QuickBooks (Beginners & Advanced): Fast Track Training

It seems you're looking for a structured guide to learn QuickBooks, both for beginners and advanced users. Here's a detailed outline that follows the steps and features you've listed. This will help you understand the flow of learning QuickBooks from scratch to mastering some of its more complex functions.

Beginners: Getting Started with QuickBooks

Overview - Beginners

• Introduction to QuickBooks and its importance for small businesses.
• Different versions of QuickBooks and choosing the right one for your needs.

Plans and Pricing

• An overview of the various plans (Simple Start, Essentials, Plus) and their features.
• Understanding pricing and subscription models.

Advantages of The Cloud Based Version

• Benefits of cloud-based QuickBooks over desktop versions.
• Accessibility and collaboration features.

Purchase of QB Online (Cloud)

• How to purchase QuickBooks Online.
• Setting up your account after purchasing.

Basics of QB Set Up - Part 1

• Initial setup: Company information, subscription plan selection.
• Account and Settings configurations.

Basics of QB Set Up - Part 2

• How to add products and services.
• Setting up sales tax rates and preferences.

Basics of QB Set Up - Part 3

• Inventory management setup (if applicable).
• Banking and other account preferences.

Installation of Mobile App

• Downloading and installing the QuickBooks mobile app.
• Logging in to your account on mobile devices.

Mileage Tracking

• Using QuickBooks to track mileage for expense reporting.
• Integrating with mileage tracking apps.

Entering Sales By Desktop/Mobile

• How to enter sales transactions manually or via the mobile app.

Entering Expenses Paid In Desktop/Mobile

• Recording expenses using QuickBooks on both desktop and mobile platforms.

Capturing Receipts

• Using QuickBooks’ features to capture and categorize receipts.

Organizing Receipts

• Best practices for organizing captured receipts within QuickBooks.

Entering Customers

• Adding and managing customer information in QuickBooks.

Entering Invoices Sent To Customers/Invoices Paid By Customers

• Creating and sending invoices.
• Recording payments received from customers.

Entering Invoices Sent By Vendors/Invoices Paid To Vendors

• Issuing invoices to vendors.
• Recording expenses paid to vendors.

Advanced: Enhancing Your QuickBooks Skills

Customer Refunds

• Processing refunds or credits to customers.

Vendor Refunds and Credits Issued to You

• Handling returns or credit issues from vendors.

Deposits & Withdrawals

• Reconciling bank transactions, including deposits and withdrawals.

Working with 1099 Contractors

• Adding contractor information and generating 1099 forms.

Purchase of Inventory

• Recording the purchase of inventory items.

Purchasing Inventory

• Managing inventory purchases within QuickBooks.

Accounting for Inventory Sold

• Tracking and reporting on inventory sales.

Sending Estimates

• Creating and sending estimates to potential customers.

Cash Account Fees

• Managing fees associated with your bank account.

Editing Feed Transactions

• Editing transactions that come in via bank feeds.

Recurring Transactions

• Setting up recurring invoices, expenses, and other transactions.

Tracking Sales Taxes

• Managing sales tax collection and reporting within QuickBooks.

Collecting Sales Taxes on Invoices

• Ensuring sales tax is correctly collected and recorded on invoices.

PayPal Transactions

• Connecting your PayPal account and tracking transactions.

Basic Reports 1 & 2

• Generating basic financial reports like Profit and Loss, Balance Sheet, etc.
• Understanding the insights provided by these reports.

Conclusion - Advanced

• Review of advanced features and tips for effective financial management with QuickBooks.

This outline should provide a comprehensive learning path for both beginners and those looking to deepen their understanding of QuickBooks' more advanced features. Remember to take advantage of QuickBooks' own tutorials, community forums, and customer support resources as you go through these steps.