QuickBooks Desktop Intermediate/Advanced

Take your QuickBooks skills to the next level: Learn about Payroll, Estimates, Progress Billing, Importing & Exporting Lists, Fixed Assets, Reimbursable Expenses, Journal Entries, and more.

DISCOUNTS, CREDITS, REFUNDS, DEPOSITS: Handle down payments, discounts, credits, and refunds for customers and vendors.

ESTIMATES & PROGRESS INVOICES: Create an estimate, then base an invoice on information in the estimate. Use Progress Invoicing to bill in percentages as the job is completed.

JOBS & JOB COSTING REPORTS: Set up customer jobs (which can be used in estimates), then track the profitability of your jobs with Job Costing reports.

IMPORT, EXPORT, & SYNCHRONIZE QUICKBOOKS DATA: Export QuickBooks reports to Excel, Mail Merge letters in Word using QuickBooks data, create & customize QuickBooks Letter Templates for Mail Merges, export & import lists of Customer, Vendor, & Chart of Accounts to another QuickBooks company file or to MS-Excel, and synchronize your QuickBooks Customer & Vendor lists with your MS-Outlook Contacts.

BAD CHECKS: Learn two methods for dealing with bad checks and NSF fees.

FINANCE CHARGES: Set up and assess Finance Charges on late customers.

PAYROLL: Learn about payroll options/prices. Set up payroll, employees, year-to-date amounts, write payroll checks, run payroll reports and pay tax liabilities.

SALES COMMISSION: Track sales commissions for employees, run commission reports, include commissions in payroll checks.

TIME TRACKING: Use Timesheets or Single Activity Timer to track employee time spent on different projects and use Timesheet data for invoicing, in payroll, and/or job reports.

CLASSES: Use classes to track and compare different segments of your business (i.e. compare profitability of different departments, locations, or products/services).

REIMBURSABLE EXPENSES: Reimburse employees or owners for expenses they paid out of their own pocket. Track reimbursable expenses to specific customers so you can invoice for items you purchase on their behalf.

FIXED ASSETS: Set-up Fixed Assets to track Cost, Accumulated Depreciation, Memorized Payments and Depreciations Expenses, etc.

1099 FORMS: Turn on 1099-MISC tracking, set up Vendors for 1099s, run reports tracking 1099 expenses, print 1099s.

AUDIT TRAIL: Use the Audit Trail to track changes by QuickBooks users.

JOURNAL ENTRIES: Create General Journal Entries to make adjustments and corrections.

YEAR-END CLOSE: Password protect past transactions using Year-End Close feature, use the Clean Up tool to remove old transactions and reduce file size.