matson and I'll be your instructor for QuickBooks. Now I'll be utilizing QuickBooks 2012, however it does not matter what version you are using, the concepts and techniques that are contained within these movies are suitable for all the different versions of QuickBooks that are out there. QuickBooks is one of the most popular accounting software packages that are available today. It is used from small to mid-sized businesses, but don't under estimate the power QuickBooks. QuickBooks is designed to grow with you. You may have multiple users, multiple companies, even multiple locations, because QuickBooks was designed to offer a variety of solutions. QuickBooks will help you manage your Payroll, your Inventory, your Sales Ordering Systems and even needs of a small business such as multiple locations or multiple companies. Our objective for this course is to master QuickBooks and in doing so we're going to start by setting up QuickBooks and learning how to move around. In moving around, I will share a host of tips and tricks with you to really point out the power and the flexibility of QuickBooks. We will of course talk about setting up our customers, our vendors and if you're doing Job Costing, we'll talk about jobs. We'll also discuss Inventory. We will talk about the difference between a Purchase Order and a Sales Order. We'll spend a great deal of time on Items, Invoices and Sales tasks. And of course, not only do we sell our product or services, but we need to do our banking also. We'll work with writing checks and paying bills even with credit cards and we'll talk about the difference between cash and accrual and how QuickBooks is set up to do both. We'll also of course, talk about the strength and power of the Reporting System within QuickBooks and then there's Payroll. We'll go through and describe how to set up both the Accounts and your items. We'll talk about our employees and the differences of Pay Periods including how QuickBooks will schedule a Payroll for you and then we'll talk about Tracking Time. This is for those of you that are using Job Costing or if you need to track your employees Time to pass along to your customers on an invoice. Finally the true power of QuickBooks comes in with customizing the forms and learning about the integration with other programs. This is particularly true in Payroll. QuickBooks now is designed to work with many of State Agencies and exporting to Excel leads QuickBooks into a whole new dimension. Now as you're going through the program what I would like you to keep in mind is that I've included some sample data files for you. In your work files you will find a sample of a Service company, Product Based company, Manufacturing company and even a non-profit organization. You may open any of these up and the idea is, explore, add new items. Remember these are sample files, the idea is to allow you to try out the techniques you've learned before you go into your own books. Do remember that the movies are set up as refreshers and as new data. Customize what you need to go back into. The beauty of the course is you can pick and choose the movies you want to go through two and three times and that's the key. It's very difficult to memorize a lot of complex data right at once. So take advantage of these movies and go in and out of them to really master the skill set. And remember the concepts are the same for all the versions, but there maybe some small adjustments that are required on your screen. QuickBooks as a program, the core has not changed, the screenshots however change here and there from year to year. If you have any questions or I can be in assistance as you're going through this course, please contact me at Lauri@Wiseowl-wa.com. I'll help you out to the best of my ability.  

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