Working with Files, Documents, and Reports in QuickBooks Desktop Pro 2020

QuickBooks Desktop Pro 2020    |    Beginner
  • 8 videos | 34m 32s
  • Includes Assessment
  • Earns a Badge
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QuickBooks Pro 2020 offers sophisticated tools for managing business accounting regardless of scope. Discover how to work with documents and network files, perform a company file search, and use the File Doctor. You'll also explore how to use various reporting features such as preset reports, custom reports, and others via the Report Center.


  • describe how to use the Document Center and attach documents to transactions and items
    describe how to use QuickBooks company files located on a network computer
    describe how to back up and restore company files in QuickBooks
    perform a company file search on the No Company Open screen
  • perform a scan and recovery of a QuickBooks company file using the File Doctor tool
    describe how to access and use the Report Center
    describe how to use preset reports
    describe how to generate your own custom reports


  • Playable
    1.  Working with documents in QuickBooks Desktop Pro 2020
    4m 21s
    Businesses receive paper or digital documents all the time. Invoices, statements, receipts, legal documents, and much more are all a normal part of running a business. Since these documents are important to the finances… FREE ACCESS
  • Playable
    2.  Working with network files in QuickBooks Desktop Pro 2020
    3m 56s
    In QuickBooks Pro 2020, you can work with company files locally, which reside on your current computer. But you can also access and manage company files that are being used by other connected users via the network and let… FREE ACCESS
  • Locked
    3.  Backing up and restoring company files in QuickBooks Desktop Pro 2020
    5m 33s
    With QuickBooks, you can perform manual backups of your company files. But the QuickBooks application can also be configured to perform regular, automatic backups to ensure you never lose any of your accounting data. FREE ACCESS
  • Locked
    4.  Performing a company file search in QuickBooks Desktop Pro 2020
    2m 49s
    In QuickBooks Pro 2020 you can easily locate any company file you're looking for even if you've got no company file currently open. The No Company Open screen now includes a search option that lets you find and… FREE ACCESS
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    5.  Using the QuickBooks File Doctor in QuickBooks Desktop Pro 2020
    6m 44s
    Sometimes it could happen that some of the files that QuickBooks uses become corrupted. And that's why it's important to have backups. But before you resort to restoring a backup file, you can use the QuickBooks… FREE ACCESS
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    6.  Working with the Report Center in QuickBooks Desktop Pro 2020
    2m 42s
    Reporting is an important part of the accounting of any business. It can be used to track anything from how your sales are going, getting an overall view of what you're paying your employees, to generating important… FREE ACCESS
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    7.  Using preset QuickBooks reports in QuickBooks Desktop Pro 2020
    4m 28s
    The Report Center in QuickBooks Pro is the hub of all things report related. From here you can access and run several standard reports, which are presets that you're likely to use quite often. You can also get more… FREE ACCESS
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    8.  Creating custom reports in QuickBooks Desktop Pro 2020
    3m 59s
    From the Report Center in QuickBooks Pro, you can create custom reports. This lets you run reporting data for more than just the standard accounting preset report types, based on the bookkeeping data you want to refer to… FREE ACCESS


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