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Day 1

  1. Getting Started
    • Setting up your data files
    • Moving around QuickBooks...EFFICIENTLY
  2. Everyday Transactions
    • Selling: invoices, sales receipts, payments, deposits, credit memos, statement charges, linking to 3rd party software, and customer statements
    • Buying: bills, bill payments, checks, bills vs. checks, and credit memos
    • Inventory: purchase orders, receiving items, adjusting inventory
    • Sales Taxes: setting up, adjusting, paying, and reporting sales taxes
    • Banking: reconciling bank accounts and locating discrepancies
  3. Special Transactions
    • Giving and receiving refunds
    • Voiding vs. deleting a check
    • Applying credit memos
  4. Tips & Tricks
    • Special "Window" tricks
    • Cleaning up lists (delete, hide and merge)
    • Sorting and customizing lists
    • "Collapsing" financial statements
    • Preparing P&L by month, or as a percent of income
  5. Financial Statements
    • Really understand the QuickBooks financial statements
    • Setting up the chart of accounts
    • Changing/fixing the chart of accounts
    • Applying Cash vs. Accrual accounting in QuickBooks
    • Using general journal entries
    • Creating and using subaccounts
    • Combining financial statements
    • Using the Company Snapshot feature

Day 2

  1. Payroll
    • Setting up payroll
    • Entering year-to-date payroll information
    • Setting up employees
    • Creating payroll items
    • Tracking and invoicing time
    • Processing paychecks
    • Modifying paychecks
    • Making tax deposits
    • Preparing tax forms
    • Summarizing payroll data in Excel
  2. Working with Reports
    • Adding, deleting, resizing, and reordering columns
    • Filtering and formatting reports
    • Saving reports and creating memorized report groups
  3. Advanced Features
    • Password protecting QuickBooks
    • Updating QuickBooks
    • Working with Microsoft Excel
    • Closing the books
    • Finding transactions FAST and other time saving features
    • Working with the accountant's review
    • Protecting your QuickBooks data
  4. Tips & Tricks
    • Keyboard shortcuts
    • Tailoring company preferences
    • Creating custom invoices and other forms
    • Adding logos and custom fields to forms
  5. Tricky Transactions
    • Using online banking
    • Handling bounced checks...easily
    • Entering customer down payments/deposits
    • Setting up automatic transactions (memorizing transactions)
    • Using credit cards
  6. Enterprise Solutions Special Features
    • Master Enterprise Solutions features like working with the audit trail
  7. Multi-User QuickBooks in Enterprise Solutions
    • Assigning the administrator
    • Creating roles
    • Setting user access levels
    • Adding new users
    • Working in different user “modes”
Register Now
Mastering QuickBooks Enterprise Solutions Level 1-On Demand Online course
  • Course ID:
    253464
  • Duration:
    1 day
  • Price:
    $450