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

Training for Yourself

$245.00 or 1 vouchers
  • Live Online Training
  • For Individuals
  • Expert Instructors
  • Guaranteed to Run
  • 100% Free Re-take Option
  • 1-minute Video

What people say about our training

Great experience.
Brad Johnson
Democratic Direct
I found the class to be very good. The instructor was willing to adjust the pace of the class to meet my needs. I have a much better understanding of all topics covered and will consider taking additional classes in the future.
William Coleman
The Shoe Hive
As good as it gets.
John Miller
Lehigh Carbon Community College
My instructor was fantastic. First of all, he has a great on-line presence and voice that kept my attention for 4 plus days. Secondly, his knowledge is vast, and I knew I was learning from an expert. He convinced me of the importance of what I was learning and also gave me the tools I needed to continue building upon these skills after the class. I feel more confident that I can learn and figure out what I need in this rapidly changing world of technology. I also appreciated the step by step lecture and lab information in the Webucator books. Very helpful for confidence building. Thank you.
Stacey Streseman
Heller Consulting, Inc.

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