Udemy

QuickBooks 2021 Desktop: Beginner-Advanced Masterclass

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  • 991 Students
  • Updated 1/2023
  • Certificate Available
4.6
(266 Ratings)
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Course Information

Registration period
Year-round Recruitment
Course Level
Study Mode
Duration
8 Hour(s) 35 Minute(s)
Language
English
Taught by
Simon Sez IT
Certificate
  • Available
  • *The delivery and distribution of the certificate are subject to the policies and arrangements of the course provider.
Rating
4.6
(266 Ratings)

Course Overview

QuickBooks 2021 Desktop: Beginner-Advanced Masterclass

Learn QuickBooks 2021 desktop edition with QuickBooks experts, Simon Sez IT

The perfect course for beginners or existing QuickBooks users updating to QuickBooks Pro 2021. Go from novice to expert in 8 hours!


In this QuickBooks Pro 2021 course, we start at the very beginning and guide you through you how to put QuickBooks to work.

This isn’t our first QuickBooks course, in fact, we’ve produced a new QuickBooks Pro Desktop course each year for the last ten years - we know QuickBooks and we know how to teach it!

This QuickBooks 2021 course covers essential QuickBooks functions, such as, setting up a Chart of Accounts and Company File, dealing with expenses, invoicing, estimates, reconciling with the bank, Payroll, reporting, and so much more.

It also includes detail on the features new to QuickBooks 2021: Advanced Mode in Bank Feeds, scanning receipts with the QuickBooks Desktop app, and sending automatic statement and invoice reminders to customers.

This course was developed in a way to be helpful to bookkeepers, accountants, CPA’s, or business owners.


In this course, you will learn:

  • How to navigate QuickBooks 2021

  • How to create a chart of accounts

  • How to set up your company file in QuickBooks

  • How to reconcile bank statements and Bank Feeds

  • How to use the Advanced Mode in Bank Feeds

  • How to manage expenses in QuickBooks, including mileage

  • How to scan in receipts with the QuickBooks Desktop mobile app

  • How to set up automatic statement and invoice reminders

  • How to customize QuickBooks to your needs

  • How to use the QuickBooks Payroll functionality

  • How to invoice, and enter bills, and purchase orders

  • How to create estimates in QuickBooks

  • How to manage customers and jobs in QuickBooks

  • How to work with sales tax in QuickBooks

  • About inventory, creating purchase orders, and paying for items.

  • How to deal with checks and credit card accounts

  • About using QuickBooks to produce reports

  • To back up your QuickBooks company data


This course includes:

  1. 8+ hours of video tutorials

  2. 93 individual video lectures

  3. Certificate of completion


Here’s what our students are saying…


"I am so glad I found this course! I am new to QB and bookkeeping but have found myself working for a startup company who is okay with me learning on the job. This course gets me excited to use QB instead of operating out of Excel spreadsheets, which is what we do now. My employer is even going to reimburse me for the course!! This is a lot better than reading a book!"

- Elizabeth

"I want a thorough education on QuickBooks and this program is giving me that."

- Lisa

"Excellent explanation of information."

- Ruth

Course Content

  • 18 section(s)
  • 96 lecture(s)
  • Section 1 Introduction
  • Section 2 Getting Started
  • Section 3 Customizing the QB Environment
  • Section 4 Customers & Jobs
  • Section 5 Vendors
  • Section 6 Items & Inventory
  • Section 7 Banking
  • Section 8 Loans
  • Section 9 Credit Cards
  • Section 10 Forms
  • Section 11 Reports
  • Section 12 Sales Tax
  • Section 13 Payroll
  • Section 14 The Lead Center
  • Section 15 Mail Merges
  • Section 16 Budgets
  • Section 17 Other QuickBooks Features
  • Section 18 Wrap up

What You’ll Learn

  • How to set up your company file
  • Working with QuickBooks preferences
  • Setup the chart of accounts in QuickBooks
  • Working with customers and jobs and create estimates
  • Creating and Sending invoices
  • Entering and paying bills in QuickBooks
  • Reconciling bank statements in QuickBooks
  • Working with loans in QuickBooks
  • Using reports to provide you the information required
  • Learn all about how to account for loans in Quickbooks Online
  • Generate reports for clients or your own business
  • Create and print invoices, receipts and statements
  • Track your payables, inventory and receivables
  • Create a budget and estimates and learn to work with customers and jobs
  • New features of QuickBooks Desktop Pro 2021


Reviews

  • T
    TJ Foster
    3.5

    it's a lot of information, hard to feel like I am retaining much without real world practice or exercises. But I guess it will be good to come back to whenever I do get more experience.

  • J
    Jenifer Palffy
    5.0

    Very good instructor. I was using Oracle in my last position, my new position uses QuickBooks. I have used QuickBooks before. I wanted to learn the new items added and to brush up on QuickBooks. A really great class.

  • C
    Coni J Mackey
    5.0

    I thought I knew Quickbooks but found out it does so much more. This course was very helpful and I have a lot of clean up to do. I have Quickbooks on a Mac and unfortunately I didn't have a lot of the features that Windows had. All in all, extremely helpful and worth the time.

  • H
    Hazbleidy David Amaya
    4.0

    Ah sido muy enriquecedora ya que el ritmo en el que se explica es bastante entendible

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