Chapters
Module 1: Intro
Module 2: Getting Started
Module 4: Working with Customers and Jobs
Module 5: Working with Vendors
Module 6: Working with Items and Inventory
Module 7: Working with QuickBooks Registers
Module 8: Working with Loans
Module 9: Working with Credit Cards
Module 10: Working with Forms
Module 11: Reports
Module 12: Sales Tax
Module 13: Payroll
Module 14: The Lead Center
Module 15: Mail Merges
Module 16: Budgets
Module 17: Other QuickBooks Features
Module 18: Wrap Up
Module 1: Intro
- Welcome and Overview
- QB Desktop vs. Online version
- QB Desktop versions explained
- QB 2020 New features Overview - PC version
- QB 2020 New features Overview - MAC version
Module 2: Getting Started
- Setting Up Your Company File
- Using the Easy Step Interview part 1
- Using the Easy Step Interview part 2
- My Company overview
- Identifying the components of the QuickBooks environment
- Converting QB desktop data to the online version
- Preferences part 1
- Preferences part 2
- Working with users
- Chart of Accounts part 1
- Chart of Accounts part 2
- QB Sample Files
- Company file search - NEW!
Module 4: Working with Customers and Jobs
- Working with customers and jobs part 1
- Working with customers and jobs part 2
- Estimates part 1
- Estimates part 2
- Invoicing from estimates part 1
- Invoicing from estimates part 2
- Invoicing customers for products and services
- Receiving customer payments
- Making deposits
- Creating credit memos
- Creating customer statements
- Income Tracker
Module 5: Working with Vendors
- Working with Vendors
- Entering bills
- Paying bills
- Credit Memos
Module 6: Working with Items and Inventory
- Working with items part 1
- Working with items part 2
- Creating Purchase Orders
- Receiving Items
- Creating bills for Items
- Paying for Items
- Manually adjusting Inventory
Module 7: Working with QuickBooks Registers
- Working with Registers
- Downloading Transactions
- Creating entries and writing Checks
- Bank Transfers
- Reconciling
Module 8: Working with Loans
- Setting up loans
- Creating loan payments
- Using the Loan Manager
Module 9: Working with Credit Cards
- Setting up credit card accounts
- Entering credit card transactions
- Reconciling credit cards and making payments
Module 10: Working with Forms
- Overview of Forms Templates
- Customizing Forms part 1
- Customizing Forms part 2
- Layout Designer part 1
- Layout Designer part 2
Module 11: Reports
- Quick Reports
- Report Center
- Creating Reports part 1
- Creating Reports part 2
- Collapsing columns/rows in job or class reports - NEW!
- Customizing Reports
- Memorizing Reports
Module 12: Sales Tax
- Working with Sales Tax part 1
- Working with Sales Tax part 2
Module 13: Payroll
- Overview of using the QB payroll service
- Payroll setup
- Working with payroll items
- Working with employees
- Paying employees
- Paying payroll taxes
Module 14: The Lead Center
- Working with Leads
Module 15: Mail Merges
- Creating a Mail Merge
- Mail Merge Main documents
Module 16: Budgets
- Creating a budget
- Budget reports
Module 17: Other QuickBooks Features
- Automated payment reminders - NEW!
- Searching in QuickBooks
- Reminders and alerts
- Using the QuickBooks Calendar
- Memorizing transactions
- Importing Lists into New Company Files
- Vehicle Mileage
- Combining Emails - New!
- Backing up company files
- QuickBooks PC to MAC or Online conversion
- Canadian vs. US Version of QuickBooks
Module 18: Wrap Up
- Conclusion