Advanced QuickBooks Training 2016

This Advanced QuickBooks 2016 training class covers advanced features of QuickBooks 2016. This class will be conducted using a current version of QuickBooks. Your instructor will point out the minor differences between versions where they exist. For our custom instructor-led online and onsite classes, we use the version of the software you use in your office.

NOTE: This class is geared for PC users only. Mac versions of the software are not supported in the training.

Note: This class is not appropriate for users of QuickBooks Online or QuickBooks Enterprise.

Note: This course uses the U.S. version of QuickBooks, which applies U.S. tax laws.

Goals
  1. Learn about the different methods used to record transactions.
  2. Learn about setting up QuickBooks to properly handle sales tax.
  3. Learn to work with transactions including memorized transactions.
  4. Learn to modify reports and create memorized reports for reuse.
  5. Learn to set up time and mileage tracking and create reports.
Outline
  1. Banking and Reconciliation
    1. Account Registers
    2. Transferring Funds Between Bank Accounts
    3. Voiding and Deleting Checks
    4. Reconciling Accounts
      1. Preparing for the First Reconciliation
      2. Reconciling an Account
  2. Managing and Paying Sales Tax
    1. Turning on the Sales Tax Feature
    2. Grouping Sales Taxes
    3. Setting Up Taxable Customers and Items
    4. Default Sales Tax Item
    5. Applying Tax to a Sales Form
    6. Making a Sales Tax Payment
    7. Recording a Sales Tax Payment
  3. Working with Transactions
    1. Working with Transactions
      1. Finding Transactions
      2. Performing a Simple Find
      3. Performing an Advanced Find
    2. Memorized Transactions
      1. Creating a Memorized Transfer
      2. Editing Memorized Transactions
      3. Deleting a Memorized Transaction
      4. Grouping Memorized Transactions
    3. Using Memorized Transactions
  4. Customizing Preferences and Forms
    1. Customizing Company Preferences
    2. Class Tracking
      1. Enabling Class Tracking
      2. Setting Up Classes
      3. Classifying a Transaction
    3. Custom Forms
      1. Custom Invoice Form
  5. Displaying and Customizing Reports
    1. Report Center and the Reports Menu
      1. Customizing Reports
      2. Creating a Memorized Report
    2. QuickZoom
  6. Timesheets and Mileage Tracking
    1. Tracking Time
      1. Turning on the Time Tracking Feature
      2. Setting Up Time Tracking Names
      3. Weekly Timesheets
    2. Entering Time for a Single Activity
    3. Time Tracking Reports
      1. Creating Time Tracking Reports
    4. Tracking Mileage
      1. Setting Up the Vehicles List
    5. Mileage Rates
      1. Viewing Mileage Rates
      2. Entering Vehicle Mileage
      3. Mileage as an Item
      4. Mileage Reports
Class Materials

Each student in our Live Online and our Onsite classes receives a comprehensive set of materials, including course notes and all the class examples.

Prerequisite Courses

Courses that can help you meet these prerequisites:

Preparing for Class

Training for your Team

Length: 1 Day
  • Private Class for your Team
  • Online or On-location
  • Customizable
  • Expert Instructors

What people say about our training

I thought the materials were presented in a highly organized and concise fashion, making it an easy reference tool for the present and future.
Rachel Huffine
TM Forum
This class exceeded my expectations. The instructor was excellent. He was knowledgeable and a great communicator (with a very clear, terrific voice which was a big plus for online classes). This was my first online class and I enjoyed it more than expected.
Sophie Wong
Legislative Data Center
It was an excellent introduction to the software. I liked how the instructor went with the pace of the group and was able to provide individual attention as needed.
Jennifer Wright
Central CCAC
The SharePoint Designer class was very engaging. The instructor was on the top of his game and was very helpful.,
Dwayne Pottet
n/a

No cancelation for low enrollment

Certified Microsoft Partner

Registered Education Provider (R.E.P.)

GSA schedule pricing

61,492

Students who have taken Instructor-led Training

11,770

Organizations who trust Webucator for their Instructor-led training needs

100%

Satisfaction guarantee and retake option

9.29

Students rated our trainers 9.29 out of 10 based on 29,338 reviews

Contact Us or call 1-877-932-8228