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In this course, you will :
- Goes over the day-to-day operations that keep your business running: creating estimates, invoices, and sales receipts; processing payments; recording deposits; and printing checks.
- Covers how to run reports; find data about your business; and close the books, with end-of-year preparations.
- Jess concludes with a discussion on how to customize QuickBooks to meet your company’s specific needs as efficiently as possible.
Syllabus :
1. What's New in QuickBooks Pro 2021
- Send out automatic payment reminders
- Use the mobile app to scan and send receipts
- Match receipts to transactions in QuickBooks
2. Navigate QuickBooks
- A tour of the interface
- Navigate inside each center
3. Work with Company Files
- Open and close an existing company file
- Set up a new company file
- Back up and restore a company file
4. Set Up Shop
- Work with the chart of accounts
- Add bank accounts and credit cards
- Use account numbers
- Add service or inventory items
- Set up sales tax
- Add vehicles
- Use the Fixed Asset Manager
- Edit company information
5. Add Customers
- Set up the customer profile
- Create and edit customers
- Import customers from another program
- Work with leads
6. Work with Vendors
- Set up the vendor profile
- Create and edit vendors
7. Add Employees
- Create and edit employees
- Create and edit sales reps
8. Manage Day-to-Day Operations
- Create estimates
- Create purchase orders for vendors
- Enter vendor bills
- Invoice customers
- Progress invoice customers
- Enter time and mileage against jobs
- Receive payments and print receipts
- Create sales receipts for cash sales
- View reminders for overdue invoices
- Send statements to customers
- Enter credit card charges
- Record deposits
- Pay vendor bills
- Print checks
- Work with jobs
9. Handle Special Cases
- Take care of refunds
- Handle customer credits
- Void invoices and other line items
- Fix mismatched data
- Work with check registers manually
- Discounts
- Group customers to batch invoices
- Delete and mark items inactive
- Enter statement charges
- Assess finance charges
- Memorize transactions
- Reconcile bank accounts
10. Administer Payroll
- Turn on payroll
- Set up payroll items
- Set up employees for payroll
- Pay employees
11. Manage Online Banking
- Set up accounts for online banking
- Reconcile online transactions
12. Share QuickBooks with Others
- Enable multi-user mode
- Add and edit user accounts
- Keep QuickBooks up to date
- Enable credit card protection
13. Find Information Quickly
- Use the Snapshot, Insights, and Bill Tracker tools
- Search for data
- Filter lists
- Track transactions and customers by class
14. Run Reports
- Introduction to reports
- Navigate and customize report data
- Filter a report
- Memorize, export, and print a report
15. Manage Year-End Preparations
- Set up 1099 forms
- Close the books
16. Customize QuickBooks
- Customize invoices and forms
- Set QuickBooks preferences
