QuickBooks Level 2
Hours: 6.00 | Estimated Cost: $195.00
Elaborate on how to customize forms, create and modify reports, track and pay sales tax. Learn to use new and advanced features in QuickBooks 2019. Prerequisite: ‘QuickBooks 2019-Level 1’ or equivalent knowledge and experience is recommended.
Additional Information
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Learn About
- Memorizing transactions
- Customizing forms
- Using other QuickBooks accounts
- Creating reports and graphs
- Tracking and paying sales tax
- Doing payroll with QuickBooks
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Benefits & Outcomes
- Manage your organization's financials easily and successfully by streamlining the bookkeeping process
- Increase your skill set when it comes to accounting, boost your ability to run a business effectively and learn to better utilize the QuickBooks software
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Training Outline
**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 List
**Customizing Forms**
- Creating a Custom Template
- Modifying a Template
- Printing Forms
**Using Other QuickBooks Accounts**
- Other QuickBooks Account Types
- Working with Credit Card Transactions
- Working with Fixed Assets
- Working with Long-Term Liability Accounts
- Using the Loan Manager
**Creating Reports**
- Working with QuickReports
- Working with Preset Reports
- Sharing Reports
- Exporting Reports to Microsoft Excel
- Printing Reports
**Creating Graphs**
- Creating QuickInsight Graphs
- Using QuickZoom with Graphs
- Working with the Sales Graph
- Customizing Graphs
- Printing Graphs
**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
- Paying Your Tax Agencies
**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
**Online Banking**
- Setting up the Internet Connection
- Setting up Bank Feeds for Accounts
- Viewing, Downloading and Adding Transactions
- Creating Online Payments
- Transferring Funds Online
- Canceling Online Payments
**Managing Company Files**
- Multi-User Mode
- Setting up Users and Passwords
- Setting a Closing Date
- Sharing Files with an Accountant
- Updating QuickBooks
- Backing up and Restoring the Company Files
**Estimating, Time Tracking and Job Costing**
- Creating Job Estimates
- Creating an Invoice from an Estimate
- Displaying Reports for Estimates
- Updating the Job Status
- Tracking Time
- Displaying Reports for Time Tracking
- Tracking Vehicle Mileage
- Displaying Vehicle Mileage Reports
- Displaying Other Job Reports
**Writing Letters**
- Using the Letter and Envelopes Wizard
- Customizing Letter Templates