QuickBooks 2021 Desktop: Beginner-Advanced Masterclass

Explore QuickBooks 2021 sample files to view real chart of accounts, including bank, accounts receivable, accounts payable, and expense categories, for both product and service based businesses.

Explore the new company file search feature in QuickBooks 2021 Desktop, introduced in 2020, to locate last opened files, search local drives and networks, and open or restore portable files.

Learn to create estimates for a specific customer and job in QuickBooks Desktop, enable estimates in preferences, add items with quantities, templates, and markups, then review totals before invoicing.

Create customer statements in QuickBooks by selecting the statement date (end of month) and period, choosing recipients, and previewing invoices, payments, and balances due with a customizable template.

Explore the income tracker to view customers and their transactions in a grid, filter open invoices or estimates, and quickly receive payments within QuickBooks.

Set up and manage vendors in QuickBooks desktop, including vendor lists, transactions, and notes. Merge duplicates and edit vendor details to streamline accounts payable.

Create and manage item groups in cookbook's to prepopulate invoices with linked items. Apply discounts and payments, set up sales tax groups, and review reports for accurate inventory management.

Learn how to create purchase orders in QuickBooks, track vendors and items, handle non posting until receipts arrive, and record item receipts to update inventory.

Link your QuickBooks checking account to your bank and enable the bank feeds center in advanced mode to download transactions in the 2021 desktop version.

Master reconciling bank accounts and credit cards in QuickBooks. Match deposits and checks to the bank statement, and avoid unchecking reconciled items.

Use QuickBooks 2021 desktop's loan manager to set up a loan in the chart of accounts, enter lender details and terms, and post principal and interest payments to the register.

Explore how QuickBooks forms— invoices, credit memos, and purchase orders—are customized through templates, including logo placement, column order, and template management from the templates list.

Learn how to customize invoice forms in QuickBooks by creating and editing templates, adding logos and color schemes, adjusting header and column fields, and managing print vs screen options.

Explore how the QuickBooks layout designer fixes template issues by aligning logos and fields, adjusting margins and grids, and applying fonts, borders, and backgrounds to print-ready invoices.