Keep Going With QuickBooks 2020 for Windows

Retail Price: $870

2 Days

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This course is a continuation of topics following “Get Started with QuickBooks 2020 for Windows”. 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 2020. This course covers features that are in QuickBooks Pro and Premier 2020.

This course may earn a Credly Badge.

Learning Objectives

What’s New in This Guide?

  • The behind-the-scenes journal entry for transactions is now included.

Course Details

Course Outline

1 - 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
    • 2 - Customizing Forms
  • Creating a Custom Template
  • Modifying a Template
  • Printing Forms
    • 3 - 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
    • 4 - Creating Reports
  • Working with Quick Reports
  • Working with Preset Reports
  • Sharing Reports
  • Exporting Reports to Microsoft Excel
  • Printing Reports
    • 5 - Creating Graphs
  • Creating QuickInsight Graphs
  • Using QuickZoom with Graphs
  • Working with the Sales Graph
  • Customizing Graphs
  • Printing Graphs
    • 6 - 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
    • 7 - 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
    • 8 - Using Online Banking
  • Setting Up an Internet Connection
  • Setting Up Bank Feeds for Accounts
  • Viewing, Downloading, and Adding Online Transactions
  • Creating Online Payments
  • Transferring Funds Online
  • Canceling Online Payments
    • 9 - Managing Company Files
  • Using QuickBooks in Multi-user Mode
  • Setting Up Users and Passwords
  • Setting a Closing Date
  • Sharing Files with an Accountant
  • Updating QuickBooks
  • Backing Up and Restoring a Company File
  • Condensing a Company File
    • 10 - Estimating, Time Tracking, and Job Costing
  • Creating Job Estimates
  • Creating an Invoice from an Estimate
  • Displaying Reports for Estimates
  • Updating the Job Status
  • Tracking Time
  • Displaying Reports for Time Tracking
  • Tracking Vehicle Mileage
  • Displaying Vehicle Mileage Reports
  • Displaying Other Job Reports
    • 11 - Writing Letters
  • Using the Letters and Envelopes Wizard
  • Customizing Letter Templates

    • Actual course outline may vary depending on offering center. Contact your sales representative for more information.