This course develops competency in executing complex QuickBooks transactions and features. You will discover how to design custom business documents, develop detailed financial reporting, leverage additional account types, manage tax obligations, and utilize electronic banking capabilities. A prerequisite for this course is successful completion of QuickBooks Part I training or demonstrable experience using QuickBooks software for a minimum of three months.
Course requirement: Successful completion of foundational QuickBooks instruction or a minimum of three months of practical experience is mandatory prior to course participation.
Detailed course structure:
Lesson 1: Automating Transaction Entry Through Memorization
- Creating new memorized transaction entries
- Halting or ending memorized transaction use
- Removing memorized transactions from your account
- Creating folders and categories for memorized transactions
- Applying stored memorized transactions during data entry
- Outputting a complete memorized transaction inventory
- Summary and application exercises
Lesson 2: Form Customization and Document Design
- Building custom form templates
- Making adjustments to existing template designs
- Creating printed output from forms
- Summary and application exercises
Lesson 3: Specialized Accounts and Advanced Features
- Understanding specialized QuickBooks account classifications
- Managing transactions for credit card accounts
- Handling fixed asset tracking and management
- Working with long-term borrowing accounts
- Accessing Loan Manager functions
- Summary and application exercises
Lesson 4: Generating Reports and Extracting Data
Quick Report Functionality
- Accessing pre-built report formats
- Distributing and transmitting reports
- Converting report data to Excel format
- Printing comprehensive report documentation
- Summary and application exercises
Lesson 5: Visual Representation Through Graphs
- Producing QuickInsight visual displays
- Using QuickZoom drill-down features
- Analyzing sales performance graphs
- Formatting and styling graph presentations
- Creating printed graph outputs
- Summary and application exercises
Lesson 6: Sales Tax Calculation and Payment Processing
- Implementing sales tax functionality
- Creating tax rate structures and tax authority records
- Defining taxable parties and sales categories
- Including tax calculations in transaction processing
- Computing total tax obligations
- Remitting payments to tax authorities
- Summary and application exercises
Appendix A: Electronic Banking and Online Transactions
- Configuring online banking access
- Enabling bank feed imports
- Accessing and processing downloaded statements
- Initiating electronic payments
- Moving funds between accounts electronically
- Stopping electronic payment transactions
- Summary and application exercises
Appendix B: Company File Administration and Multi-user Setup
- Implementing multi-user mode functionality
- Establishing user accounts with password protection
- Creating accounting period close dates
- Exporting information for accounting staff
- Installing and applying software updates
- Creating system backups for data protection
- Implementing file optimization techniques
- Summary and application exercises
Appendix C: Project Estimation, Labor Tracking, and Cost Analysis
- Preparing price quotations and project estimates
- Generating billable invoices from price quotations
- Creating estimate performance analysis reports
- Recording job status and progress
- Documenting labor hours and time spent
- Creating labor hour reports
- Monitoring transportation expenses and mileage
- Creating transportation cost reports
- Accessing project cost summary reports
- Summary and application exercises
Appendix D: Creating Business Documents and Letters
- Using built-in letter creation and envelope tools
- Creating personalized letter templates
- Summary and application exercises
