Quickbooks Desktop Pro 2024 For Lawyers Training Tutorial

The Complete Video Course and Instruction Manual for Law Professionals

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