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QuickBooks Desktop for Manufacturing
Beginner LevelQuickBooks Desktop

QuickBooks Desktop for Manufacturing

13 hr 32 min

This comprehensive course teaches you how to run QuickBooks Desktop for a manufacturing business from setup to advanced operations. You'll master the core workflows—lists, money in and money out, banking, reconciliation, sales tax, and financial statements—plus payroll, time tracking, and customizing forms to fit your business. The course also dives deep into inventory, including Advanced Inventory and Advanced Pricing, so you can manage products and production with confidence.

You’ll learn how to…

  • Set up QuickBooks Desktop for your business
  • Build and manage your lists
  • Record money in and money out
  • Handle quotes, deposits, and sales orders
  • Customize your forms and save time
  • Manage banking, reconciliation, and sales tax
  • Read and work with financial statements and reports
  • Set up and run payroll with time tracking
  • Secure your file with multi-user access
  • Manage inventory, including Advanced Inventory and Advanced Pricing
  • Handle accounting tasks and procedures
This class is included in all of our training plans
Self-paced
All training plans include instant and lifetime access to this course.

Course Content

430 lessons · 13 hr 32 min
QuickBooks Desktop Setup1:11
Create Company File: Intro1:17
Create Company File3:49
Home Page1:39
Icon Bar4:20
Centers2:04
Menus2:11
View Options and Tips2:25
Additional Preferences1:50
Customize Home Page2:37
Choose Your Starting Point2:59
Continue New File Setup2:47
Change Company Info1:25
Elements of a Transaction: Money In1:02
Elements of a Transaction: Money Out1:03
Saving Transactions1:44
The Ribbon Explained1:48
Sample File2:25
Working with Lists2:20
What Are Lists?3:22
The "WHO": Introduction to Centers3:42
The "WHO": Customizing Customer and Vendor Centers3:51
The "WHO": Find and Record Transactions using Customer and Vendor Centers1:51
The "WHAT": Introduction to Menu-Based Lists1:54
The "WHO" and the "WHAT": Add New Entry4:09
Why do you need The "WHO" and The "WHAT"1:45
The "WHO" and The "WHAT": Edit Entry2:02
The “WHO” and The “WHAT”: How to Add Names to Multiple Lists3:48
The “WHO” and The “WHAT”: Delete Entries1:35
The “WHO” and The “WHAT”: Make Entries Inactive2:42
The “WHO” and The “WHAT”: Merge Entries2:48
The “WHO” and The “WHAT”: Print Lists0:32
Financial Statements1:08
Chart of Accounts1:06
Balance Sheet1:32
Profit & Loss Statement2:22
Account Types0:58
Set Up a New Account1:52
Subaccounts - Intro2:06
Subaccounts - Add0:56
Subaccounts - Shortcut1:22
Collapse Reports1:12
Journal Entry - Intro1:54
Journal Entry - Enter0:58
Financial Statements - Yearly/Monthly Comparison1:30
Financial Statements - % of Income and Cash/Accrual2:02
Snapshot - Company3:39
Snapshot - Payments/Customers1:24
Insights Tab3:08
Products1:09
Advantages of Items4:11
When Should You Set Up a New Item?1:36
Catch-All Items1:07
Item Types1:16
Inventory/Non-Inventory2:53
Inventory Assemblies1:07
Item Types - Continued1:04
Add Inventory Part2:18
Add Non-Inventory Part0:39
Add Service Item1:31
Group and Assembly Items0:22
Group Item - Intro0:38
Group Item - Why1:46
Group Item - Setup1:33
Group Item - Use1:47
Inventory Assembly - Intro1:36
Inventory Assembly - Setup2:29
Inventory Assembly - Accounting1:58
Inventory Assembly - Process1:35
Inventory Assembly - Build2:43
When to Use Group vs. When to Use Assembly1:38
Units of Measure - Preferences1:07
Units of Measure - Set2:24
Units of Measure - Assign1:18
Item Profitability Report (QB Enterprise 2024 or Later)4:35
Inventory Turnover Report (QB Enterprise 2024 or Later)2:47
Assign Alternate Vendors to Items (QB Enterprise 2024 or Later)3:56
Money In - I1:00
Customers and Jobs1:55
Add Customers3:56
Add Jobs2:50
Recording Sales Intro0:56
Intro to Invoicing1:19
Create a Product Invoice - Line Items and Discounts2:42
Create a Product Invoice - Subtotal1:46
Email Invoices2:52
Print Invoices1:39
The Accounts Receivable Aging Summary Report1:44
Receive Payments1:38
What is Undeposited Funds?0:59
Customize Undeposited Funds0:53
Partial Payments1:31
Make Deposits3:18
Accounts Receivable Reports0:53
Income Tracker2:20
Money In - II0:44
Intro to Sales Receipts0:56
Enter Sales Receipts1:18
What is Undeposited Funds?0:59
Customize Undeposited Funds0:53
Record a Bank Deposit from a Sales Receipt1:42
Intro to Deposit Only Method0:56
Record Deposit Only1:20
Import - Other Program0:43
Customer Credits/Refunds2:21
Customer Statements0:54
Open Transactions on Customer Statements1:01
Activity on Customer Statements1:21
Sales Reports2:52
Quotes/Deposits/Sales Orders1:02
Estimating Fixed Price Estimates - Intro1:11
How to Estimate Fixed Priced Estimates2:20
Progress Invoicing - Intro0:32
Progress Invoicing - How To1:51
Set Up Memorized Estimate1:26
Use Memorized Estimate for a Customer0:56
Estimate - Change Order0:50
Method 1: Create Change Order from Original Estimate1:30
Method 2: Create Second Estimate as Change Order1:42
Method 2: Potential Problems0:42
Method 3: Add Subtotal Items on Original Estimate2:23
Estimate - Draws0:44
Invoice Draws1:24
Customer Deposit Method 1 - Intro to Down Payment as Credit0:50
Customer Deposit Method 1 - Record Down Payment1:43
Customer Deposit Method 1 - Create Invoice and Apply Customer Down Payment2:08
Customer Deposit Method 1 - Year End Journal Entry1:10
Customer Deposit Method 2 - Intro to Down Payments Liability1:02
Customer Deposit Method 2 - Create Customer Deposits Liability Account0:36
Customer Deposit Method 2 - Set Up Deposit Item1:06
Customer Deposit Method 2 - Record Invoice for Deposit0:37
Customer Deposit Method 2 - Receive Deposit and View Customer Balance1:02
Customer Deposit Method 2 - Create Final Invoice and Apply Customer Deposit1:53
Set up Customer Prepayments (QB Enterprise 2024 or Later)2:17
Use Customer Prepayments for a Sales Order (QB Enterprise 2024 or Later)2:51
Use Customer Prepayments for an Estimate (QB Enterprise 2024 or Later)4:52
Price Levels - Intro1:43
Price Levels - Setup and Define3:13
Price Levels - Assign and Use2:33
Price Levels - Per Item Price Level2:31
Sales Orders - Intro1:11
Sales Orders - Backorder2:12
Sales Orders - Invoice from Sales Order2:08
Sales Orders - Record a Possible Future Order1:45
Sales Orders - Create a Sales Order from an Estimate1:40
Sales Orders - Customize Sales Order Report0:47
Sales Orders - Sales Order by Item Report1:43
Sales Orders Linked to Purchase Orders (QB Enterprise 2024 or Later)4:05
Customize Forms1:20
Create Form Design5:31
Customize Form - Header2:18
Customize Form - Columns and Footer2:11
Basic Form Customization1:53
Layout Designer - Add Data/Text and Move Fields2:36
Layout Designer - Move Elements and Copy Format2:05
Duplicate Custom Form - Why0:52
Duplicate Custom Forms - How1:00
Download Templates1:44
Saving Time0:55
QuickBooks Calendar2:49
Find Button - On Form1:30
Find Window0:38
Simple Find1:27
Use Advanced Find1:46
Use Centers to Find Data - Intro0:46
Find Within the Customers and Jobs Tab2:06
Find With the Transactions Tab1:00
QuickBooks Search1:56
Save Time - Memorize Transactions1:20
Memorize Transaction - Check2:04
Memorize Transaction - Auto Debit2:11
Memorize Transaction - Auto Entry1:12
Memorize Transaction - Checking Detail1:10
Memorize Transaction - Change or Delete Schedule1:00
Search within Transactions1:09
Batch Invoicing - Intro1:22
Batch Invoicing - Customer Information Setup1:08
Batch Invoicing - Create Customer Billing Group2:41
Batch Invoicing - Choose Items and Create Invoices1:11
Batch Delete2:32
Sales Tax1:34
Steps to Set Up Sales Tax1:36
Sales Tax Preferences1:18
Set Up Sales Tax Items/Groups3:19
Sales Tax Codes1:21
Assign Tax Code to Item1:04
Assign Tax Code to Customer1:45
Sales Tax on an Invoice2:29
Amount of Sales Tax Due2:01
Adjust Sales Tax1:12
Pay Sales Tax0:48
Multiple Sales Tax Rates - Intro0:53
Multiple Sales Tax Rates - Record Sale2:28

Learner

Training only

1 user
$899.95
$599.95

30-day money back guarantee

Lifetime access to all included training

  • This course + 35 other courses
  • Live classes every weekday
  • Hands-on exercises
  • All future course updates

Optional Live 1-on-1 Help continues at $50/mo. Cancel anytime.

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Certification

Training + Certification

1 user
$999.95
$699.95

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Lifetime access to all included training

  • Everything in Learner
  • Training for all 5 certifications
  • 5 QuickBooks certification exams
  • Practice exams and test prep

Optional Live 1-on-1 Help continues at $50/mo. Cancel anytime.

Team

Team Training + Certification

2-5 users
$1,799.95
$999.95

30-day money back guarantee

Lifetime access to all included training

  • Everything in Certification
  • Up to 5 users included
  • Certification for your team
  • Team progress tracking

Optional Live 1-on-1 Help continues at $90/mo. Cancel anytime.

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