Get Smart 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)

$1,195.00

*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.
Qty:

Download PDF of Course Details

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

Getting Started

  • Starting QuickBooks
  • Setting QuickBooks Preferences
  • Components of the QuickBooks Operating Environment
  • Using QuickBooks Help
  • Identifying Common Business Terms
  • Exiting QuickBooks

Setting Up a Company

  • Creating a QuickBooks Company
  • Using the Chart of Accounts
Working with Lists
  • Creating Company Lists
  • Working with the Customers & Jobs List
  • Working with the Employees List
  • Working with the Vendors List
  • Working with the Item List
  • Working with Other Lists
  • Managing Lists

Setting Up Inventory

  • Entering Inventory
  • Ordering Inventory
  • Receiving Inventory
  • Paying for Inventory
  • Manually Adjusting Inventory

Selling Your Product

  • Creating Product Invoices
  • Applying Credit to Invoices
  • Emailing Invoices
  • Setting Price Levels
  • Creating Sales Receipts

Invoicing for Services

  • Setting Up a Service Item
  • Changing the Invoice Format
  • Creating a Service Invoice
  • Editing an Invoice
  • Voiding an Invoice
  • Deleting an Invoice
  • Entering Statement Charges
  • Creating Billing Statements
  • Automated Send Statements

Processing Payments

  • Displaying the Open Invoices Report
  • Using the Income Tracker
  • Receiving Payments for Invoices
  • Making Deposits
  • Handling Bounced Checks

Working with Bank Accounts

  • Writing a QuickBooks Check
  • Voiding a QuickBooks Check
  • Using Bank Account Registers
  • Entering a Handwritten Check
  • Transferring Funds Between Accounts
  • Reconciling Checking Accounts

Entering and Paying Bills

  • Using QuickBooks for Accounts Payable
  • Using the Bill Tracker
  • Entering Bills
  • Paying Bills
  • Entering Vendor Credit
  • Handling Expenses
  • Managing Receipts

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