QuickBooks Pro 2021 Quick Reference Guide

QuickBooks Pro 2021 Quick Reference Guide

  QuickBooks Pro 2021 Quick Reference Cards: Buy QuickBooks Pro 2021 Quick Reference Cards at TeachUcomp, Inc. A picture of the first page of the QuickBooks Pro 2021 Quick Reference Card.
Subject: QuickBooks
Version: Desktop Pro 2021
Level: Intro through Advanced
Topics Covered: 98
Pages: 4
Dimensions: 11 x 17″ – Folded
Availability: Printed & Laminated or PDF Download
Price: $5.95     Quantity Discounts Available
ISBN: 978-1-941854-68-6


Product Description

Designed with the busy professional in mind, this 4-page quick reference guide provides step-by-step instructions in QuickBooks Desktop Pro 2021. When you need an answer fast, you will find it right at your fingertips. Clear and easy-to-use, quick reference cards are perfect for individuals, businesses and as supplemental training materials.

Topics Covered:

The Chart of Accounts
Adding a New Account
Editing an Account
Deleting or Inactivating an Account

Customers, Employees and Vendors
Accessing the Centers
Adding a New Customer
Editing or Deleting a Customer
Adding a New Employee
Editing or Deleting an Employee
Adding a New Vendor
Editing or Deleting a Vendor
Creating Custom Fields in List Items

Managing List Items
Creating Item List Custom Fields
Sorting Lists
Inactivating and Reactivating Items
Renaming and Merging List Items

Sales Tax
Creating a Sales Tax Item or Group
Setting Default Sales Tax Preferences
Indicating a Taxable Customer
Indicating a Taxable Item
Creating a Sales Tax Report
Paying Sales Tax

Inventory
Enabling Inventory in QuickBooks
Creating New Inventory Part Items
Creating a Purchase Order
Creating Purchase Order Reports
Receiving Inventory with a Bill
Creating an Item Receipt
Matching a Bill to an Item Receipt
Manually Adjusting Inventory

Other Items
Creating Other Items (Service Items, Non-Inventory Parts, Other Charges, Subtotals, Groups, Discounts and Payments)
Changing Item Prices

Basic Sales
Creating an Invoice or Sales Receipt
Finding Transactions
Previewing Invoices and Receipts
Printing Invoices and Receipts

Price Levels
Creating New Price Levels
Associating Defaults with a Customer
Changing Line Item Rates

Billing Statements
Setting Finance Charge Preferences
Entering Statement Charges
Creating Statements

Payment Processing
Recording a Full Payment
Entering a Partial Payment
Applying One Payment to Multiple Invoices
Entering Overpayments
Entering Down Payments or Prepayments
Applying Customer Credits
Making Deposits
Handling Bounced Checks
Refunding Customer Purchases
Refunding Customer Payments (overpayments, down payments and prepayments)

Entering and Paying Bills
Entering a Bill
Paying a Bill
Applying Early Payment Discounts
Entering a Vendor Credit
Applying a Vendor Credit

Bank Accounts
Entering Transactions in the Register
Using the “Write Checks” Window
Writing a Check for Inventory Items
Printing a Single Check
Printing a Batch of Checks
Transferring Funds
Voiding Checks

Reporting
Creating a QuickReport
QuickZooming a Report
Modifying a Report
Memorizing Modified Reports
Printing Reports
Batch Printing Forms

Estimating
Creating a New Job
Creating an Estimate
Invoicing from an Estimate
Inactivating an Estimate
Making Purchases for a Job
Invoicing for Job Costs
Creating Jobs Reports

Time Tracking
Printing Blank Weekly Timesheets
Using a Weekly Timesheet
Using the Time/Enter Single Activity Window
Invoicing a Customer Based on Time
Displaying Time Tracking Reports
Entering Vehicle Mileage
Invoicing a Customer for Mileage

Payroll
Viewing and Creating Payroll Items
Setting Employee Payroll Defaults
Setting Up Employee Payroll Information
Creating or Editing a Payroll Schedule
Creating Scheduled Paychecks
Creating Unscheduled Paychecks
Creating Termination Paychecks

Credit Card Accounts
Creating a Credit Card Account
Entering Credit Card Charges
Reconciling a Credit Card Account

The Loan Manager
Using the Loan Manager

Company Management
Updating Company Information
Using Reminders and Setting Preferences
Making General Journal Entries

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