Quickbooks Tutorial and Training

On this site you'll find Quickbooks tutorials and Quickbooks training that will help you visually learn Quickbooks and bookkeeping. If you have any requests for a specific tutorial, please feel free to email the question directly to me, Greg Lam, at greg@smallbusinessdoer.com. Enjoy!

I've developed a bookkeeping system specifically designed to work well with QuickBooks. Find out more about the Quickbooks Bookkeeping System.

QuickBooks Online Tutorial – First Time Setup

By Greg Lam on July 17, 2012 in accounting, quickbooks tutorial and training, sections with 8 Comments

QuickBooks Online Tutorial for small business people setting up their books for the first time.

Overpayment of Vendor Bill – How to Handle in Quickbooks

By Greg Lam on April 25, 2012 in quickbooks, quickbooks tutorial and training with 7 Comments

You overpaid a vendor bill, so how do you handle this bill overpayment in QuickBooks?

This article will show you how to enter the overpayment, receive a credit, enter a refund (if you got one), and use the credit on another bill or the refund you received.

New Quickbooks Bookkeeping System Ready!

By Greg Lam on February 28, 2012 in quickbooks tutorial and training, random, sections with No Comments

The best way to keep your financials organized is to make sure your bookkeeping is entered in a timely and consistent way. That’s where a QuickBooks bookkeeping system comes in handy.

Dealing with Foreign Money in Non-Multicurrency Quickbooks

By Greg Lam on November 9, 2011 in quickbooks, quickbooks tutorial and training with No Comments

This article will show you how to enter into transactions involving foreign funds when you don’t have a multicurrency version of Quickbooks.

QuickBooks Undeposited Funds or Directly Into Account?

By Greg Lam on November 5, 2011 in quickbooks, quickbooks tutorial and training with 19 Comments

When receiving a payment in QuickBooks, whether for an invoice or for a sales receipt, do you put the money into undeposited funds or straight into a bank account?

Quickbooks Vendor Refund – Credit Card, Bank Account, Vendor Credit

By Greg Lam on October 22, 2011 in quickbooks, quickbooks tutorial and training with 11 Comments

In Quickbooks, you can process a Vendor Refund by Entering a Credit Card Charge, Recording a Deposit to a Bank Account, or by entering a Vendor Credit. This article will show you when to use which method.

Entering Meal Receipts with Tips into Quickbooks – CANADA and UK

By Greg Lam on October 20, 2011 in quickbooks, quickbooks tutorial and training with 2 Comments

Quickbooks auto-calculates taxes for you when you enter a receipt. This doesn’t work with tips. Learn how to properly enter a receipt with a tip into Quickbooks.

Feedback on Quickbooks Tutorials so Far

By Greg Lam on October 19, 2011 in quickbooks tutorial and training, sections with 1 Comment

I need some feedback.

I have started to make how-tos and tutorials for Quickbooks at http://www.smallbusinessdoer.com/quickbooks/. I intend to post an average of 5 per week.

I have completed my first videos on the subject matter of using the holding account of undeposited funds to receive payments vs forgoing the undeposited funds and deposits payments directly to bank account (sexy subject, I know!)

What I need is people who have actually used Quickbooks, to watch the videos / read the post and give me some constructive feedback. I haven’t felt entirely happy with the videos, but after about a week of working on this, I figured I should get it out and create some more videos to gain more experience and feedback.

Quickbooks Enter Date not the Format you Want?

By Greg Lam on October 14, 2011 in quickbooks, quickbooks tutorial and training with No Comments

When you go to enter a date in Quickbooks, the format of the date (ex: dd/mm/yyyy or mm/dd/yyyy) may not the format you would like it to be. How do you change this?

The date format is all based on your computer’s regional settings.

Issuing Receipt or Proof of Payment for HST/GST Input Tax Credit in Canada

By Greg Lam on October 12, 2011 in quickbooks tutorial and training with 5 Comments

What many Canadian business owners don’t know is that receipts and bills that you collect when you purchase items and sales receipts and invoices that you issue to customers have to contain certain information according to the CRA (Canadian Revenue Agency).

These are the guidelines for for receipts to be considered legitimate for the GST/HST Input Tax Credit.

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