Advanced QuickBooks Training

Advanced QuickBooks Training

Course Length: 1 day
Delivery Methods: Available as private class only
Course Benefits
  • Learn about the different methods used to record transactions.
  • Learn about setting up QuickBooks to properly handle sales tax.
  • Learn to work with transactions including memorized transactions.
  • Learn to modify reports and create memorized reports for reuse.
  • Learn to set up time and mileage tracking and create reports.
Course Overview

This Advanced QuickBooks training class covers advanced features of QuickBooks.

Our public classes use the most current version of the software, but if you’re on an earlier version, our instructor will point out any differences. For private classes, we will use the version of the software you use in your office.

This course covers the U.S. version of QuickBook on Windows. It does not cover QuickBooks Online or QuickBooks Enterprise.

Course 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 will receive 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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