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 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

• 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