Dealing with Customers, Sales, and Tax in QuickBooks Desktop Pro 2020

QuickBooks Desktop Pro 2020    |    Beginner
  • 8 videos | 35m 32s
  • Includes Assessment
  • Earns a Badge
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Once you've created a company profile on QuickBooks Pro 2020, you can use it to manage all aspects of your company's finances. Discover how to set up sales taxes and fixed assets, write checks, use the register, and handle credit card data.


  • Describe how to enter employee timesheets
    Describe how to enter vehicles and mileage
    Describe how to create customer profiles
    Describe how to set up and manage sales tax items
  • Demonstrate how to file sales tax
    Describe how to write checks
    Describe how to access and use the quickbooks register to review and enter transactions
    Describe how to manage credit card information related to the company, receive credit card payments from customers, and record credit card purchases and transactions


  • 4m 3s
    Via the Employee Center in QuickBooks Pro 2020, you can enter employee timesheet information and decide whether to do so using weekly timesheets or timesheets for single activities. For instance, this would come in handy if you have part-time employees coming in to perform a once-off activity or work on a singular event. FREE ACCESS
  • 5m 29s
    Depending on the line of business you're in, you may need to log vehicle mileage for company employees. You can do this and more in QuickBooks Pro and use this information to track the amount of time employees spent on the road so you have a record of the expense or cost to the company. You can also keep records of company vehicles in the same way. FREE ACCESS
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    3.  Creating customer profiles in QuickBooks Desktop Pro 2020
    5m 17s
    Any business needs to keep accurate records of its customers and their preferences, such as their personal contact information, preferred method of payment, or whether they have any balances outstanding. You can do this in QuickBooks by creating a customer profile and entering all the relevant information as it relates to your company. FREE ACCESS
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    4.  Setting up sales taxes in QuickBooks Desktop Pro 2020
    5m 31s
    Many of a country or region's states, provinces, counties, and jurisdictions typically have a sales tax. And unless you keep accurate records, sales tax can get complicated. In some countries, various provinces and territories can even have different sales tax laws or rules, which you need to be familiar with when doing business across national borders. Fortunately, QuickBooks sets sales tax information up for you when you first create a new company. And if you need to edit or create sales tax items manually later, you can do so easily. FREE ACCESS
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    5.  Filing sales tax in QuickBooks Desktop Pro 2020
    3m 42s
    Using QuickBooks Pro 2020, filing sales tax has never been easier. The QuickBooks software application will bring up all the various tax agency information that's important and relevant to the business, such as your various tax accounts to the various tax agencies, your tax codes, and tax rates. All of this makes it easy to keep track of how much you owe ahead of filing your taxes. FREE ACCESS
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    6.  Working with checks in QuickBooks Desktop Pro 2020
    2m 53s
    With QuickBooks Pro 2020, you can use the check writing feature to write checks. The feature creates a virtual check, which you can write without actually having to print it. For example, if you're actually paying out through an online method or a credit card, you don't necessarily have to print out the check. But if you are creating checks from a bank account that have a number, then you can print them out and write them normally too. FREE ACCESS
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    7.  Using the register in QuickBooks Desktop Pro 2020
    3m 52s
    In QuickBooks, you can use the Check Register to keep track of how many checks you've written and who you made them out to, and so on. It's the same thing as if you receive a new check book of printed checks from your bank. And there's always a register attached to it where you enter your deposits and your payment details. Now you can keep a digital record of these transactions using the Register in QuickBooks Pro. FREE ACCESS
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    8.  Entering credit card charges in QuickBooks Desktop Pro 2020
    4m 47s
    With QuickBooks Pro, you can easily handle credit card information and work with credit cards. You can set QuickBooks up to receive credit card payments from your clients. And you can also have a credit card set up for your company to use it to make credit purchases. FREE ACCESS


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