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QuickBooks

 

QuickBooks

VIDEO RESOURCES 

Access over 130 videos that unlock QuickBooks features and functionality. Videos range between 1 and 3 minutes in length and are arranged into categories in the list below. The videos below are all created by Intuit, the owners of QuickBooks, and are shared here for your convenience with their permission. The Getting Started category is open on launch with all the other categories collapsed.

To view the videos in another category, click on the category header to expand it.

Getting Started

  • What is on the QuickBooks Home Screen


  • What are the key menus in QuickBooks

     


  • What is the easiest way to set-up QuickBooks?

     


  • What should I do if the option to set-up does not appear or I made a mistake in setup?

     


  • How do I customise my estimates, invoices or other sales forms?

     


  • How to link my bank to QuickBooks?

     


  • How do I stay logged in to QuickBooks for longer?

     


  • How do I update company details and contact information after set-up and personalise

     


  • How do I give other people access to my QuickBooks file?

     


  • How do I give my accountant or bookkeeper access to my QuickBooks file?

     


  • How do I give my feedback?

     


  • What are some of the important reports that I should get started with?

     

General

  • How do I edit transactions and correct errors?

     


  • How do I search in QuickBooks?

     


  • How do I use the Add Filter functionality in QuickBooks Search?

     


  • How do I access and use the Audit Log?

     


  • How do I delete and void transactions?

     


  • How do I make a transaction recurring?

     


  • How do I attach a document to a transaction?

     


  • How do I merge duplicate records?

     


  • What is location & class tracking and how does it benefit me?

     


  • How do I turn on location and class tracking?

     


  • How do I add new locations and classes?

     


  • How do I add sub locations and classes?

     

Moving your data

  • How do I import my data from QuickBooks Desktop to Online using your migration tool?

     


  • How can I move my data from QuickBooks Desktop or a competitor to Online using your partner Odyssey?

     


  • How do I import my list data in Excel or CSV format

     

Customers & Suppliers

  • How do I access Customers & Suppliers?

     


  • How do I create Customer & Supplier transactions?

     


  • What is that colourful bar to the top of the Customer view?

     


  • How do I create a new customer in QuickBooks

     


  • How to create a new supplier in QuickBooks

     


  • How can I easily find a customer or supplier in the list?

     


  • How do I edit a customer

     


  • How do I edit a supplier

     


  • How do I delete a customer or supplier

     


  • How do I recover a customer or supplier after I have deleted them?

     


  • How do I export a list of my customers and suppliers?

     

Customer Transactions

  • How do I customise my estimates invoices or other sales forms?

     


  • How do I add a field to an estimate, invoice or other sales form?

     


  • How do I get default payment terms on my invoices?

     


  • How can I get standard text like terms and conditions or payment details to appear automatically on an invoice or estimate?

     


  • How can I use a custom number sequence for my invoices or estimates?

     


  • How do I edit the e-mail messages that go out with my estimates, invoices & other sales forms?

     


  • How can I send QuickBooks estimates and invoices as PDFs?

     


  • How do I e-mail transactions from QuickBooks?

     


  • How do I receive payment from a customer of the full amount owed?

     


  • How do I receive a partial payment from a customer?

     


  • How do I receive a payment on account from a customer?

     


  • How do I receive an overpayment from a customer?

     


  • How do I let a customer know I received their payment?

     


  • How do I send a statement?

     

Supplier Transactions

  • What is the difference between a bill, an expense and a cheque?

     


  • How do I make a payment of the full amount owed to a supplier?

     


  • How do I make a partial payment to a supplier?

     


  • How do I record an overpayment to a supplier?

     


  • How do I pay multiple bills at the same time?

     

Online Banking

  • Where is the Banking feature in QuickBooks?

     


  • How to link my bank to QuickBooks?

     


  • How to request that my bank is added to the list of available banks in QuickBooks?

     


  • How to upload your bank transactions in CSV format to QuickBooks?

     


  • How to upload your bank transactions in OFX, QFX or QBO format to QuickBooks?

     


  • How to switch between banks?

     


  • How do I update my bank log-in credentials if there has been a change?

     


  • How do I download new transactions from my bank into QuickBooks?

     


  • How do I delete the link between my bank accounts and QuickBooks

     


  • What is the difference between Add and Match in Online Banking?

     


  • How to add an individual transaction in Banking?

     


  • How do I add several transactions in Online Banking at the same time?

     


  • How to match a transaction in Online Banking?

     


  • Where do my transactions go once I have added or matched?

     


  • What does exclude mean and how can I do it?

     


  • How do I correct mistakes made in Online Banking?

     


  • How do I set up Online Banking rules in QuickBooks?

     


  • What is the chart of accounts?

     

Chart of Accounts

  • Where is the Chart of Accounts in QuickBooks?

     


  • How can I easily find an account in the list of accounts that make up the Chart of Accounts?

     


  • How do I turn on account numbers or nominal codes in QuickBooks?

     


  • How do I put in account numbers or nominal codes?

     


  • How do I create a new account in the Chart of Accounts?

     


  • How do I edit an account in the Chart of Accounts?

     


  • How do I delete an account in the Chart of Accounts?

     


  • How to recover a deleted account in the Chart of Accounts?

     


  • How do I make an account a sub-account of another?

     

Products & Services

  • What are Products & Services and why do I need to set them up?

     


  • How do I access Products & Services?

     


  • How can I easily find a product or service in the list?

     


  • How do I create a new product or service?

     


  • How do I edit a product or service?

     


  • How do I delete a product or service?

     


  • How to recover a deleted product or service?

     


  • How do I make a product or service a sub of another?

     


  • How do I track my stock levels?

     


  • How do I update stock quantities in

     

VAT

  • How to access the VAT feature in QuickBooks?

     


  • How to set up VAT?

     


  • How to edit VAT settings after set-up?

     


  • How to prepare and submit a VAT Return to HMRC?

     


  • How to close off a VAT period?

     


  • How to record a refund or a payment against a historic filing?

     


  • How to record a VAT payment or refund against an upcoming filing?

     


  • How to access VAT reports?

     

Multicurrency

  • How do I set my home currency?

     


  • How do I set up multicurrency?

     


  • How do I add a currency in the currency centre?

     


  • How do I delete a currency in the currency centre?

     


  • How do I view historical exchange rates?

     


  • How to create a transaction in a different currency?

     


  • How to overwrite system generated exchange rates?

     


  • How to revalue foreign currency transactions

     

Bank Reconciliation

  • How do I set my home currency?

     


  • How do I set up multicurrency?

     


  • How do I add a currency in the currency centre?

     


  • How do I delete a currency in the currency centre?

     


  • How do I view historical exchange rates?

     


  • How to create a transaction in a different currency?

     


  • How to overwrite system generated exchange rates?

     


  • How to revalue foreign currency transactions

     

Reporting

  • How do I access reports in QuickBooks?

     


  • How can I see a full list of all available reports?

     


  • What are some of the important reports that I should get started with?

     


  • How do I customise reports?

     


  • How do I add a report to a group?

     


  • How do I set up reports to run and e-mail directly from QuickBooks?

     


  • How can I get richer more segmented reporting using locations and classes?

     

Employees

  • How can employees enter timesheets?

     


  • How can employee time be made directly billable to customers?

     


  • How to turn on & set-up Payroll?

     


  • How to navigate the Payroll screens

     


  • How to add an employee

     


  • How to process payments & view payslips

     


  • How to approve and advance

     


  • How to activate employment allowance

     


  • How to add an employee s pension

     


  • How to create a BACS file

     


  • How to enter YTD values

     

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