This course is a continuation of topics following “Get Started with QuickBooks 2021 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 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

What’s New in This Guide?
The behind-the-scenes journal entry for transactions is now included.

  • Memorizing Transactions

  • Entering a New Memorized Transaction
    Editing a Memorized Transaction
    Deleting a Memorized Transaction
    Grouping Memorized Transactions
    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

  • Working with Quick Reports
    Working with Preset Reports
    Sharing Reports
    Exporting Reports to Microsoft Excel
    Printing Reports

  • Creating Graphs

  • Creating QuickInsight Graphs
    Using QuickZoom with Graphs
    Working with the Sales Graph
    Customizing Graphs
    Printing Graphs

  • 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 Online Banking

  • Setting Up an Internet Connection
    Setting Up Bank Feeds for Accounts
    Viewing, Downloading, and Adding 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
    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


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 and completing the Get Going With QuickBooks 2021 course is recommended.


Length: 2.0 days (16 hours)


Not Your Location? Change

Course Schedule:

To request a custom delivery, please chat with an expert.