QuickBooks Desktop Pro Level 2

Planning Information

The duration of this course is 1 Day.
Classes are priced from $395.00. See individual sessions for details.

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

To request private training or future dates, call 610-321-3500 or
Register your interest now

Related Courses

QuickBooks Desktop Pro Level 1