Advanced QuickBooks Training 2013

Customized Onsite Training

1
Days
  • Customized Content
  • For Groups of 5+
  • Online or On-location
  • Expert Instructors

Live Online Training

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

Upcoming Classes

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Overview

This Advanced QuickBooks 2013 training class covers advanced features of QuickBooks 2013. 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:

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Satisfaction guarantee and retake option

9.40

Students rated our trainers 9.40 out of 10 based on 4,754 reviews

Good content for the course title. Activity-oriented approach helps for better learning experience. The instructor is knowledgeable and always willing to help along the way. Never thought that on-line classes would be good enough but now the technology makes this a viable solution. :)

Anthony Chartburut, WellPoint Inc
Thousand Oaks CA

Excellent course with good, relevant materials.

Michael Adams, CNO Services, LLC
Carmel IN

I really liked the pace of the course, the instructor was knowledgeable and upbeat!

Tyler Broussard, Social Security Administration
Auburn WA

This class went above and beyond my expectations! The instructor was not only knowledgeable but made the class fun. I am now ready to tackle my data with confidence.

Kate Falconer, Hecla Mining Company
Indian Hills CO

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