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Available classes

QuickBooks Desktop Level 2, Grand Rapids, MI Nov 15, 2022, 9:00AM Country Inn & Suites By Carlson
3251 Deposit Drive NE
Grand Rapids, MI 49546
$259.00 more than 6 remaining
$259.00 more than 6 remaining Number of classes
QuickBooks Desktop Level 2, Katy, TX Nov 29, 2022, 9:00AM Hilton Garden Inn
2409 Texmati Drive
Katy, TX 77494
$259.00 more than 6 remaining
$259.00 more than 6 remaining Number of classes
QuickBooks Desktop Level 2, Raleigh, NC Oct 18, 2022, 9:00AM Holiday Inn Raleigh North – Capital Blvd
2805 Highwoods Blvd
Raleigh, NC 27604
$259.00 more than 6 remaining
$259.00 more than 6 remaining Number of classes
QuickBooks Desktop Level 2, Reno, NV Dec 6, 2022, 9:00AM Homewood Suites by Hilton
5450 Kietzke Lane
Reno, NV 89511
$259.00 more than 6 remaining
$259.00 more than 6 remaining Number of classes
QuickBooks Desktop Level 2, Rockford, IL Nov 1, 2022, 9:00AM Holiday Inn
7550 East State Street
Rockford, IL 61108
$259.00 more than 6 remaining
$259.00 more than 6 remaining Number of classes
QuickBooks Desktop Level 2, Santa Fe, NM Nov 8, 2022, 9:00AM Courtyard by Marriott Santa Fe
3347 Cerrillos Rd
Santa Fe, NM 87507
$259.00 more than 6 remaining
$259.00 more than 6 remaining Number of classes
QuickBooks Desktop Level 2, Sarasota, FL Oct 12, 2022, 9:00AM Homewood Suites by Hilton
3470 Fruitville Road
Sarasota, FL 34237
$259.00 more than 6 remaining
$259.00 more than 6 remaining Number of classes
QuickBooks Desktop Level 2, Spokane, WA Nov 23, 2022, 9:00AM Courtyard by Marriott Spokane Downtown
401 N Riverpoint Boulevard
Spokane, WA 99202
$259.00 more than 6 remaining
$259.00 more than 6 remaining Number of classes
QuickBooks Desktop Level 2, Staten Island, NY Dec 13, 2022, 9:00AM Residence Inn Marriott
83 Glimcher Realty Way
Elizabeth, NJ 07201
$259.00 more than 6 remaining
$259.00 more than 6 remaining Number of classes
QuickBooks Desktop Level 2, Valparaiso, IN Oct 25, 2022, 9:00AM Hampton Inn & Suites
1451 Silhavy Road
Valparaiso, IN 46385
$259.00 more than 6 remaining
$259.00 more than 6 remaining Number of classes

Who Should Attend:

This course is recommended for users who are already familiar with QuickBooks and are looking to expand their knowledge and learn new and faster ways of utilizing the software as well as to learn the more advanced features of the program. The software used is QuickBooks Desktop for Windows.

 

QuickBooks Level 2 Outline:

Advanced Topics

  • Creating and using price levels lists
  • Setting up and using multiple currency
  • Choosing which currency your company is using
  • Setting the exchange rate in the transaction
  • Setting both customers and vendors with different currency
  • Utilizing the class tracking feature
  • Setting up the different classes
  • Pulling reports using the class feature
  • Setting up QuickBooks for multiple users
  • Adding in users and setting permissions for the user
  • Switching the company file between multiple user and single user mode
  • Using the accountant’s copy feature
  • Creating an accountant’s copy
  • Import changes made by the accountant in the accountant’s copy
  • Using progress invoicing
  • Understanding and using petty cash
  • Time billing and mileage reimbursement
  • Setting up time billing items
  • Filling out the time slips and converting them into invoices
  • Setting up vehicles and mileage items
  • Filling out the mileage slip and converting to invoices
  • Using time tracking to pay non-employees
  • Year-end closing procedures
  • Budgeting for your year

Sales taxes

  • Setting up sales taxes for your company, tax included etc.
  • Understanding sales tax preferences/default; customer, vendor, B/L account or item sales tax code
  • Creating the sales tax items and groups
  • Creating the sales tax code
  • Setting up the sales tax authority
  • Reporting on sales tax owe/owed
  • Preparing the sales tax remittance and making adjustments
  • Filing the sales tax return using QuickBooks

Inventory

  • Making sure the inventory feature is turned on
  • Setting up new service and product items
  • Looking at the different type of items to be used
  • Setting up service and product items
  • Setting up and using the inventory assembly and group items
  • Setting the units of measure
  • Looking at how this feature is used
  • Looking at the relation between the units, purchase versus selling units
  • Setting up the units of measure your company uses
  • Creating a purchase order, receiving the inventory items and back orders
  • Creating a new purchase order and converting it to a receipt items bill
  • Applying a bill to the received items
  • Converting a purchase order directly to a bill
  • Building inventory sub-assemblies, finished goods assemblies and applying burden and additional services
  • Understanding how the module works
  • Build the assembly items
  • Creating a pending build
  • Adjusting inventory on hand

Employee Centre / Payroll

  • Overview of the Employee Center
  • Creating and managing payroll items
  • Creating new payroll schedules and assigning to employees
  • Setting setup employees
  • Using Payroll Tracking
  • Collecting all necessary information for payroll
  • Creating new employees
  • Entering in employee information
  • Creating pay checks
  • Using both scheduled and unscheduled runs, time sheets, single activity time and importing remote time tracking
  • Printing from QuickBooks and handwritten checks
  • Using the termination pay checks
  • Reviewing and paying out the payroll liabilities
  • Reviewing the payroll liabilities for a given period
  • Using both the pay liabilities and pay annual liabilities function
  • Processing government payroll forms
  • Paying Payroll Taxes

Reporting and Customizing Forms

  • Overview of the Report Centre
  • Looking at the different types of reports
  • Customizing reports, sort, filter, column selection, and memorized reports
  • Memorized reports, lists and groupings
  • Detail and summary reports
  • Departmental and management reports
  • Graphs, charts and customizing
  • Using the Layout Designer with invoices, estimates, purchase orders, statements, etc.
  • Memorizing and using multiple report batches
  • Exporting reports to Microsoft Excel and CSV files, and add-ins
  • Sending reports through email as Excel or PDF files
  • Exporting, importing and downloading QuickBooks DES template files