Mastering QuickBooks (2016) Advanced

Course Name

Mastering QuickBooks (2016) Advanced

Contact Hours: 6 (an estimated time frame devoted to a course of study from start to finish that can vary from student to student)

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

Outcome

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

Assessment

Online quizzes provided for self-assessment.

Outline

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

• 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

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

Books

All training is delivered online; no additional purchase required.