Master Quickbooks Pro 2020 The Complete Quickbooks

Learn QuickBooks Pro 2020 with this no-nonsense Quickbooks training course

Last updated 2022-01-10 | 4.5

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

What you'll learn

How to create your company file in QuickBooks

Work with QuickBooks preferences to set up for your business

Set up and use a chart of accounts in QuickBooks

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

Learn all about how to account for loans in Quickbooks

Generate reports for clients or your own business

Course includes payroll modules

learn to run payroll in QuickBooks

Learn to set up sales tax and back up your company files

* Requirements

* QuickBooks 2020 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 create your company file in QuickBooks
Work with QuickBooks preferences to set up for your business
Set up and use a chart of accounts in QuickBooks
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
Learn all about how to account for loans in Quickbooks
Generate reports for clients or your own business
Course includes payroll modules, learn to run payroll in QuickBooks
Learn to set up sales tax and back up your company files

Course content

19 sections • 104 lectures

Introduction 8 lectures

Welcome and Overview Preview 01:22

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

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

Getting Started 7 lectures

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

Customizing the QB Environment 8 lectures

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 & Jobs 13 lectures

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 5 lectures

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 & Inventory 8 lectures

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 QuickBooks Registers 6 lectures

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

Working with loans 4 lectures

Setting up loans Preview 03:25

Creating loan payments Preview 03:40

Using the Loan Manager Preview 07:07

Section 8 Quiz

Working with credit cards 4 lectures

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

Working with Forms 5 lectures

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

Reports 7 lectures

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

Sales Tax 3 lectures

Working with Sales Tax part 1 Preview 09:29

Working with Sales Tax part 2 Preview 06:09

Section 12 Quiz

Payroll 7 lectures

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

The Lead Center 1 lectures

Working with Leads Preview 05:06

Mail Merges 2 lectures

Creating a Mail Merge Preview 06:11

Mail Merge Main documents Preview 05:03

Budgets 2 lectures

Creating a Budget Preview 03:34

Budget reports Preview 03:22

Other QuickBooks Features 12 lectures

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

Wrap up 1 lectures

Conclusion Preview 00:38

Congratulations! 1 lectures

BONUS Lecture Preview 00:20

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