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Quickbooks Lessons

Our Basic Quickbooks Lessons are featured in Quickbooks 2013

Quickbooks Lessons

Our Quickbooks Lessons will cover the following areas:

Quickbooks Setup (Setup Company Information, Chart of Accounts, and Customize Forms)
Customers Section (Setting up Customers and Transactions)
Vendors Section (Setting up Vendors and Transactions)
Banking & Credit Card (Setup and Transactions, as well as Reconciliations)
Reports (Search for Proper Reports, Customize and Memorize)

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– Payroll
– Trouble Shooting
– Different Real Life Scenarios
– Video Responses from Forum Postings.

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15 comments - What do you think?
Posted by Quickbooks Tutorials - November 27, 2012 at 11:28 pm

15 Responses to “Quickbooks Lessons”

  1. Richard says:


  2. Michel Clancy says:

    So glad I found your videos! I have been using quickbooks for years but it was the XP version! Just had to get a new computer and upgrade to pro 2013. I appreciate the help! Do you have a video on how to use the online banking? I am, not sure if I will use it, I would like to know how it works first!

    • Quickbooks Tutorials says:

      Hello Michael,

      I’m glad these videos as of some use to you.

      Check out Youtube for QuickBooks Online Tutorials 2013 – Click Here

      I’m assuming that’s what you are referring to.

  3. ned says:

    What is the correct way to set up a dealer? Should they be set up in “Customer” or “Vendor”? They are tax exempt. How are they set up so that we do not pay taxes on their purchases(sales).

    • Quickbooks Tutorials says:

      I don’t know what you mean by dealer.
      If someone is making a purchase, then they are “Customer”

      TO avoid taxes, you simply do not select the “Tax” feature on the line item for each transaction as you go.

  4. Evan Armet says:

    How do we get a report to reflect when a pledge has been paid without entering the pledge as a donation and a paid invoice

    • Quickbooks Tutorials says:

      Hello Evan,

      I am not sure what you mean.
      I don’t know how a pledge is paid without it being a paid invoice?

      The correct way to handle pledges would be to "Pledges Receivable".
      After creating that account there will be a box to choose the correct Receivable account at the top of Sales Receipts.
      You then make an invoice using an item for the type of donation, but instead of it going to Accounts Receivable you create and map it to the Pledges Receivable account.

      When you receive payment on the pledge you also put Pledges Receivable in the A/R account field.
      You can then run a QuickReport from the Chart of Accounts and see all items unpaid.
      You could also run a A/R report by going to Reports, Customers & Receivables, A/R Aging Detail report,  you can then filter the report to just show the "Pledges Receivable" account and memorize it to always see unpaid pledges quickly.  

      Any balance in the Pledges Receivable report would be unpaid pledges. 

  5. Alan says:

    Our accountant just quit. He had been with us for over 10 years. I am fairly new with quickbooks and now have the task of being the new accountant. For the most part using QB is straight forward but my problem is that none of the bank accounts listed in QB have the accurate balance. What is the best way to somewhat start fresh without screwing everything up???

    • Quickbooks Tutorials says:

      Go to Banking, reconcile, put the name of the bank account in the Account field, the date of the next reconciliation should pop up. You can also go to the bank register and see when the last check mark is in the register next to the transaction. If it is recent, or fairly recent, you can reconcile that month and every month up to the current statement.

      If the date of reconciliation is very old, that means the account hasn’t been reconciled.  In that case, you should be glad you no longer have that accountant!  Reconciling accounts is the best way to find any discrepancies.

      To reconcile the bank account in one reconciliation, you will have to get the last statement for that account and reconcile everything to date.   Put the statement date in the field, the ending balance, check the box "Hide transactions after statement’s end date" and click "Mark all"

      There will probably be a difference when you are done.  If it is a manageable amount, you can click "Reconcile Now", then "enter adjustment".  QuickBooks will make the adjustment to Reconciliation Discrepancies expense account.

      If the amount is too big to have as an expense to that account you may have to do one reconciliation at a time to find the errors.  This will be very time consuming.  You might have to ask your CPA when you get an amount of the discrepancy if it is satisfactory to him to use the Reconciliation Discrepancies account or if he wants you to reconcile each month.

  6. Vicky says:

    Very helpful–clear, examples applicable. Thanks.

  7. gracia says:

    I am an Accounting student and tomorrow is our exam about quick books. and at this moment our laboratory is not available in order for us to practice and review. and i am glad that Quickbooks Tutorial is available at anytime and anywhere:)

    Thanks! you really helped me a lot:)

  8. Kevin Parnell says:

    I wanted to know if you have training for Quickbooks 2013 for Mac?

    Thank you

  9. Rena Smith says:

    How to do 1099’s in Quickbooks 2013 please.
    Thank you

  10. Roy h says:

    These videos are very helpful. Thanks. Are there any specifically addressing credit card transactions? I’m having trouble figuring out applying costs on credit card transactions as they apply to a specific expense toward a particular job.

    • Quickbooks Tutorials says:

      We only have video on reconciliations. My suggestion to you is that if you can’t easily figure out at the end of the month what is for what, then record it daily into your quickbooks. This is how I do it. I spend a few minutes every day, and at the end of the month everything reconciles usually perfectly, and no HEADACHES… seriously…

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