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Simon Sez IT

In this comprehensive course bundle, you’ll get both our QuickBooks 2018 course and our legacy QuickBooks Pro 2017 course. No matter what version your clients use, you’ll have the knowledge and skills to navigate these programs at a professional level. 

Your Complete QuickBooks Pro 2017 and QuickBooks 2018 Course Package

With over 7 hours of content in each course, you get a total of more than 15 hours from this two-course bundle. With this information, you can: 

Read more

In this comprehensive course bundle, you’ll get both our QuickBooks 2018 course and our legacy QuickBooks Pro 2017 course. No matter what version your clients use, you’ll have the knowledge and skills to navigate these programs at a professional level. 

Your Complete QuickBooks Pro 2017 and QuickBooks 2018 Course Package

With over 7 hours of content in each course, you get a total of more than 15 hours from this two-course bundle. With this information, you can: 

  • Understand what’s new in QuickBooks 2018. 

  • Work with clients and customers who still use QuickBooks Pro 2017. 

  • Customize your QuickBooks 2018 and QuickBooks Pro 2017 interfaces. 

  • Conduct bookkeeping/accounting reports and summaries. 

  • Analyze your QuickBooks data and reconcile bank statements. 

  • Understand your financial statements and quarterly earnings reports. 

  • Create, manage and track customer, employee, and vendor accounts.  

  • Publish accounting documents: invoices, deposits, estimates, quotes, etc. 

  • Make sense of your financial reports and easily reconcile bank statements. 

Work in QuickBooks and learn the accounting techniques the professionals use.   

When you purchase this two-course package, you’ll gain access to over 14 hours of QuickBooks training videos. You’ll have everything you need to better track, manage, and oversee your business accounts. 

QuickBooks was made specifically for you, the business owner with general bookkeeping knowledge – but not an accounting degree. With this powerful set of courses under your belt, you’ll know how to manage a vast array of accounting tasks:

  • Create a company file and track key      performance indicators (KPIs).

  • Adjust QuickBooks preferences in both      recent versions of this platform.

  • Reconcile your accounts with your bank      statements.

  • Track inventories, accounts payable,      and receivables.

  • Create estimates and keep your budget      balanced.

  • Log hours, payments, and debts to      customers, clients, banks, and suppliers.

  • Quickly enter, track, and pay bills in      QuickBooks.

  • Generate timesheets, payrolls, and      employee reports.

  • Easily record and manage your sales      tax accounts.

  • Back up your company’s files for      peace-of-mind

Whether you own a small- or medium-sized business or work as a freelance bookkeeper, this 2-course QuickBooks Pro 2017 and QuickBooks 2018 package has everything you need. You can save time (and money) by optimizing your accounting efficiency. With this course, you can spend less time figuring out QuickBooks and more time managing KPIs. You’ll know exactly where your money goes – and how to maximize profits.

  Here’s what our students are saying…“This course really open my eyes to some difficult issues i first experienced with QB that made me wanted to avoid using it. i like the fact that there's manual to go back to each time i get stock or forget something. you guys are doing great jobs.”

– Ejis

"This is a great course so far. I have used QuickBooks a little but I am already starting to feel more confident about getting real use out of the program.Yesterday, I needed to design an Invoice and skipped to that section to do that. It was easy to understand and I designed a unique form for my business. Yea. Now I am back at the beginning and plan to go through each module. Very pleased with this course. "

– Patricia Gasher

"The Professor of this Quickbooks class really understand the Quickbooks platform and conveys the information in a very understanding way. I really learned a lot. "

–  Richard SaloisDid 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.

Just search "Simon Sez IT" to see our full list of individual courses and incredible value multi-course bundles on Udemy.

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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
  • Show more
  • Show less

Syllabus

QuickBooks 2018 Course: Introduction
Welcome and Overview
READ ME: Essential Information for a Successful Training Experience

The transcription consists of the entire course transcribed word-for-word, organized by chapter, and with a Table of Contents. This downloadable & printable transcript provides another learning option - if you prefer reading but don’t have time to take notes.   
 

Click the download icon located at the bottom of this lecture. See the image below as an example of what button to click.


All the best with your training.


Best,


Simon


P.S. If you're enjoying the training, please take 1 minute to leave a 5 star review.

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QuickBooks Pro Versions
QuickBooks 2018 Course: Getting Started
New Features in QuickBooks 2018
Setting Up Your Company File
Using Easy Step Interview - Part 1
Using Easy Step Interview - Part 2
My Company Overview
Section 2 - Quiz
QuickBooks 2018 Course: Customizing the QuickBooks 2018 Environment
Preferences - Part 1
Preferences - Part 2
Working with Users
Chart of Accounts - Part 1
Chart of Accounts - Part 2
QuickBooks Sample File
Section 3 - Quiz
QuickBooks 2018 Course: 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
QuickBooks 2018 Course: Working with Vendors
Working with Vendors
Entering Bills
Paying Bills
Section 5 - Quiz
QuickBooks 2018 Course: 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
QuickBooks 2018 Course: Working with QuickBooks registers
Working with Registers
Downloading Transactions
Creating Entries and Writing Checks
Bank Transfers
Reconciling
Section 7 - Quiz
QuickBooks 2018 Course: Working with Loans
Setting Up Loans
Creating Loan Payments
Loan Manager
QuickBooks 2018 Course: Working with Credit Cards
Setting Up Credit Card Accounts
Entering Credit Card Transactions
Reconciling Credit Card and Making Payments
Section 9 - Quiz
QuickBooks 2018 Course: Customizing Forms
Form Customization - Part 1
Form Customization - Part 2
Layout Designer - Part 1
Layout Designer - Part 2
Section 10 - Quiz
QuickBooks 2018 Course: Reports
Quick Reports
Creating Reports - Part 1
Creating Reports - Part 2
Customizing Reports
Memorizing Reports
QuickBooks 2018 Course: Working with Sales Tax
Working with Sales Tax - Part 1
Working with Sales Tax - Part 2
QuickBooks 2018 Course: Payroll
Overview of Using the QuickBooks Pro Payroll Service
Working with Payroll Items
Working with Employees
Paying Employees
Section 13 - Quiz
Paying Payroll Taxes
QuickBooks 2018 Course: The Lead Center
Working with Leads
Section 14 - Quiz
QuickBooks 2018 Course: Mail Merges
Creating a Mail Merge
Mail Merge Main Document
QuickBooks 2018 Course: Budgets
Creating a Budget
Budget Reports
QuickBooks 2018 Course: 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
Strengthens an existing foundation for intermediate QuickBooks users
Provides comprehensive QuickBooks training and covers versions 2018 and 2017
Develops professional skills in QuickBooks accounting for both small and medium-sized businesses
Course software is slightly outdated and 2022 versions are available

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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 Master QuickBooks Pro 2017 & QuickBooks 2018 the Easy Way with these activities:
Practice creating invoices and estimates
Reinforce your knowledge of invoice and estimate creation for a more accurate practice. Review number formatting.
Show steps
  • Create 5 invoices for different customers with varying line items.
  • Create 5 estimates for different customers with varying line items.
  • Check your work by comparing your output to sample invoices and estimates.
Join an online QuickBooks user group.
Engage with a community of QuickBooks users to ask questions and share knowledge. This exposes you to more situations and aids your learning.
Show steps
  • Search for QuickBooks user groups online.
  • Join a group that is relevant to your interests and skill level.
  • Introduce yourself to the group and ask any questions you have.
Tutorial on advanced QuickBooks features
Understand advanced features in QuickBooks by following guided tutorials. This will increase your proficiency in diverse aspects of QuickBooks.
Show steps
  • Find a tutorial on an advanced QuickBooks feature that you are interested in.
  • Follow the steps in the tutorial to learn how to use the feature.
  • Practice using the feature in your own QuickBooks file.
Four other activities
Expand to see all activities and additional details
Show all seven activities
Attend a QuickBooks workshop
Engage with QuickBooks experts and peers to enhance your understanding of specific QuickBooks aspects.
Show steps
  • Find a QuickBooks workshop that is relevant to your interests and skill level.
  • Register for the workshop and pay the registration fee.
  • Attend the workshop and participate in the activities.
Create a blog post or video tutorial on a QuickBooks topic
Solidify your understanding by attempting to teach a QuickBooks topic to others.
Show steps
  • Choose a QuickBooks topic that you are familiar with.
  • Create a blog post or video tutorial that explains the topic in a clear and concise way.
  • Share your blog post or video tutorial with others.
Participate in a QuickBooks competition
Test your QuickBooks knowledge and skills against others to identify areas for improvement.
Show steps
  • Find a QuickBooks competition that is relevant to your interests and skill level.
  • Register for the competition and pay the registration fee.
  • Complete the competition tasks and submit your work.
Mentor a new QuickBooks user
Enhance your understanding by sharing your QuickBooks knowledge with those who are less experienced.
Show steps
  • Find someone who is new to QuickBooks and offer to mentor them.
  • Meet with your mentee regularly to answer their questions and provide guidance.
  • Provide your mentee with resources and support to help them learn QuickBooks.

Career center

Learners who complete Master QuickBooks Pro 2017 & QuickBooks 2018 the Easy Way will develop knowledge and skills that may be useful to these careers:
Bookkeeper
Bookkeepers maintain financial records for organizations. They record transactions, prepare financial statements, and perform other accounting tasks. This course can help you develop the skills you need to become a bookkeeper, including how to use QuickBooks, a popular accounting software program. You will learn how to enter data, create reports, and reconcile accounts.
Financial Manager
Financial managers oversee the financial operations of organizations. They are responsible for preparing financial statements, managing budgets, and ensuring compliance with financial regulations. This course can help you develop the skills you need to become a financial manager, including how to use QuickBooks, a popular accounting software program. You will learn how to prepare financial statements, analyze financial data, and manage budgets.
Controller
Controllers oversee the financial operations of organizations. They are responsible for preparing financial statements, managing budgets, and ensuring compliance with financial regulations. This course can help you develop the skills you need to become a controller, including how to use QuickBooks, a popular accounting software program. You will learn how to prepare financial statements, analyze financial data, and manage budgets.
Auditor
Auditors examine and evaluate the financial records of organizations to ensure that they are accurate and compliant with regulations. They may also provide advice on how to improve financial management practices. This course can help you develop the skills you need to become an auditor, including how to use QuickBooks, a popular accounting software program. You will learn how to review financial statements, identify errors and fraud, and make recommendations for improvements.
Tax Accountant
Tax accountants prepare and file tax returns for individuals and businesses. They may also provide advice on tax planning and compliance. This course can help you develop the skills you need to become a tax accountant, including how to use QuickBooks, a popular accounting software program. You will learn how to prepare tax returns, calculate taxes, and file tax returns.
Tax Preparer
Tax preparers prepare and file tax returns for individuals and businesses. They may also provide advice on tax planning and compliance. This course can help you develop the skills you need to become a tax preparer, including how to use QuickBooks, a popular accounting software program. You will learn how to prepare tax returns, calculate taxes, and file tax returns.
Financial Analyst
Financial analysts research and analyze financial data to make recommendations on investments. They may also provide advice on financial planning and management. This course can help you develop the skills you need to become a financial analyst, including how to use QuickBooks, a popular accounting software program. You will learn how to analyze financial statements, identify trends, and make investment recommendations.
Payroll Specialist
Payroll specialists calculate and distribute employee paychecks. They also file payroll taxes and maintain employee records. This course can help you develop the skills you need to become a payroll specialist, including how to use QuickBooks, a popular accounting software program. You will learn how to process payroll, file taxes, and manage employee records.
Accountant
Accountants help organizations to track and manage their financial transactions. They prepare financial statements, analyze financial data, and provide advice on financial matters. This course can help you develop the skills you need to become an accountant, including how to use QuickBooks, a popular accounting software program. You will learn how to set up a company file, create invoices, track expenses, and generate reports. This course may also be helpful if you are interested in a career in auditing or financial analysis.
Financial Planner
Financial planners help individuals and families to plan and manage their finances. They may provide advice on investments, retirement planning, and estate planning. This course can help you develop the skills you need to become a financial planner, including how to use QuickBooks, a popular accounting software program. You will learn how to create financial plans, track investments, and manage risk.
Budget Analyst
Budget analysts help organizations to plan and manage their budgets. They analyze financial data, forecast revenues and expenses, and make recommendations on how to allocate resources. This course can help you develop the skills you need to become a budget analyst, including how to use QuickBooks, a popular accounting software program. You will learn how to create budgets, track expenses, and analyze financial data.
Management Accountant
Management accountants provide financial information and analysis to help managers make informed decisions. They may also be involved in budgeting, forecasting, and performance evaluation. This course can help you develop the skills you need to become a management accountant, including how to use QuickBooks, a popular accounting software program. You will learn how to analyze financial data, prepare reports, and make recommendations.
Business Analyst
Business analysts help organizations to improve their operations and performance. They analyze business processes, identify areas for improvement, and develop and implement solutions. This course provides a general overview of business analysis concepts and techniques, including how to use QuickBooks, a popular accounting software program. You will learn how to gather and analyze data, identify trends, and make recommendations for improvements.
Credit Analyst
Credit analysts assess the creditworthiness of individuals and businesses. They may also provide advice on lending and credit management. This course provides a general overview of credit analysis concepts and techniques, including how to use QuickBooks, a popular accounting software program. You will learn how to analyze financial data, assess risk, and make lending decisions.
Operations Manager
Operations managers oversee the day-to-day operations of organizations. They are responsible for planning, organizing, and directing resources to achieve organizational goals. This course provides a general overview of operations management concepts and techniques, including how to use QuickBooks, a popular accounting software program. You will learn how to manage resources, improve efficiency, and achieve organizational goals.

Reading list

We've selected three books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Master QuickBooks Pro 2017 & QuickBooks 2018 the Easy Way.
Is designed for freelancers who need to use QuickBooks 2018. It covers the basics of setting up and using QuickBooks, as well as more advanced topics, such as using job costing and tracking inventory.
Good option for beginners who want to learn QuickBooks 2018 quickly and easily. It covers the basics of setting up and using QuickBooks, as well as more advanced topics, such as using job costing and tracking inventory.
Provides a comprehensive overview of QuickBooks 2018 and good choice for those who want to learn more about the software's features and functionality.

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