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We help you get your Chart of Accounts set up in QuickBooks and use a template using the QuickBooks Sample Files. After that, we move on to one of the most critical parts of QuickBooks – The Chart of Accounts.
Quickbooks pro training g how to#
First, we teach you how to adjust your Preferences. In Section 3, we continue to show you how to set up QuickBooks to suit your business. We then talk you through how to edit this information using the My Company feature. We show you how to fill in the information for your business. QuickBooks has an easy-to-use tool called the Easy Step Interview that will help you get this set up. You can have multiple Company Files in QuickBooks, but having a Company File is essential. In this section, we really get started! In section 2, we teach you how to set up your Company File in QuickBooks. If you’re upgrading from an older version, then definitely watch this part! These features won’t make a lot of sense if you are brand new to QuickBooks. We then show you some of the new features available in QuickBooks 2020.
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If you are using QuickBooks Online, then this free course isn’t for you! You must watch this first part as this course is for QuickBooks Desktop users.
In this section, the course author, Cindy, introduces herself and explains the different versions of QuickBooks available.
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Each section links to an article that contains the full transcript for that section of the QuickBooks course. If that all looks a bit overwhelming, or you’d rather have your QuickBooks training in the written word, then keep reading.īelow, we have separated the video above into easy-to-digest sections. Go here to see the QuickBooks 2019 free course.įor more information on QuickBooks, take a look at our free QuickBooks resources.
Section 3 – Customizing the QuickBooks Environment 0:57:57 – Converting QuickBooks desktop data to the online version.0:49:03 – Identifying the components of the QuickBooks environment.0:38:27 – Using the Easy Step Interview Part.0:29:40 – Using the Easy Step Interview Part.0:26:34 – Setting Up Your Company File in QuickBooks.
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