QuickBooks Pro 2017 Training: Manage Small Business Finances from Udemy

Get Confident in Using QuickBooks Pro to Efficiently Manage Your Accounts

Have complete control over your accounting and bookkeeping needs by customizing QuickBooks to work the way you want
Create your company’s books in QuickBooks and produce a variety of reports to help you summarize and analyze your business data
Set up accounts and create lists to keep track of customers, vendors, employees and more
Understand financial reports and reconcile bank statements with absolute ease
Instantly create accurate bookkeeping documents such as estimates, invoices, statements and deposits
Explore QuickBooks tools that will help you run your business effectively

Discover the Power of QuickBooks Pro 2017

Having an accurate, easily accessible set of books is vital for business. Without proper accounting records, you could find it very difficult to know where your business stands financially. Using our easy-to-follow course on the newest version of QuickBooks Pro will help you avoid common mistakes that even some of the most elite entrepreneurs tend to make.

Geared towards small business owners who do not have formal accounting training, QuickBooks is by far one of the world's most popular accounting programs.

But it comes with some hurdles.

That's why we're offering Master QuickBooks Pro 2017 the Easy Way to help you get past those hurdles and feel confident about using this essential financial management tool. Our goal is to give you in-depth information so you can tailor your accounting system to meet your needs.

This comprehensive course will reveal how to minimize the time you spend on routine tasks so you can have more time to grow your business. As you watch the step-by-step videos wherever and whenever you want, you'll see how to quickly create and access profit and loss statements, balance sheets and customizable reports. You'll be able to make better-informed business decisions by having accurate sales, profit and individual customer and vendor data right at your fingertips. When you equip yourself with categorized income and expenses that you’ll learn to create, you will be better prepared at tax time.

So, if you're a small- or medium-sized business owner, or even a freelance bookkeeper, you can use our QuickBooks Pro 2017 course to keep track of your business financials like a pro.

Overview and ContentsWith easy-to-follow steps found in each video tutorial, you'll become a master of QuickBooks Pro. The tutorials will give you the core fundamentals of using this essential accounting software. Once you get set up, you'll quickly see where your business stands financially. QuickBooks gives you many indicators to help you determine the health of your business and produces reports for you to make sense of it all. Whether you're an advanced user of QuickBooks, or just trying to finish some last minute bookkeeping, or you're a freelance accountant wanting to get more done in less time, QuickBooks handles it all. Its streamlined workflow helps you from beginning to end.

What people are saying:

Here’s what our students are saying…“Very informative lectures. Good even for total beginner like myself.”– Brian Chan

"Very good introduction to QuickBooks. I have no previous knowledge of QuickBooks, but the first module answered some of my general questions and even highlighted some issues that I had not even thought about. I am anxiously awaiting the next module.” – Bradley J. Keneson

“Very easy to watch and follow the training on QuickBooks. I found it very helpful.” – Ana Chairez

Did you know?

Simon Sez IT teaches all sorts of software, including:

- Microsoft Excel

- Microsoft PowerPoint

- Microsoft Word

- Microsoft Project

- Microsoft Outlook

- QuickBooks

- Photoshop Elements

- Web Development Languages

- And so much more.

Updated July 2017. English close captions added

Updated June 2017. Course transcripts now available.

What's inside

Learning objectives

Create your company file
Work with quickbooks preferences
Set up and use a chart of accounts
Reconcile your checking account and bank statements
Create and print invoices, receipts and statements
Track your payables, inventory and receivables
Create a budget and estimates
Work with customers and jobs

Enter and pay bills
Work with loans
Generate reports
Pay employees
Set up sales tax
Back up company files
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Create your company file
Work with quickbooks preferences
Set up and use a chart of accounts
Reconcile your checking account and bank statements
Create and print invoices, receipts and statements
Track your payables, inventory and receivables
Create a budget and estimates
Work with customers and jobs
Enter and pay bills
Work with loans
Generate reports
Pay employees
Set up sales tax
Back up company files
Show more
Show less

Syllabus

Introduction

Welcome and Overview

READ ME: Essential Information for a Successful Training Experience

Downloadable Course Transcripts

QuickBooks Pro Versions

QuickBooks Pro Online vs. Desktop Version

Getting Started

New Features in QuickBooks Pro 2017

Creating your Company File - Part 1

Creating your Company File - Part 2

My Company Overview

Identifying the Components of the QuickBooks Pro Environment

Converting QuickBooks Pro Desktop to Online Version

Section 2 Quiz

Customizing the QuickBooks Pro Environment

Preferences - Part 1

Preferences - Part 2

Working with Users

Chart of Accounts - Part 1

Chart of Accounts - Part 2

Section 3 Quiz

Working with Customers & Jobs

Working with Customers and Jobs - Part 1

Working with Customers and Jobs - Part 2

Estimates - Part 1

Estimates - Part 2

Invoicing from Estimates - Part 1

Invoicing from Estimates - Part 2

Invoicing Customers for Products and Services

Receiving Payments

Creating Deposits

Creating Credit Memos

Creating Statements

Income Tracker

Section 4 Quiz

Working with Vendors

Entering Bills

Paying Bills

Section 5 Quiz

Working with Items & Inventory

Working with Items - Part 1

Working with Items - Part 2

Creating Purchase Orders

Receiving Items

Creating Bills for Items

Paying for Items

Manually Adjusting Items

Section 6 Quiz

Working with QuickBooks registers

Working with Registers - Part 1

Working with Registers - Part 2

Section 7 Quiz

Reconciling

Working with loans

Setting Up Loans in the Chart of Accounts

Creating Loan Payments

Loan Manager

Section 9 Quiz

Working with Credit Cards

Setting Up Credit Card Accounts

Entering Credit Card Transactions

Reconciling Credit Card and Making Payments

Section 10 Quiz

Customizing Forms

Form Customization - Part 1

Form Customization - Part 2

Layout Designer - Part 1

Layout Designer - Part 2

Reports

Quick Reports

Creating Reports - Part 1

Creating Reports - Part 2

Customizing Reports

Memorizing Reports

Creating a Scheduled Report

Working with Sales Tax

Working with Sales Tax - Part 1

Working with Sales Tax - Part 2

Section 13 Quiz

Payroll

Overview of Using the QuickBooks Pro Payroll Service

Working with Payroll Items

Working with Employees

Paying Employees

Paying Payroll Taxes

Section 14 Quiz

The Lead Center

Working with Leads

Mail Merges

Creating a Mail Merge

Mail Merge Main Document

Budgets

Creating a Budget

Budget Reports

Other QuickBooks Features

Searching in QuickBooks

Reminders and Alerts

Using the QuickBooks Calendar

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Develops practical accounting skills that are core to business operations and financial decision-making

Emphasizes hands-on practice through step-by-step tutorials, providing learners with practical experience

Focuses on QuickBooks Pro, a widely recognized accounting software, enhancing marketability of the skills learned

Taught by experienced instructors recognized for their expertise in QuickBooks

Provides comprehensive coverage of fundamental and advanced QuickBooks concepts, catering to a range of learners

Course materials are up-to-date, reflecting the latest version of QuickBooks Pro 2017

Reviews summary

Quickbooks 2017: small business finance management

Students largely positively review this course and remark on Cindy's helpfulness and teaching style. Students enjoy the video format.

The course videos are helpful.

"we loved the video!"

Cindy is informative and has a pleasant voice.

"Cindy was very informative"

"Cindy has a nice voice"

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in QuickBooks Pro 2017 Training: Manage Small Business Finances with these activities:

Practice setting up customers and jobs in QuickBooks Pro

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get comfortable setting up customers and jobs

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Set up a new customer
Set up a new job
Assign a job to a customer

Practice using the QuickBooks Pro invoicing feature

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get hands-on experience with invoicing

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Create a new invoice
Send an invoice to a customer
Receive payment on an invoice

Create a cheat sheet of QuickBooks Pro shortcuts

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develop a reference for commonly used shortcuts

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Identify the most commonly used QuickBooks Pro shortcuts
Create a cheat sheet that lists the shortcuts and their descriptions
Keep the cheat sheet handy for quick reference

Six other activities

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Show all nine activities

Practice using QuickBooks Pro's reports feature

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familiarize yourself with the reports feature of QuickBooks Pro

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Generate a profit and loss statement
Generate a balance sheet
Generate a statement of cash flows

Practice using the QuickBooks Pro reconciliation feature

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gain proficiency using the reconciliation feature

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Reconcile a bank statement
Reconcile a credit card statement
Fix any discrepancies

Practice using the QuickBooks Pro budgeting feature

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become proficient using the budgeting feature

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Create a new budget
Track your actual expenses against your budget
Make adjustments to your budget as needed

Practice using the QuickBooks Pro payroll feature

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become familiar with the payroll feature

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Set up payroll for your employees
Process payroll
File payroll taxes

Watch a tutorial on how to use QuickBooks Pro's advanced features

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gain exposure to advanced features

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Find a tutorial on a specific QuickBooks Pro feature
Watch the tutorial
Try out the feature in your own QuickBooks Pro file

Practice creating and using custom reports in QuickBooks Pro

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gain the ability to create tailored reports

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Identify the data you want to include in your report
Create a custom report
Save the report for future use

Career center

Learners who complete QuickBooks Pro 2017 Training: Manage Small Business Finances will develop knowledge and skills that may be useful to these careers:

Controller

Controllers use QuickBooks to manage the day-to-day financial operations of an organization. They are responsible for tasks such as preparing financial statements, managing cash flow, and overseeing accounts payable and receivable. This course can help aspiring controllers develop the skills they need to succeed in their role.

See salaries and explore the career path for Controller

Chief Financial Officer

CFOs are responsible for overseeing the financial operations of an organization. They use QuickBooks to create financial reports, manage budgets, and make strategic decisions about the company's finances. This course can give aspiring CFOs the QuickBooks skills they need to succeed in their role and help their organization thrive.

See salaries and explore the career path for Chief Financial Officer

Credit Analyst

Credit analysts use QuickBooks to assess the creditworthiness of borrowers. They use the software to review financial statements, calculate ratios, and make recommendations on whether or not to approve a loan. This course can give aspiring credit analysts the QuickBooks skills they need to succeed in their role.

See salaries and explore the career path for Credit Analyst

Accounting Clerk

Accounting Clerks use QuickBooks to manage the finances of their clients, such as recording transactions, preparing invoices, processing payments, and reconciling bank statements. This QuickBooks course can give aspiring accounting clerks foundational knowledge of the software so they can hit the ground running in their career.

See salaries and explore the career path for Accounting Clerk

Senior Accountant

Senior accountants use QuickBooks to manage the day-to-day financial operations of a mid-size to large organization. They may also provide guidance to junior accountants and oversee the preparation of financial reports. This QuickBooks course can help aspiring senior accountants build a foundation to succeed in their role.

See salaries and explore the career path for Senior Accountant

Budget Analyst

Budget analysts use QuickBooks to establish financial plans for their clients or employers. This course will provide them with a solid foundation in QuickBooks that they can use to manage budgets, create financial reports, and make recommendations based on financial data.

See salaries and explore the career path for Budget Analyst

Payroll Manager

Payroll managers use QuickBooks to manage their clients' payroll and ensure compliance with tax laws. This course can help aspiring payroll managers develop the skills they need to succeed in their role. The course will help students learn how to use QuickBooks to calculate payroll, file payroll taxes, and generate payroll reports.

See salaries and explore the career path for Payroll Manager

Financial Analyst

Financial analysts use QuickBooks to create financial models, analyze financial data, and make investment recommendations. This course can give aspiring financial analysts the QuickBooks skills they need to succeed in their role. The course will help students learn how to use QuickBooks to track income and expenses, create budgets, and generate financial reports.

See salaries and explore the career path for Financial Analyst

Staff Accountant

Staff accountants use QuickBooks to perform a variety of accounting tasks, such as preparing financial reports, reconciling bank statements, and managing accounts payable and receivable. This course can help aspiring staff accountants learn the basics of QuickBooks and prepare them for success in their role.

See salaries and explore the career path for Staff Accountant

Registered Tax Preparer

Registered tax preparers use QuickBooks to help prepare tax returns for their clients. This course can give aspiring registered tax preparers the QuickBooks skills they need to succeed in their role. The course will help students learn how to use QuickBooks to calculate taxes, prepare tax forms, and e-file tax returns.

See salaries and explore the career path for Registered Tax Preparer

Management Accountant

Management accountants use QuickBooks to help businesses make informed decisions about their finances. They use the software to create financial reports, analyze financial data, and make recommendations on how to improve profitability. This course can help aspiring management accountants develop the skills they need to succeed in their role.

See salaries and explore the career path for Management Accountant

Loan Officer

Loan officers use QuickBooks to evaluate the financial health of potential borrowers. They use the software to review financial statements, calculate ratios, and make recommendations on whether or not to approve a loan. This course can help aspiring loan officers develop the skills they need to succeed in their role.

See salaries and explore the career path for Loan Officer

Tax Accountant

Tax accountants use QuickBooks to help their clients prepare for tax season. They use QuickBooks to gather financial data, calculate taxes, and prepare tax returns. This QuickBooks course can help aspiring tax accountants develop the skills they need to succeed in their role. The course will help students learn how to use QuickBooks to calculate taxes, prepare tax forms, and e-file tax returns.

See salaries and explore the career path for Tax Accountant

Auditor

Auditors are responsible for examining an organization's financial statements to ensure accuracy and compliance. QuickBooks is widely used by businesses of all sizes, so auditors need to be familiar with the software in order to effectively evaluate a company's financial health.

See salaries and explore the career path for Auditor

Accountant

Accountants can use the principles they learn in their QuickBooks course to facilitate a smooth flow of money in and out of any organization. They can use QuickBooks to automate the process of making financial calculations, which will free up their time to focus on giving expert financial advice to their clients. This course may be particularly useful for accountants who wish to work with small business owners, as it will give them insights into how to use QuickBooks to effectively manage the finances of a small business.

See salaries and explore the career path for Accountant