QuickBooks 2021

Exam Questions: 90
Course Level: Basic
Pages: 474 | Content: 464, Supplemental: 10
NASBA Area of Study: Computer Software and Applications
Not Acceptable for: Enrolled Agents
Version: 7940

Whether using QuickBooks 2021 for your own personal business or to advise your clients, this course offers information on using QuickBooks 2021 to fit a variety of business needs. You will learn to create invoices and credit memos, set up inventory items, record sales receipts, pay bills, track business checkbooks, build a budget, and create financial reports. It will address fixed assets accounting, help you organize your data for tax time, and show you the best ways to enter information about your products, employees, or customers. PLEASE NOTE: Depending on the specific version of QuickBooks you are using, there may be slight cosmetic variances, however, the versions all work basically the same and you should be able to use the course for any of the program versions (Pro, Premier and/or Enterprise Solutions). Computer program software is NOT included with courses. Not accepted for Enrolled Agents. All course material provided. No prerequisites. Course level: Basic.

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Course Information

Table of Contents
  • QuickBooks: The Heart of Your Business
  • The Big Setup
  • Populating QuickBooks Lists
  • Creating Invoices and Credit Memos
  • Reeling in the Dough
  • Paying the Bills
  • Inventory Magic
  • Keeping Your Checkbook
  • Paying with Plastic
  • Printing Checks
  • Payroll
  • Building the Perfect Budget
  • Online with QuickBooks
  • The Balancing Act
  • Reporting on the State of Affairs
  • Job Estimating, Billing, and Tracking
  • File Management Tips
  • Fixed Assets and Vehicle Lists
  • Tips for Handling (Almost) Ten Tricky Situations
  • (Almost) Ten Secret Business Formulas
  • Installing QuickBooks in Ten Easy Steps
  • If Numbers Are Your Friends
  • Sharing QuickBooks Files
  • To recognize why QuickBooks is a good foundational accounting system
  • To identify how to best set up QuickBooks
  • To recall how to enter and organize items into lists
  • To recognize how to create, print, and customize invoices and credit memos
  • To identify how to record sales receipts and customer payments
  • To identify the nuances involved with paying bills via QuickBooks
  • To identify the benefits of using a purchase order when ordering inventory
  • To recognize the issues involved with writing checks with QuickBooks
  • To recall how to enter and work with credit and debit card charges
  • To identify how to best print checks from QuickBooks
  • To identify the items needed in order to use QuickBooks for payroll
  • To recognize how to create a budget using QuickBooks
  • To recall how to use online payment and banking services
  • To identify how to balance a bank account using QuickBooks
  • To identify the various QuickBooks reports that are available
  • To recall how to create estimates and do job costing
  • To recognize the recommended back up procedures
  • To recognize how to set up a Fixed Asset list
  • To identify the accounts needed to track a partner's equity
  • To recognize the benefit of early payment discounts
  • To identify accounting terms used for cost allocation
  • To recognize how to best protect information when files are being shared

PLEASE NOTE: CPE credit measurement is based on NASBA Registry and QAS guidelines of one credit for every 50 minutes. Credit calculation may vary in different states — check with your State Board of Accountancy. Unless otherwise noted in the specific course description, no advanced preparation is required in order to register or complete any PES CPE course. Use of materials or services provided by Professional Education Services, LP ("PES") are governed by the Terms and Conditions stated on PES' website www.mypescpe.com. PES provides these courses with the understanding that it is not providing any accounting, legal, or other professional advice and assumes no liability whatsoever in connection with its use. PES has used diligent efforts to provide quality information and material to its customers, but does not warrant or guarantee the accuracy, timeliness, completeness, or currency of the information contained herein. Ultimately, the responsibility to comply with applicable legal requirements falls solely upon the individual licensee, not PES. PES encourages you to contact your state Board for the latest information and to confirm or clarify any questions or concerns you have regarding your duties or obligations as a licensed professional.