Quickbooks Pro 2020 Quickbooks Online Training Bundle

Learn the QuickBooks Desktop Pro and QuickBooks Online in this four-course bundle for Beginners

Last updated 2022-01-10 | 4.4

- How to create your company file in QuickBooks through Desktop and Online versions
- Work with preferences in QuickBooks to set up for your business
- Set up and use a chart of accounts in QuickBooks Online and Pro

What you'll learn

How to create your company file in QuickBooks through Desktop and Online versions
Work with preferences in QuickBooks to set up for your business
Set up and use a chart of accounts in QuickBooks Online and Pro
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 Online or Pro
Learn all about how to account for loans in Quickbooks
Run Payroll in QuickBooks Online or Pro
Create Reports in QuickBooks Online or QuickBooks Pro
Learn how to deal with Sales Tax in QuickBooks Online or Pro

* Requirements

* QuickBooks 2020 or 2021 software installed on a PC or Mac. OR Access to QuickBooks Online.
* 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

  • How to create your company file in QuickBooks through Desktop and Online versions
  • Work with preferences in QuickBooks to set up for your business
  • Set up and use a chart of accounts in QuickBooks Online and Pro
  • 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 Online or Pro
  • Learn all about how to account for loans in Quickbooks
  • Run Payroll in QuickBooks Online or Pro
  • Create Reports in QuickBooks Online or QuickBooks Pro
  • Learn how to deal with Sales Tax in QuickBooks Online or Pro

Course content

58 sections • 336 lectures

Introduction Preview 01:32

READ ME: Essential Information for a Successful Training Experience Preview 01:24

QB Desktop vs. Online Version Preview 05:27

QB Desktop Versions Explained Preview 04:10

QB 2021 New Features Overview - PC Version Preview 12:02

QB 2021 New Features Overview - PC Part 2 Preview 04:48

Setting Up Your Company File Preview 02:00

Using the Easy Step Interview Part 1 Preview 08:18

Using the Easy Step Interview Part 2 Preview 03:43

My Company Overview Preview 03:47

Identifying the Components of the QuickBooks Environment Preview 05:28

Converting QB Desktop Data to the Online Version Preview 02:07

Section Quiz

Preferences Part 1 Preview 09:56

Preferences Part 2 Preview 09:08

Working with Users Preview 08:13

Chart of Accounts Part 1 Preview 09:59

Chart of Accounts Part 2 Preview 08:50

QB Sample Files Preview 02:35

Company File Search - NEW! Preview 02:19

Section Quiz

Customers and Jobs Part 1 Preview 09:58

Customers and Jobs Part 2 Preview 11:19

Customer Groups NEW! Preview 03:43

Estimates Part 1 Preview 09:11

Estimates Part 2 Preview 07:41

Invoicing from Estimates Part 1 Preview 10:14

Invoicing from Estimates Part 2 Preview 05:46

Invoicing Customers for Products and Services Preview 03:50

Receiving Customer Payments Preview 09:58

Making Deposits Preview 06:24

Creating Credit Memos Preview 06:03

Creating Customer Statements Preview 03:43

Income Tracker Preview 03:00

Section Quiz

Working with Vendors Preview 09:13

Entering Bills Preview 06:35

Paying Bills Preview 06:13

Credit Memos Preview 03:07

Section Quiz

Items and Inventory Part 1 Preview 09:48

Items and Inventory Part 2 Preview 04:31

Purchase Orders Preview 03:53

Receiving Items Into Inventory Preview 03:39

Handling Bills for Items Preview 03:38

Paying for Items Preview 01:52

Manually adjusting Inventory Preview 03:08

Section Quiz

QuickBooks Registers Preview 07:24

Bank Feeds Preview 03:26

Downloading Transactions Preview 09:34

Entering Checks Preview 05:18

Entering Expenses Preview 02:23

Bank Transfers Preview 02:45

Reconciling Accounts Preview 07:49

Section Quiz

Setting up Loans Preview 03:53

Creating Loan Payments Preview 03:24

Using the Loan Manager Preview 06:26

Section Quiz

Setting up Credit Card Accounts Preview 05:15

Entering Credit Card Transactions Preview 03:49

Reconciling Credit Cards & Making Payments Preview 05:25

Section Quiz

Overview of Forms Templates Preview 02:49

Customizing Forms Part 1 Preview 09:40

Customizing Forms Part 2 Preview 03:10

Layout Designer Part 1 Preview 10:02

Layout Designer Part 2 Preview 05:19

Quick Reports Preview 03:25

Report Center Preview 05:29

Creating Reports Part 1 Preview 09:03

Creating Reports Part 2 Preview 07:02

Collapsing Columns/Rows in Job or Class Reports - NEW! Preview 02:57

Customizing Reports Preview 10:34

Memorizing Reports Preview 04:06

Working with Sales Tax Part 1 Preview 10:44

Working with Sales Tax Part 2 Preview 09:48

Section Quiz

Overview of Using the QB Payroll Service Preview 04:32

Payroll Setup Preview 02:45

Payroll Items Preview 06:34

Setting up Employees Preview 09:03

Paying Employees Preview 06:17

Paying Payroll Taxes Preview 03:25

Section Quiz

Creating a Mail Merge Preview 05:30

Mail Merge Main Documents Preview 04:30

Receipt Management App NEW! Preview 04:12

Automated Payment Reminders Preview 02:29

Searching in QuickBooks Preview 05:36

Reminders and Alerts Preview 03:33

Using the QuickBooks Calendar Preview 04:22

Memorizing Transactions Preview 06:22

Importing Lists into New Company Files Preview 06:02

Vehicle Mileage Preview 02:50

Combining Emails Preview 02:52

Backing up Company Files Preview 03:34

PC to MAC Conversion Preview 02:35

Canadian vs. US Version of QuickBooks Preview 03:03

Section Quiz

Welcome and Overview Preview 01:22

READ ME: Essential Information for a Successful Training Experience Preview 01:24

Downloadable course transcripts Preview 00:15

QB Desktop vs. Online version Preview 05:41

QB Desktop versions explained Preview 03:41

Important Information About the Next Two Videos Preview 00:16

QB 2020 New features Overview -PC version Preview 10:17

QB 2020 New features Overview - MAC version Preview 05:23

Setting Up Your Company File Preview 03:06

Using the Easy Step Interview Part. 1 Preview 08:46

Using the Easy Step Interview Part. 2 Preview 06:37

My Company overview Preview 03:59

Identifying the components of the QuickBooks environment Preview 08:54

Converting QB desktop data to the online version Preview 01:46

Section 2 Quiz

Preferences - Part 1 Preview 09:39

Preferences - Part 2 Preview 08:06

Working with Users Preview 08:13

Chart of Accounts - Part 1 Preview 11:19

Chart of Accounts - Part 2 Preview 10:30

QuickBooks Sample File Preview 03:56

Company file search - NEW! Preview 02:02

Section 3 Quiz

Working with customers and jobs part 1 Preview 11:34

Working with customers and jobs part 2 Preview 09:12

Estimates part 1 Preview 09:33

Estimates part 2 Preview 08:21

Invoicing from estimates part 1 Preview 09:56

Invoicing from estimates part 2 Preview 04:52

Invoicing customers for products and services Preview 02:03

Receiving customer payments Preview 09:28

Making deposits Preview 09:23

Creating credit memos Preview 07:03

Creating customer statements Preview 03:40

Income Tracker Preview 03:54

Section 4 Quiz

Working with Vendors Preview 09:03

Entering Bills Preview 08:28

Paying Bills Preview 06:03

Credit Memos Preview 02:47

Section 5 Quiz

Working with items part 1 Preview 08:54

Working with items part 2 Preview 06:48

Creating Purchase Orders Preview 05:30

Receiving Items Preview 04:03

Creating bills for Items Preview 04:10

Paying for Items Preview 01:41

Manually adjusting Inventory Preview 02:51

Section 6 Quiz

Working with Registers Preview 08:16

Downloading Transactions Preview 06:25

Creating entries & writing Checks Preview 03:50

Bank Transfers Preview 02:25

Reconciling Preview 06:55

Section 7 Quiz

Setting up loans Preview 03:25

Creating loan payments Preview 03:40

Using the Loan Manager Preview 07:07

Setting up credit card accounts Preview 04:11

Entering credit card transactions Preview 05:11

Reconciling credit cards & making payments Preview 05:19

Section 9 Quiz

Overview of Forms Templates Preview 03:38

Customizing Forms part 1 Preview 09:52

Customizing Forms part 2 Preview 02:03

Layout Designer part 1 Preview 10:59

Layout Designer part 2 Preview 04:10

Section 10 Quiz

Quick Reports Preview 02:49

Report Center Preview 04:21

Creating Reports part 1 Preview 08:15

Creating Reports part 2 Preview 05:00

Collapsing columns/rows in job or class reports - NEW! Preview 03:24

Customizing Reports Preview 09:51

Memorizing Reports Preview 04:37

Working with Sales Tax part 1 Preview 09:29

Working with Sales Tax part 2 Preview 06:09

Section 12 Quiz

Overview of using the QB payroll service Preview 03:58

Payroll setup Preview 02:52

Working with payroll items Preview 05:48

Working with employees Preview 11:30

Paying employees Preview 04:52

Paying payroll taxes Preview 03:28

Section 13 Quiz

Creating a Mail Merge Preview 06:11

Mail Merge Main documents Preview 05:03

Automated payment reminders - NEW! Preview 05:40

Searching in QuickBooks Preview 04:33

Reminders and alerts Preview 03:31

Using the QuickBooks Calendar Preview 03:11

Memorizing transactions Preview 06:23

Importing Lists into New Company Files Preview 05:10

Vehicle Mileage Preview 02:38

Combining Emails - New! Preview 02:29

Backing up company files Preview 04:23

QuickBooks PC to MAC or Online conversion Preview 02:29

Canadian vs. US Version of QuickBooks Preview 02:48

Section 17 Quiz

Welcome and Overview Preview 02:47

READ ME: Essential Information for a Successful Training Experience Preview 01:24

QuickBooks Online Subscriptions Preview 05:43

QuickBooks Online & Mobile Devices Preview 02:18

Accessing QuickBooks Online Sample Files Preview 02:42

Setting Up A New Company File Preview 07:13

Uploading QuickBooks Desktop Files to the Online Version Preview 06:00

Overview of the User Interface Preview 08:39

The Gear Menu Preview 02:11

Customizing Your Company File Preview 09:02

Customizing Your Company File - part 2 Preview 09:17

Managing Users Preview 05:16

Chart of Accounts part-1 Preview 10:32

Chart of Accounts part-2 Preview 09:07

Customer List Preview 04:49

Adding Customers Preview 05:31

Adding Sub-Customers Preview 02:37

Editing Customers Preview 05:30

Making Customers Inactive Preview 03:27

Importing Customers Preview 03:25

Sales Overview Preview 04:41

Sales Receipts Preview 08:09

Invoicing Customers Preview 05:42

Recording Customer Payments Preview 08:12

Make Deposits Preview 05:15

Credit Memos Preview 03:11

Refunds Preview 03:47

Statements Preview 02:55

Tags Preview 07:38

Customer & Sales Reports Preview 04:59

Overview of Products & Services Preview 03:30

Adding New Products & Services Preview 05:21

Adding Inventory Products Preview 04:35

Purchase Orders Preview 04:18

Receiving Products Into Inventory Preview 03:03

Product & Service Reports Preview 03:23

Overview of Vendors Preview 03:06

Adding Vendors Preview 03:41

Entering Purchases and Expenses Preview 01:44

Entering Checks Preview 06:02

Credit Card Charges Preview 03:30

Making Credit Cards Payments Preview 03:34

Entering bills Preview 03:54

Paying bills Preview 04:19

Credit Memos Preview 02:58

Vendor Reports Preview 05:13

Bank Registers Preview 05:15

Bank Transfers Preview 02:42

Bank Feeds Preview 05:17

Downloading Transactions Preview 08:34

Disconnecting Bank Feeds Preview 02:11

Reconciling Preview 08:26

PayPal, Square, & Other Bank Accounts Preview 05:13

Welcome and Overview Preview 00:24

READ ME: Essential Information for a Successful Training Experience Preview 01:24

Introduction to Forms Preview 00:35

Locating Forms Preview 02:01

Edit the Form Design Preview 08:22

Related Default Text Preview 06:16

Importing a Word Invoice Preview 07:30

Selecting the Desired Template Preview 02:20

Section Quiz

Introduction to Reports Preview 00:50

Creating Standard Reports Preview 06:44

Customizing Reports Preview 05:46

Saving Customized Reports Preview 06:48

Audit Trail Preview 08:04

Bonus Reports Preview 11:56

Section Quiz

Introduction to Sales Tax Preview 00:42

Sales Tax Settings Preview 02:34

Taxable Products/Services Preview 02:17

Create an Invoice with Sales Tax Preview 02:36

Adjusting the Tax Rate on the Invoice Preview 03:56

Sales Tax Liability Report Preview 02:06

Review Sales Tax Return Preview 05:05

Wrapping Up Preview 03:48

Section Quiz

Introduction to Payroll Preview 02:22

Set Up Checklist Preview 04:02

Add Employees Preview 07:44

Company Setup Preview 05:37

Run Payroll Preview 03:32

Adjust Payroll Settings Preview 02:26

Payroll Taxes Preview 02:55

Section Quiz

Introduction to Mail Merge Preview 07:18

Noting the Record Preview 01:31

Section Quiz

Introduction to Budgeting Preview 00:33

Creating a Basic Budget Preview 03:50

Budget Options Preview 01:10

Budget Reports Preview 03:35

Section Quiz

Introduction to Reminders Preview 00:11

Set Up Reminders Preview 03:14

Locate, Edit, and Add Recurring Transactions Preview 03:04

Creating a Recurring Entry from an Existing Entry Preview 04:35

Section Quiz

Introduction to Projects Preview 03:52

Create a New Project Preview 02:13

How to Assign Income and Expenses to Projects Preview 04:05

Viewing Project Financial Data Preview 03:35

Section Quiz

Introduction to Customer Deposits Preview 00:22

Prepaid Customer Deposits Preview 07:04

Applying Prepaid Deposits Preview 06:09

Transferring Customer Payments Preview 04:20

Finding and Correcting Accounts Receivable Errors Preview 04:54

Issue Customer Credits and Refunds Preview 06:19

Recording NSF Checks Preview 02:22

How to Write Off Bad Debts Preview 06:36

Recording Payment Less Bank Fees Preview 04:39

Create Monthly Statements Preview 03:35

Section Quiz

Introduction to Vendor Situations Preview 00:13

Correcting Bill Payments Recorded as Expenses Preview 05:37

Prepaid Vendor Expenses Preview 05:41

Recording Trades Preview 04:58

Section Quiz