Get Going 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.

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Learning Objectives

Automatic Payment Reminders for open customer invoices

  • Ability to automatically include the PO# (purchase order number) to Invoice Emails
  • Able to combine multiple emails which allows you to attach multiple sales or purchasing documents to a single email
  • Quickly locate a company file using the new company file search feature
  • Smart Help is an improved search experience that includes access to live experts through messaging and call back options
  • The behind-the-scenes journal entry for transactions is now included.

     

    Course Details

    Course Outline

    1 - Getting Started
  • Starting QuickBooks
  • Setting QuickBooks Preferences
  • Components of the QuickBooks Operating Environment
  • Using QuickBooks Help
  • Identifying Common Business Terms
  • Exiting QuickBooks
  • 2 - Setting Up a Company
  • Creating a QuickBooks Company
  • Using the Chart of Accounts
  • 3 - 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
  • 4 - Setting Up Inventory
  • Entering Inventory
  • Ordering Inventory
  • Receiving Inventory
  • Paying for Inventory
  • Manually Adjusting Inventory
  • 5 - Selling Your Product
  • Creating Product Invoices
  • Applying Credit to Invoices
  • Emailing Invoices
  • Setting Price Levels
  • Creating Sales Receipts
  • 6 - 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
  • 7 - Processing Payments
  • Displaying the Open Invoices Report
  • Using the Income Tracker
  • Receiving Payments for Invoices
  • Making Deposits
  • Handling Bounced Checks
  • 8 - 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
  • 9 - Entering and Paying Bills
  • Handling Expenses
  • Using QuickBooks for Accounts Payable
  • Entering Bills
  • Paying Bills
  • Entering Vendor Credit
  • 10 - Using the EasyStep Interview
  • Using the EasyStep Interview
  • Actual course outline may vary depending on offering center. Contact your sales representative for more information.

    Who is it For?

    Target Audience

    Other Prerequisites

    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.

    Get Going With QuickBooks 2020 for Windows

    Call
    Course Length : 2 Days

    There are currently no scheduled dates for this course. Please contact us for more information.

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