Information Technology

Keep Going With QuickBooks 2021 for Windows

Instructor-Led 11 Agenda

Description

This course is a continuation of topics following “Get Started with QuickBooks 2021 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 2021. This course covers features that are in QuickBooks Pro and Premier 2021.

Course Overview

Course Objective

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

Memorizing Transactions Lesson Id 1

Memorizing Transactions

Customizing Forms Lesson Id 2

Customizing Forms

Using Other QuickBooks Accounts Lesson Id 3

Using Other QuickBooks Accounts

Creating Reports Lesson Id 4

Creating Reports

Creating Graphs Lesson Id 5

Creating Graphs

Tracking and Paying Sales Tax Lesson Id 6

Tracking and Paying Sales Tax

Preparing Payroll with QuickBooks Lesson Id 7

Preparing Payroll with QuickBooks

Using Online Banking Lesson Id 8

Using Online Banking

Managing Company Files Lesson Id 9

Managing Company Files

Estimating, Time Tracking, and Job Costing Lesson Id 10

Estimating, Time Tracking, and Job Costing

Writing Letters Lesson Id 11

Writing Letters

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