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Beyond Basic QuickBooks

Description

This 2-day, hands on course is designed to give you the additional knowledge needed to make your managing of invoices, Cash flow, sales and many other small to medium business more efficient and less time consuming. 

Prerequisites

Suggested Prereguisite is :

 

Introduction to QuickBooks 

Curriculum

Memorizing Transactions 

  • Entering a New Memorized Transaction 
  • Editing a Memorized Transaction 
  • Deleting a Memorized Transaction
  • Grouping Memorized Transactions
  • Using a Memorized Transaction
  • Printing the Memorized Transaction
  • Review 

Customizing Forms

  • Creating a Custom Template 
  • Modifying a Template 
  • Printing Forms 
  • Review 

Using Other QuickBooks Accounts 

  • Other QuickBooks Account Types
  • Working with Credit Card Transactions
  • Working wtih Fixed Assets 
  • Working with Long-Term Liability Accounts 
  • Using the Loan Manager
  • Review 

Creating Reports

  • Working with QuickReports 
  • Working with Preset Reports
  • Sharing Reports 
  • Exporting Reports to Microsoft Excel 
  • Printing Reports
  • Review 

Creating Graphs 

  • Creating QuickInsight Graphs 
  • Using QuickZoom with Graphs 
  • Working wtih the Sales Graph 
  • Printing Graphs 
  • Review 

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 
  • Paying your Tax Agencies
  • Review 

Preparing Payroll with QuickBooks 

  • Using Payroll Tracking 
  • Setting Up for Payroll
  • Setting up Employee Payroll Information 
  • Setting Up a Payroll Schedule 
  • Writing a Payroll Check 
  • Printing Paycheck Stubs
  • Tracking Your Tax Liabilities 
  • Paying Payroll Taxes 
  • Preparing Payroll Tax Forms
  • Review 

 

Using Online Banking 

  • Setting Up an Internet Connection 
  • Setting Up Bank Feeds for Accounts
  • Viewing, Downloading, and Adding Online Transactions
  • Craeting Online Payments
  • Transferring Funds Online 
  • Canceling Online Payments 
  • Review 

 

Managing Company Files 

  • Using QuickBooks in Multi-User Mode
  • Setting Up Users and Passwords 
  • Setting a Closing Date 
  • Sharing Files with an Accountant 
  • Updating QuickBooks 
  • Backing Up and Restoring a Company File
  • Condensing a Company File 
  • Review 

 

Estimating, Time Tracking, and Job Costing 

  • Creating Job Estimates 
  • Creating an Invoice from an Estimate 
  • Updating the Job Status 
  • Tracking Time 
  • Displaying Reports for Time Tracking 
  • Tracking Vehicle Mileage Reports
  • Displaying Other Job Reports
  • Review 

 

Writing Letters 

  • Using the Letters and Envelopes Wizard 
  • Customizing Letter Templates
  • Review 

 

 

 

 

What's included?
 

  • Authorized Courseware
  • Intensive Hands on Skills Development with an Experienced Subject Matter Expert
  • Hands on practice on real Servers and extended lab support 1.800.482.3172
  • Examination Vouchers  & Onsite Certification Testing- (excluding 1-day Adobe, 1-day MS Office and PMP Boot Camps) 
  • Academy Code of Honor: Test Pass Guarantee
  • Optional: Package for Hotel Accommodations, Lunch and Transportation

Training Formats

With several convenient training delivery methods offered, The Academy makes getting the training you need easy. Whether you prefer to learn in a classroom or an online live learning virtual environment, training videos hosted online, and private group classes hosted at your site. We offer expert instruction to individuals, government agencies, non-profits, and corporations. Our live classes, on-sites, and online training videos all feature certified instructors who teach a detailed curriculum and share their expertise and insights with trainees. No matter how you prefer to receive the training, you can count on The Academy for an engaging and effective learning experience.

Methods

Instructor Led (the best training format we offer)
Live Online Classroom – Online Instructor Led
Self-Paced Video

Speak to an Admissions Representative for complete details

By far the most competitve price we found, which included exam vouchers, hands on labs, practice test and a true Master of Cyber Security concepts as our Instructor. Franklin Mesa was the best trainer I have ever had and i walked out certified on the last day of my CompTIA Security+ certification bootcamp. 

Marc Alfonso - CompTIA Security + Student

 

The Academy is one of the best educational values for today's job market.  I studied hard and got certified (A+ and N+).  Even though I had no prior IT experience, I now have a good job replacing obsolete computers in hospitals throughout the country.  At my job interview, I just slid my test scores and certification across the table to the interviewer, who is now my boss.  I was hired the next day.  

Not bad for a 65 year old.

John Arnett- Student 

"I congratulate The Academy for a great facility and good lab computers. The Academy is great and I will definitely be taking more courses and utilizing the services available. Omer Palo is an excellent instructor that truly knows his material. I never felt bored in his class which is a first for me. Thank You."

IT Director, Burger King Corporation

"The instructor Frank Martinez is excellent – he covered so much material in 2 weeks that was unbelievable! He definitely knows what he does and it shows in the way that he conducts each lecture. He is the greatest!"
"Thanks Academy for allowing me to experience the MCSA / MCSE + Security Boot camp."

IT Professional, Florida International University

 

Schedules

Contact Us


THE ACADEMY

1.800.482.3172

FTL: 954.351.7040

MIA: 305.648.2000


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