Important Notice for New Hampshire Residents:
This course has not yet received approval from the State Department of Education. Please contact us for the latest information regarding when this class will become available in New Hampshire.
Course Overview:
This QuickBooks Beyond the Basics course covers the advanced features and functionality of Intuit's 2021 desktop software application. Participants will learn sophisticated techniques for streamlining accounting processes and maximizing the full potential of this widely used accounting platform.
Prerequisites:
Participants should have a working familiarity with QuickBooks and have previously completed QuickBooks Desktop Introduction or possess equivalent hands-on experience.
Detailed Course Outline:
Memorizing Transactions
- Entering New Memorized Transactions
- Editing Existing Memorized Transactions
- Deleting Memorized Transactions
- Grouping Memorized Transactions for Organization
- Using Memorized Transactions in Your Workflow
- Printing the Memorized Transaction List
- Review and Practice
Customizing Forms
- Creating Custom Form Templates
- Modifying Existing Templates
- Printing Custom Forms
- Review and Practice
Using Other QuickBooks Account Types
- Understanding Other QuickBooks Account Types
- Working with Credit Card Transactions
- Tracking and Managing Fixed Assets
- Working with Long-Term Liability Accounts
- Using the Loan Manager Tool
- Review and Practice
Creating Reports and Graphs
- Working with QuickReports
- Accessing and Customizing Preset Reports
- Sharing Reports with Team Members
- Exporting Reports to Microsoft Excel
- Printing Reports
- Creating QuickInsight Graphs for Data Visualization
- Using QuickZoom with Graphs
- Working with the Sales Graph
- Customizing Graphs for Presentations
- Printing Graphs
- Review and Practice
Tracking and Paying Sales Tax
- Using Sales Tax Features in QuickBooks
- Setting Up Tax Rates and Agencies
- Indicating Which Items and Customers Get Taxed
- Applying Sales Tax to Each Transaction
- Determining Your Total Tax Obligations
- Paying Your Tax Agencies On Time
- Review and Practice
Preparing and Managing Payroll
- Using Payroll Tracking Features
- Setting Up Your Company for Payroll
- Entering Employee Payroll Information
- Setting Up Payroll Schedules
- Writing and Processing Payroll Checks
- Printing Employee Paychecks and Stubs
- Tracking Your Payroll Tax Liabilities
- Paying Payroll Taxes to Government Agencies
- Preparing Required Payroll Tax Forms
- Review and Practice
Using Online Banking Features
- Setting Up Your Internet Connection
- Setting Up Bank Feeds for Your Accounts
- Viewing, Downloading, and Processing Online Transactions
- Creating Online Payments
- Transferring Funds Online Between Accounts
- Canceling Online Payments When Needed
- Review and Practice
Managing Company Files Effectively
- Using QuickBooks in Multi-User Mode
- Setting Up User Accounts and Passwords
- Setting a Closing Date for Accounting Periods
- Sharing Files Securely with Your Accountant
- Updating QuickBooks to the Latest Version
- Backing Up and Restoring Company Files
- Condensing Company Files to Improve Performance
- Review and Practice
Estimating, Time Tracking, and Job Costing
- Creating Job Estimates for Clients
- Converting Job Estimates into Invoices
- Displaying Reports for Job Estimates
- Updating Job Status Throughout Project Lifecycle
- Tracking Employee Time for Billing
- Displaying Reports for Time Tracking Data
- Tracking Vehicle Mileage for Projects
- Displaying Vehicle Mileage Reports
- Displaying Comprehensive Job Reports
- Review and Practice
Writing and Customizing Letters
- Using the Letters and Envelopes Wizard
- Customizing Letter Templates for Your Business
- Review and Practice
