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Get Smart With QuickBooks 2020 for Windows

4.6 out of 5 rating Last updated 25/06/2024   English

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Find out more about this course

Interested in alternative dates? Would like to book a private session of this course for your company? Or for any other queries please simply fill out the form below.

Duration

2 Days

12 CPD hours

Overview

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

Description

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 2020 for Windows' and Keep Going with QuickBooks 2020 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 2020.

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
Additional course details:

Nexus Humans Get Smart With QuickBooks 2020 for Windows training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward.

This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts.

Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success.

While we feel this is the best course for the Get Smart With QuickBooks 2020 for Windows course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you.

Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.

FAQ for the Get Smart With QuickBooks 2020 for Windows Course

Available Delivery Options for the Get Smart With QuickBooks 2020 for Windows training.
  • Live Instructor Led Classroom Online (Live Online)
  • Traditional Instructor Led Classroom (TILT/ILT)
  • Delivery at your offices in London or anywhere in the UK
  • Private dedicated course as works for your staff.
How many CPD hours does the Get Smart With QuickBooks 2020 for Windows training provide?

The 2 day. Get Smart With QuickBooks 2020 for Windows training course give you up to 12 CPD hours/structured learning hours. If you need a letter or certificate in a particular format for your association, organisation or professional body please just ask.

Do you provide training for the Get Smart With QuickBooks 2020 for Windows.

Yes we provide corporate training, dedicated training and closed classes for the Get Smart With QuickBooks 2020 for Windows. This can take place anywhere in Ireland including, Dublin, Cork, Galway, Northern Ireland or live online allowing you to have your teams from across Ireland or further afield to attend a single training event saving travel and delivery expenses.

What is the duration of the Get Smart With QuickBooks 2020 for Windows program.

The Get Smart With QuickBooks 2020 for Windows training takes place over 2 day(s), with each day lasting approximately 8 hours including small and lunch breaks to ensure that the delegates get the most out of the day.

Why are Nexus Human the best provider for the Get Smart With QuickBooks 2020 for Windows?
Nexus Human are recognised as one of the best training companies as they and their trainers have won and hold many awards and titles including having previously won the Small Firms Best Trainer award, national training partner of the year for Ireland on multiple occasions, having trainers in the global top 30 instructor awards in 2012, 2019 and 2021. Nexus Human has also been nominated for the Tech Excellence awards multiple times. Learning Performance institute (LPI) external training provider sponsor 2024.
Is there a discount code for the Get Smart With QuickBooks 2020 for Windows training.

Yes, the discount code PENPAL5 is currently available for the Get Smart With QuickBooks 2020 for Windows training. Other discount codes may also be available but only one discount code or special offer can be used for each booking. This discount code is available for companies and individuals.

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Training Insurance Included!

When you organise training, we understand that there is a risk that some people may fall ill, become unavailable. To mitigate the risk we include training insurance for each delegate enrolled on our public schedule, they are welcome to sit on the same Public class within 6 months at no charge, if the case arises.

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