QuickBooks Desktop Beyond the Basics Course Outline

VERSION NOTE: QuickBooks Desktop -OR- QuickBooks Online?
This course is for those using QuickBooks DESKTOP software which is installed directly on the computer.
On the other hand, QuickBooks Online users access the software from the cloud among other differences. For that reason, QuickBooks Online users should instead attend Quickbooks Online Advanced.

Course Overview
This QuickBooks Desktop Beyond the Basics course teaches the advanced features and functionality of Intuit's 2021 desktop software application.

Prerequisites
Familiarity with QuickBooks and have taken QuickBooks Desktop Introduction or equivalent experience.


*** NOTE: This class also available as On-Demand, eLearning Format ***
Too busy at work to miss 2 days out of the office to attend class? Learn at your own pace and in your own time with the QuickBooks Desktop On-Demand version of this course. It covers the same content as the 2-day, QuickBooks Desktop Introduction and the 2-day, Desktop Beyond the Basics classes. For details on this alternative format, see QuickBooks Desktop On-Demand: Comprehensive (Introduction & Beyond the Basics)

COURSE OUTLINE

Memorizing Transactions
Entering a New Memorized Transaction
Editing a Memorized Transaction
Deleting a Memorized Transaction
Grouping Memorized Transactions
Using a Memorized Transaction
Printing the Memorized Transaction List
Review

Customizing Forms
Creating a Custom Template
Modifying a Template
Printing Forms
Review

Using Other QuickBooks Accounts
Other QuickBooks Account Types
Working with Credit Card Transactions
Working with Fixed Assets
Working with Long-Term Liability Accounts
Using the Loan Manager
Review

Creating Reports
Working with QuickReports
Working with Preset Reports
Sharing Reports
Exporting Reports to Microsoft Excel
Printing Reports
Review

Creating Graphs
Creating QuickInsight Graphs
Using QuickZoom with Graphs
Working with the Sales Graph
Customizing Graphs
Printing Graphs
Review

Tracking and Paying Sales Tax
Using Sales Tax in QuickBooks
Setting Up Tax Rates and Agencies
Indicating Who and What Gets Taxed
Applying Tax to Each Sale
Determining What You Owe
Paying Your Tax Agencies
Review

Preparing Payroll with QuickBooks
Using Payroll Tracking
Setting Up for Payroll
Setting Up Employee Payroll Information
Setting Up a Payroll Schedule
Writing a Payroll Check
Printing Paycheck Stubs
Tracking Your Tax Liabilities
Paying Payroll Taxes
Preparing Payroll Tax Forms
Review

Using Online Banking
Setting Up an Internet Connection
Setting Up Bank Feeds for Accounts
Viewing, Downloading, and Adding Online Transactions
Creating Online Payments
Transferring Funds Online
Canceling Online Payments
Review

Managing Company Files
Using QuickBooks in Multi-User Mode
Setting Up Users and Passwords
Setting a Closing Date
Sharing Files with an Accountant
Updating QuickBooks
Backing Up and Restoring a Company File
Condensing a Company File
Review

Estimating, Time Tracking, and Job Costing
Creating Job Estimates
Creating an Invoice from an Estimate
Displaying Reports for Estimates
Updating the Job Status
Tracking Time
Displaying Reports for Time Tracking
Tracking Vehicle Mileage
Displaying Vehicle Mileage Reports
Displaying Other Job Reports
Review

Writing Letters
Using the Template Wizard to Create Letters
Customizing Letter Templates
Review
View outline in Word

WQBMNS

Attend hands-on, instructor-led QuickBooks Desktop Beyond the Basics training classes at ONLC's more than 300 locations. Not near one of our locations? Attend these same live classes from your home/office PC via our Remote Classroom Instruction (RCI) technology.

For additional training options, check out our list of QuickBooks Courses and select the one that's right for you.