Introduction
Run your business with QuickBooks
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The double-entry system of accounting
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How to use the sample and exercise files
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1. Navigate QuickBooks
A tour of the interface
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Navigate inside each center
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2. Work with Company Files
Open and close an existing company file
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Set up a new company file
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Back up and restore a company file
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3. Set Up Shop
Work with the chart of accounts
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Add bank accounts and credit cards
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Use account numbers
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Add service or inventory items
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Set up sales tax
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Add vehicles
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Use the Fixed Asset Manager
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Edit company information
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4. Add Customers
Set up the customer profile
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Create and edit customers
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Import customers from another program
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Work with leads
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5. Work with Vendors
Set up the vendor profile
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Create and edit vendors
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6. Add Employees
Create and edit employees
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Create and edit sales reps
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7. Manage Day-to-Day Operations
Create estimates
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Create purchase orders for vendors
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Enter vendor bills
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Invoice customers
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Progress invoice customers
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Enter time and mileage against jobs
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Receive payments and print receipts
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Create sales receipts for cash sales
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View reminders for overdue invoices
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Send statements to customers
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Enter credit card charges
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Record deposits
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Pay vendor bills
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Print checks
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Work with jobs
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8. Handle Special Cases
Take care of refunds
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Handle customer credits
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Void invoices and other line items
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Fix mismatched data
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Work with check registers manually
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Discounts
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Group customers to batch invoices
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Delete and mark items inactive
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Enter statement charges
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Assess finance charges
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Memorize transactions
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Reconcile bank accounts
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9. Administer Payroll
Turn on payroll
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Set up payroll items
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Set up employees for payroll
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Pay employees
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10. Manage Online Banking
Set up accounts for online banking
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Reconcile online transactions
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11. Share QuickBooks with Others
Enable multiuser mode
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Add and edit user accounts
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Keep QuickBooks up to date
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Enable credit card protection
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12. Find Information Quickly
Use Snapshot, Insights, and Bill Tracker
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Search for data
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Filter lists
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Track transactions and customers by class
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13. Run Reports
Introduction to reports
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Navigate and customize report data
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Filter a report
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Memorize, export, and print a report
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14. Manage Year-End Preparations
Set up 1099 forms
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Close the books
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15. Customize QuickBooks
Customize invoices and forms
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Set QuickBooks preferences
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Conclusion
Do more accounting
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Ex_Files_QuickBooks_Pro_2020_EssT.zip
(311.6 MB)
Glossary_QuickBooksPro_2020_Essential.zip
(100 KB)