The instructor was fabulous and made the class fun. I learned lots of great tools that will prove in... More Testimonials »

Advanced QuickBooks 2009 Training

Delivery Options

Upcoming Live eLearning Classes

There are currently no upcoming Live eLearning classes. Please contact us if you would like us to schedule a class.

Class Description

Class Overview

This Quickbooks training class covers advanced features of QuickBooks 2009. Students will learn how to customize forms, create reports and graphs, track and pay sales tax, handle payroll, write letters and more.

Class Goals

  • Learn to customize forms
  • Learn to use other QuickBooks accounts
  • Learn to create reports
  • Learn to create graphs
  • Learn to track and pay sales tax
  • Learn to do payroll with QuickBooks
  • Learn to estimate, time track, and job cost
  • Learn to write letters
  • Learn to synchronize with contact management software

Class Outline

  1. Customizing Forms
    1. Creating a Custom Template
    2. Modifying a Template
    3. Printing Forms
  2. Using Other QuickBooks Accounts
    1. Other QuickBooks Account Types
    2. Tracking Credit Card Transactions
    3. Working with Asset Accounts
    4. Working with Liability Accounts
    5. Understanding Equity Accounts
  3. Creating Reports
    1. Creating QuickReports
    2. Modifying QuickReports
    3. Memorizing QuickReports
    4. Running Preset Reports
    5. Modifying Preset Reports
    6. Exporting Reports to Microsoft Excel
    7. Printing Reports
  4. Creating Graphs
    1. Creating QuickInsight Graphs
    2. Using QuickZoom with Graphs
    3. Working with the Sales Graph
    4. Customizing Graphs
    5. Printing Graphs
  5. Tracking and Paying Sales Tax
    1. Using Sales Tax in QuickBooks
    2. Setting Up Tax Rates and Agencies
    3. Indicating Who and What Gets Taxed
    4. Applying Tax to Each Sale
    5. Determining What You Owe
    6. Paying Your Tax Agencies
  6. Doing Payroll with QuickBooks
    1. Using Payroll Tracking
    2. Setting Up for Payroll
    3. Setting Up Employee Payroll Information
    4. Writing a Payroll Check
    5. Printing Paycheck Stubs
    6. Tracking Your Tax Liabilities
    7. Paying Payroll Taxes
    8. Printing Forms 940 and 941
  7. Estimating, Time Tracking, and Job Costing
    1. Creating Job Estimates
    2. Creating an Invoice from an Estimate
    3. Displaying Project Reports for Estimates
    4. Updating the Job Status
    5. Tracking Time
    6. Displaying Project Reports for Time Tracking
    7. Displaying Other Project Reports
  8. Writing Letters
    1. Writing a QuickBooks Check
    2. Using Bank Account Registers
  9. Synchronizing with Contact Management Software
    1. Categorizing Contact Names in Microsoft Outlook
    2. Synchronizing with Microsoft Outlook
    3. Changing Synchronization Settings

Class Materials

All students receive a course manual or book and all the class examples.

Students in private onsite classes will also receive:

Technical Requirements

Our computer technical requirements and setup process is easy, with support just a click away.

Client Success
  1. Independent Survey
  2. Client List
  3. Testimonials
Join The Team
  1. Learn how you can become a Webucator Trainer
  2. Career Opportunities
Training Classes
Locations
Live eLearning

Like a class you would go to, but you don't have to go anywhere. More...

Customized Onsite Training

The trainer comes to you and delivers a class customized for your team. More...

Self-Paced eLearning

Our least expensive option. You proceed through the course entirely at your own pace. More...

Reference Library
Partner Programs
© Webucator, Inc. All rights reserved. | Toll Free: 877-932-8228 | UK: 0808-101-3484 | From outside the USA: 315-849-2724| Fax: 315-849-2723