Learn QuickBooks

The AgChoice QuickBooks Library

Our QuickBooks tutorials will take you from QuickBooks newbie to a confident QuickBooks user. This is the perfect grounding if you are looking to learn QuickBooks Desktop 2020. Watch videos from the AgChoice Accounting, Records and Tax Team on the basics for detailed tips and tricks.

Checks and Deposits

 

Deposits (18:51): Learn how to combine multiple transactions into a single record so QuickBooks matches your real-life bank deposits. Hear how bank deposits work with your account.

Writing Checks (13:26): Learn how to write a check through QuickBooks or enter a handwritten check. Creating checks through Quickbooks makes it easier to reconcile your checking account.

Printing Checks (9:08): We’ll show you how to print an already written check right from QuickBooks. With QuickBooks you can print checks one at a time or several at a time. Learn how to print multiple checks at one time.

 

Accounts Receivable & Accounts Payable

Creating an Invoice (18:54): In this tutorial, you will learn how to record a customer invoice. We will show you have to send an invoice and explain how invoices affect your accounts. 

Entering and Paying a Bill (9:01): Entering and paying a bill through QuickBooks will allow you to keep track of what bills are outstanding and what bills you have paid. By entering bills in QuickBooks and paying them, you will have better control over your cash flow.

Reports

Balance Sheet (6:09): In this tutorial, you will learn about the balance sheet and what it says about your business. We will cover the importance of reviewing your balance sheet.

Income Statement (5:45): Learn the different areas of your income statement and understand how this helps manage your business.

Aging Reports (5:57): Learn why aging reports are an important overview of customers’ outstanding balances. We will discuss how to create and customize aging reports.

Payroll Summary (5:36): Learn what your payroll summary includes and how to quickly run a monthly payroll report from QuickBooks.

1099 Forms (8:18): This tutorial will provide the basics of who needs a 1099 and why. Learn how to create 1099 forms for your vendors.

Payroll

The Basics (4:56): Become an expert at paying your team through QuickBooks. Learn how to set-up payroll, pay employees and file payroll taxes.

Customers and Vendors

Customer Profile (2:15): A great first step for QuickBooks is adding customers’ contact info. Having customers in QuickBooks makes it easier to manage what invoices are outstanding.

Backups

Creating a Backup (5:54): Learn how to back up your accounting data. If you ever run into problems, you can use your backup to restore your data.

Creating an Accountant's Copy (6:50): Want your accountant to review your books? An accountant’s copy is a special version of your company file so they can make changes without interrupting your work. 

Difference Between a Backup and an Accountant's Copy (3:54): Learn when to use a backup vs an accountant’s copy. Dive into the differences between a backup and an accountant’s copy.

Bank Reconciliations

How to Complete a Reconciliation (4:59): When you reconcile, you compare your bank statement to what's in QuickBooks for a specific period of time. Learn how to reconcile your accounts.

Reconciling Credit Card Accounts (5:26): Just like reconciling your checkbook, reviewing your QuickBooks accounts is necessary. Learn how to reconcile your QuickBooks accounts so they match your credit card statements.

General Journal Entries

When and How to Use Them (8:07): General journal entries should only be used by direction from your accountant. Learn why journal entries are used and how to record the entries in QuickBooks. 

Set-Up Tips

Chart of Accounts (3:35): Use chart of accounts to organize your transactions on your reports and tax forms. The chart of accounts is a list of all your company’s accounts and balances.

Walkthrough of Available Settings (5:42): Personalize QuickBooks to work the way you want it to. Learn how to change settings and turn on features. 

 

Want More?

For more QuickBooks training, or learn more about QuickBooks Desktop, contact us for a free 30 minute consult session. Want to learn more about another QuickBooks topic? Let us know.