QuickBooks Desktop Beyond the Basics

Course Description:

  The QuickBooks Desktop Introduction course is designed to teach students about to the advanced features and functionality of Quickbooks desktop software application, and address various challenges faced by students learning to use QuickBooks. The course is taugh using the QuickBooks 2021 software version.

Quickbooks is small business accounting software program that helps users track income and expenses, generate business financial reports, invoice customers, pay bills and plan for taxes.

Topics covered in the course include:

• Memorizing Transactions
• Customizing Forms
• Using Other QuickBooks Accounts
• Creating Reports
• Creating Graphs
• Tracking and Paying Sales Tax
• Preparing Payroll with QuickBooks
• Using Online Banking
• Managing Company Files
• Estimating, Time Tracking, and Job Costing
• Writing Letters

Target Student: This course is ideal for students who have familiarity with QuickBooks and have taken the QuickBooks Introduction course or have equivalent experience.

Section 1: Memorizing Transactions
Enter a New Memorized Transaction
Edit a Memorized Transaction
Delete a Memorized Transaction
Grouping Memorized Transactions
Using a Memorized Transaction
Printing the Memorized Transaction List
Review

Section 2: Customizing Forms
Create a Custom Template
Modify a Template
Printing Forms
Review

Section 3: Using Other QuickBooks Accounts
Other QuickBooks Account Types
Work with Credit Card Transactions
Work with Fixed Assets
Work with Long-Term Liability Accounts
Using the Loan Manager
Review

Section 4: Create Reports
Work with QuickReports
Work with Preset Reports
Sharing Reports
Export Reports to Microsoft Excel
Print Reports
Review

Section 5: Create Graphs
Create QuickInsight Graphs
Using QuickZoom with Graphs
Work with the Sales Graph
Customize Graphs
Printing Graphs
Review

Section 6: Tracking and Paying Sales Tax
Using Sales Tax in QuickBooks
Set Up Tax Rates and Agencies
Indicating Who and What Gets Taxed
Applying Tax to Each Sale
Determining What You Owe
Paying Your Tax Agencies
Review

Section 7: Preparing Payroll with QuickBooks
Using Payroll Tracking
Set Up for Payroll
Set Up Employee Payroll Information
Set Up a Payroll Schedule
Writing a Payroll Check
Print Paycheck Stubs
Track Your Tax Liabilities
Paying Payroll Taxes
Prepare Payroll Tax Forms
Review

Section 8: Using Online Banking
Set Up an Internet Connection
Set Up Bank Feeds for Accounts
Viewing, Downloading, and Adding Online Transactions
Create Online Payments
Transferring Funds Online
Canceling Online Payments
Review

Section 9: Managing Company Files
Using QuickBooks in Multi-User Mode
Set Up Users and Passwords
Set a Closing Date
Sharing Files with an Accountant
Updating QuickBooks
Backing Up and Restoring a Company File
Condensing a Company File
Review

Section 10: Estimating, Time Tracking, and Job Costing
Create Job Estimates
Create an Invoice from an Estimate
Displaying Reports for Estimates
Updating the Job Status
Tracking Time
Displaying Reports for Time Tracking
Tracking Vehicle Mileage
Displaying Vehicle Mileage Reports
Displaying Other Job Reports
Review

Section 11: Writing Letters
Using the Letters and Envelopes Wizard
Customizing Letter Templates
Review

We offer live-instructor group training classes for your team.

Upskill your team from the comfort of your office or online.

Benefits of Group Training Include:

• Experienced Professional Instructor Trains Your Team
• Content Focused On Your Team's Needs
• Convenient Scheduling and Class Setup
• Significant Per/Student Cost Savings
• Online, On-Site and Blended Options Available

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