Information Technology

Get Smart With QuickBooks 2021 for Windows

Instructor-Led 20 Agenda

Description

This course covers all features that are in QuickBooks Pro and Premier 2020 and prepares you for the QuickBooks Certified User exam. This course combines all topics in the two 1 day courses “Get Started with QuickBooks 2021 for Windows” and “Keep Going 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.

Course Overview

Course Objective

What’s New in This Guide? 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

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

Memorizing Transactions Lesson Id 10

Memorizing Transactions

Customizing Forms Lesson Id 11

Customizing Forms

Using Other QuickBooks Accounts Lesson Id 12

Using Other QuickBooks Accounts

Creating Reports Lesson Id 13

Creating Reports

Creating Graphs Lesson Id 14

Creating Graphs

Tracking and Paying Sales Tax Lesson Id 15

Tracking and Paying Sales Tax

Preparing Payroll with QuickBooks Lesson Id 16

Preparing Payroll with QuickBooks

Using the EasyStep Interview Lesson Id 17

Using the EasyStep Interview

Managing Company Files Lesson Id 18

Managing Company Files

Estimating, Time Tracking, and Job Costing Lesson Id 19

Estimating, Time Tracking, and Job Costing

Writing Letters Lesson Id 20

Writing Letters

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 />Using the Bill Tracker<br />Entering Bills<br />Paying Bills<br />Entering Vendor Credit
10	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
11	Customizing Forms	Creating a Custom Template<br />Modifying a Template<br />Printing Forms
12	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
13	Creating Reports	Working with QuickReports<br />Working with Preset Reports<br />Sharing Reports<br />Exporting Reports to Microsoft Excel<br />Printing Reports
14	Creating Graphs	Creating QuickInsight Graphs<br />Using QuickZoom with Graphs<br />Working with the Sales Graph<br />Customizing Graphs<br />Printing Graphs
15	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
16	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
17	Using the EasyStep Interview	Using the EasyStep Interview<br />Using Online Banking<br />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
18	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
19	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
20	Writing Letters	Using the Letters and Envelopes Wizard<br />Customizing Letter Templates