Advanced QuickBooks Training 2019 (QKB2019.2)
This Advanced QuickBooks 2019 training class covers advanced features of QuickBooks 2019. 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.
Note: This course is available in any of the earlier versions of QuickBooks.
- 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.
- Banking and Reconciliation
- Account Registers
- Transferring Funds Between Bank Accounts
- Voiding and Deleting Checks
- Reconciling Accounts
- Preparing for the First Reconciliation
- Reconciling an Account
- Managing and Paying Sales Tax
- Turning on the Sales Tax Feature
- Grouping Sales Taxes
- Setting Up Taxable Customers and Items
- Default Sales Tax Item
- Applying Tax to a Sales Form
- Making a Sales Tax Payment
- Recording a Sales Tax Payment
- Working with Transactions
- Working with Transactions
- Finding Transactions
- Performing a Simple Find
- Performing an Advanced Find
- Memorized Transactions
- Creating a Memorized Transfer
- Editing Memorized Transactions
- Deleting a Memorized Transaction
- Grouping Memorized Transactions
- Using Memorized Transactions
- Working with Transactions
- Customizing Preferences and Forms
- Customizing Company Preferences
- Class Tracking
- Enabling Class Tracking
- Setting Up Classes
- Classifying a Transaction
- Custom Forms
- Custom Invoice Form
- Displaying and Customizing Reports
- Report Center and the Reports Menu
- Customizing Reports
- Creating a Memorized Report
- QuickZoom
- Report Center and the Reports Menu
- Timesheets and Mileage Tracking
- Tracking Time
- Turning on the Time Tracking Feature
- Setting Up Time Tracking Names
- Weekly Timesheets
- Entering Time for a Single Activity
- Time Tracking Reports
- Creating Time Tracking Reports
- Tracking Mileage
- Setting Up the Vehicles List
- Mileage Rates
- Viewing Mileage Rates
- Entering Vehicle Mileage
- Mileage as an Item
- Mileage Reports
- Tracking Time
Each student will receive a comprehensive set of materials, including course notes and all the class examples.