Other Financial QB Items

Create Items

Lesson 1: What Is An Item In QuickBooks?
Lesson 2: Create An Inventory Item 
Lesson 3: Create A Service Item 
Lesson 4: Create An Other Charge Item 
Lesson 5: Create A Non-Inventory Item 
Lesson 6: Create A Discount Item 
Lesson 7: Create A Subtotal Item
Lesson 8: Add Multiple Items At Once

Sales Tax

Lesson 1: What is Sales Tax – Read (In progress)
Lesson 2: How To Set Up Sales Tax, including the Tax Rate and Tax Agency
Lesson 3: Add An Additional Sales Tax Item
Lesson 4: How To Charge Multiple Sales Tax Rates
Lesson 5: Assign Sales Tax Items To A Customer
Lesson 6: How To Create A Sales Tax Report
Lesson 7: Create A Tax Exempt Customer
Lesson 8: How To Pay Sales Tax

Inventory Management In QuickBooks


Lesson 1: What Is An Inventory Item
Lesson 2: Activate QuickBooks’ Inventory Feature
Lesson 3: Create A New Inventory Item
Lesson 4: Create A Sub Inventory Item
Lesson 5: Create A Purchase Order
Lesson 6: Receive Inventory and Create A Bill
Lesson 7: Pay The  Vendor Bill
Lesson 8: Create A Physical Inventory Worksheet

Lesson 9: Adjust The Inventory Count
Lesson 10: Adjust the Value Of The Inventory
Lesson 11: Create A Custom Field For Inventory Items
Lesson 12: Create A Report Using The Custom Fields For Inventory Items –
Lesson 13: Create A Summary Inventory Valuation Report
Lesson 14: Create A Detailed Inventory Valuation Report

Create Lists

Lesson 1: Types Of Lists
Lesson 2: Create A Fixed Asset List
Lesson 3: Create A Price Level List
Lesson 4: Create A Class List
Lesson 5: Create A Sales Rep List
Lesson 6: Create A Customer Type List And Report
Lesson 7: Create A Vendor Type List and Report
Lesson 8: Create A Payment Terms List
Lesson 9: Create A Job Type List
Lesson 10: Create A Customer Message List
Lesson 11: Create A Payment Method List
Lesson 12: Create A Shipped Via List

Set Up QuickBooks Check Printing Options


Lesson 1: Where To Order Business Checks For QuickBooks
Lesson 2 Identify The Check Writing Icons and Menus
Lesson 3: Choose A Default Checking Account For Writing Checks
Lesson 4: Print The Chart Of Account Name On Check Vouchers
Lesson 5: Receive Warning About Duplicate Check Number
Lesson 6: Choose The Current Date When Writing Checks
Lesson 7: Print The Vendor Account Number In The Memo Field
Lesson 8: Automatically Place Cursor In The Payee Field On Checks
Lesson 9: Enter A New Check Reorder Reminder Number
Lesson 10: Align Your Printer For Writing Checks

New: Add A Digital Signature To QuickBooks Checks –