Quickbooks 2021 Desktop Training Beginner Advanced

  1. Home
  2. Quickbooks
  3. Quickbooks 2021 Desktop Training Beginner Advanced

Tags: QuickBooks

Learn QuickBooks 2021 desktop edition with QuickBooks experts, Simon Sez IT

Last updated 2022-01-10 | 4.6

- How to set up your company file
- Working with QuickBooks preferences
- Setup the chart of accounts in QuickBooks

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

  • 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

Course content

18 sections • 106 lectures

Introduction 7 lectures

Introduction Preview 01:32

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

QB Desktop vs. Online Version Preview 05:27

QB Desktop Versions Explained Preview 04:10

Important Information About the Next Two Videos Preview 00:16

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

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

Getting Started 7 lectures

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

Customizing the QB Environment 8 lectures

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 & Jobs 14 lectures

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

Vendors 5 lectures

Working with Vendors Preview 09:13

Entering Bills Preview 06:35

Paying Bills Preview 06:13

Credit Memos Preview 03:07

Section Quiz

Items & Inventory 8 lectures

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

Banking 8 lectures

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

Loans 4 lectures

Setting up Loans Preview 03:53

Creating Loan Payments Preview 03:24

Using the Loan Manager Preview 06:26

Section Quiz

Credit Cards 4 lectures

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

Forms 5 lectures

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

Reports 7 lectures

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

Sales Tax 3 lectures

Working with Sales Tax Part 1 Preview 10:44

Working with Sales Tax Part 2 Preview 09:48

Section Quiz

Payroll 7 lectures

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

The Lead Center 1 lectures

Working with Leads Preview 04:11

Mail Merges 2 lectures

Creating a Mail Merge Preview 05:30

Mail Merge Main Documents Preview 04:30

Budgets 2 lectures

Creating a Budget Preview 03:24

Budget Reports Preview 03:36

Other QuickBooks Features 13 lectures

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

Wrap up 1 lectures

Conclusion Preview 01:17