QuickBooks for Windows: Advanced
CLASS DATE(s):
6/19/2020

COURSE LENGTH: 1 Day

COURSE COST: $199.00

COURSE TIMES: 9:00am - 4:30pm

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COURSE OVERVIEW

QuickBooks is the #1 rated small business financial software and it can help you get organized, save time, and simplify what you do every day. QuickBooks puts your sales, expenses, and customer & vendor profiles at your fingertips. That way you can quickly find what you need when you need it, including money coming in and money going out of your business.

This course is designed for Advanced users of QuickBooks. In this course your will learn about Estimates, Assets and Liabilities, Reporting options, Payroll, Data integrity, and integrating QuickBooks with other Applications.

AUDIENCE AND PREREQUISITES

Owners/employees who are responsible for financial & client record keeping in a business would benefit from learning QuickBooks
Typical QuickBook users are:

  • Small Business owners
  • Accountants
  • Bookkeepers
  • Office assistants
  • Staff Accountants
QuickBooks students should have a good working knowledge PC use, and should have a general understanding of basic accounting concepts.

PREREQUISITE COURSES  

*Course Cost listed does not include the cost of courseware required in your registration or lunch not required. Please refer to your Estimate or Invoice for the additional cost. If you have any questions, please contact us (learn@vtec.org or 207-775-0244). The instructor will use the current quickbooks version available.

COURSE TOPICS:


Lesson 1: Creating Estimates
Prepare an Estimate
Convert an Estimate into an Invoice
Customize an Invoice

Recording Business Assets and Liabilities
Examine the Online Banking Feature
Record Credit Card Charges
Record Depreciation on Fixed Assets
Record and Calculate Loan Accounts

Lesson 3: Processing Sales Tax
Set up Sales Tax Items
Identify Taxable Items
Apply Sales Tax to Product Sales
Pay Sales Tax

Lesson 4: Creating and Modifying Reports
Creating and Modify a Quick Report
View Preset Reports
Display and Customize a Graph

Lesson 5: Processing Payroll Manually
Set Up QuickBooks Payroll
Add Employee Payroll Information
Process Payroll
Make Payroll Tax Payments
Track Time

Lesson 6: Examining Accuracy of Data
Create a User Profile for an External Accountant
Find and Fix Errors

Lesson 7: Integrating Other Applications with QuickBooks
Compose and Send Letters to Customers
Synchronize QuickBooks Data with Microsoft Outlook
Export Reports to Microsoft Excel