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Beginner LevelQuickBooks Desktop
How to Use QuickBooks Enterprise
Explore QuickBooks Enterprise with this course. Learn how to get the most from QuickBooks Enterprise. You’ll learn the basics and advanced features
Course Duration
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This course is included in all of our QuickBooks training plans.
Course Content
QuickBooks Desktop Setup
✓QuickBooks Desktop Setup
✓Create Company File
✓Create Company File: Intro
✓Home Page
✓Centers
✓Icon Bar
✓Menus
✓View Options and Tips
✓Additional Preferences
✓Customize Home Page
✓Choose Your Starting Point
✓Continue New File Setup
✓Change Company Info
✓Elements of a Transaction: Money In
✓The Ribbon Explained
✓Elements of a Transaction: Money Out
✓Saving Transactions
✓Sample File
Lists
✓Working with Lists
✓What Are Lists?
✓The “WHO”: Introduction to Centers
✓The “WHO”: Customizing Customer and Vendor Centers
✓The “WHO”: Find and Record Transactions using Customer and Vendor Centers
✓The “WHAT”: Introduction to Menu-Based Lists
✓The “WHO” and the “WHAT”: Add New Entry
✓Why do you need The “WHO” and The “WHAT”
✓The “WHO” and The “WHAT”: Edit Entry
✓The “WHO” and The “WHAT”: How to Add Names to Multiple Lists
✓The “WHO” and The “WHAT”: Delete Entries
✓The “WHO” and The “WHAT”: Make Entries Inactive
✓The “WHO” and The “WHAT”: Merge Entries
✓The “WHO” and The “WHAT”: Print Lists
Financial Statements
✓Financial Statements
✓Chart of Accounts
✓Balance Sheet
✓Profit & Loss Statement
✓Account Types
✓Set Up a New Account
✓Subaccounts – Intro
✓Subaccounts – Add
✓Subaccounts – Shortcut
✓Collapse Reports
✓Journal Entry – Intro
✓Journal Entry – Enter
✓Financial Statements – Yearly/Monthly Comparison
✓Financial Statements – % of Income and Cash/Accrual
✓Snapshot – Company
✓Snapshot – Payments/Customers
✓Insights Tab
✓Combine Financial Statements – Intro
✓Combine Financial Statements – How To
✓Combine Financial Statements – Review
Items
✓Items
✓Advantages of Items
✓When Should You Set Up a New Item?
✓Catch-All Items
✓Item Types
✓Inventory/Non-Inventory
✓Inventory Assemblies
✓Item Types – Continued
✓Add Inventory Part
✓Add Non-Inventory Part
✓Add Service Item
Money In – I
✓Money In – I
✓Customers and Jobs
✓Add Customers
✓Customers – Overdue Preference
✓Add Jobs
✓Recording Sales Intro
✓Intro to Invoicing
✓Create a Service Invoice
✓Create a Product Invoice – Line Items and Discounts
✓Create a Product Invoice – Subtotal
✓Email Invoices
✓Updated Attachment Previews (QB 2021 or Later)
✓Print Invoices
✓The Accounts Receivable Aging Summary Report
✓Receive Payments
✓What is Undeposited Funds?
✓Customize Undeposited Funds
✓Partial Payments
✓Make Deposits
✓Accounts Receivable Reports
✓Income Tracker
Money In – II
✓Money In – II
✓Intro to Sales Receipts
✓Enter Sales Receipts
✓What is Undeposited Funds?
✓Customize Undeposited Funds
✓Record a Bank Deposit from a Sales Receipt
✓Intro to Deposit Only Method
✓Record Deposit Only
✓Import – Other Program
✓Customer Credits/Refunds
✓Customer Statements
✓Open Transactions on Customer Statements
✓Activity on Customer Statements
✓Sales Reports
Customizing Forms
✓Customize Forms
✓Create Form Design
✓Customize Form – Header
✓Customize Form – Columns and Footer
✓Basic Form Customization
✓Layout Designer – Add Data/Text and Move Fields
✓Layout Designer – Move Elements and Copy Format
✓Customizing Payment Receipts (QB 2021 or Later)
✓Duplicate Custom Form – Why
✓Duplicate Custom Forms – How
✓Download Templates
Saving Time
✓Saving Time
✓QuickBooks Calendar
✓Find Button – On Form
✓Find Window
✓Simple Find
✓Use Advanced Find
✓Use Centers to Find Data – Intro
✓Find Within the Customers and Jobs Tab
✓Find With the Transactions Tab
✓QuickBooks Search
✓Save Time – Memorize Transactions
✓Search within Transactions
✓Memorize Transaction – Check
✓Memorize Transaction – Auto Debit
✓Memorize Transaction – Auto Entry
✓Memorize Transaction – Checking Detail
✓Memorize Transaction – Change Schedule
✓Batch Delete
Sales Tax
✓Sales Tax
✓Steps to Set Up Sales Tax
✓Sales Tax Preferences
✓Set Up Sales Tax Items/Groups
✓Sales Tax Codes
✓Assign Tax Code to Item
✓Assign Tax Code to Customer
✓Sales Tax on an Invoice
✓Amount of Sales Tax Due
✓Adjust Sales Tax
✓Pay Sales Tax
Money Out – I
✓Money Out – I
✓Add a Vendor
✓Money Out Workflows
✓Advantages of Tracking Bills
✓Enter Bills
✓Review Unpaid Bills
✓How to Use the Bill Payment Window
✓Record Bill Payment
✓Print Checks
✓Intro to Write Checks
✓Record a Check to Print
✓Record a Handwritten Check
✓Debit Card Transactions
✓Vendor Reports
✓Bill Tracker
Money Out – II
✓Money Out – II
✓Intro to Credit Cards
✓Set up Credit Cards
✓Use Credit Cards
✓Record a Credit Card Payment
✓Intro to Vendor Credit Memos
✓Enter Vendor Credit Memos
✓Apply Vendor Credit Memos
✓Record a Vendor Refund
✓When to Void vs. Delete a Check
✓Void a Check
✓Missing Checks Report
Banking
✓Banking
✓Connect to Online Banking (Direct Connect)
✓Connect to Online Banking (Web Connect)
✓The Bank Feeds Center
✓Recognized vs. Unrecognized
✓Match a Downloaded Transaction
✓What is an Unrecognized Transaction?
✓Add an Unrecognized Transaction
✓Bank Rules
✓What Transactions Can You Add in the Unrecognized Tab?
✓Add a Deposit
✓Add an Expense with a Split
✓When Should you Ignore Transactions?
✓Ignore a Transaction
✓Record a Personal Expense
✓What is a Transfer?
✓Record a Transfer
✓Record a Credit Card Charge/Payment
Reconciliation
✓Reconciliation
✓Begin a Reconciliation
✓How to Use the Reconciliation Window
✓Mark Transactions as Cleared
✓What Causes a Difference?
✓Complete a Reconciliation
✓Credit Card Reconciliation Intro
✓Credit Card Reconciliation Setup
✓Credit Card Reconciliation
✓Register Tips
Security & Multi-User
✓Security & Multi-User
✓Multi-User Install
✓Assign Admin
✓Roles – Intro
✓Roles – Check Permissions
✓Roles – Edit Permissions
✓Roles – Create New Role
✓Users – Intro
✓Users – Set Up a New User
✓Create a Data Level Permission (QB 2021 or Later)
✓Apply a Data Level Permission (QB 2021 or Later)
✓Single-User vs. Multi-User
✓Drawbacks of Multi-User Mode
✓Switch to Multi-User Mode
✓Set Personal Preferences
✓Intro to Audit Trail
✓Customize Audit Trail
✓Audit Trail – View and Track Changes
Work with Reports
✓Work with Reports
✓Report Center
✓Customize Reports
✓Customize Columns
✓Sort Options
✓Change Column Width
✓Change Column Order
✓Customize Header/Footer
✓Change Fonts/Numbers
✓Intro to Filters
✓Apply a Filter
✓Global Report Preferences
✓Intro to Memorize Reports
✓Memorize a Report to Run Later
✓Report Groups – Intro
✓Report Groups – Create
✓Report Groups – Use
✓Excel – Intro
✓Excel – Export Report to Excel
✓Excel – Customize Report in Excel
✓Excel – Tips to Add Formulas in Excel
Accounting Tasks & Procedures
✓Accounting Tasks & Procedures
✓Closing Date – Why
✓Closing Date – How to
✓Restrict Access to Closed Period
✓What do Closed Period Restricted Users See?
✓Send Financial Information to Your Accountant
✓Incorporate Your Accountant’s Changes
✓Backup – Why
✓Backup – Intro
✓Backup – Preferences
✓Backup – Schedule Backups
✓Restore File from a Backup – Intro
✓Restore File from a Backup – How to
✓Update QuickBooks
✓Maintenance Release
✓Update QuickBooks – Options
✓Get Updates Manually
Set Up Payroll
✓Set Up Payroll
✓Start Setup
✓Employees
✓Pay Details
✓Employee Details
✓Company
✓Insurance Benefits
✓Retirement Benefits
✓Paid Time Off
✓Miscellaneous
✓Federal and State Taxes
✓Year-to-Date – Intro
✓Year-to-Date Pay
✓Review & Finalize Payroll Setup
✓Setup Final Steps
✓Preferences – Intro
✓Preferences – Sick/Vacation
✓Preferences – View my paycheck
✓Preferences – Copy from previous paycheck
✓Preferences – Job Costing/Emp Defaults
✓Payroll Schedules – Intro
✓Payroll Schedules
Time Tracking
✓Time Tracking
✓Set Up Time Tracking
✓Ways to Enter Time
✓Enter Weekly Timesheet
✓Timesheet Tips – Keyboard Shortcuts and Overtime
✓Timesheet Tips – Copy/Paste Time
✓Subcontractor Weekly Timesheets
✓Print Weekly Timesheets
✓Invoice Time
✓Productivity Reports
Run Payroll
✓Run Payroll
✓Enter Payroll Information and Paycheck Hours
✓Review Additional Payroll Information and Withholdings
✓Confirm and Finalize Paychecks
✓Print Paychecks
✓Print Paystubs
✓Intro to Pay Liabilities/Taxes
✓Pay Liabilities/Taxes
✓Tax Form 941 – Why
✓Tax Form 941 – Interview
✓Tax Form 941 – Check for Errors
✓Payroll Reports
Inventory
✓Inventory
✓Use the Inventory Center
✓The Default Purchasing Cycle in QuickBooks
✓Review the Inventory Stock Status by Item Report
✓Create Auto Purchase Orders
✓Create Manual Purchase Orders
✓Receive Inventory with a Bill
✓Pay a Bill after Receiving Inventory
✓Prevent Negative Quantities
✓Enhanced Inventory Receiving
✓Additional Inventory Features
✓Adjusting Inventory – Intro
✓Count Inventory
✓Make Adjustments to Inventory
✓Review Purchase Order and Inventory Reports
Enterprise with Advanced Inventory
✓Enterprise with Advanced Inventory
✓Should You Use QuickBooks to Track Inventory?
✓Elements of Inventory in QuickBooks
✓Add and Edit Inventory Items
✓Inventory Sites – Intro
✓Turn on and Set Up Inventory Sites
✓Purchase and Sell Inventory from Sites
✓Track Inventory by Site on Reports
✓Track Inventory by Rows and Bins
✓Serial or Lot Numbers – Intro
✓Turn on Serial or Lot Numbers
✓Assign Serial or Lot Numbers
✓Look up Serial or Lot Numbers on Reports
✓FIFO vs. Average Cost
✓Turn on FIFO
✓How FIFO Works
✓Get the Right Equipment
✓Turn on and Set Up Barcodes
✓Use Barcodes to Sell and Purchase Inventory
✓Site Operations – Intro
✓Site Operations – Setup
✓Send Purchase Tasks to the Warehouse App
✓Send Sales Tasks to the Warehouse App
✓Use the Warehouse App to Update QuickBooks
✓Track Sale and Purchase Progress