QuickBooks Training | Chicago & Los Angeles
QuickBooks Level2
Course Description
On this hands-on class you will learn some of the more advanced features and functions within QuickBooks - the World's leading SME Accounting program. View past student's video testimonials.
Prerequisites
This class is suitable for students who have already completed
QuickBooks Level 1 or have similar experience.
Learning Objectives
Upon successful completion of this QuickBooks training course students will be able to:
- Customize Forms.
- Use other QuickBooks Accounts.
- Create Reports.
- Create Graphs.
- Track and Pay Sales Tax.
- Do Payroll with QuickBooks.
- Estimates, Time Tracking and and Job Costings.
- Write Letters.
- Synchronizing with Contact Management Software.
QuickBooks Class Timetable
| Chicago | Feb 22 ! | Register |
* Class almost full ! Class guaranteed to run † Class is full
Detailed Course Outline
Customizing Forms
- Creating a Custom Template
- Modifying a Template
- Printing Forms
Using Other QuickBooks Accounts
- Other QuickBooks Account Types
- Tracking Credit Card Transactions
- Working with Asset Accounts
- Working with Liability Accounts
- Understanding Equity Accounts
Creating Reports
- Creating QuickReports
- Modifying QuickReports
- Memorizing QuickReports
- Running Preset Reports
- Modifying Preset 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
Doing Payroll with QuickBooks
- Using Payroll Tracking
- Setting Up for Payroll
- Setting Up Employee Payroll Information
- Writing a Payroll Check
- Printing Paycheck Stubs
- Tracking Your Tax Liabilities
- Paying Payroll Taxes
- Printing Forms 940 and 941
Estimating, Time Tracking, and Job Costing
- Creating Job Estimates
- Creating an Invoice from an Estimate
- Displaying Project Reports for Estimates
- Updating the Job Status
- Tracking Time
- Displaying Project Reports for Time Tracking
- Displaying Other Project Reports
Writing Letters
- Writing a QuickBooks Check
- Using Bank Account Registers
Synchronizing with Contact Management Software
- Categorizing Contact Names in Microsoft Outlook
- Synchronizing with Microsoft Outlook
- Changing Synchronization Settings













