Description
Get Going With QuickBooks
Description
Get Going With QuickBooks 2021 for Windows
– 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.
This course is the first part of a three-course series that covers the skills needed to gain a foundational understanding of QuickBooks.
– Get Going With QuickBooks 2021 for Windows (this course)
– Keep Going With QuickBooks 2021 for Windows
– Get Smart With QuickBooks 2021 for Windows
Completion of this course will earn 0.575 CEUs.
Outline
-
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
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Selling Your Product
- Creating Product Invoices
- Applying Credit to Invoices
- Emailing Invoices
- Setting Price Levels
- Creating Sales Receipts
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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
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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
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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
-
Preparing Payroll Tax Forms
- Using the EasyStep Interview
