Fundamentals 101:

Chart of Accounts, Company Setup and Navigation

(13 segments)


• Understanding the Chart of Accounts
• Account Types
• What is the Cost of Goods Sold?
• Account Numbering, Why and How
• The Balance Sheet
• The Profit & Loss
• Setting up a Chart of Accounts- Best Practices
• Creating a New Company
• Inventory within QuickBooks vs. a Point-of-Sale Software
• Navigation within QuickBooks
• Adding Icons to the Toolbar for Favorite Tasks and Reports
• Setting Up and Using the Chart of Accounts in QuickBooks
• Moving and Merging Accounts

Fundamentals 102:

Working with Lists, Backing Up and Restoring

(14 segments)


• Working with Lists
• Using Lists- Opening a Sample Company
• Using Lists- Customer Center as an Example
• Defining Custom Fields
• Cleaning Up Lists: Deactivating, Deleting and Merging Items
• Merging- Other Names List
• Merging- Chart of Accounts
• Setting up Items and Services Properly
• Planning your Item and Service List
• Inventory in QuickBooks
• Group vs. Assembly
• Changing the Item List View, Adding User Defined Fields
• Keystroke Shortcuts
• Backing up and Restoring Data

Fundamentals 103:

Using QuickBooks Simply

(11 segments)


• Using QuickBooks Simply with Just the Banking Area
• Cash vs. Accrual
• The 'Write Checks' Screen
• Using an Acronym Instead of a Check Number
• The 'Write Checks' Screen Toolbar Choices
• Using the Items Tab in the 'Write Checks' Screen
• Using The 'Write Checks' Screen vs. the 'Check Register'
• Understanding and Setting up for 1099 Vendors
• Making Deposits
• Check Register Navigation
• Bank Reconciliation

Fundamentals 104:

Accounts Receivable

(9 segments)


• Accounts Receivable
• 'Create Invoices' Screen and Managing Invoice Templates
• Toolbar Choices in the 'Create Invoices' Screen
• Add Time/Costs in the 'Create Invoices' Screen
• Creating Estimates and Progress Invoices
• Receive Payments' Screen and Undeposited Funds
• Entering POS Daily Sales in the 'Sales Receipt' Screen
• 'Sales Receipt' Screen
• Estimates with Time and Expense Invoices

Fundamentals 105:

Accounts Payable, Sales Tax and Reports

(9 segments)


• 'Enter Bills' Screen
• 'Pay Bills' Screen
• 'Purchase Orders' Screen
• 'Receiving Items Against Purchase Orders' (Items Receipts)
• Entering Credit Card Charges to Directly Pay a Purchase Order
• Receiving Partial Shipments Against Purchase Orders
• Timesheets and Flipping them into Bills or Invoices
• Sales Tax
• Customizing Reports- Basic

Video Seminars

Financial Software Services and Training, Quickbooks ProAdvisors and Bookkeeping Services. Serving New Haven and Fairfield County

(203) 951-6214

Dressler Santaus Colman is pleased to offer our QuickBooks seminar series on video.

Whether you're new to QuickBooks or if you've attended my live QuickBooks seminars, these videos will help you learn how to use QuickBooks or reinforce some of the principles that you've already been taught.  

Our new video seminars are available on-demand to let you learn at your own pace, anytime, anywhere. Just place the seminars that you want in the shopping cart and we will email you the access code within one business day!