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  1. Customizing QuickBooks (make QuickBooks REALLY work for you!)
    • Modifying important preferences
    • Customizing your home page
    • Modifying the iconbar
    • Creating and using custom fields
    • Using account numbers
    • Using classes (for departments, locations, etc.) 
  2. Sales Transactions, Tricks, and Workarounds
    • Setting up price levels
    • Sales orders/backorders
    • Batch invoicing
    • Invoicing for billable costs
    • Complex sales tax situations
    • Creating and using estimates
    • Progress invoicing
    • Finding and fixing typical errors in accounts receivable
    • 2 methods for handling customer deposits
    • Managing collections
    • Writing off bad debts
    • Customer under- and over-payments
    • Transferring customer credits
    • Working with multiple accounts receivable accounts
    • Entering retail sales 
  3. Purchase Transactions, Tricks, and Workarounds
    • Purchasing and accounting for fixed assets
    • Entering company loans with the Loan Manager
    • Lines of credit
    • Typical bill payment errors
    • Preparing 1099’s at year-end
    • Employee and owner purchases
    • Prepaid expenses
    • Vendor deposits
    • Vendor refunds
    • Barter transactions
    • Voiding prior period checks
    • Using the cash flow projection tool I
  4. Items & Inventory
    • Expenses vs. Items…which do you use?
    • Inventory limitations
    • Inventory adjustments
    • Creating group items
    • Working with inventory assemblies
    • Units of measure 
  5. Advanced Tricks
    • When should you start over with a new file?
    • The limitations of QuickBooks
    • Handling bank reconciliation errors
    • Using multiple currencies
    • Fixing errors in all areas of QuickBooks... there are so many we can't list them all! 
  6. Completing Set Up
    • Completing setup: opening balances, completing lists, special accounts, opening balance equity, and payroll setup
    • 2 methods for entering transaction history 
    • Checking the setup…is it right? 
  1. Payroll Transactions, Tricks, and Workarounds
    • Correcting the setup of payroll items 
    • Adding difficult payroll items 
    • Using payroll effectively for job costing 
    • Voiding/Reprinting paychecks 
    • Handling special payroll deductions and payments
    • Preparing and adjusting W-2s 
    • Employee loans 
    • Setting up and tracking workers compensation insurance 
    • Net to Gross paycheck calculations 
  2. Mastering QuickBooks Reporting 
    • Advanced report customization
    • Report types in QuickBooks…what you really need to know!
    • Importing and exporting reports 
    • Using special fields to improve reports 
    • Troubleshooting reports filters
    • Memorizing reports and creating report groups 
    • Adding reports to the iconbar 
    • Powerful techniques for modifying reports in Excel 
    • Generating custom summary and transaction reports
    • Graphing QuickBooks data in Excel 
    • Budgets and forecasts
    • Combining financial statements
    • Extending the QuickBooks database 
    • Using advanced fields for reports (customer type, vendor type, job type, custom fields, and more) 
  3. Unlocking the Power of QuickBooks
    • Deleting and archiving old transactions in your file 
    • Remote access (to access your company file through the internet) 
    • Automating backups
    • Tricks to make QuickBooks run faster and more efficiently 
    • Corrupt data files…how, why, and what to do 
    • Verify and rebuild company files 
  4. Importing and Exporting
    • Exchanging data between QuickBooks files
    • Importing and exporting lists
    • Importing and exporting customized forms
    • Using reports with multiple company files
    • Exchanging data between QuickBooks and other programs
    • Working with integrated applications
    • Using special Excel import feature 
  5. Secrets Your Accountant Should Know
    • Common client mistakes and their fixes 
    • Closing the books
    • Getting information to and from your accountant 
    • Finding changes made to closed periods 
    • Understanding and using retained earnings
    • Discovering quirks of QuickBooks journal entries 
    • Using reversing journal entries
    • Year-end procedures 
    • Using the Audit Trail and other reports to find errors 
    • Cash basis financial statements (what is QuickBooks doing?) 
    • Special reports for your accountant 
    • What you REALLY need to know to become an advanced user! 
    • Little known power features in all areas of QuickBooks
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Mastering QuickBooks Level 2 - On Demand Online course
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