In-Person QuickBooks Int-Adv Desktop Class

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.

This class covers the following topics:

Discount, 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.