QuickBooks Level 2

 
 
Course Number: QB2 Price: $295.00
Category: Other Applications Length: 1 day
 

Description:

 
This course is a more advanced look at how to use QuickBooks to best meet the needs of your business. The main objective is to introduce you to more of QuickBooks’ features and give you an opportunity for hands-on practice. You will learn about how to create reports and graphs and use forms and other QuickBooks accounts. By the time you complete the course, you will have a good idea of how an accounting software package can save time and help organize business finances
  

Customizing Forms
·    Creating a Custom Template
·    Modifying a Template
·    Printing Forms

Using Other QuickBooks Accounts
·    Other QuickBooks Account Types
·    Tracking Credit Card Transactions
·    Working with Asset Accounts
·    Working with Liability Accounts
·    Understanding Equity Accounts

Creating Reports
·    Creating QuickReports
·    Modifying QuickReports
·    Memorizing QuickReports
·    Running Preset Reports
·    Modifying Preset Reports
·    Exporting Reports to Microsoft Excel
·    Printing Reports

Creating Graphs
·    Creating QuickInsight Graphs
·    Using QuickZoom with Graphs
·    Working with the Sales Graph
·    Customizing Graphs
·    Printing Graphs

Tracking and Paying Sales Tax
·    Using Sales Tax in QuickBooks
·    Setting up Tax Rates and Agencies
·    Determining What You Owe
·    Paying Your Tax Agencies

Doing Payroll with QuickBooks
·    Using Payroll Tracking
·    Setting Up for Payroll
·    Setting Up Employee Payroll Information
·    Writing a Payroll Check
·    Printing Paycheck Stubs
·    Tracking Your Tax Liabilities
·    Paying Payroll Taxes
·    Printing Forms 940 and 941

Estimating, Time Tracking, and Job Costing
·    Creating Job Estimates
·    Creating an Invoice from an Estimate
·    Displaying Project Reports for Estimates
·    Updating the Job Status
·    Tracking Time
·    Displaying Project Reports for Time Tracking
·    Displaying Other Project Reports

Writing Letters
·    Using the Letters and Envelopes Wizard
·    Customizing Letter Templates

Synchronizing with Contact Management Software
·    Categorizing Contact Names in Microsoft Outlook or ACT!
·    Synchronizing with Microsoft Office of ACT!

·    Changing Synchronization Settings 


 

Prerequisites:

QuickBooks Level 1 or equivalent experience
 

Class Dates:

   Call for class dates.
 
 
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Executive Training Solutions • Computer Training • Phoenix, AZ • 602-955-7787