QuickBooks Desktop Enterprise Solutions 20.0 – Instructor Guide

(+ s&h)


Course Specifications

Item Number: EWES2020

ISBN #: 978-1-942020-14-1

Hours of instruction based on user’s skill-set: 16-24

This course covers features that are in QuickBooks Enterprise Solutions 20.0. Intuit QuickBooks software is sold separately.

System Requirements

You must install and register the QuickBooks Enterprise Solutions 20.0 software. A Windows 8.1 Update 1, or Windows 10 update/version supported by Microsoft, Windows Server 2008 (SP2, or R2 SP1), 2012 (or R2) 2016 or 2019 and Internet Explorer 11 (32-bit) is required. Refer to the QuickBooks Desktop Enterprise site (https://quickbooks.intuit.com/desktop/enterprise/technical-specs/) for additional system 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 Enterprise Solutions 18.0.

What’s New in This Guide?

  • Scheduled customer payment reminders
  • Ability to add customer PO numbers to subject line of emails
  • Combine multiple emails for a single customer: job, vendors or employees
  • Improved Smarthelp
  • Improvements to QuickBooks version upgrade
  • New & improved company file search
  • Payroll setup includes the ability for employees to set themselves up
  • New inventory cycle count
  • New Landed cost calculation tool
  • Improved Express pick pack feature

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

  • Turning on Inventory Features
  • Using the Inventory Center
  • Entering Inventory Items
  • Ordering Inventory
  • Receiving Inventory
  • Paying for Inventory
  • Manually Adjusting Inventory
  • Advanced Inventory

Selling Your Product

  • Creating Sales Orders
  • 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 or Deleting an Invoice
  • Marking an Invoice as Pending
  • 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
  • Using the Bill Tracker
  • Entering Bills
  • Paying Bills
  • Entering Vendor Credit

Memorizing Transactions

  • Entering a new memorized transaction
  • Editing a memorized transaction
  • Deleting a memorized transaction
  • Grouping memorized transactions
  • Editing a memorized transaction
  • 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

  • Work with QuickReports
  • Working with Preset Reports
  • Sharing Reports
  • Exporting Reports to Microsoft Excel
  • Printing Reports
  • Creating a Business Plan
  • Creating a Forecast

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

Using Online Banking

  • Setting Up an Internet Connection
  • Setting Up Bank Feeds for Accounts
  • Viewing, Downloading, and Adding Online Transactions
  • Activating Online Services
  • Viewing, Downloading, and Matching Online Transactions Creating Online Payments
  • Transferring Funds Online
  • Canceling Online Payments

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

Estimating, Time Tracking, and Job Costing

  • Creating Job Estimates
  • Creating an Invoice from an Estimate
  • Creating a Purchase Order 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

Writing Letters

  • Using the Letters and Envelopes Wizard
  • Customizing Letter Templates

Using Classes

  • Turning on Class Tracking
  • Working with the Class List
  • Assigning Classes to Transactions
  • Generating Class Tracking Reports