QuickBooks Pro 2014 Training

QuickBooks Pro 2014 Training

QuickBooks Pro (2014 or 2013 and older versions)

Created by John Whiteley, CPA; CGA; CMA

This Training is a practical hands on approach

Get a Free 1/2 Hour Consultations upon Purchase of Course

See how a business person can create a data file in QuickBooks

Demonstrations of actual Journal Entries

John Whiteley delivers the Training on an Accountant to Client basis

Clients most often are still uncertain how to proceed with QuickBooks after attending or viewing Training Courses which just explain the different modules of the software

Most QuickBooks Users only utilize about 10-20% of the functionality in QuickBooks due to time and skill limitations (quite often this is sufficient if done properly)

Lesson No.Lesson TopicTime Duration
Lesson No.Lesson TopicTime Duration
1Explanation of Bookkeeping Methods6:17preview
2Source documents used in Training1:07preview
3Organizing Information before creating new data file9:55
4 - part 1Create New Data File (set of books) - part 13:43
4 - part 2Create New Data File (set of books) - part 21:25
4 - part 3Create New Data File (set of books) - part 31:53
5Chart of Accounts6:13
6 - part 1 Backup Data and Restore - part 12:19
6 - part 2Backup Data and Restore - part 23:56
6 - part 3Backup Data and Restore - part 35:32
7Filing system for receipts2:44
8 - part 1Setting up Sales Tax Codes - part 12:16
8 - part 2Setting up Sales Tax Codes - part 24:52
8 - part 3Setting up Sales Tax Codes - part 31:40
9 - part 1 Opening Trial Balance - part 12:26
9 - part 2 Opening Trial Balance - part 23:11
10Recording owner’s investment in business2:38
11Transferring equipment to new small business corporation2:09
12 - part 1Creating Items - part 11:31
12 - part 2Creating Items - part 29:30
12 - part 3Creating Items - part 34:51
13 Customize Sales Invoice format9:29
14 Using Sales Receipts vs Sales Invoices2:09
15 Setting up Customers5:43
16 Recording Sales Receipts4:04
17 - part 1 Recording Sales Invoices - part 112:54
17 - part 2 Recording Sales Invoices - part 21:29
18Recording payments received from customers (AR)5:48
19Recording Bank Deposits7:17
20Setting up Vendors3:08
21 Recording bills payable4:32
22Recording payment of bills payable2:54
23Payroll Overview7:26
24Setup employees2:27
25Payroll Setup4:23
26 Recording cheques written up manually5:27
27Recording non-customer cash receipts4:17
28Setting up recurring bank withdrawals3:13
29Reconciling Bank Account8:10
30Recording purchase of new equipment and/or property9:04
31Recording payment of personal expenses from business bank account3:31
32Write off bad debt2:28
33 - part 1Generating GST/HST Report (sales tax) - part 16:03
33 - part 2Generating GST/HST Report (sales tax) - part 22:12
33 - part 3Generating GST/HST Report (sales tax) - part 37:01
33 - part 4Generating GST/HST Report (sales tax) - part 42:47
34Accounts Receivable Reports4:31
35Accounts payable reports4:54
36Trial Balance2:37
37 Recording out of pocket expenses9:27
38 - part 1Recording credit card charges - part 18:17
38 - part 2Recording credit card payments - part 22:45
38 - part 3Reconciling credit card account - part 35:01
39 - part 1Recording personal vehicle expenses - part 12:17
39 - part 2Recording personal vehicle expenses - part 25:46
39 - part 3Recording personal vehicle expenses - part 33:29
40 - part 1 Foreign exchange transactions - part 11:29
40 - part 2Foreign exchange transactions - part 25:10
40 - part 3Foreign exchange transactions - part 36:03
40 - part 4Foreign exchange transactions - part 413:10
41 - part 1Contractors – set up jobs - part 14:48
41 - part 2Contractors - Recordable Billable Costs - part 24:32
41 - part 3 Contractors – recording sales invoice with billable costs - part 37:37
41 - part 4Contractors – items - part 45:37
41 - part 5Contractors – Estimates - part 54:53
41 - part 6Contractors – Reports - part 67:26
42 General Ledger Report6:57
43Profit and Loss3:47
44Balance Sheet3:02
45Owners remuneration1:41
46General Journal Entries1:34
47Customizing Icon Bar7:16
48Customized Reports4:41
49 Memorized Reports3:43
50Audit Trail3:28
51 Creating Accountant’s Copy 8:27
52 - part 1Preparing for Visit to Accountant after Year End - part 113:56
53 - part 2Preparing for Visit to Accountant after Year End - part 28:56
54 - part 3Preparing for Visit to Accountant after Year End - part 322:12

This course will provide the steps needed  to create your set of books and how to post to them.

This Course will provide you with the recommendation of how to set up your books

as well as the demonstration of the required steps

6.8 Hours of Training

The target audience is the small business person (or bookkeeper) who needs to set up bookkeeping on QuickBooks in an efficient manner.

Good QuickBooks Record Keeping will please your Accountant and satisfy the Tax Auditor which means Money in the Bank for You!