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Learning Objective
This course is an introduction to the more advanced features of QuickBooks.
It builds on the basic features introduced in the QuickBooks Accounting Beginners
course. You'll learn more advanced QuickBooks features that help you get
more done in less time.
Agenda
Lesson 1 - Analyzing Financial Data
Lesson 2 - Setting Up Inventory
Lesson 3 - Tracking and Paying Sales Tax
Lesson 4 - Doing Payroll With QuickBooks
Lesson 5 - Estimating and Progress Invoicing
Lesson 6 - Tracking Time
Lesson 7 - Customizing Forms and Writing QuickBooks Letters
Lesson 1 - Analyzing Financial Data Objectives
To discuss some of the tools QuickBooks gives you for analyzing financial
data
To create a QuickReport
To add a column to a report
To learn how to move a column in a report
To learn about the types of preset reports QuickBooks offers
To practice creating reports and viewing them onscreen
To customize a report by changing how it looks and the data it
covers (filtering)
To learn how to process reports in batches
To save reports as Portable Document Format (PDF) files
To learn how to export a report to Microsoft Excel
To practice filtering reports in Microsoft Excel
To learn about the types of graphs QuickBooks offers
To create and customize several graphs
Lesson 2 - Setting Up Inventory Objectives
To get an overview of inventory in QuickBooks
To practice filling out a purchase order for inventory items
To track the receipt of the inventory items in QuickBooks
To adjust inventory manually, to enter a stock loss or increase
To create, build, and edit inventory assemblies (finished goods)
Lesson 3 - Tracking and Paying Sales Tax Objectives
To get an overview of sales tax in QuickBooks (the steps involved in tracking,
collecting, and paying it)
To see how to set up QuickBooks to track sales tax
To see how to apply sales tax to a sale
To learn how to determine a business's sales tax liability
To write a QuickBooks check to the appropriate tax agency for
sales tax liability
Lesson 4 - Doing Payroll With QuickBooks Objectives
To gain an overview of payroll in QuickBooks
To learn more about payroll setup
To set up employee payroll information
To practice writing and printing a payroll check
To learn how QuickBooks tracks your tax liabilities
To practice paying payroll taxes
Lesson 5 - Estimating and Progress Invoicing Objectives
To learn how to create job estimates
To find an estimate in a data file
To learn to duplicate an existing estimate
To create an invoice from an estimate
To display project reports for estimates
To update a job's status
To make an estimate inactive
Lesson 6 - Tracking Time Objectives
To learn how to track time worked on a project
To learn how to invoice a customer for time worked on a project
To create project reports for time tracking and learn about other
project reports
To learn how to set up items used to track time worked by owners
or partners
To learn how to pay nonemployees for time worked
Lesson 7 - Customizing Forms and Writing QuickBooks
Letters Objectives
To learn how to modify a preset invoice form
To design a custom invoice form
To see how to print invoices
To learn how to prepare a collection letter for overdue customers
To learn how to edit a prewritten letter in QuickBooks
Who Should Attend
Business owners, managers, accountants, and bookkeepers
Course Dates
Wednesday, September 23, 2009
Course Location
University of Phoenix
2950 E Magic View Dr, #188
Meridian, ID
Course Time
8:00 am to 12:00 pm
Guarantee
This course comes with our unconditional guarantee to meet your expectations
or you receive a full refund. If you are not satisfied with this course as
of the lunch break, please return your materials to the instructor. Refunds
are processed within 30 days.
Course Fee
$79 (Register by Tuesday, September 15, 2009)
$99 (Register after Tuesday, September 15, 2009)
Course fee includes our QuickBooks Accounting Intermediate training materials
Please note: Seating is limited and our courses fill quickly. If you want
to attend, please register early.
Registration
To register, click the Add to Cart button below.
For more information, complete our Online Form or call 208-378-4652.
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QuickBooks Accounting Intermediate