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

IN THIS COURSE

• 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 of a business, you can let QuickBooks take care of documents for you. QuickBooks has a Document Center, where you can attach digitized documents like PDFs and scanned images, or you can scan files in QuickBooks directly. FREE ACCESS
• 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 the Database Server Manager take care of that. This is useful if you have multiple users on different computers who need to refer to a file and make changes to it at the same time. FREE ACCESS
• 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
• 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 open any company files with the addition of a search bar that lists key information that can help you track down the correct file you're searching for. FREE ACCESS
• 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 File Doctor to recover your most recent file because backups will not necessarily contain the most recent transactions performed since the last backup of a file. FREE ACCESS
• 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 reports that banks and lenders may need in order to understand the health of your business. For all your reporting needs, look no further than the Report Center in QuickBooks Pro. FREE ACCESS
• 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 information on a report and configure preset reports as favorites if you access them regularly. FREE ACCESS
• 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 for your company's unique needs. FREE ACCESS