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QuickBooks Pro 2021

In this QuickBooks® Pro 2021 training course, your expert instructor, Cindy, starts at the very beginning and shows you everything you need to know to put this excellent accounting software to work for your business.

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What you will learn

How to navigate QuickBooks® 2021
How to create a chart of accounts
How to set up your company file in QuickBooks®
How to reconcile bank statements and Bank Feeds
How to use the Advanced Mode in Bank Feeds
How to manage expenses in QuickBooks®, including mileage
How to scan in receipts with the QuickBooks® Desktop mobile app
How to set up automatic statement and invoice reminders
How to customize QuickBooks® to your needs
How to use the QuickBooks® Payroll functionality
How to invoice, and enter bills, and purchase orders
How to create estimates in QuickBooks®
How to manage customers and jobs in QuickBooks®
How to work with sales tax in QuickBooks®
About inventory, creating purchase orders, and paying for items.
How to deal with checks and credit card accounts
About using QuickBooks® to produce reports
To back up your QuickBooks® company data

Who should take this training

Prerequisites

  • QuickBooks 2021 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

This 2021 self-paced course covers essential QuickBooks® functionality like setting up a Company File and Chart of Accounts, processing Payroll, reporting, and so much more. It also includes guidance on the features new to QuickBooks® 2021: Advanced Mode in Bank Feeds, scanning receipts with the QuickBooks® Desktop app, and sending automatic statement and invoice reminders to customers.

Whether you are a bookkeeper, accountant, CPA, or business owner, this QuickBooks® Pro 2021 course will teach you how to make the most of this complex accounting software.

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. Module 1: Introduction
1. Introduction 01:32 mins
2. QB Desktop vs. Online version 05:28 mins
3. QB Desktop versions explained 04:10 mins
4. QB 2021 New features Overview -PC version 12:02 mins
5. QB 2021 New features Overview - PC Part 2 04:49 mins
2. Module 2: Getting Started
1. Setting Up Your Company File 02:00 mins
2. Using the Easy Step Interview Part. 1 08:18 mins
3. Using the Easy Step Interview Part. 2 03:43 mins
4. My Company overview 03:47 mins
5. Identifying the components of the QuickBooks environment 05:29 mins
6. Converting QB desktop data to the online version 02:07 mins
3. Module 3: Customizing the QB Environment
1. Preferences part 1 09:55 mins
2. Preferences part 2 09:08 mins
3. Working with users 08:13 mins
4. Chart of Accounts part 1 09:59 mins
5. Chart of Accounts part 2 08:50 mins
6. QB Sample Files 02:35 mins
7. Company file search 02:19 mins
4. Module 4: Customer & Jobs
1. Customers and Jobs part 1 09:58 mins
2. Customers and Jobs part 2 11:19 mins
3. Customer Groups 03:44 mins
4. Estimates part 1 09:11 mins
5. Estimates part 2 07:41 mins
6. Invoicing from estimates part 1 10:14 mins
7. Invoicing from estimates part 2 05:46 mins
8. Invoicing customers for products and services 03:50 mins
9. Receiving customer payments 09:58 mins
10. Making deposits 06:24 mins
11. Creating credit memos 06:03 mins
12. Creating customer statements 03:43 mins
13. Income Tracker 03:00 mins
5. Module 5: Vendors
1. Working with Vendors 09:13 mins
2. Entering bills 06:36 mins
3. Paying bills 06:13 mins
4. Vendor Credits 03:08 mins
6. Module 6 : Items & Inventory
1. Items and Inventory part 1 09:48 mins
2. Items and Inventory part 2 04:31 mins
3. Purchase Orders 03:53 mins
4. Receiving Items Into Inventory 03:39 mins
5. Handling Bills for Items 03:38 mins
6. Paying for Items 01:52 mins
7. Manually adjusting Inventory 03:08 mins
7. Module 7: Banking
1. QuickBooks Registers 07:24 mins
2. Bank Feeds 03:26 mins
3. Downloading Transactions 09:34 mins
4. Entering Checks 05:18 mins
5. Entering Expenses 02:23 mins
6. Bank Transfers 02:45 mins
7. Reconciling Accounts 07:49 mins
8. Module 8 : Loans
1. Setting up loans 03:53 mins
2. Creating loan payments 03:24 mins
3. Using the Loan Manager 06:29 mins
9. Module 9 : Credit Cards
1. Setting up credit card accounts 05:15 mins
2. Entering credit card transactions 03:49 mins
3. Reconciling credit cards & making payments 05:25 mins
10. Module 10: Forms
1. Overview of Forms Templates 02:49 mins
2. Customizing Forms part 1 09:40 mins
3. Customizing Forms part 2 03:10 mins
4. Layout Designer part 1 10:02 mins
5. Layout Designer part 2 05:19 mins
11. Module 11: Reports
1. Quick Reports 03:25 mins
2. Report Center 05:29 mins
3. Creating Reports part 1 09:03 mins
4. Creating Reports part 2 07:02 mins
5. Collapsing columns/rows in job or class reports 02:57 mins
6. Customizing Reports 10:34 mins
7. Memorizing Reports 04:06 mins
12. Module 12: Sales Tax
1. Working with Sales Tax part 1 10:44 mins
2. Working with Sales Tax part 2 09:48 mins
13. Module 13: Payroll
1. Overview of using the QB payroll service 04:33 mins
2. Payroll setup 02:30 mins
3. Payroll Items 06:34 mins
4. Employees 09:03 mins
5. Paying employees 06:18 mins
6. Paying Payroll Taxes 03:26 mins
14. Module 14: The Lead Center
1. Working with Leads 04:11 mins
15. Module 15: Mail Merges
1. Creating a Mail Merge 05:30 mins
2. Mail Merge Main documents 04:30 mins
16. Module 16: Budgets
1. Creating a budget 03:24 mins
2. Budget reports 03:36 mins
17. Module 17: Other
1. Receipt Management App 04:12 mins
2. Automated payment reminders 02:30 mins
3. Searching in QuickBooks 05:36 mins
4. Reminders and alerts 03:34 mins
5. Using the QuickBooks Calendar 04:23 mins
6. Memorizing transactions 06:22 mins
7. Importing Lists into New Company Files 06:02 mins
8. Vehicle Mileage 02:50 mins
9. Combining Emails 02:52 mins
10. Backing up company files 03:34 mins
11. PC to MAC Conversion 02:36 mins
12. Canadian vs. US Version of QuickBooks 03:03 mins
18. Module 18: Course Conclusion
Conclusion 01:18 mins

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