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- Get Smart With QuickBooks 2021 for Windows: Student Guide eBook
Get Smart With QuickBooks 2021 for Windows: Student Guide
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Course Specifications
Course length: 2 days
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
- 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
SKU | TLR0825SE |
---|---|
Weight | 0.0000 |
Coming Soon | No |
Days of Training | 2.0 |
Audience | Student |
Product Family | Partnerware |
Product Type | Digital Courseware |
Electronic | Yes |
ISBN | No |
Language | English |
Page Count | No |
Curriculum Library | Quickbooks |
Year | 2021 |
Manufacturer's Product Code | No |
Current Revision | 1.0 |
---|---|
Revision Notes | No Revision Information Available |
Original Publication Date | 2021-01-15 00:00:00 |
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Get Smart With QuickBooks 2021 for Windows: Student Guide
(TLR0825S3) Student Print and Digital Courseware$52.00