Introduction to QuickBooks Desktop

Introduction to QuickBooks Desktop - 4hr Full Tutorial

Рет қаралды 1,015,840

Күн бұрын

Purchase more courses:
www.hectorgarcia.com/qbcourse
Complete Course. Learn how to use QuickBooks Tutorial for Beginners. Covers QuickBooks Desktop Pro, Premier, Accountant, and/or Enterprise. Compatible with year versions 2013 to 2022
“Missing Manual” QuickBooks Desktop 2016:
http-download.intuit.com/http...
Table of Contents - QuickBooks Lesson 1 :
00:00 Intro - About this 4-hour Course
03:27 1) New Company File & Navigation
25:15 2) Chart of Accounts
53:50 3) Items (Products & Services)
01:18:23 4) Creating Customers & Vendors
01:45:43 5) Customer Transactions (Sales)
02:18:55 6) Vendor Transactions (Expenses)
03:09:33 7) Banking Transactions
03:32:52 8) Financial Statements & Reports
03:45:17 Outro

Пікірлер: 633

@karakash6059 2 жыл бұрын

I havent used QB since I graduated from business school in 2005. My husband started a business and I am the new accountant. I knew I wanted to use QB but was terrified that I wouldnt remember any of it. Which I didn't. So I went searching on KZfaq and found your video. It has been a lifesaver! Thank you so much for taking the time to share your knowledge for free. You are a great teacher. You'll never know how much it helped me. Thank you, thank you, thank you!

@ahmedbhat954 2 жыл бұрын

Ttfc

@ahmedbhat954 2 жыл бұрын

@MHaseeburrehman09 Жыл бұрын

Same here. Using after 2008 ...

@zx.716 9 ай бұрын

😮😊😮😂😮😊🎉😮😮😮

@maritzatrochez871 9 ай бұрын

Hi can anyone help how to download quick books?

@LaLuNaD3NoCh3 Жыл бұрын

I have never used nor had any QB experience or knowledge before and after watching your video I am confident in what needs to be done and completed. Thank you for your video and making it free

@heathermencer3759 Жыл бұрын

I graduated with my degree in February of 2021. It took me a year to find a job that matched my career path, even a little. Now, I am dropped into bookkeeping and I had completely forgot how to work QB and the fact that there are two different types (WHY?). This video has helped so much that I am going to watch all of your videos. Thank you so much!

@paularcuri3584 2 жыл бұрын

I have been using QB for years in a very basic way but your 4 hour tutorial made a number of things much clearer, thank you.

@HectorGarciaCPA 2 жыл бұрын

Thats great

@stevereynold5677 Жыл бұрын

I have an interview tomorrow & they require the candidate to be conversant with QB. This tutorial gives me immense confidence that I can walk through at least 10% of QB. Rest, I am going to come back on Garcia's channel to learn more. I have done my bit of liking & subscribing. Thanks Garcia

@junglegeo7962 Жыл бұрын

Mr. Garcia, I just discovered you on YT. I dropped out of the accounting field years ago and it will always be a major regret. I just began the process of re-learning and I will say you are the BEST instructor I have found on KZfaq. I hope you are still making videos because this one video you created 'Intro to QB Desktop' should be the gold standard for all others to follow. I don't know if I can afford your courses but I will look into it in the mean time...I will absorb all the free stuff you got to offer! Thank you.

@HectorGarciaCPA Жыл бұрын

Great, welcome back to the profession :)

@helenotero6730 2 жыл бұрын

Hi Hector, thank you for teaching Quickbooks for free, very informative and easy to follow

@user-il7bt9fv5s Жыл бұрын

Mr. Garcia, I found this tutorial SO helpful! My background has been 5+ years in QuickBooks Online, but now going to an environment that is QuickBooks desktop. The differences and similarities really stood out. I can see where I may well need to take your other courses.

@HectorGarciaCPA 5 ай бұрын

Great, keep up the work!

@mustafeabdi8483 2 жыл бұрын

I'm an accountant, all my friends whoever needs to have a clue in QB, I directly guide them to your KZfaq channel bz u r so senior. You have saved us indeed. Thanks

@HectorGarciaCPA 2 жыл бұрын

Great!

@helmyfenisia5266 2 жыл бұрын

you teach better than my professor! I spent money just to get nothing, lucky I found your Tutorial. Thank you, Hector! You're an awesome tutor!

@HectorGarciaCPA 2 жыл бұрын

@dianamasuoka6305 Жыл бұрын

Just completed this full video. You are an awesome instructor. I really had a great experience watching these lessons and have a greater understanding QB Desktop. Thank you so much.

@HectorGarciaCPA Жыл бұрын

@micheleshaver5027 2 жыл бұрын

Due to my husband's illness, I have taken over the daily responsibilities for everything. I have started up two businesses and I wish that I had had the time and the where-with-all to look up videos to teach me about using Quickbooks when I had started my businesses. BUT, I am so glad that I found Hector Garcia! This course is AMAZING! He is so knowledgeable and explains things so well. I only wish that I had him for my accountant. Thank you ever so much, Hector, for this course-you have made one area in my life that much easier!! ~Michele

@HectorGarciaCPA 2 жыл бұрын

That you for your kind words… hope your husband feels better soon

@raulpendas 2 жыл бұрын

Thank you for your lesson. I learned a lot about Quickbooks. I just stared my firm after retirering from IRS.

@sheglad9172 5 ай бұрын

Just found your channel and wow. I'm impressed. You're a natural at teaching and I am so excited to learn QB Enterprise through your courses. Thank you!

@HectorGarciaCPA 5 ай бұрын

@user-qd4uf1uw3c Жыл бұрын

As a New Small Business owner learning quickbooks has been one of my biggest fears. We are in the IT business and can fix quickbooks. But your video has given me hope and insight into a topic which I know 0 about... Accounting. Thank you for this video.

@namesakeRE Жыл бұрын

Thank you so much for this tutorial! I have had QuickBooks Desktop for a couple of years now and didn't fully understand how to use it, but your video has helped me tremendously!

@HectorGarciaCPA Жыл бұрын

Awesome

@mindyriggs7069 2 жыл бұрын

Thank you for taking the time to make this great tutorial. You're a great teacher and this tutorial has totally refreshed my QB memory. Thank you so much

@HectorGarciaCPA 2 жыл бұрын

Thats awesome, you are welcome

@williamhbonney3326 2 жыл бұрын

An awesome tutorial. Very thorough and informative with easy to follow pacing. Thank you.

@mcneillmama50 2 жыл бұрын

Thank you for posting these videos. I have a job interview sometime this week, not sure when, but I need to have a basic knowledge of QuickBooks. I took a short community college 3 hour course, but it was several years before Covid hit. At least if I can spend a few hours in your course before the interview, so I wil appear knowledgeable and confident in using Quick books. The office manager said they mainly use quick books for creating invoices and sale receipts.

@HectorGarciaCPA 2 жыл бұрын

Good luck

@leemilburn8110 Жыл бұрын

I have not used quick books in years. I am getting ready to do books for my church. This had a some information that I won't need, but quite a bit that is relevant.

@user-cq6no6vf9e 3 ай бұрын

I'm coming out of retirement and it's been awhile since using QB. Thank you so much this is really a great refresher video.

@HectorGarciaCPA 3 ай бұрын

@eduardoluisvalencia8627 2 жыл бұрын

Thank you for taking the time making this tutorial. Super helpful for first time QB user. Very clean and very informative! More power to your channel brother! :)

@HectorGarciaCPA 2 жыл бұрын

Glad you found it useful

@louietoltolvlog9699 2 жыл бұрын

@@HectorGarciaCPA May I know how to record a daily sales and more info for retail restaurant (buffet) in QB desktop?

@louietoltolvlog9699 2 жыл бұрын

@@HectorGarciaCPA I took QB online school recently and instructor had no QB knowledge at all. So I have to find QB lessons on KZfaq. You’re my great teacher. Thank you so much. I wish you have taken questions and make a video to teach… 😊

@louietoltolvlog9699 2 жыл бұрын

@@HectorGarciaCPA My plan is to watch all your videos to learn QB desktop. Sincerely appreciate you share your knowledge here. I just bought a big notebook to take every single important things you say. I want to know each week each month quarterly year end what to do what reports to see. :)

@HectorGarciaCPA 2 жыл бұрын

@@louietoltolvlog9699 awesome

@jaqueattaboatright3094 Жыл бұрын

Outstanding delivery and presentation! Thank you so much for the thorough insights! You are simply phenomenal... Kudos...

@HectorGarciaCPA 5 ай бұрын

Great, thanks

@richardchristian4901 2 жыл бұрын

I have used QuickBooks since 2005! This year has been a nightmare EVERYTHING is different! I am going to try to follow your instructions to get it going!

@butterball_ 2 жыл бұрын

How’s it going currently?

@hmj4770 Жыл бұрын

Thank you Hector! I watched and took notes. What a great tutorial great info great instructor.

@kaiyenliang9343 3 ай бұрын

Thank you so much for putting this together! It was extremely helpful and informative. I appreciate you taking the time out to explain certain details as well from an accounting perspective. Keep up the great work!

@HectorGarciaCPA 3 ай бұрын

@abrahimsheriff7938 12 күн бұрын

Thanks so much, your teaching is excellent I did a splendid presentation just by listening to you and grabbing few things I had issues with.

@HectorGarciaCPA 12 күн бұрын

@jorgefraga5045 2 жыл бұрын

As always good job Hector.....I always watch your videos. IT would be great if you do a video on rental properties. I have not seen one from you!

@HectorGarciaCPA 2 жыл бұрын

I have.. search it

@zainababubakar9084 2 жыл бұрын

I just enrolled to use this software to manage my business. I hope it is user-friendly and easy to use. I also hope it can manage my inventory effectively. I am in the business of bulk purchases and bulk sales.

@zubairusman2544 2 жыл бұрын

Thanks Hector you are a real Guru for me.

@melaniegravitt Жыл бұрын

This tutorial was very helpful! He does a great job explaining and teaching step by step! Good Job!

@HectorGarciaCPA Жыл бұрын

Thx

@adamsolweny7722 Жыл бұрын

This is the most educative video I have ever seen on QuickBooks.

@HectorGarciaCPA Жыл бұрын

Glad you like it

@kellyhayden3397 2 жыл бұрын

Thank you!! I learned a lot from this, you are a wonderful teacher!

@HectorGarciaCPA 2 жыл бұрын

@muhammadbilalawan6182 Жыл бұрын

this is a very concise and easy to understand course. thanks a lot

@gailegabinete6173 2 жыл бұрын

Thank you vm for the tutorial.This was a big help for me who is just starting to learn QB. God bless you.

@HectorGarciaCPA 2 жыл бұрын

Glad is useful

@korenwise3916 2 жыл бұрын

I find your videos soooooo helpful and well done.

@adminasetecllc2909 2 жыл бұрын

Hector, en una sola sentada vi todo el video y me parecio excelente. Muchas gracias por el aporte. Saludos

@HectorGarciaCPA 2 жыл бұрын

Que bueno!

@abigailmiddleton2334 2 жыл бұрын

As always, you're the best! Thanks for posting this for free!

@hendrawoodfork9992 Жыл бұрын

I enjoyed this QB tutorial. I have never used QB but will be using it. I plan to check out the rest of your QB tutorial.

@HectorGarciaCPA 5 ай бұрын

Great, please do so! and remember to like and subscribe

@BBWFL74 2 жыл бұрын

Great QB Tutorial! Me and my husband are starting a food truck business, which one of the QB do you recommend? I'm leaning towards the QB Desktop Essentials as I hope to use it to also do payroll for employees. Down the line we may have inventory for merchandise for an online store so I thought the QB Essentials would fit us well. Your recommendations are appreciated.

@connor9024 2 жыл бұрын

Started business school after 7 years in food service… never worked with quick books, idk if there’s a class in it in my curriculum. Thank you for the tutorial bro

@HectorGarciaCPA 2 жыл бұрын

@habibawaisi 8 ай бұрын

That was really very explanatory and help full video. I highly recommend to watch it if you are new to use quick books😍

@HectorGarciaCPA 5 ай бұрын

@williehabana9250 2 жыл бұрын

Thank you for giving us opportunity to learn Quickbooks. God bless your dedication and love to share your knowledge to us.

@HectorGarciaCPA 2 жыл бұрын

@zhanglin3090 Жыл бұрын

Hi, Could you tell me how I set up a project's estimate(proposal amount) and the remaining budget(estimate) when I start over the QBs desktop version at the beginning? Thank you.

@Iksmohj1 Жыл бұрын

This is my second time around in the bpo industry.I came from an international non-voice account.more on back office but things were not turned out good.now,this our new account for newbies like us.everthing is really hard to understand and very complicated.so many tools,applications and etc to memorize.I'm really worried😟 that I may not be able to make it but I want to push myself harder.gotta watch this from time to time.thanks for the video Sir.

@HectorGarciaCPA Жыл бұрын

@mwandhaibra1277 Жыл бұрын

In our college we were only tought tally erp 9 but also adding this know will help me a double edged marketable accountant I guess, thanks for the tutorial sir🙏🙏🙏

@HectorGarciaCPA Жыл бұрын

@joannelaurent3658 Жыл бұрын

Outstanding training. Well presented and easy to follow.

@HectorGarciaCPA Жыл бұрын

@MichelleCagle Жыл бұрын

Hi Hector - Does Premier Contracting Edition 2020 allow contractors to do (Progressive Invoicing)? Im trying to be more precise on billing total contracts instead of naming invoices as (Example: 1001-1, 1001-2, 1001-3)

@krystalparsons3630 8 ай бұрын

YOU ARE AMAZING!!!! Thank you so much for posting this video, super helpful and you are a great teacher! THANK YOU!

@HectorGarciaCPA 5 ай бұрын

You welcome

@randistewart3832 2 жыл бұрын

Thank you for the assistance! Really wish you would slow down though. I had to pause and rewind like 30 times!

@HectorGarciaCPA 2 жыл бұрын

I do offer one on one consulting, starting at $1,000. I can go as slow as you need…

@lineakakonga5776 2 жыл бұрын

That time when you sent this online you must give me example good .thank you

@tomharrington7028 2 жыл бұрын

Thank you Hector -- great information!

@msmillionaire71 2 жыл бұрын

Thank you Hector! This was absolutely great!! Helped me a lot!!!!

@HectorGarciaCPA 2 жыл бұрын

@smskitch9014 Жыл бұрын

Phenomenal! Thank you so much! Invaluable information.

@atelierstudio1778 2 жыл бұрын

Thank you Hector, I learned a lot, you are a great teacher.

@HectorGarciaCPA 2 жыл бұрын

You are welcome / thanks

@OS-Truth 2 жыл бұрын

I create the PO, then when i get the bill, i enter the item/s and then save the bill. Quickbooks then credits Accounts payables and Debited Inventory Asset. That is correct. However, it ALSO debits or credits COGS & Inventory asset with a 'RANDOM' figure. i cannot figure out how it calculates that figure or why it does that additional entry when the bill is done.

@cmr5032 2 жыл бұрын

Hector, you are a very good trainer and your videos are packed with great and helpful information, even for someone who has used QB for many years. Thank you! Quick question... Do they yet allow an odbc connection to see their data file (any/all versions)? Oops, second question... would you say that Enterprise 2022 has yet become a robust, mature product from an inventory management standpoint? We moved away from QB handling our inventory back in 2017 so I'm curious. Again, thank you.

@HectorGarciaCPA 2 жыл бұрын

Inventory in enterprise is very similar to how it was in 2017 at is core, but they have added a few interesting features such as “Landed Cost” Yes there is a ODBC connector

@elenaa.4600 8 ай бұрын

Thank you so much Hector . Your video helps to refresh the QB knowledge.

@HectorGarciaCPA 5 ай бұрын

@bobbobby715 Жыл бұрын

Thank you for these videos. They are extremely helpful.

@maregaservicepro2622 Жыл бұрын

Awesome tutorial. Tutorial has helped me a lot. Thank you Hector!

@HectorGarciaCPA Жыл бұрын

@MaggieBernat 5 ай бұрын

Hector I appreciate your knowledge and you sharing.

@HectorGarciaCPA 5 ай бұрын

My pleasure!

@adityashaw6670 Жыл бұрын

Can anyone say that whether I can use this software in my laptop with my phone's internet??

@maryamsohrab5841 4 ай бұрын

you are amazing i really enjoy watching the video and learning. Easy to learn and great for beginners who want to learn working with QB desktop version

@HectorGarciaCPA 4 ай бұрын

@thomasmcauliffe4953 2 жыл бұрын

Good job, Hector! Thanks.

@jeremiahlburgess3011 9 ай бұрын

I love your presentations and I glad to be one of your followers.

@HectorGarciaCPA 5 ай бұрын

@SmartMamas Жыл бұрын

I am very new to this and still dont understand how to input Expenses. Do I do that from the item list section? and when I tried- it did not auto populate to my charts of account. Please help :(

@rsncompany9417 Жыл бұрын

Hi, I need help, my co. maintains two accounts one in USD and other in home currency and certain vendors have EUR which are mostly paid from the USD a/c. In QB I am not able to pay the EUR vendor through USD a/c. Please help!

@chantaynewman5376 2 жыл бұрын

An awesome tutorial. Very informative information.

@loriwriston2867 2 ай бұрын

Thank you for making this video. I am getting ready to switch. I don't want to, but there is really no better option. I hope this goes well.

@HectorGarciaCPA 2 ай бұрын

Switch to what?

@cigtransport4094 Жыл бұрын

Thank you for the time you invested .I learned a lot.

@bencroacademy Жыл бұрын

Wow this was like an accounting class. Thanks man!

@HectorGarciaCPA Жыл бұрын

You welcome

@mr.majdialhurimy2839 2 жыл бұрын

Thank you for this amazing explanations. Great job. Could I make an opening entry debt credit instead of using chart of accounts?

@HectorGarciaCPA 2 жыл бұрын

Yea

@TzoharAfter-schoolisraeli Жыл бұрын

Your video is amazing. So easy to understand for someone new to QB! Thank you so much for creating these videos! Do you have videos on the workflow when you ARE creating Invoices, receiving payments, and needing to issue receipts and match the bank deposits to the invoices? Also what to do with the ones you marked "Owner's expense and Personal expenses"? Are you supposed to invoice the owner and owner to reimburse? Thank you!

@HectorGarciaCPA Жыл бұрын

You have to search through the channel

@linascibelli7592 Жыл бұрын

Thank you, you definitely know your stuff. I’m a techy but I just started using QB a month ago, I can follow all you mentioned but you provided way more than I think I need.

@HectorGarciaCPA Жыл бұрын

Possible…. That 4 hours is about 20% of what the software can do

@linascibelli7592 Жыл бұрын

No doubt this software is a monster. I took over my church’s finances, I’m finding stuff that were not done the right way. It can be daunting back tracking to correct things. I think that is my biggest hurdle. I’m no accountant, not even close but the Lord chose me for this job so here I go😳. I’ll watch the rest of your videos, you are a good teacher, maybe you’ll turn me into a CPA😂. Thank you again.

@HectorGarciaCPA Жыл бұрын

@@linascibelli7592 yeah cleanup up past mistakes is the hardest thing even for CPAs to fix.

@hotsauce7362 2 жыл бұрын

Introduction to QuickBooks Desktop: GOOD STUFF!!!

@HectorGarciaCPA 2 жыл бұрын

3.75 hours of goodness

@MyWatchTherapy Жыл бұрын

Hector, how do I make a partial payment on an existing bill? Thank you.

@parcenikki 2 жыл бұрын

Thank you! This is very helpful ♥️

@pacegirl611 5 ай бұрын

Exceptional tutorial! So throughout! Thank you for posting this!

@HectorGarciaCPA 5 ай бұрын

@user-ky9ni8ux7h 4 ай бұрын

Thank you so much. This is so explanatory and super helpful.

@HectorGarciaCPA 4 ай бұрын

@vandykd00 2 жыл бұрын

I enjoy your videos thank you for your time

@FaizanKhan-fq6fh 11 ай бұрын

Hi, Can anyone guide me how would one deal with raw materials inventory like say in a hot dog the sausage itself and the bun they are very important to keep track off but you don't sell them individually so if you put them as inventory part quickbooks want to know the selling price when you are not really selling the sausage and bun itself. Any help would be appreciated.

@HectorGarciaCPA 10 ай бұрын

Put selling price zero

@mariotube8943 Жыл бұрын

Thank you, sir very helpful to me. now I know how to use QB desktop. more power sir..

@HectorGarciaCPA 5 ай бұрын

Thanks, happy to help!

@darshansingh8217 Жыл бұрын

Hello Hector, Thank you for the information. I do not see the total at the bottom of my Gl list.

@2003babzc Жыл бұрын

Hector My boss pays a lot of purchases with his credit card and I process the company credit card later. How do I close those open orders?

@hongnguyen70 Жыл бұрын

Hi, I am using QB 2022 but need to use the new calculation for CPP and EI ( pension and employment contribution for Canada) which starts July 1. Is there any way I can manually change in QB until I can install QB 2023 with the new calculation? Thank you in advance

@HectorGarciaCPA 11 ай бұрын

Not sure how CAN payroll works

@nadiyashcherbyna1882 2 жыл бұрын

Thank you so much for your help!

@aseriouslollygagger5734 Жыл бұрын

This is a great course, thank you.

@tianatlj Жыл бұрын

Hi, do you have any video about Inventory and reconciliation of it..... Thank you? Do you do online courses?

@RainbowRidgeRanch 2 жыл бұрын

I'm new to Quickbooks and I have noticed in my customer list and in a detailed P&L payments that have been matched and deposited still list as undeposited in both areas. Is this how QB displays payment instead of deposited?

@HectorGarciaCPA 2 жыл бұрын

You might need to adjust your undeposited funds against income if its still in the balance sheet

@Team8LA Жыл бұрын

Thank you so much! I was confused with invoice and bills for so long, finally I get it. Can you please teach some troubleshooting skills like received payment by mistake or customer paid retaining fee without invoice? THnak you!

@HectorGarciaCPA 5 ай бұрын

There are tons of videos that cover that stuff sparingly.

@fredricklangat1677 2 жыл бұрын

If a director of Company A has other B C D business, how am i suppose to handle this in QBB DESKTOP

@rhondaault6464 2 ай бұрын

A question for you when I go to open prievius company only 15 show even though I have indicated I wanted to see 20. Have you ever run across the same situation?

@HectorGarciaCPA 2 ай бұрын

No clue

@user-bp6yn6dz7e Жыл бұрын

Hi Hector, I'm not sure if you still use this (page) as the comments are a year old.. but I had a question about invoices that have been deleted. I'm having a hard time re-entering the data. Is that normal?

@dottiebonventre5004 2 жыл бұрын

Thank you so much. Very helpful. Can I ask when would you hit ignore, instead of add or match? I just started using bank feeds, so all the ones in Feb. I already added manually. Can I hit ignore for all of those?

@HectorGarciaCPA 2 жыл бұрын

Yea

@edwinrosales6322 Жыл бұрын

Great tutorial, thanks for the link to the PDF as well!

@HectorGarciaCPA Жыл бұрын

@meldasco2990 2 жыл бұрын

I will share this video to my friends.

@HectorGarciaCPA 2 жыл бұрын

Great!

@chanteleast2888 Жыл бұрын

Help...how do I make the invoice reflect the Vat amount? We only do service...how do I creat invoice for that without having to create items?

@HectorGarciaCPA Жыл бұрын

There is no VAT in USA

@Ecuawoman Жыл бұрын

Just finished your 4 hour course. I have 14 years experience however, haven’t used it since 2017 and yoir video was a great refresher and I learned shortcuts that I wasn’t aware. Thank you very much. Can you tell me how Kim can get Quickbooks certified?

@HectorGarciaCPA Жыл бұрын

Kim?