Quickbooks Desktop Pro 2024 For Lawyers Training Tutorial

What you'll learn
Create a legal company file
Use QuickBooks Lists
Set up Sales Tax
Perform Inventory Functions
Processing Payments
Use Bank Accounts
Customize Forms
Estimating
Time Tracking
Manage Assets and Liabilities
Process Payroll
Setup and manage trust accounts
Trust Account Reporting
Much more!
Requirements
Basic knowledge of Windows and Accounting
Description
Learn QuickBooks Desktop Pro 2024 accounting software with this comprehensive course from TeachUcomp, Inc. Using QuickBooks in a law firm comes with unique challenges. From setting up and maintaining a legal company file to managing trust accounts, QuickBooks includes several powerful features for law professionals. This QuickBooks training course includes our entire QuickBooks Desktop curriculum plus training specific to the practice of law. You will learn how to create and effectively manage a legal company file as well as use QuickBooks for trust accounting. Mastering QuickBooks Made Easy features 217 video lessons with over 9.5 hours of introductory through advanced instruction. Watch, listen and learn as your expert instructor guides you through each lesson step-by-step. During this media-rich learning experience, you will see each function performed just as if your instructor were there with you. Reinforce your learning with the of our printable classroom instruction manual (363 pages), with additional images and practice exercises to do in your own copy of your software. You will learn how to set up a QuickBooks company file, pay employees and vendors, create custom reports, reconcile your accounts, use estimating, time tracking and much more. Whether you are completely new to QuickBooks or upgrading from an older version, this course will empower you with the knowledge and skills necessary to be a proficient user. We have incorporated years of classroom training experience and teaching techniques to develop an easy-to-use course that you can customize to meet your personal learning needs. Simply launch the easy-to-use interface, click to start a video lesson or open the manual and you are on your way to mastering QuickBooks.We've been teaching people to use QuickBooks since 2001. Let us show you how to become a QuickBooks Pro!
Overview
Section 1: Course Introduction
Lecture 1 Course Introduction
Section 2: The QuickBooks Environment
Lecture 2 The Home Page and Insights Tabs
Lecture 3 The Centers
Lecture 4 The Menu Bar and Keyboard Shortcuts
Lecture 5 The Open Window List
Lecture 6 The Icon Bar
Lecture 7 Customizing the Icon Bar
Lecture 8 The Chart of Accounts
Lecture 9 Accounting Methods
Lecture 10 Financial Reports
Section 3: Creating a QuickBooks Company
Lecture 11 Using Express Start
Lecture 12 Using the EasyStep Interview
Lecture 13 Returning to the EasyStep Interview
Lecture 14 Creating a Local Backup Copy
Lecture 15 Restoring a Company File from a Local Backup Copy
Lecture 16 Setting Up Users
Lecture 17 Single and Multiple User Modes
Lecture 18 Closing Company Files
Lecture 19 Opening a Company File
Section 4: Using Lists
Lecture 20 Using Lists
Lecture 21 The Chart of Accounts
Lecture 22 The Customers & Jobs List
Lecture 23 The Employees List
Lecture 24 The Vendors List
Lecture 25 Using Custom Fields
Lecture 26 Sorting Lists
Lecture 27 Inactivating and Reactivating List Items
Lecture 28 Printing Lists
Lecture 29 Renaming and Merging List Items
Lecture 30 Adding Multiple List Entries from Excel
Lecture 31 Customer Groups
Section 5: Setting Up Sales Tax
Lecture 32 The Sales Tax Process
Lecture 33 Creating Tax Agencies
Lecture 34 Creating Individual Sales Tax Items
Lecture 35 Creating a Sales Tax Group
Lecture 36 Setting Sales Tax Preferences
Lecture 37 Indicating Taxable & Non-taxable Customers & Items
Section 6: Setting Up Inventory Items
Lecture 38 Setting Up Inventory
Lecture 39 Creating Inventory Items
Lecture 40 Creating a Purchase Order
Lecture 41 Receiving Items with a Bill
Lecture 42 Entering Item Receipts
Lecture 43 Matching Bills to Item Receipts
Lecture 44 Adjusting Inventory
Section 7: Setting Up Other Items
Lecture 45 Service Items
Lecture 46 Non-Inventory Items
Lecture 47 Other Charges
Lecture 48 Subtotals
Lecture 49 Groups
Lecture 50 Discounts
Lecture 51 Payments
Lecture 52 Changing Item Prices
Section 8: Basic Sales
Lecture 53 Selecting a Sales Form
Lecture 54 Creating an Invoice
Lecture 55 Creating Batch Invoices
Lecture 56 Creating a Sales Receipt
Lecture 57 Finding Transaction Forms
Lecture 58 Previewing Sales Forms
Lecture 59 Printing Sales Forms
Section 9: Using Price Levels
Lecture 60 Using Price Levels
Section 10: Creating Billing Statements
Lecture 61 Setting Finance Charge Defaults
Lecture 62 Entering Statement Charges
Lecture 63 Applying Finance Charges and Creating Statements
Section 11: Payment Processing
Lecture 64 Recording Customer Payments
Lecture 65 Entering a Partial Payment
Lecture 66 Applying One Payment to Multiple Invoices
Lecture 67 Entering Overpayments
Lecture 68 Entering Down Payments or Prepayments
Lecture 69 Applying Customer Credits
Lecture 70 Making Deposits
Lecture 71 Handling Bounced Checks
Lecture 72 Automatically Transferring Credits Between Jobs
Lecture 73 Manually Transferring Credits Between Jobs
Section 12: Handling Refunds
Lecture 74 Creating a Credit Memo and Refund Check
Lecture 75 Refunding Customer Payments
Section 13: Entering and Paying Bills
Lecture 76 Setting Billing Preferences
Lecture 77 Entering Bills
Lecture 78 Paying Bills
Lecture 79 Early Bill Payment Discounts
Lecture 80 Entering a Vendor Credit
Lecture 81 Applying a Vendor Credit
Lecture 82 Upload and Review Bills
Section 14: Using Bank Accounts
Lecture 83 Using Registers
Lecture 84 Writing Checks
Lecture 85 Writing a Check for Inventory Items
Lecture 86 Printing Checks
Lecture 87 Transferring Funds Between Accounts
Lecture 88 Reconciling Accounts
Lecture 89 Voiding Checks
Lecture 90 Adding Bank Feeds
Lecture 91 Reviewing Bank Feed Transactions
Lecture 92 Bank Feed Rules
Lecture 93 Disconnecting Bank Feed Accounts
Section 15: Paying Sales Tax
Lecture 94 Sales Tax Reports
Lecture 95 Using the Sales Tax Payable Register
Lecture 96 Paying Your Tax Agencies
Section 16: Reporting
Lecture 97 Graph and Report Preferences
Lecture 98 Using QuickReports
Lecture 99 Using QuickZoom
Lecture 100 Preset Reports
Lecture 101 Modifying a Report
Lecture 102 Rearranging and Resizing Report Columns
Lecture 103 Memorizing Reports
Lecture 104 Memorized Report Groups
Lecture 105 Printing Reports
Lecture 106 Batch Printing Forms
Lecture 107 Exporting Reports to Microsoft Excel
Lecture 108 Saving Forms and Reports as PDF Files
Lecture 109 Comment on Report
Lecture 110 Process Multiple Reports
Lecture 111 Scheduled Reports
Section 17: Using Graphs
Lecture 112 Using Graphs
Lecture 113 Company Snapshot
Section 18: Customizing Forms
Lecture 114 Creating New Form Templates
Lecture 115 Performing Basic Customization
Lecture 116 Performing Additional Customization
Lecture 117 The Layout Designer
Lecture 118 Changing the Grid and Margins in the Layout Designer
Lecture 119 Selecting Objects in the Layout Designer
Lecture 120 Moving and Resizing Objects in the Layout Designer
Lecture 121 Formatting Objects in the Layout Designer
Lecture 122 Copying Objects and Formatting in the Layout Designer
Lecture 123 Adding and Removing Objects in the Layout Designer
Lecture 124 Aligning and Stacking Objects in the Layout Designer
Lecture 125 Resizing Columns in the Layout Designer
Section 19: Estimating
Lecture 126 Creating a Job
Lecture 127 Creating an Estimate
Lecture 128 Duplicating Estimates
Lecture 129 Invoicing from an Estimate
Lecture 130 Updating Job Statuses
Lecture 131 Inactivating Estimates
Lecture 132 Making Purchases for a Job
Lecture 133 Invoicing for Job Costs
Lecture 134 Using Job Reports
Section 20: Time Tracking
Lecture 135 Tracking Time and Printing a Blank Timesheet
Lecture 136 Weekly Timesheets
Lecture 137 Time/Enter Single Activity
Lecture 138 Invoicing from Time Data
Lecture 139 Using Time Reports
Lecture 140 Tracking Vehicle Mileage
Lecture 141 Charging Customers for Mileage
Section 21: Payroll
Lecture 142 The Payroll Process
Lecture 143 Creating Payroll Items
Lecture 144 Setting Employee Defaults
Lecture 145 Setting Up Employee Payroll Information
Lecture 146 Creating Payroll Schedules
Lecture 147 Creating Scheduled Paychecks
Lecture 148 Creating Unscheduled Paychecks
Lecture 149 Creating Termination Paychecks
Lecture 150 Voiding Paychecks
Lecture 151 Tracking Your Tax Liabilities
Lecture 152 Paying Payroll Tax Liabilities
Lecture 153 Adjusting Payroll Liabilities
Lecture 154 Entering Liability Refund Checks
Lecture 155 Process Payroll Forms
Lecture 156 Tracking Workers Compensation
Section 22: Using Credit Card Accounts
Lecture 157 Creating Credit Card Accounts
Lecture 158 Entering Charges on Credit Cards
Lecture 159 Reconciling and Paying Credit Cards
Section 23: Assets and Liabilities
Lecture 160 Assets and Liabilities
Lecture 161 Creating and Using Other Current Asset Accounts
Lecture 162 Removing Value from Other Current Asset Accounts
Lecture 163 Creating Fixed Asset Accounts
Lecture 164 Creating Liability Accounts
Lecture 165 Setting the Original Cost of the Fixed Asset
Lecture 166 Tracking Depreciation
Lecture 167 The Fixed Asset Item List
Section 24: Equity Accounts
Lecture 168 Equity Accounts
Lecture 169 Recording an Owner's Draw
Lecture 170 Recording a Capital Investment
Section 25: Writing Letters with QuickBooks
Lecture 171 Using the Letters and Envelopes Wizard
Lecture 172 Editing Letter Templates
Section 26: Company Management
Lecture 173 Viewing Your Company Information
Lecture 174 Setting Up Budgets
Lecture 175 Using the To Do List
Lecture 176 Using Reminders and Setting Preferences
Lecture 177 Making General Journal Entries
Lecture 178 Using Payment Reminders
Lecture 179 Receipt Management
Section 27: Using QuickBooks Tools
Lecture 180 Company File Cleanup
Lecture 181 Exporting and Importing List Data Using IIF Files
Lecture 182 Advanced Importing of Excel Data
Lecture 183 Updating QuickBooks
Lecture 184 Using the Calculator
Lecture 185 Using Portable Company Files
Lecture 186 Using the Calendar
Lecture 187 The Income Tracker
Lecture 188 The Bill Tracker
Lecture 189 The Lead Center
Lecture 190 Moving QuickBooks Desktop Using the Migrator Tool
Section 28: Using the Accountant's Review
Lecture 191 Creating an Accountant's Copy
Lecture 192 Transferring an Accountant's Copy
Lecture 193 Importing Accountant's Changes
Lecture 194 Removing Restrictions
Section 29: Using the Help Menu
Lecture 195 Using Help
Section 30: Creating a Legal Company File
Lecture 196 Making a Legal Company Using Express Start
Lecture 197 Making a Legal Company Using the EasyStep Interview
Lecture 198 Reviewing the Default Chart of Accounts
Lecture 199 Entering Vendors
Lecture 200 Entering Clients and Cases
Lecture 201 Enabling Class Tracking for Law Firms
Lecture 202 Creating Billing Line Items
Section 31: Setting Up a Trust Account
Lecture 203 What is an IOLTA?
Lecture 204 Creating Accounts for Trust Management
Lecture 205 Creating Items for Trust Management
Section 32: Managing a Trust Account
Lecture 206 Depositing Client Money into the Client Trust Account
Lecture 207 Entering Bills to Pay from the Trust Account
Lecture 208 Recording Bills for Office Expenses
Lecture 209 Paying Bills from the Client Trust Account
Lecture 210 Using a Client Trust Credit Card
Lecture 211 Time Tracking and Invoicing for Legal Professionals
Lecture 212 Paying the Law Firm's Invoices Using the Client Funds
Lecture 213 Refunding Unused Client Trust Account Funds
Lecture 214 Escheated Trust Funds
Section 33: Trust Account Reporting
Lecture 215 Creating a Trust Account Liability Proof Report
Lecture 216 Creating a Trust Liability Balances by Client Report
Lecture 217 Creating a Client Ledger Report
Lecture 218 Creating an Account Journal Report
Section 34: Course Conclusion and Instruction Manual in PDF
Lecture 219 Course Conclusion and Instruction Manual in PDF
Attorneys,Law Firm Employees,Law Students,Small Business Owners/Operators,Accountants,CPAs,Enrolled Agents,Bookkeepers,Anyone who wants to learn QuickBooks Desktop

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