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QuickBooks® Pro 2021 Training: Master QuickBooks Desktop
Section 1: Introduction
Introduction (1:32)
QB Desktop vs. Online version (5:27)
QB Desktop Versions Explained (4:10)
QB 2021 New features Overview -PC version (12:02)
QB 2021 New features Overview - PC Part 2 (4:48)
Section 2: Getting Started
Setting Up Your Company File (2:00)
Using the Easy Step Interview - Part 1 (8:18)
Using the Easy Step Interview - Part 2 (3:43)
My Company Overview (3:47)
Identifying the Components of the QB Environment (5:28)
Converting QB Desktop to the Online Version (2:07)
Section 3: Customizing the QB Environment
Preferences Part 1 (9:56)
Preferences Part 2 (9:08)
Working with Users (8:13)
Chart of Accounts - part 1 (9:59)
Chart of Accounts - part 2 (8:50)
QB Sample Files (2:35)
Company File Search (2:19)
Section 4: Customers & Jobs
Customers and Jobs - Part 1 (9:58)
Customers and Jobs - Part 2 (11:19)
Customer Groups (3:43)
Estimates - Part 1 (9:11)
Estimates - Part 2 (7:41)
Invoicing from Estimates - Part 1 (10:14)
Invoicing from Estimates - Part 2 (5:46)
Invoicing Customers for Products and Services (3:50)
Receiving Customer Payments (9:58)
Making Deposits (6:24)
Creating Credit Memos (6:03)
Creating Statements (3:43)
Income Tracker (3:00)
Section 5: Vendors
Entering Bills (6:35)
Paying Bills (6:13)
Working with Vendors (9:13)
Vendor Credits (3:07)
Section 6: Items & Inventory
Items and Inventory - Part 1 (9:48)
Items and Inventory - Part 2 (4:31)
Purchase Orders (3:53)
Receiving Items Into Inventory (3:39)
Handling Bills for Items (3:38)
Paying for Items (1:52)
Manually Adjusting Inventory (3:08)
Section 7: Banking
QuickBooks Registers (7:24)
Bank Feeds (3:26)
Downloading Transactions (9:34)
Entering Checks (5:18)
Entering Expenses (2:23)
Bank Transfers (2:45)
Reconciling Accounts (7:49)
Section 8: Loans
Setting Up Loans (3:53)
Creating Loan Payments (3:24)
Using the Loan Manager (6:26)
Section 9: Credit Cards
Setting Up Credit Card Accounts (5:15)
Entering Credit Card Transactions (3:49)
Reconciling Credit Card Statements (5:25)
Section 10: Forms
Overview of Forms Templates (2:49)
Customizing Forms Part 1 (9:40)
Customizing Forms Part 2 (3:10)
Layout Designer Part 1 (10:02)
Layout Designer Part 2 (5:19)
Section 11: Reports
Quick Reports (3:25)
Report Center (5:29)
Creating Reports Part 1 (9:03)
Creating Reports Part 2 (7:02)
Collapsing Columns Rows in Job or Class Reports (2:57)
Customizing Reports (10:34)
Memorizing Reports (4:06)
Section 12: Sales Tax
Sales Tax - Part 1 (10:44)
Sales Tax - Part 2 (9:48)
Section 13: Payroll
Overview of the QuickBooks Payroll Service (4:32)
Payroll Setup (2:45)
Payroll Items (6:33)
Setting Up Employees (9:03)
Paying Employees (6:17)
Paying Payroll Liabilities (3:25)
Section 14: The Lead Center
Working with Leads (4:11)
Section 15: Mail Merges
Creating a Mail Merge (5:30)
Mail Merge Main Documents (4:30)
Section 16: Budgets
Creating a Budget (3:24)
Budget Reports (3:36)
Section 17: Other QuickBooks Features
Receipt Management App NEW! (4:12)
Automated Payment Reminders (2:29)
Searching In QuickBooks (5:36)
Reminders and Alerts (3:33)
Using the QuickBooks Calendar (4:22)
Memorizing Transactions (6:22)
Importing Lists Into New Company Files (6:02)
Vehicle Mileage (2:50)
Combining Multiple Forms Into One Email (2:52)
Backing Up Company Files (3:34)
QuickBooks PC to MAC Conversion (2:35)
Canadian vs. US Version of QuickBooks (3:03)
Section 18: Wrap up
Conclusion (1:17)
Course Quiz and Certificate of Completion
Setting Up Your Company File
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