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QuickBooks Desktop Part II

Master the advanced features of QuickBooks in this comprehensive course. Learn payroll, customizing invoices and forms, job costing, inventory management, and more. Build your expertise and take control of your finances with QuickBooks Desktop Part II.

  • Intermediate
  • Small class sizes
  • 18 and older
  • $499$599
  • Earn 10% Rewards
  • Price Lock
  • Online Classroom
  • 7 hours

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Class Description

Description

You will learn how to perform various transactions within this class. Also, learn how to customize forms, create reports, how to use other QuickBooks accounts, track and pay sales tax, how to use online banking, and more. You must take QuickBooks Part I class (or have used QuickBooks for at least three months) before taking this class.

Prerequisite: You must take our regular QuickBooks class (or have used QuickBooks for at least three months) before taking this class.

Course Outline:

Lesson 1 – Memorizing Transactions

  • Entering a New Memorized Transaction
  • Ending a Memorized Transaction
  • Deleting a Memorized Transaction
  • Grouping Memorized Transactions
  • Using a Memorized Transaction
  • Printing the Memorized Transaction List
  • Review

Lesson 2 – Customizing Forms

  • Creating a Custom Template
  • Modifying a Template
  • Printing Forms
  • Review

Lesson 3 – Using Other QuickBooks Accounts

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

Lesson 4 – Creating Reports

Working with QuickReports

  • Working with Preset Reports
  • Sharing Reports
  • Exporting Reports To Microsoft Excel
  • Printing Reports
  • Review

Lesson 5 – Creating Graphs

  • Creating QuickInsight Graphs
  • Using QuickZoom with Graphs
  • Working With the Sales Graphs
  • Customizing Graphs
  • Printing Graphs
  • Review

Lesson 6 – 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
  • Determining What You Owe
  • Paying Your Tax Agencies
  • Review

Appendix A – Using Online Banking

  • Setting Up an Internet Connection
  • Setting Up Bank Feeds for Accounts
  • Viewing, Downloading, and Adding Online Transaction
  • Creating Online Payments
  • Transferring Funds Online
  • Canceling Online Payments
  • Review
Appendix B – Managing Company Files

  • Using QuickBooks in Multi-user Mode
  • Setting up Users and Passwords
  • Setting a Closing Date
  • Saving an Accountants Copy
  • Updating QuickBooks
  • Backing up and Restoring a Company File
  • Condensing a Company File
  • Review

Appendix C – Estimating, Time Tracking and Job Costing

  • Creating Job Estimates
  • Creating 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

Appendix D – Writing Letters

  • Using the Letters and Envelopes Wizard
  • Customizing Letter Templates
  • Review

Remote Learning

This course is available for "remote" learning and will be available to anyone with access to an internet device with a microphone (this includes most models of computers, tablets). Classes will take place with a "Live" instructor at the date/times listed below.

Upon registration, the instructor will send along additional information about how to log-on and participate in the class.

Refund Policy

  • In order to receive a refund less 5% cancellation fee for a one- or two-day class, you must notify us at least 5 business days in advance of the first class date of your intention to cancel.
  • To reschedule a class, notify us at least 5 business days in advance of the first class date.

In the event that an instructor or the school needs to cancel at the last minute, students will receive a refund.

In any event where a customer wants to cancel their enrollment and is eligible for a full refund, a 5% processing fee will be deducted from the refund amount.


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