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QuickBooks 2020

In this QuickBooks® Pro 2020 course, we take you on a journey from QuickBooks® novice to confident bookkeeper in 8 hours.

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(113 ratings) 433 students



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What you will learn

How to navigate the QuickBooks® 2020 interface
To create a company file and set up your chart of accounts.
Setting up your preferences in QuickBooks® to suit your company.
All about processing payroll and payroll taxes
Create invoices, enter and pay bills, and purchase orders
All about estimates and working with customers and jobs
How to work with sales tax
About receiving items, inventory, creating purchase orders, and paying for items.
How to reconcile bank statements
How to deal with checks and credit card accounts
All about Quick Reports and customizing reports
To back up your company data
Create stunning reports that visualize your company financial data
Working with automated payment reminders (new in 2020)
How to deal with vehicle mileage

Who should take this training

Prerequisites

  • QuickBooks 2020 software installed on a PC or Mac.
  • This course is for the desktop version, not the online version. The course was created on a Windows/PC.
  • While the Mac version has similar features, there are some features that are different compared to the Windows version.

Target audience

  • Small business owners or those managing QuickBooks for a small business. If you own a small business, freelance as a bookkeeper, or simply manage your company’s accounts in QuickBooks, you’ll love this straightforward and up-to-date course!

About this training

We start at the very beginning and cover everything required to get set up in QuickBooks®, including creating a company file and chart of accounts.

There are several new features in the QuickBooks 2020 release that we cover in this course, including how to set up automatic payment reminders. Our experienced author, Cindy, is a QuickBooks power-user and has been training people to get the most of QuickBooks for more than a decade.

Get on top of your books (or those of your clients!) by learning QuickBooks®.

Course Language : EN
On-demand video
Full lifetime access to videos
Downloadable resources
Assignments
Certificate of Completion
Enroll now

Training options

Videos

$ 30

  • Full lifetime access to videos
  • Downloadable resources
  • Certificate of Completion
  • Coaching individuel

Course Content

1. Introduction
1. Welcome and Overview 01:22 mins
2. QB Desktop vs. Online version 05:41 mins
3. QB Desktop Versions Explained 03:42 mins
4. QB 2020 New Features Overview - PC Version 10:17 mins
5. QB 2020 New Features Overview - MAC Version 05:24 mins
2. Getting Started
1. Setting Up Your Company File 03:07 mins
2. Using The Easy Step Interview Part -1 08:46 mins
3. Using The Easy Step Interview Part -2 06:38 mins
4. My Company Overview 04:00 mins
5. Identifying The components of the QuickBooks Environment 08:54 mins
6. Converting QB Desktop Data To The Online Version 01:46 mins
3. Customizing The QB Environment
1. Preferences Part 1 09:40 mins
2. Preferences Part 2 08:07 mins
3. Working With Users 08:14 mins
4. Chart of Accounts Part 1 11:20 mins
5. Chart of Accounts Part 2 10:31 mins
6. QB Sample Files 03:57 mins
7. Company File Search - NEW! 02:03 mins
4. Working With Customers And Jobs
1. Working With Customers And Jobs Part 1 11:34 mins
2. Working With Customers And Jobs Part 2 09:13 mins
3. Estimates Part 1 09:33 mins
4. Estimates Part 2 08:21 mins
5. Invoicing From Estimates Part 1 09:56 mins
6. Invoicing From Estimates Part 2 04:53 mins
7. Invoicing Customers For Products And Services 02:03 mins
8. Receiving Customer Payments 09:28 mins
9. Making Deposits 09:24 mins
10. Creating Credit Memos 07:04 mins
11. Creating Customer Statements 03:40 mins
12. Income Tracker 03:55 mins
5. Working With Vendors
1. Working With Vendors 09:03 mins
2. Entering Bills 08:28 mins
3. Paying Bills 06:03 mins
4. Credit Memos 02:48 mins
6. Working With Items & Inventory
1. Working With Items Part 1 08:55 mins
2. Working With Items Part 2 06:48 mins
3. Creating Purchase Orders 05:30 mins
4. Receiving Items 04:03 mins
5. Creating Bills For Items 04:11 mins
6. Paying For Items 01:42 mins
7. Manually Adjusting Inventory 02:51 mins
7. Working With QuickBooks Registers
1. Working With Registers 08:17 mins
2. Downloading Transactions 06:26 mins
3. Creating Entries & Writing Checks 03:51 mins
4. Bank Transfers 02:26 mins
5. Reconciling 06:55 mins
8. Working With Loans
1. Setting Up Loans 03:25 mins
2. Creating Loan Payments 03:41 mins
3. Using The Loan Manager 07:08 mins
9. Working With Credit Cards
1. Setting Up Credit Card Accounts 04:12 mins
2. Entering Credit Card Transactions 05:12 mins
3. Reconciling Credit Cards & Making Payments 05:20 mins
10. Working With Forms
1. Overview Of Forms Templates 03:38 mins
2. Customizing Forms Part 1 09:52 mins
3. Customizing Forms Part 2 02:04 mins
4. Layout Designer Part 1 10:59 mins
5. Layout Designer Part 2 04:10 mins
11. Reports
1. Quick Reports 02:49 mins
2. Report Center 04:22 mins
3. Creating Reports Part 1 08:16 mins
4. Creating Reports Part 2 05:00 mins
5. Collapsing Columns/Rows In Job Or Class Reports - NEW! 03:25 mins
6. Customizing Reports 09:51 mins
7. Memorizing Reports 04:38 mins
12. Sales Tax
1. Working With Sales Tax Part 1 09:29 mins
2. Working With Sales Tax Part 2 06:09 mins
13. Payroll
1. Overview Of Using The QB Payroll Service 03:59 mins
2. Payroll Setup 02:53 mins
3. Working With Payroll Items 05:49 mins
4. Working With Employees 11:31 mins
5. Paying Employees 04:52 mins
6. Paying Payroll Taxes 03:29 mins
14. The Lead Center
1. Working With Leads 05:07 mins
15. Mail Merges
1. Creating A Mail Merge 06:11 mins
2. Mail Merge Main Documents 05:04 mins
16. Budgets
1. Creating A Budget 03:34 mins
2. Budget Reports 03:23 mins
17. Other QuickBooks Features
1. Automated Payment Reminders - NEW! 05:41 mins
2. Searching In QuickBooks 04:33 mins
3. Reminders And Alerts 03:31 mins
4. Using The QuickBooks Calendar 03:11 mins
5. Memorizing Transactions 06:23 mins
6. Importing Lists Into New Company Files 05:11 mins
7. Vehicle Mileage 02:38 mins
8. Combining Emails - New! 02:30 mins
9. Backing Up Company Files 04:24 mins
10. QuickBooks PC To MAC Or Online Conversion 02:30 mins
11. Canadian vs. US Version of QuickBooks 02:49 mins
18. Wrap up
Conclusion 00:39 mins

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