4.72 (26 reviews)
☑ How to set up your company file
☑ Working with QuickBooks preferences
☑ Setup the chart of accounts in QuickBooks
☑ Working with customers and jobs and create estimates
☑ Creating and Sending invoices
☑ Entering and paying bills in QuickBooks
☑ Reconciling bank statements in QuickBooks
☑ Working with loans in QuickBooks
☑ Using reports to provide you the information required
☑ Learn all about how to account for loans in Quickbooks Online
☑ Generate reports for clients or your own business
☑ 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
☑ New features of QuickBooks Desktop Pro 2021
The perfect course for beginners or existing QuickBooks users updating to QuickBooks Pro 2021. Go from novice to expert in 8 hours!
In this QuickBooks Pro 2021 course, we start at the very beginning and guide you through you how to put QuickBooks to work.
This isn’t our first QuickBooks course, in fact, we’ve produced a new QuickBooks Pro Desktop course each year for the last ten years - we know QuickBooks and we know how to teach it!
This QuickBooks 2021 course covers essential QuickBooks functions, such as, setting up a Chart of Accounts and Company File, dealing with expenses, invoicing, estimates, reconciling with the bank, Payroll, reporting, and so much more.
It also includes detail 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.
This course was developed in a way to be helpful to bookkeepers, accountants, CPA’s, or business owners.
In this course, 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
This course includes:
8+ hours of video tutorials
93 individual video lectures
Certificate of completion
Did you know?
Simon Sez IT teaches all sorts of software, including:
- Microsoft Excel
- Microsoft PowerPoint
- Microsoft Word
- Microsoft Project
- Microsoft Outlook
- Photoshop Elements
- Web Development Languages
- And so much more!
Essential Information for a Successful Training Experience
QB Desktop vs. Online version
QB Desktop Versions Explained
Important Information About the Next Two Videos
QB 2020 New Features Overview - PC Version
QB 2020 New Features Overview - PC Part 2
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
Customizing the QB Environment
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!
Customers & Jobs
Customers and Jobs Part 1
Customers and Jobs Part 2
Customer Groups NEW!
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
Creating Credit Memos
Creating Customer Statements
Working with Vendors
Items & Inventory
Items and Inventory Part 1
Items and Inventory Part 2
Receiving Items Into Inventory
Handling Bills for Items
Paying for Items
Manually adjusting Inventory
Setting up Loans
Creating Loan Payments
Using the Loan Manager
Setting up Credit Card Accounts
Entering Credit Card Transactions
Reconciling Credit Cards & Making Payments
Overview of Forms Templates
Customizing Forms Part 1
Customizing Forms Part 2
Layout Designer Part 1
Layout Designer Part 2
Creating Reports Part 1
Creating Reports Part 2
Collapsing Columns/Rows in Job or Class Reports - NEW!
Working with Sales Tax Part 1
Working with Sales Tax Part 1
Overview of Using the QB Payroll Service
Setting up Employees
Paying Payroll Taxes
The Lead Center
Working with Leads
Creating a Mail Merge
Mail Merge Main Documents
Creating a Budget
Other QuickBooks Features
Receipt Management App NEW!
Automated Payment Reminders
Searching in QuickBooks
Reminders and Alerts
Using the QuickBooks Calendar
Importing Lists into New Company Files
Backing up Company Files
PC to MAC Conversion
Canadian vs. US Version of QuickBooks
I am so glad I found this course! I am new to QB and bookkeeping but have found myself working for a startup company who is okay with me learning on the job. This course gets me excited to use QB instead of operating out of Excel spreadsheets, which is what we do now. My employer is even going to reimburse me for the course!! This is a lot better than reading a book!
No previous experience with QuickBooks but basic understanding of bookkeeping. Instructor was thorough and easy to follow. Would have appreciated the course including content on time tracking and tax forms. Section quiz questions did not always correspond well with the section content.
This course was simple to follow. Cindy makes the breakdown of the modules easy to follow and covers a lot areas. Some questions are a little hard to understand in the quizzes. I think it was Module 5 questions in particular. Otherwise great course and seems very thorough!! Thank you!