Quickbooks 2021 Desktop Beginner-Advanced Masterclass

Learn QuickBooks 2021 desktop edition with QuickBooks experts, Simon Sez IT
What you'll learn
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
Requirements
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.
Description
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 2021How to create a chart of accountsHow to set up your company file in QuickBooksHow to reconcile bank statements and Bank FeedsHow to use the Advanced Mode in Bank FeedsHow to manage expenses in QuickBooks, including mileageHow to scan in receipts with the QuickBooks Desktop mobile appHow to set up automatic statement and invoice remindersHow to customize QuickBooks to your needsHow to use the QuickBooks Payroll functionalityHow to invoice, and enter bills, and purchase ordersHow to create estimates in QuickBooksHow to manage customers and jobs in QuickBooksHow to work with sales tax in QuickBooksAbout inventory, creating purchase orders, and paying for items.How to deal with checks and credit card accountsAbout using QuickBooks to produce reportsTo back up your QuickBooks company dataThis course includes:8+ hours of video tutorials93 individual video lecturesCertificate of completionHere's what our students are saying."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!"- Elizabeth"I want a thorough education on QuickBooks and this program is giving me that."- Lisa"Excellent explanation of information."- Ruth
Overview
Section 1: Introduction
Lecture 1 Introduction
Lecture 2 READ ME: Essential Information for a Successful Training Experience
Lecture 3 QB Desktop vs. Online Version
Lecture 4 QB Desktop Versions Explained
Lecture 5 Important Information About the Next Two Videos
Lecture 6 QB 2021 New Features Overview - PC Version
Lecture 7 QB 2021 New Features Overview - PC Part 2
Section 2: Getting Started
Lecture 8 Setting Up Your Company File
Lecture 9 Using the Easy Step Interview Part 1
Lecture 10 Using the Easy Step Interview Part 2
Lecture 11 My Company Overview
Lecture 12 Identifying the Components of the QuickBooks Environment
Lecture 13 Converting QB Desktop Data to the Online Version
Section 3: Customizing the QB Environment
Lecture 14 Preferences Part 1
Lecture 15 Preferences Part 2
Lecture 16 Working with Users
Lecture 17 Chart of Accounts Part 1
Lecture 18 Chart of Accounts Part 2
Lecture 19 QB Sample Files
Lecture 20 Company File Search - NEW!
Section 4: Customers & Jobs
Lecture 21 Customers and Jobs Part 1
Lecture 22 Customers and Jobs Part 2
Lecture 23 Customer Groups NEW!
Lecture 24 Estimates Part 1
Lecture 25 Estimates Part 2
Lecture 26 Invoicing from Estimates Part 1
Lecture 27 Invoicing from Estimates Part 2
Lecture 28 Invoicing Customers for Products and Services
Lecture 29 Receiving Customer Payments
Lecture 30 Making Deposits
Lecture 31 Creating Credit Memos
Lecture 32 Creating Customer Statements
Lecture 33 Income Tracker
Section 5: Vendors
Lecture 34 Working with Vendors
Lecture 35 Entering Bills
Lecture 36 Paying Bills
Lecture 37 Credit Memos
Section 6: Items & Inventory
Lecture 38 Items and Inventory Part 1
Lecture 39 Items and Inventory Part 2
Lecture 40 Purchase Orders
Lecture 41 Receiving Items Into Inventory
Lecture 42 Handling Bills for Items
Lecture 43 Paying for Items
Lecture 44 Manually adjusting Inventory
Section 7: Banking
Lecture 45 QuickBooks Registers
Lecture 46 Bank Feeds
Lecture 47 Downloading Transactions
Lecture 48 Entering Checks
Lecture 49 Entering Expenses
Lecture 50 Bank Transfers
Lecture 51 Reconciling Accounts
Section 8: Loans
Lecture 52 Setting up Loans
Lecture 53 Creating Loan Payments
Lecture 54 Using the Loan Manager
Section 9: Credit Cards
Lecture 55 Setting up Credit Card Accounts
Lecture 56 Entering Credit Card Transactions
Lecture 57 Reconciling Credit Cards & Making Payments
Section 10: Forms
Lecture 58 Overview of Forms Templates
Lecture 59 Customizing Forms Part 1
Lecture 60 Customizing Forms Part 2
Lecture 61 Layout Designer Part 1
Lecture 62 Layout Designer Part 2
Section 11: Reports
Lecture 63 Quick Reports
Lecture 64 Report Center
Lecture 65 Creating Reports Part 1
Lecture 66 Creating Reports Part 2
Lecture 67 Collapsing Columns/Rows in Job or Class Reports - NEW!
Lecture 68 Customizing Reports
Lecture 69 Memorizing Reports
Section 12: Sales Tax
Lecture 70 Working with Sales Tax Part 1
Lecture 71 Working with Sales Tax Part 2
Section 13: Payroll
Lecture 72 Overview of Using the QB Payroll Service
Lecture 73 Payroll Setup
Lecture 74 Payroll Items
Lecture 75 Setting up Employees
Lecture 76 Paying Employees
Lecture 77 Paying Payroll Taxes
Section 14: The Lead Center
Lecture 78 Working with Leads
Section 15: Mail Merges
Lecture 79 Creating a Mail Merge
Lecture 80 Mail Merge Main Documents
Section 16: Budgets
Lecture 81 Creating a Budget
Lecture 82 Budget Reports
Section 17: Other QuickBooks Features
Lecture 83 Receipt Management App NEW!
Lecture 84 Automated Payment Reminders
Lecture 85 Searching in QuickBooks
Lecture 86 Reminders and Alerts
Lecture 87 Using the QuickBooks Calendar
Lecture 88 Memorizing Transactions
Lecture 89 Importing Lists into New Company Files
Lecture 90 Vehicle Mileage
Lecture 91 Combining Emails
Lecture 92 Backing up Company Files
Lecture 93 PC to MAC Conversion
Lecture 94 Canadian vs. US Version of QuickBooks
Section 18: Wrap up
Lecture 95 Conclusion
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!
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