Introduction to QuickBooks Pro 2020
QuickBooks Pro 2020 (sometimes called QuickBooks Desktop) is one of the best ways to make sure your business books are kept in order. If you’re looking to get started in QuickBooks Pro 2020 then we’re here to help.
If you’re a bookkeeper or accountant then it’s pretty much essential that you have a good understanding of accounting software such as QuickBooks from Intuit. QuickBooks released a number of new features in the 2020 Desktop version but the bread and butter remain the same.
In this article, we lay out how to get started with this excellent business software.
1, How to Create Your Company File in QuickBooks Pro 2020
It all starts with getting your company file set up in QuickBooks. Think of this as the foundation on which you build your books in QuickBooks.
2. How to Update Your Company Information in QuickBooks
In this next video we explain how to update QuickBooks to include your company information using the My Company Overview feature.
3. How to set up Preferences in QuickBooks Pro 2020
You’re going to want to adjust the preferences in QuickBooks to suit the needs of your company. It sounds dull, but it’s an important step in getting set up correctly in QuickBooks. Here’s how:
4, How to Set Up Users in QuickBooks 2020
It’s likely that you’ll need more than one person to make adjustments to your company file on QuickBooks. You do this by setting up users. That way you can track who has done what and restrict access to more sensitive areas of your QuickBooks company file.
5. How to set up your Chart of Accounts in QuickBooks
Your chart of accounts is the most important part of your company file. You use your chart of accounts to track where the money in your business is allocated. It’s worth spending some time upfront to get this correct!
That’s a super quick introduction to QuickBooks Pro. For more videos, take a look at our QuickBooks 2020 YouTube Playlist and go here for the full QuickBooks 2020 Course.
Cindy McGuckin
Cindy McGuckin is an IT trainer with over 20 years of experience. Cindy currently manages the IT Training Department at Trident Technical College, she's a Member of the Association of IT Professionals, Charleston, SC chapter and the Treasurer of the South Carolina Association of Continuing Higher Education. Cindy is a Microsoft Office and QuickBooks expert and her online courses have received hundreds of 5-star reviews. Her no-nonsense approach to teaching complicated topics makes her classes engaging and interesting.
