Get Going with QuickBooks 2020 for Windows – Student

Description

Course Specifications

Item Number: GG2020 ISBN #: 978-1-942020-12-7
Hours of instruction based on user’s skill-set: 8-12
This course covers features that are in QuickBooks Pro and Premier 2020. QuickBooks software is sold separately.

System Requirements

QuickBooks 2020 software and Windows Server 2012 (or R2), 2016, or 2019. Windows 8.1 Update 1, or Windows 10 update/version operating systems. Refer to the QuickBooks software installation instructions for specific hardware requirements.

Course Description

• 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.
• Delivery Method: Instructor-led, self-paced, classroom-delivery learning model with structured hands-on activities.
• Benefits: 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.

What’s New in This Guide?

• 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 Objectives

Getting Started
Starting QuickBooks
Setting QuickBooks Preferences
Components of the QuickBooks Operating Environment
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
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
Handling Expenses
Using QuickBooks for Accounts Payable
Entering Bills
Paying Bills
Entering Vendor Credit

Using the EasyStep Interview
Using the EasyStep Interview