This beginnerfriendly QuickBooks tutorial provides an overview of QuickBooks Desktop 2023.
In this 4+ hour video training, we cover the basics of setting up your company file and preferences using the easystep interview, which is ideal for bookkeepers, accountants, and small business owners. We then show you how to convert QuickBooks Desktop to the QuickBooks Online version.

This QuickBooks tutorial teaches you how to work with Chart of Accounts and QuickBooks sample files, creating estimates, invoicing, receiving payments, making deposits, creating statements, paying bills, and so much more!

We assume no prior QuickBooks knowledge as we take you through the QuickBooks environment and show you how to establish your chart of accounts and how to work with users.

Use the timestamps below to navigate to different sections of the course. If you already know one of these topics, skip ahead!

00:00:00 Course Introduction
00:03:10 Desktop vs. Online
00:07:22 Setting Up Your Company File
00:10:48 Using the Easy Step Interview Part 1
00:19:40 Using the Easy Step Interview Part 2
00:22:15 My Company Overview
00:25:43 Identifying the Components of QB Environment
00:32:39 Cash Flow Hub
00:37:42 Converting QB Desktop to the Online Version
00:39:25 Preferences Part 1
00:48:33 Preferences Part 2
00:54:36 Working with Users
01:01:01 Working with the Chart of Accounts Part 1
01:10:33 Working with the Chart of Accounts Part 2
01:18:34 Working with the Chart of Accounts Part 3
01:24:49 QuickBooks Sample Files
01:26:42 Customer and Jobs Part 1
01:38:32 Customer and Jobs Part 2
01:47:15 Customer Groups
01:51:39 Adding Multiple Customer Contacts to Emails
01:53:51 Estimates Part 1
02:03:15 Estimates Part 2
02:11:11 Invoicing from Estimates Part 1
02:20:43 Invoicing from Estimates Part 2
02:24:10 Invoicing Customers for Products and Services
02:36:47 Receiving Customer Payments
02:45:17 Making Deposits
02:51:37 Creating Credit Memos
02:58:03 Creating Customer Statements
03:08:18 Using Income Tracker
03:07:14 Working with Vendors
03:15:31 Entering Bills
03:23:41 Paying Bills
03:30:27 Vendor Credits
03:35:56 Items and Inventory Part 1
03:47:12 Items and Inventory Part 2
03:51:08 Purchase Orders
03:58:29 Receiving Items into Inventory
04:04:26 Handling Bills for Items
04:07:56 Paying for Items
04:11:57 Manually Adjusting Inventory

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