Introduction
                                    
                                        Welcome
                                            
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                                        Using the double-entry system of accounting
                                            
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                                        Using the sample and exercise files
                                            
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                                1. Navigating QuickBooks
                                    
                                        A tour of the interface
                                            
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                                        Navigating inside each center
                                            
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                                2. Working with Company Files
                                    
                                        Opening and closing an existing company file
                                            
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                                        Setting up a new company file
                                            
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                                        Backing up and restoring a company file
                                            
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                                3. Setting Up Shop
                                    
                                        Working with the chart of accounts
                                            
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                                        Adding bank accounts and credit cards
                                            
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                                        Using account numbers
                                            
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                                        Adding service or inventory items
                                            
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                                        Setting up sales tax
                                            
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                                        Adding vehicles
                                            
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                                        Using the Fixed Assets Manager
                                            
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                                        Editing company information
                                            
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                                4. Adding Customers
                                    
                                        Setting up the customer profile
                                            
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                                        Creating and editing customers
                                            
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                                        Importing customers from another program
                                            
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                                        Working with leads
                                            
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                                5. Working with Vendors
                                    
                                        Setting up the vendor profile
                                            
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                                        Creating and editing vendors
                                            
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                                6. Adding Employees
                                    
                                        Creating and editing employees
                                            
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                                        Creating and editing sales reps
                                            
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                                7. Day-to-Day Operations
                                    
                                        Creating estimates
                                            
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                                        Creating purchase orders for vendors
                                            
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                                        Entering vendor bills
                                            
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                                        Invoicing customers
                                            
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                                        Progress invoicing customers
                                            
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                                        Entering time and mileage against jobs
                                            
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                                        Receiving payments
                                            
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                                        Creating sales receipts for cash sales
                                            
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                                        Viewing reminders for overdue invoices
                                            
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                                        Sending statements to customers
                                            
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                                        Entering credit card charges
                                            
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                                        Recording deposits
                                            
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                                        Paying vendor bills
                                            
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                                        Printing checks
                                            
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                                        Working with jobs
                                            
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                                8. Handling Special Cases
                                    
                                        Taking care of refunds
                                            
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                                        Handling customer credits
                                            
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                                        Voiding invoices and other line items
                                            
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                                        Fixing mismatched data
                                            
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                                        Working with check registers manually
                                            
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                                        Discounts
                                            
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                                        Grouping customers to batch invoices
                                            
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                                        Deleting and marking items inactive
                                            
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                                        Entering statement charges
                                            
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                                        Assessing finance charges
                                            
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                                        Memorizing transactions
                                            
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                                        Reconciling bank accounts
                                            
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                                9. Payroll
                                    
                                        Turning on payroll
                                            
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                                        Setting up payroll items
                                            
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                                        Setting up employees for payroll
                                            
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                                        Paying employees
                                            
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                                10. Online Banking
                                    
                                        Setting up accounts for online banking
                                            
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                                        Reconciling online transactions
                                            
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                                11. Sharing QuickBooks with Others
                                    
                                        Enabling multiuser mode
                                            
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                                        Adding and editing user accounts
                                            
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                                        Keeping QuickBooks up to date
                                            
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                                        Enabling credit card protection
                                            
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                                12. Finding Information Quickly
                                    
                                        Using the Snapshot, Insights, and Bill Tracker tools
                                            
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                                        Searching for data
                                            
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                                        Filtering lists
                                            
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                                        Classes
                                            
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                                13. Reports
                                    
                                        Introduction to reports
                                            
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                                        Navigating and customizing report data
                                            
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                                        Filtering a report
                                            
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                                        Memorizing, exporting, and printing a report
                                            
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                                14. End-of-Year Preparations
                                    
                                        Setting up 1099 forms
                                            
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                                        Closing the books
                                            
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                                15. Customizing QuickBooks
                                    
                                        Customizing invoices and forms
                                            
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                                        Setting QuickBooks preferences
                                            
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                                    Ex_Files_QBPro_2016_EssT.zip
                                    
                                        (130.0 MB)