Get Smart With QuickBooks 2021 for Windows

Starting QuickBooks

Setting QuickBooks Preferences

Components of the QuickBooks Operating Environment

Using QuickBooks Help

Identifying Common Business Terms

Exiting QuickBooks

Creating a QuickBooks Company

Using the Chart of Accounts

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

Entering Inventory

Ordering Inventory

Receiving Inventory

Paying for Inventory

Manually Adjusting Inventory

Creating Product Invoices

Applying Credit to Invoices

Emailing Invoices

Setting Price Levels

Creating Sales Receipts

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

Displaying the Open Invoices Report

Using the Income Tracker

Receiving Payments for Invoices

Making Deposits

Handling Bounced Checks

Writing a QuickBooks Check

Voiding a QuickBooks Check

Using Bank Account Registers

Entering a Handwritten Check

Transferring Funds Between Accounts

Reconciling Checking Accounts

Handling Expenses

Using QuickBooks for Accounts Payable

Using the Bill Tracker

Entering Bills

Paying Bills

Entering Vendor Credit

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

Creating a Custom Template

Modifying a Template

Printing Forms

Other QuickBooks Account Types

Working with Credit Card Transactions

Working with Fixed Assets

Working with Long-Term Liability Accounts

Using the Loan Manager

Working with QuickReports

Working with Preset Reports

Sharing Reports

Exporting Reports to Microsoft Excel

Printing Reports

Creating QuickInsight Graphs

Using QuickZoom with Graphs

Working with the Sales Graph

Customizing Graphs

Printing Graphs

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

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 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

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

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

Using the Letters and Envelopes Wizard

Customizing Letter Templates