Information Technology

Get Going With QuickBooks 2021 for Windows

Instructor-Led 10 Agenda

Description

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 2021. This course covers features that are in QuickBooks Pro and Premier 2021

Course Overview

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 Objective

Automatic Payment Reminders for open customer invoices Ability to automatically include the PO# (purchase order number) to Invoice Emails Able to combine multiple emails which allows you to attach multiple sales or purchasing documents to a single email Quickly locate a company file using the new company file search feature Smart Help is an improved search experience that includes access to live experts through messaging and call back options The behind-the-scenes journal entry for transactions is now included.

Getting Started Lesson Id 1

Getting Started

Setting Up a Company Lesson Id 2

Setting Up a Company

Working with Lists Lesson Id 3

Working with Lists

Setting Up Inventory Lesson Id 4

Setting Up Inventory

Selling Your Product Lesson Id 5

Selling Your Product

Invoicing for Services Lesson Id 6

Invoicing for Services

Processing Payments Lesson Id 7

Processing Payments

Working with Bank Accounts Lesson Id 8

Working with Bank Accounts

Entering and Paying Bills Lesson Id 9

Entering and Paying Bills

Using the EasyStep Interview Lesson Id 10

Using the EasyStep Interview

Lesson Id	Title	Description
1	Getting Started	Starting QuickBooks<br />Setting QuickBooks Preferences<br />Components of the QuickBooks Operating Environment<br />Using QuickBooks Help<br />Identifying Common Business Terms<br />Exiting QuickBooks
2	Setting Up a Company	Creating a QuickBooks Company<br />Using the Chart of Accounts
3	Working with Lists	Creating Company Lists<br />Working with the Customers & Jobs List<br />Working with the Employees List<br />Working with the Vendors List<br />Working with the Item List<br />Working with Other Lists<br />Managing Lists
4	Setting Up Inventory	Entering Inventory<br />Ordering Inventory<br />Receiving Inventory<br />Paying for Inventory<br />Manually Adjusting Inventory
5	Selling Your Product	Creating Product Invoices<br />Applying Credit to Invoices<br />Emailing Invoices<br />Setting Price Levels<br />Creating Sales Receipts
6	Invoicing for Services	Setting Up a Service Item<br />Changing the Invoice Format<br />Creating a Service Invoice<br />Editing an Invoice<br />Voiding an Invoice<br />Deleting an Invoice<br />Entering Statement Charges<br />Creating Billing Statements
7	Processing Payments	Displaying the Open Invoices Report<br />Using the Income Tracker<br />Receiving Payments for Invoices<br />Making Deposits<br />Handling Bounced Checks
8	Working with Bank Accounts	Writing a QuickBooks Check<br />Voiding a QuickBooks Check<br />Using Bank Account Registers<br />Entering a Handwritten Check<br />Transferring Funds Between Accounts<br />Reconciling Checking Accounts
9	Entering and Paying Bills	Handling Expenses<br />Using QuickBooks for Accounts Payable<br />Entering Bills<br />Paying Bills<br />Entering Vendor Credit
10	Using the EasyStep Interview	Using the EasyStep Interview