This course covers all features that are in QuickBooks Pro and Premier 2020 and prepares you for the QuickBooks Certified User exam. This course combines all topics in the two 1 day courses “Get Started with QuickBooks 2021 for Windows” and “Keep Going 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.


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

Learning Objectives

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

  • 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
    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
    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 QuickReports
    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 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
    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 is recommended.


Length: 2.0 days (16 hours)


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