Keep Going With QuickBooks 2021 for Windows

Start Date: January 01, 1970 – 12:00 AM (Pacific Time)

End Date: January 01, 1970 – 12:00 AM (Pacific Time)

$795.00

*Looking for flexible schedule (after hours or weekend)? Please call or email us: 858-208-4141 or sales@ccslearningacademy.com.
Student financing options are available.

Transitioning military and Veterans, please contact us to sign up for a free consultation on training and hiring options.
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Course 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.

 

Course Outline

  • Improved Bank Feeds
  • Mobile Receipt Management
  • Ability to Create Customer Groups
  • Automated Payment Reminders
  • Ability to Customize Payment Receipts
  • Improved PDF Invoice and Attachment Email Preview
  • QuickBooks Desktop Tool Hub

Course Objectives

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 QuickReports
  • 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 the EasyStep Interview

  • Using the EasyStep Interview

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

Prerequisites

You can successfully complete this course without any prior software knowledge or computer experience. A basic understanding of the computer operating system you are using is recommended.

Inclusions

With CCS Learning Academy, you’ll receive:

  • Certified Instructor-led training
  • Official Training Seminar Student Handbook
  • Pre and Post assessments/evaluations
  • Collaboration with classmates (not currently available for self-paced course)
  • Real-world learning activities and scenarios
  • Exam scheduling support*
  • Enjoy job placement assistance for the first 12 months after course completion.
  • This course is eligible for CCS Learning Academy’s Learn and Earn Program: get a tuition fee refund of up to 50% if you are placed in a job through CCS Global Tech’s Placement Division*
  • Government and Private pricing available.*

*For more details call: 858-208-4141 or email: training@ccslearningacademy.com; sales@ccslearningacademy.com