Get Going With QuickBooks® 2021 for Windows
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Course Specifications
Course number: TLR0823
Course length: 1 day
System Requirements
You must have QuickBooks Desktop 2021 software and a Windows Server 2012 (or R2), 2016, or 2019. Windows 8.1 Update 1, or Windows 10 update/version operating system. Refer to the QuickBooks software installation instructions for specific hardware requirements.
Course Description
- 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.
- Delivery Method: Instructor-led, self-paced, classroom-delivery learning model with structured hands-on activities.
- Benefits: 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.
What’s New in This Guide?
- 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/li>
- 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
Using the EasyStep Interview
- Using the EasyStep Interview