Information Technology

Keep Going With QuickBooks 2020 for Windows

Instructor-Led 11 Agenda

What You'll Learn

What’s New in This Guide? The behind-the-scenes journal entry for transactions is now included.

Description

This course is a continuation of topics following “Get Started with QuickBooks 2020 for Windows”. First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2020. This course covers features that are in QuickBooks Pro and Premier 2020.

Course Overview

Course Agenda

11 Title

Course Agenda 11

Lesson Id	Title	Description
1	Memorizing Transactions	Entering a New Memorized Transaction<br />Editing a Memorized Transaction<br />Deleting a Memorized Transaction<br />Grouping Memorized Transactions<br />Using a Memorized Transaction<br />Printing the Memorized Transaction List
2	Customizing Forms	Creating a Custom Template<br />Modifying a Template<br />Printing Forms
3	Using Other QuickBooks Accounts	Other QuickBooks Account Types<br />Working with Credit Card Transactions<br />Working with Fixed Assets<br />Working with Long-Term Liability Accounts<br />Using the Loan Manager
4	Creating Reports	Working with Quick Reports<br />Working with Preset Reports<br />Sharing Reports<br />Exporting Reports to Microsoft Excel<br />Printing Reports
5	Creating Graphs	Creating QuickInsight Graphs<br />Using QuickZoom with Graphs<br />Working with the Sales Graph<br />Customizing Graphs<br />Printing Graphs
6	Tracking and Paying Sales Tax	Using Sales Tax in QuickBooks<br />Setting Up Tax Rates and Agencies<br />Indicating Who and What Gets Taxed<br />Applying Tax to Each Sale<br />Determining What You Owe<br />Paying Your Tax Agencies
7	Preparing Payroll with QuickBooks	Using Payroll Tracking<br />Setting Up for Payroll<br />Setting Up Employee Payroll Information<br />Setting Up a Payroll Schedule<br />Writing a Payroll Check<br />Printing Paycheck Stubs<br />Tracking Your Tax Liabilities<br />Paying Payroll Taxes<br />Preparing Payroll Tax Forms
8	Using Online Banking	Setting Up an Internet Connection<br />Setting Up Bank Feeds for Accounts<br />Viewing, Downloading, and Adding Online Transactions<br />Creating Online Payments<br />Transferring Funds Online<br />Canceling Online Payments
9	Managing Company Files	Using QuickBooks in Multi-user Mode<br />Setting Up Users and Passwords<br />Setting a Closing Date<br />Sharing Files with an Accountant<br />Updating QuickBooks<br />Backing Up and Restoring a Company File<br />Condensing a Company File
10	Estimating, Time Tracking, and Job Costing	Creating Job Estimates<br />Creating an Invoice from an Estimate<br />Displaying Reports for Estimates<br />Updating the Job Status<br />Tracking Time<br />Displaying Reports for Time Tracking<br />Tracking Vehicle Mileage<br />Displaying Vehicle Mileage Reports<br />Displaying Other Job Reports
11	Writing Letters	Using the Letters and Envelopes Wizard<br />Customizing Letter Templates

Memorizing Transactions

Entering a New Memorized Transaction
Editing a Memorized Transaction
Deleting a Memorized Transaction
Grouping Memorized Transactions
Using a Memorized Transaction
Printing the Memorized Transaction List

Customizing Forms

Creating a Custom Template
Modifying a Template
Printing Forms

Using Other QuickBooks Accounts

Other QuickBooks Account Types
Working with Credit Card Transactions
Working with Fixed Assets
Working with Long-Term Liability Accounts
Using the Loan Manager

Creating Reports

Working with Quick Reports
Working with Preset Reports
Sharing Reports
Exporting Reports to Microsoft Excel
Printing Reports

Creating Graphs

Creating QuickInsight Graphs
Using QuickZoom with Graphs
Working with the Sales Graph
Customizing Graphs
Printing Graphs

Tracking and Paying Sales Tax

Using Sales Tax in QuickBooks
Setting Up Tax Rates and Agencies
Indicating Who and What Gets Taxed
Applying Tax to Each Sale
Determining What You Owe
Paying Your Tax Agencies

Preparing Payroll with QuickBooks

Using Payroll Tracking
Setting Up for Payroll
Setting Up Employee Payroll Information
Setting Up a Payroll Schedule
Writing a Payroll Check
Printing Paycheck Stubs
Tracking Your Tax Liabilities
Paying Payroll Taxes
Preparing Payroll Tax Forms

Using Online Banking

Setting Up an Internet Connection
Setting Up Bank Feeds for Accounts
Viewing, Downloading, and Adding Online Transactions
Creating Online Payments
Transferring Funds Online
Canceling Online Payments

Managing Company Files

Using QuickBooks in Multi-user Mode
Setting Up Users and Passwords
Setting a Closing Date
Sharing Files with an Accountant
Updating QuickBooks
Backing Up and Restoring a Company File
Condensing a Company File

Estimating, Time Tracking, and Job Costing

Creating Job Estimates
Creating an Invoice from an Estimate
Displaying Reports for Estimates
Updating the Job Status
Tracking Time
Displaying Reports for Time Tracking
Tracking Vehicle Mileage
Displaying Vehicle Mileage Reports
Displaying Other Job Reports

Writing Letters

Using the Letters and Envelopes Wizard
Customizing Letter Templates

Keep Going With QuickBooks 2020 for Windows

What You'll Learn

Description

Course Overview

Course Prerequisites

Course Agenda