QuickBooks Tips Volume 1, 2, 3, & 4 (Udemy.com)

47 Concise Training Videos

( 79 Reviews )

Created by: Scott Meister, CPA

Produced in 2021

What you will learn

Memorize a check, invoice, and bill
Create an estimate
Add a new customer and vendor
Merge 2 customer records
See Course Summary for additional items you'll learn

Quality Score

Content Quality

Video Quality

Qualified Instructor

Course Pace

Course Depth & Coverage

Overall Score : 88 / 100

Course Description

Learn some tips about QuickBooks Desktop with this courseThis course is a collection of 47 concise training videosEach training video is easy to follow and understandLearn some of the neat features QuickBooks offersMake your QuickBooks experience more efficientA great skill at your fingertipsIf you're new to QuickBooks, enroll in this course! QuickBooks is a great software with many, many options. These options can be utilized to make your QuickBooks experience more enjoyable, more efficient, and more productive. I created these training videos because in my experience, some new QuickBooks users don't know these options exist. The ideal student for this course is anyone new to using QuickBooks Desktop software. Additionally, if you've used QuickBooks before, you might consider giving this course a look as it contains some very valuable information (check out the topics below).
Content and OverviewThis course is 100% video and features 4 main sections (Volume 1, 2, 3, & 4). See the topic lists below.
QuickBooks Tips Volume 1Change the Color SchemeAdd Colored Icon ButtonsDe-clutter the Top Icon BarAdd or Remove the Transaction BeepAdd a PasswordChange a PasswordAdd a Footer to a ReportAdjust Columns on the Open Invoice Report (Part 1)Adjust Columns on the Open Invoice Report (Part 2)Display Negative Numbers in Red Parentheses on a Report (Part 1)Display Negative Numbers in Red Parentheses on a Report (Part 2)QuickBooks Tips Volume 2How to Add a New CustomerHow to Add a New VendorHow to Create an EstimateHow to Create an Invoice from an EstimateHow to Make an Estimate InactiveHow to Create and Memorize an InvoiceHow to Create and Memorize a CheckHow to Create and Memorize a BillHow to Edit a Memorized TransactionHow to Remove Memorized TransactionsHow to Create a Report for a Single Account (Part 1)How to Create a Report for a Single Account (Part 2)QuickBooks Tips Volume 3How to Display the Open Window ListHow to Print an InvoiceHow to Print a Batch of InvoicesHow to Remove the Paid Stamp from a Paid InvoiceHow to Adjust Columns on a Quick Report (Part 1)How to Adjust Columns on a Quick Report (Part 2)How to Change the Bank Account for a CheckHow to Set the Report Basis to Cash or AccrualHow to Merge Customer RecordsHow to Merge Vendor RecordsHow to put a Logo on an Invoice TemplateHow to Export & Import a Vendor ListQuickBooks Tips Volume 4How to Select and Pay All Open Bills for One VendorHow to Set a Vendor to be Eligible for a 1099How to Set the Default Payment Terms for a VendorHow to Set the Default Payment Terms for a CustomerHow to Turn Spell Checker On / OffHow to Remove a Misspelled Word from the DictionaryHow to Print Multiple Reports at OnceHow to Adjust Date WarningsHow to Organize Bank Accounts by ColorHow to do Basic Math FunctionsHow to Create a Check Detail ReportHow to Create a Sales ReceiptWho this course is for:
This course is best suited for anyone that's new to QuickBooks Desktop software. If you're responsible for the accounting function and use QuickBooks, this course is a great fit. Accountants, Bookkeepers, and small business owners would benefit from this course. I've assisted many small business owners with their QuickBooks needs and these videos were created with them in mind.
This course is NOT a course about QuickBooks Online; it's about QuickBooks Desktop. Also, this course doesn't show everything there is to know about QuickBooks; instead, this course is a collection of short, concise training videos on various topics using QuickBooks.

Time: 1 hour on-demand videoh

Instructor Details

Scott Meister, CPA

4.4 Rating
79 Reviews

I love sharing information and helping folks with their QuickBooks needs. I'm a CPA and am an Advanced Certified QuickBooks ProAdvisor (Desktop and Online software versions). For a large part of my career, I worked as an Accountant/Office Manager and had the pleasure of training co-workers and temporary staff in a variety of software packages including QuickBooks. I was able to create all sorts of systems and standard operating procedures. In many instances I created training tutorials; both print and video. It was at that time I realizedthat I really enjoy teaching; sharing knowledge with others in the hope that they learn and use the valuable information.
As a result, my wife and I formed a company (Simplified Management Solutions, Inc.) where we create QuickBooksvideo tutorialsand provide local and remoteaccounting services.
Other interests include: Spending time with my wife and 3 Vizslas (dogs), playing guitar/drums/bass, photography, and creating films/motion graphics.
Software I use includes (and isn't limited to): QuickBooks, Word, Excel, Camtasia, Snagit, After Effects, Photoshop, Premiere Pro, Illustrator, Audition, & Google Docs.

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Reviews

4.4

79 total reviews

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By Neil Diah on 6/21/2020

I appreciate the lecturer for putting together this course, but I honestly did not find very much material within this course that I could have not discovered on my own. I was expecting a course that would deal with the usage of Quickbooks along with general accounting principles rather than a purely technical approach to how to do menial tasks in the program. Also the fact that this course has material dating back to 2014, I am concerned about missing updates within later Quickbooks instalments.

By Sylvia Jessup on 1/2/2020

I've never used QuickBooks, so the class was a little fast and I would have liked some hands on exercises. Overall it was informative.

By Ebert Dosreis on 8/3/2019

TINY DIFFERENT FROM PREVIEW ,FOR BEGINNING IS
HELPFUL >DOSITTEC

By Marlene John on 2/14/2019

This was a very informative course. Thank You

By Shaun Johnson on 11/19/2018

Beginner beginner info. Great detail and presentation, just looking for a little more depth

By Lei on 11/8/2018

very useful & informative!

By Ma. Gloisa Dela Cruz on 10/26/2018

Yes, it was a good match for me. The course is very easy to understand.

By Sean on 9/5/2018

I'm learning for work and so far I'm covering a lot of basic content.

By Vicki Lau on 9/5/2018

Interesting way of structuring the lessons as short bursts of quick tips and tricks. Course was short, sweet and concise. Well done.

By Tracey Angelo on 8/23/2018

The instructor could be little more descriptive with terms.

By Nuella Nwakalor on 7/26/2018

I'm working in a firm that uses QuickBooks Desktop. I needed short tips to help me understand some important basics and this course really helped me a lot. Short, comprehensive and worth every time.
Thanks Scott!

By Eurethel Lynne on 7/4/2018

I really love this course. It gives a better knowledge for someone like me who is not into accounting. :) I just want to learn this software as an IT. ^_^