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 2021. This course covers features that are in QuickBooks Pro and Premier 2021


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

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.

  • 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


Anyone interested in leveraging QuickBooks will benefit.




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.


Length: 2.0 days (16 hours)


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