QuickBooks Online Intermediate/Advanced

Take your QuickBooks skills to the next level. Learn about Payroll, Estimates, Progress Billing, Importing & Exporting Lists, Fixed Assets, Reimbursable Expenses, Journal Entries, and more.

ESTIMATES & INVOICES

Create estimates. Base invoices on information in an estimate. Add Reimbursable
Expenses to invoices and mark-up the amounts to make a profit.

TIME TRACKING

Use Timesheets to track time for different projects and use Timesheet data for
invoicing, in payroll, and reports.

CLASSES

Use "Classes" to track and compare different parts of your business.
For example, compare the profit-and-loss of two or more departments or
locations.

SHARE QUICKBOOKS DATA WITH EXCEL & WORD

Export QuickBooks reports to Excel so you can customize them. Create Mail Merge
letters in Word using QuickBooks data. Create Word templates for custom
QuickBooks letters. Export QuickBooks data to Excel. Import data from Excel.

BAD CHECKS & BAD DEBT

Handle bad checks and NSF fees. Learn how to write off bad debt.

MULTI-USER vs. SINGLE-USER MODE

Set up individual Users in QuickBooks and limit the areas they can access.
Switch back and forth between Multi-User and Single-User modes, advantages and
limitations of each mode. Using QuickBooks on company network.

PAYROLL & SALES COMMISSIONS

Set up payroll, run Payroll Checkup, write paycheck, pay payroll liabilities,
track commissions for employees, run commission reports.

ADVANCED REPORT FEATURES

Setup and run a Report Group, run multiple reports using Batch Processing,
create Report Templates.

JOB COSTING

Set up customer jobs (which can be used in estimates), then track the
profitability of your jobs with Job Costing reports.

AUDIT TRAIL

Learn about the Audit Trail, it's uses and limitations, run Audit Trail report.

BACKUP, ACCOUNTANT COPY, & PORTABLE QUICKBOOKS FILES

Learn the differences, the advantages & disadvantages, and how to use Backup
& Restore, Accountant Copies, and Portable QuickBooks files.

VERIFY DATA & REBUILD DATA FEATURES

Use the "Clean Up" tool to delete prior year details. Use Verify Data
and/or Rebuild Data on corrupt QuickBooks files.

ASSETS & LIABILITIES

Set-up fixed assets in the Fixed Assets Item List. Track purchase date, cost,
accumulated depreciation, loans, sales of fixed assets, etc. Set up Loans or
Lines of Credit. Use Loan Manager to track loans.

1099s

Set up 1099 tracking feature, set up vendors for 1099s, run reports tracking
1099s, and print 1099s.

JOURNALENTRIES

Create General Journals Entries to make adjustments or corrections.

YEAR-END CLOSE

• Password protect past transactions using Year-end close.
• Cancel
• Book