Master QuickBooks Pro 2020: The Complete QuickBooks Course

Complete the easy step interview to set up your company file. Enter basic information, choose industry and fiscal year, and set the administrator password.

Access the my company feature from the company menu to review and edit company details, contact and legal information, tax IDs, and payroll options.

Identify the key components of the QuickBooks home screen, including the vendor and customer centers, the icon bar, and the open windows list, plus the insights dashboard.

Convert your QuickBooks desktop data to the online version by copying the company file for QuickBooks Online, exporting, and importing after setting up an online subscription.

Master the chart of accounts in QuickBooks, learning how to create bank and other asset accounts, set opening balances, and organize items by type to keep reports accurate.

Explore QuickBooks sample files, including Larry's landscaping (service) and Rock Castle construction (inventory), view their chart of accounts, and learn the 2020 company file search.

Master QuickBooks Pro 2020: working with customers and jobs part 1 guides setting up customers and jobs, tracking balances, attachments, to-dos, notes, contacts, and invoices in the customer center.

Create and customize customer estimates in QuickBooks, linking jobs, selecting templates, adding line items with quantities and markups, and understanding non-posting estimates versus invoices while preparing for a second part.

Learn to manage estimates in QuickBooks Pro 2020: enter line items, search and save estimates, print or mail merge, email batches, and convert to invoices.

Learn to create invoices from estimates in quickbooks pro 2020, pull 30 percent of an estimate, add charges, and send, print, or save invoices.

In QuickBooks, create invoices for products and services without pulling from an estimate, selecting a customer and a job, adding blueprints with quantity and price, then save to refresh invoices.

Learn how to receive customer payments in QuickBooks by using the receive payments window, apply payments to open invoices, and deposit funds to the correct accounts.

Learn to record customer payments using the deposit flow in QuickBooks, select multiple payments, avoid duplicating income or accounts receivable, and verify the correct bank account and deposit total.

Learn how to create credit memos in QuickBooks, issue refunds or credits, record inventory returns, and apply credits to invoices with proper tax handling and accurate accounting.

Discover how the income tracker consolidates customer transactions—estimates, time and expenses, open and overdue invoices—into one screen, with batch actions to receive payments and create invoices.

Learn to pay bills in QuickBooks by using the pay bills flow, selecting vendor bills, applying discounts and credits, and verifying bill-check association in the process.

Receive items into inventory by using the item receipt window, selecting the vendor and an open purchase order, and updating quantities and totals.

Create a bill for items in QuickBooks by linking it to an item receipt and purchase order, entering the vendor, date, amount (including freight), and class for job costing.

Pay for items in QuickBooks by selecting the bill, setting the payment date, and paying with check or debit to complete the purchase order to inventory flow.

Master manual entries and writing checks in QuickBooks Pro 2020 by recording debit card, ATM, and check transactions in the register with date, payee, amount, splits, and class.

Explore two ways to record bank transfers in QuickBooks Pro 2020: type directly in the register or use the bank transfer tool, selecting from and to accounts and the amount.

Learn to enter loan payments in quickbooks, allocating each payment between principal and interest using the write checks feature, a liability account, and the loan manager.

Learn to use the QuickBooks loan manager to set up a loan, calculate principal and interest, generate checks, schedule regular or extra payments, and explore what-if scenarios.

Enter credit card charges in QuickBooks Pro 2020 by card, type, date, and amount, then assign to expenses, items, and billable classes. Learn to reconcile at month-end.

Master how to reconcile credit card statements in QuickBooks, enter charges, make payments, and ensure balances, charges, and credits match for accurate reconciliation.

Continue customizing forms in QuickBooks by setting invoice print options—portrait or landscape, two copies, paper size, page numbers, and trailing zeros—and preview result with picture and contact details.