QuickBooks Intermediate - Advanced (Desktop Version)
This class is intended for:
PC/Windows Users: YES
Mac Users: NO
Version Used in Class: QuickBooks Desktop
Course Materials: FREE
Certificate of Completion (optional): $5
Course Length: 1 Day
ESTIMATES & INVOICES
Create estimates. Base invoices on information in an estimate. Add Reimbursable Expenses to invoices and mark-up the amounts to make a profit.
Use Timesheets to track time for different projects and use Timesheet data for invoicing, in payroll, and reports.
Use "Classes" to track and compare different parts of your business. For example, compare the profit-and-loss of two or more departments or locations.
SHARE QUICKBOOKS DATA WITH EXCEL & WORD
Export QuickBooks reports to Excel so you can customize them. Create Mail Merge letters in Word using QuickBooks data. Create Word templates for custom QuickBooks letters. Export QuickBooks data to Excel. Import data from Excel.
BAD CHECKS & BAD DEBT
Handle bad checks and NSF fees. Learn how to write off bad debt.
MULTI-USER vs. SINGLE-USER MODE
Set up individual Users in QuickBooks and limit the areas they can access. Switch back and forth between Multi-User and Single-User modes, advantages and limitations of each mode. Using QuickBooks on company network.
PAYROLL & SALES COMMISSIONS
Set up payroll, run Payroll Checkup, write paycheck, pay payroll liabilities, track commissions for employees, run commission reports.
ADVANCED REPORT FEATURES
Setup and run a Report Group, run multiple reports using Batch Processing, create Report Templates.
Set up customer jobs (which can be used in estimates), then track the profitability of your jobs with Job Costing reports.
Learn about the Audit Trail, it's uses and limitations, run Audit Trail report.
BACKUP, ACCOUNTANT COPY, & PORTABLE QUICKBOOKS FILES
Learn the differences, the advantages & disadvantages, and how to use Backup & Restore, Accountant Copies, and Portable QuickBooks files.
USE CLEAN UP, VERIFY DATA, & REBUILD DATA FEATURES
Use the "Clean Up" tool to delete prior year details. Use Verify Data and/or Rebuild Data on corrupt QuickBooks files.
ASSETS & LIABILITIES
Set-up fixed assets in the Fixed Assets Item List. Track purchase date, cost, accumulated depreciation, loans, sales of fixed assets, etc. Set up Loans or Lines of Credit. Use Loan Manager to track loans.
Set up 1099 tracking feature, set up vendors for 1099s, run reports tracking 1099s, and print 1099s.
Create General Journals Entries to make adjustments or corrections.
Password protect past transactions using Year-end close.