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Get Going With QuickBooks 2021 for Windows

* Looking for a flexible schedule (after hours or weekends)? Please call 858-208-4141 or email us:  sales@ccslearningacademy.com.

Student financing options are available.

Transitioning military and Veterans, please contact us to sign up for a free consultation on training and hiring options.

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psinghal
Last Update December 12, 2023
0 already enrolled

About This Course

Course Description

First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2021.

Course Objectives

Getting Started

  • Starting QuickBooks
  • Setting QuickBooks Preferences
  • Components of the QuickBooks Operating Environment/li>
  • Using QuickBooks Help
  • Identifying Common Business Terms
  • Exiting QuickBooks

Setting Up a Company

  • Creating a QuickBooks Company
  • Using the Chart of Accounts
Working with Lists
  • Creating Company Lists
  • Working with the Customers & Jobs List
  • Working with the Employees List
  • Working with the Vendors List
  • Working with the Item List
  • Working with Other Lists
  • Managing Lists

Setting Up Inventory

  • Entering Inventory
  • Ordering Inventory
  • Receiving Inventory
  • Paying for Inventory
  • Manually Adjusting Inventory

Selling Your Product

  • Creating Product Invoices
  • Applying Credit to Invoices
  • Emailing Invoices
  • Setting Price Levels
  • Creating Sales Receipts

Invoicing for Services

  • Setting Up a Service Item
  • Changing the Invoice Format
  • Creating a Service Invoice
  • Editing an Invoice
  • Voiding an Invoice
  • Deleting an Invoice
  • Entering Statement Charges
  • Creating Billing Statements
  • Automated Send Statements

Processing Payments

  • Displaying the Open Invoices Report
  • Using the Income Tracker
  • Receiving Payments for Invoices
  • Making Deposits
  • Handling Bounced Checks

Working with Bank Accounts

  • Writing a QuickBooks Check
  • Voiding a QuickBooks Check
  • Using Bank Account Registers
  • Entering a Handwritten Check
  • Transferring Funds Between Accounts
  • Reconciling Checking Accounts

Entering and Paying Bills

  • Using QuickBooks for Accounts Payable
  • Using the Bill Tracker
  • Entering Bills
  • Paying Bills
  • Entering Vendor Credit
  • Handling Expenses
  • Managing Receipts

Memorizing Transactions

  • Entering a New Memorized Transaction
  • Editing a Memorized Transaction
  • Deleting a Memorized Transaction
  • Grouping Memorized Transactions
  • Using a Memorized Transaction
  • Printing the Memorized Transaction List

Customizing Forms

  • Creating a Custom Template
  • Modifying a Template
  • Printing Forms

Using Other QuickBooks Accounts

  • Other QuickBooks Account Types
  • Working with Credit Card Transactions
  • Working with Fixed Assets
  • Working with Long-Term Liability Accounts
  • Using the Loan Manager

Creating Reports

  • Working with QuickReports
  • Working with Preset Reports
  • Sharing Reports
  • Exporting Reports to Microsoft Excel
  • Printing Reports

Creating Graphs

  • Creating QuickInsight Graphs
  • Using QuickZoom with Graphs
  • Working with the Sales Graph
  • Customizing Graphs
  • Printing Graphs

Tracking and Paying Sales Tax

  • Using Sales Tax in QuickBooks
  • Setting Up Tax Rates and Agencies
  • Indicating Who and What Gets Taxed
  • Applying Tax to Each Sale
  • Determining What You Owe
  • Paying Your Tax Agencies

Preparing Payroll with QuickBooks

  • Using Payroll Tracking
  • Setting Up for Payroll
  • Setting Up Employee Payroll Information
  • Setting Up a Payroll Schedule
  • Writing a Payroll Check
  • Printing Paycheck Stubs
  • Tracking Your Tax Liabilities
  • Paying Payroll Taxes
  • Preparing Payroll Tax Forms

Using the EasyStep Interview

  • Using the EasyStep Interview

Inclusions

  • With CCS Learning Academy, you’ll receive:
  • Certified Instructor-led training
  • Official Training Seminar Student Handbook
  • Collaboration with classmates (not currently available for self-paced course)
  • Real-world learning activities and scenarios
  • Exam scheduling support*
  • Enjoy job placement assistance for the first 12 months after course completion.
  • This course is eligible for CCS Learning Academy’s Learn and Earn Program: get a tuition fee refund of up to 50% if you are placed in a job through CCS Global Tech’s Placement Division*
  • Government and Private pricing available.*
  • *For more details call: 858-208-4141 or email: training@ccslearningacademy.com; sales@ccslearningacademy.com

Pre-requisites

  • You can successfully complete this course without any prior software knowledge or computer experience. A basic understanding of the computer operating system you are using is recommended.

Curriculum

7 Lessons16h

Course Outline

Improved Bank Feeds
Mobile Receipt Management
Ability to Create Customer Groups
Automated Payment Reminders
Ability to Customize Payment Receipts
Improved PDF Invoice and Attachment Email Preview
QuickBooks Desktop Tool Hub

Your Instructors

psinghal

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$795.00

Level
Intermediate
Duration 16 hours
Lectures
7 lectures

Inclusions

  • With CCS Learning Academy, you’ll receive:
  • Certified Instructor-led training
  • Official Training Seminar Student Handbook
  • Collaboration with classmates (not currently available for self-paced course)
  • Real-world learning activities and scenarios
  • Exam scheduling support*
  • Enjoy job placement assistance for the first 12 months after course completion.
  • This course is eligible for CCS Learning Academy’s Learn and Earn Program: get a tuition fee refund of up to 50% if you are placed in a job through CCS Global Tech’s Placement Division*
  • Government and Private pricing available.*
  • *For more details call: 858-208-4141 or email: training@ccslearningacademy.com; sales@ccslearningacademy.com

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