Quickbooks 2021 Desktop: Beginner-Advanced Masterclass

[LeeAndro]

Last updated 6/2022MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHzLanguage: English | Size: 3.71 GB | Duration: 8h 36m

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 bners 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 bning 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 rders 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 rdersHow 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 ing 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 Rders

Lecture 85 Searching in QuickBooks

Lecture 86 Rders 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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