Beyond Basic QuickBooks

Description

Duration: 2 days

This 2-day, hands on course is designed to give you the additional knowledge needed to make your managing of invoices, Cash flow, sales and many other small to medium business more efficient and less time consuming.

Prerequisites

Suggested Prereguisite is:

Introduction to QuickBooks

What’s included?

  • Authorized Courseware
  • Intensive Hands on Skills Development with an Experienced Subject Matter Expert
  • Hands on practice on real Servers and extended lab support 1.800.482.3172
  • Examination Vouchers & Onsite Certification Testing- (excluding Adobe and PMP Boot Camps)
  • Academy Code of Honor: Test Pass Guarantee
  • Optional: Package for Hotel Accommodations, Lunch and Transportation

With several convenient training delivery methods offered, The Academy makes getting the training you need easy. Whether you prefer to learn in a classroom or an online live learning virtual environment, training videos hosted online, and private group classes hosted at your site. We offer expert instruction to individuals, government agencies, non-profits, and corporations. Our live classes, on-sites, and online training videos all feature certified instructors who teach a detailed curriculum and share their expertise and insights with trainees. No matter how you prefer to receive the training, you can count on The Academy for an engaging and effective learning experience.

Methods

  • Instructor Led (the best training format we offer)
  • Live Online Classroom – Online Instructor Led
  • Self-Paced Video

Speak to an Admissions Representative for complete details

StartFinishPublic PricePublic Enroll Private PricePrivate Enroll
09/30/201910/01/2019
10/21/201910/22/2019
11/11/201911/12/2019
12/02/201912/03/2019
12/23/201912/24/2019

Curriculum

Memorizing Transactions

Entering a New Memorized Transaction
Editing a Memorized Transaction
Deleting a Memorized Transaction
Grouping Memorized Transactions
Using a Memorized Transaction
Printing the Memorized Transaction
Review

Customizing Forms

Creating a Custom Template
Modifying a Template
Printing Forms
Review

Using Other QuickBooks Accounts

Other QuickBooks Account Types
Working with Credit Card Transactions
Working with Fixed Assets
Working with Long-Term Liability Accounts
Using the Loan Manager
Review

Creating Reports

Working with QuickReports
Working with Preset Reports
Sharing Reports
Exporting Reports to Microsoft Excel
Printing Reports
Review

Creating Graphs

Creating QuickInsight Graphs
Using QuickZoom with Graphs
Working with the Sales Graph
Printing Graphs
Review

Tracking and Paying Sales Tax

Using Sales Tax in QuickBooks
Setting Up Tax Rates and Agencies
Indicating Who and What Gets Taxed
Applying Tax to Each Sale
Paying your Tax Agencies
Review

Preparing Payroll with QuickBooks

Using Payroll Tracking
Setting Up for Payroll
Setting up Employee Payroll Information
Setting Up a Payroll Schedule
Writing a Payroll Check
Printing Paycheck Stubs
Tracking Your Tax Liabilities
Paying Payroll Taxes
Preparing Payroll Tax Forms
Review

Using Online Banking

Setting Up an Internet Connection
Setting Up Bank Feeds for Accounts
Viewing, Downloading, and Adding Online Transactions
Creating Online Payments
Transferring Funds Online
Canceling Online Payments
Review

Managing Company Files

Using QuickBooks in Multi-User Mode
Setting Up Users and Passwords
Setting a Closing Date
Sharing Files with an Accountant
Updating QuickBooks
Backing Up and Restoring a Company File
Condensing a Company File
Review

Estimating, Time Tracking, and Job Costing

Creating Job Estimates
Creating an Invoice from an Estimate
Updating the Job Status
Tracking Time
Displaying Reports for Time Tracking
Tracking Vehicle Mileage Reports
Displaying Other Job Reports
Review

Writing Letters

Using the Letters and Envelopes Wizard
Customizing Letter Templates
Review