Master QuickBooks Pro 2020: The Complete QuickBooks Course

Learn QuickBooks Pro 2020 with this no-nonsense Quickbooks training course

4.25 (336 reviews)
Udemy
platform
English
language
Other
category
instructor
Master QuickBooks Pro 2020: The Complete QuickBooks Course
1,394
students
8.5 hours
content
Aug 2021
last update
$74.99
regular price

What you will learn

How to create your company file in QuickBooks

Work with QuickBooks preferences to set up for your business

Set up and use a chart of accounts in QuickBooks

Reconcile your checking account and bank statements in QuickBooks

Create and print invoices, receipts and statements

Track your payables, inventory and receivables

Create a budget and estimates and learn to work with customers and jobs

Enter and pay bills in QuickBooks

Learn all about how to account for loans in Quickbooks

Generate reports for clients or your own business

Course includes payroll modules, learn to run payroll in QuickBooks

Learn to set up sales tax and back up your company files

Description

The perfect course to take you from QuickBooks Pro 2020 novice to confident user.

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

Your certified QuickBooks Pro Advisor will show you important features from how to set up correctly in QuickBooks through to tracking mileage and running payroll. This comprehensive QuickBooks 2020 course starts at the very beginning and assumes no prior knowledge.

Empower yourself to take control of your financial management by learning QuickBooks.


In this course 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 visualise your company financial data

  • Working with automated payment reminders (new in 2020)

  • How to deal with vehicle mileage


What people are saying about QuickBooks courses from Simon Sez IT:

"Great explanation and easy to follow. Great instruction from Cindy" - MELISSA SUPERNOR

"So far, I am enjoying this course. It has reached and exceeded my expectations, the speaker has a wonderful, clear voice that does not make me drowsy, and explains things fully. I would recommend to anyone wanting to learn ALL about Quickbooks. 10/10" - YELTZIN ARISTID GOMEZ VENEGAS

"The instructor was very professional and seemed well versed in the subject matter. She didn't speak too fast and explained everything I could have hoped to learn about QuickBooks!" - BRENDEN VALLIERE

" I have had to restart my QuickBooks company file twice now, and finally just decided that it was time for some lessons. I am only a couple of videos in and have learned many tricks that I was unaware of before. I look forward to the video lectures to come and the useful information within." - KATRINA BIGGS

"I am so glad that it is for beginners like me because I want to fully understand the concept from the very start of Quickbooks. Thank You" - JUDITH DELUCA


This course includes:

  1. 8+ hours of video tutorials

  2. 80+ individual video lectures

  3. Certificate of completion


Course Compatibility

This course was recorded using QuickBooks Pro Desktop 2020 edition. Much of what is shown is also available in older versions of QuickBooks as well as the other desktop editions (Premier, Enterprise).

This course was designed for people new to QuickBooks Pro 2020 but may also be useful for students with some QuickBooks experience who are looking to improve their knowledge of this essential accounting software.


Did you know?


Simon Sez IT teaches all sorts of software, including:

- Microsoft Excel

- Microsoft PowerPoint

- Microsoft Word

- Microsoft Project

- Microsoft Outlook

- QuickBooks

- Photoshop Elements

- Web Development Languages

- And so much more!

Content

Introduction

Welcome and Overview
Essential Information for a Successful Training Experience
QB Desktop vs. Online version
QB Desktop versions explained
QB 2020 New features Overview -PC version
QB 2020 New features Overview - MAC version

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
Section 2 Quiz

Customizing the QB Environment

Preferences - Part 1
Preferences - Part 2
Working with Users
Chart of Accounts - Part 1
Chart of Accounts - Part 2
QuickBooks Sample File
Company file search - NEW!
Section 3 Quiz

Working with Customers & 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
Section 4 Quiz

Working with Vendors

Working with Vendors
Entering Bills
Paying Bills
Credit Memos
Section 5 Quiz

Working with Items & 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
Section 6 Quiz

Working with QuickBooks registers

Working with Registers
Downloading Transactions
Creating entries & writing Checks
Bank Transfers
Reconciling
Section 7 Quiz

Working with loans

Setting up loans
Creating loan payments
Using the Loan Manager

Working with credit cards

Setting up credit card accounts
Entering credit card transactions
Reconciling credit cards & making payments
Section 9 Quiz

Working with Forms

Overview of Forms Templates
Customizing Forms part 1
Customizing Forms part 2
Layout Designer part 1
Layout Designer part 2
Section 10 Quiz

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

Sales Tax

Working with Sales Tax part 1
Working with Sales Tax part 2
Section 12 Quiz

Payroll

Overview of using the QB payroll service
Payroll setup
Working with payroll items
Working with employees
Paying employees
Paying payroll taxes
Section 13 Quiz

The Lead Center

Working with Leads

Mail Merges

Creating a Mail Merge
Mail Merge Main documents

Budgets

Creating a Budget
Budget reports

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
Section 17 Quiz

Wrap up

Conclusion

Reviews

Kathleen
January 5, 2023
This is a real snooze fest. Also, the yellow highlighter over the pointer is very distracting and makes it difficult to read what is being highlighted.
Liz
November 16, 2022
It's a pretty good match. It was a little confusing to get started but once I got going it's been good.
Angela
August 31, 2022
Instructor is VERY detailed in her explanations. She tries to cover every possible situation. I feel very prepared to use QuickBooks!
Mandy
June 21, 2022
Working well but I must have made the error of ordering on the American sight. I wish it was UK related
Mauricio
June 6, 2022
It is the first time i am using Quickbooks. So far the course has given me a complete overview of the desktop vs the online version.
Ganna
January 17, 2022
The best QuickBooks course is complete, concise, useful information. Concentrate of useful knowledge. Taking this course is the best way to learn how it works and get started with your own company file. Thank you very much for this course.
Kevin
November 8, 2021
I have found that the volume seems to vary in certain modules. Sometimes you can only hear the instructor well when there is absolutely no background noise. Other than that, it's quality learning material.
Cindy
February 12, 2021
Instructor explains well. I've brought up QB on a second monitor and paused the video to navigate what the instructor is explaining. It matches up well.
Mia
January 22, 2021
The quizzes are helping me retain this information. The sound is consistent unless it was added later. I noticed that it is louder.
Greg
January 4, 2021
I'm just getting started, but so far I'm really enjoying this course. The pace is good, the instructor speaks clearly and not too quickly, and they seem very knowledgeable about QuickBooks, offering additional information, so I know what I'm doing and why.
Eric
June 29, 2020
No one answers my questions. If I can't find a window, or get stuck, Im just out of luck I guess, and can't follow along. Some quizzes are pointless, they ask about different ways to do things that arent covered, but are fairly easy. Payroll is pointless unless you pay for it from intuit.
Lynn
May 18, 2020
Yes, very good coverage and instructor. I would like to have covered why QB Online is not as robust as Desktop Pro. Also, I think general journals could have been covered. I see that QB has customer numbers which is good, I did not see vendor numbers (use other field?). I would highly recommend this course. I'd like to see how using an outside payroll vendor works such as Paychex or ADP vs Intuit. It would be helpful to show the sub accounts g/l numbering when doing COA section. I'd recommend customer account #s at least start with 1000 and not 1 (that makes company look really new). For invoice, I'd recommend having the ability to add company tax id and if incorporated fields. It was explained that depreciation is not done by QB, this would be good place to show how to do journal entry to put expense in QB. Payroll has Sick and Vacation, a number of companies use PTO paid time off for all, is this an option? Combining emails does not allow customer to click to pay--I'd like to see an example of this. Thanks again!!!
Alice
April 23, 2020
It is a good match for what i expected it to be so far. I think by the end of the course i will be able to give a full picture but for now am satisfied with what am getting.
Elizabeth
April 1, 2020
Very thorough course with all the ins-outs, tips, tricks, and feature you could want to learn about to start using the program.
Victoria
February 2, 2020
Really good easily referencable walk through of quickbooks. Just goign through it i was able to go into my quickbooks and fix some small things and figure out what i needed to do to make my accounts done right. Exactly what i needed. Should have bought this ages ago.

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2701568
udemy ID
12/12/2019
course created date
12/16/2019
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