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- Get Smart With QuickBooks 2020 for Windows: Student Guide
Get Smart With QuickBooks 2020 for Windows: Student Guide
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Course Specifications
Course length: 2 days
System Requirements
QuickBooks 2020 software and Windows Server 2012 (or R2), 2016, or 2019. Windows 8.1 Update 1, or Windows 10 update/version operating systems. Refer to the QuickBooks software installation instructions for specific hardware requirements.
QuickBooks trial licenses are free for instructors and students; click this link and follow the steps to register with Intuit and obtain the trial software: http://intuiteducation.com/ Please note that software approval from Intuit may take up to 3 business days, so plan your request accordingly.
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 2020.
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
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
- 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
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
- Handling Expenses
- Using QuickBooks for Accounts Payable
- Using the Bill Tracker
- Entering Bills
- Paying Bills
- Entering Vendor Credit
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
SKU | TLR0822S3 |
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Weight | 3.2840 |
Coming Soon | No |
Days of Training | 2.0 |
Audience | Student |
Product Family | Partnerware |
Product Type | Print and Digital Courseware |
Electronic | Yes |
ISBN | No |
Language | English |
Page Count | 622 |
Curriculum Library | Quickbooks |
Year | 2020 |
Manufacturer's Product Code | 9781942020103 |
Current Revision | 1.0 |
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Revision Notes | No Revision Information Available |
Original Publication Date | 2020-08-19 00:00:00 |
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Get Smart With QuickBooks 2020 for Windows: Student Guide eBook
(TLR0822SE) Student Digital Courseware$52.00