Mastering QuickBooks (2016) Advanced

Course Name

Mastering QuickBooks (2016) Advanced

Contact Hours: 6

Course Description

This course is highly requested to help customers move beyond the basics of QuickBooks and use features like payroll, sales tax, timesheets, barter transactions, and the document center correctly.

In this self-directed video course, you will learn how to use QuickBooks Pro to:

  • Track vehicle mileage
  • Manage payroll tax forms & e-filing
  • Handle, sick, vacation, and PTO time
  • Track and pay sales tax
  • Work with customer deposits and retainers
  • Use the QuickBooks document center, bank feed center, audit trail, and timesheets

Please note: Course of study may be completed earlier than indicated and students retain access for one year for reference purposes.


By the end of this course, you will be able to go beyond checks and invoices by learning how to use QuickBooks like a pro!

Main Objectives:

  • Describe how inventory adjustments and assemblies function
  • Create customized invoices
  • Use the QuickBooks document center, bank feed center, audit trail, and timesheets


Online quizzes provided for self-assessment.


CHAPTER 01: Advanced QuickBooks Techniques

  • Introduction
  • Company Snapshot
  • Users and Security
  • Vehicle Mileage
  • Budgets
  • Cash Flow Forecasting
  • Multiple List Items
  • Memorize Transactions
  • The Bank Feed Center
  • Bank Reconciliation
  • Recurring Credit Card Charges
  • Employee and Payroll Center
  • Setting Up Employees
  • Default Employee Template

CHAPTER 02: Payroll and Invoicing
  • Payroll Items
  • Sick Vacation and PTO
  • Direct Deposit
  • Preparing Paychecks
  • Liability Payments
  • Payroll Tax Forms and E-file
  • Voiding Paychecks
  • Sales Tax
  • 1099’s
  • Inventory Adjustments
  • Inventory Assembles
  • Customer Deposits
  • Recording Barter Transactions
  • Customizing Invoices
  • Entering Timesheets
  • Invoicing Customers from Timesheets
  • Payroll from Timesheets

CHAPTER 03: Advanced Reporting and Documents
  • The Document Center
  • The Audit Trail
  • Income and Bill Tracker
  • Fixing Common Errors
  • Advanced Reporting
  • Statement of Cash Flow