Planning Information
The duration of this course is 1 Day.
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
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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 at 610-321-3500 to learn more.
Register your interest now
