QuickBooks Desktop Pro Level 2

Planning Information

The duration of this course is 1 Day. The list price is $350.00.

Description

This six-hour QuickBooks Pro Desktop class expands on Level 1 with a cross-section of features based on the needs of our typical target audience.

Intended Audience

This course is best suited for students who want to use QuickBooks Desktop to track the financial activities of a small organization. Our typical students include:

  • Those starting a small business or non-profit
  • Those who need to move a small organization onto QuickBooks
  • Those transitioning to a bookkeeping role
  • Those who need to make better use of QuickBooks reporting

At Completion

After completing this course, with QuickBooks Desktop students will be able to:

  • Save time by memorizing recurring transactions
  • Customize Invoices
  • Manage Company Credit Cards via QuickBooks
  • Create, Modify, Memorize QuickBooks Reports and Export data via reports to Excel
  • Track and pay sales tax in multiple jurisdictions

Prerequisites

QuickBooks 2012 Level 1 or equivalent knowledge.

Exams & Certifications

n/a

Materials

Digital Microsoft Official Curriculum

Course Outline

Skills Lab

  • We start with a lab where you will setup a company file, enter and report transactions using skills developed in QuickBooks Level 1

Memorizing Transactions

  • Entering, Updating and Grouping Memorized Transactions

Customizing Forms

  • Creating and Modifying your own Invoice Template

Managing Company Credit Cards

  • Entering Company Credit Card Transactions
  • Handling the monthly Company Credit Card Statement

Creating Reports

  • Working with Preset Reports
  • Working with QuickReports
  • Exporting Reports to Microsoft Excel

Tracking and Paying Sales Tax

  • Using Sales Tax in QuickBooks
  • Setting Up Tax Rates and Agencies
  • Indicating Who and What Gets Taxed
  • Applying Tax to Each Sale
  • Determining What You Owe and Paying Your Tax Agencies

This course is also available for private training. Please contact us to learn more.
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