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QuickBooks Desktop Enterprise Beyond the Basics Course

Class Dates
(click date for class times)
(click Enroll for locations)
7/16-7/17
Class Dates and Times
07/16/2025Wednesday10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
07/17/2025Thursday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT

Ready to Run Class
A Ready to Run date will not cancel due to low enrollments. Seats are still available but filling fast - Register soon!

  

Register Soon!
Registrations on or after Thursday 7/10 incur a late registration charge to cover book shipping and provisioning costs.
Before 7/10$695
On/After 7/10$765
Last Reg Date7/11
 
8/13-8/14
Class Dates and Times
08/13/2025Wednesday10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
08/14/2025Thursday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
 
9/10-9/11
Class Dates and Times
09/10/2025Wednesday10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
09/11/2025Thursday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
 
10/8-10/9
Class Dates and Times
10/08/2025Wednesday10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
10/09/2025Thursday 10:00-4:45 EDT
  9:00-3:45 CDT
  8:00-2:45 MDT
  7:00-1:45 PDT
 
11/5-11/6
Class Dates and Times
11/05/2025Wednesday10:00-4:45 EST
  9:00-3:45 CST
  8:00-2:45 MST
  7:00-1:45 PST
11/06/2025Thursday 10:00-4:45 EST
  9:00-3:45 CST
  8:00-2:45 MST
  7:00-1:45 PST
 
12/4-12/5
Class Dates and Times
12/04/2025Thursday 10:00-4:45 EST
  9:00-3:45 CST
  8:00-2:45 MST
  7:00-1:45 PST
12/05/2025Friday 10:00-4:45 EST
  9:00-3:45 CST
  8:00-2:45 MST
  7:00-1:45 PST
 
Fee:  $695

Savings options:

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  4. QuickBooks Desktop Enterprise Beyond the Basics

QuickBooks Desktop Enterprise Beyond the Basics Course

 

Excel is our most popular class series and these classes can fill weeks ahead. Green flag dates have the MINIMUM enrollment to run as scheduled. Dates with "Class is Full" are at capacity without availability. To get a class date you prefer, it's best to register as far in advance as possible.

QuickBooks is one of our most popular courses and these sessions can fill weeks in advance. Green flag dates have the MINIMUM enrollment to run as scheduled. Dates with "Class is Full" are at capacity without availability. To get the class date you prefer, it's best to register as far in advance as possible.

VERSION NOTE:

This course teaches QuickBooks DESKTOP 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 click link.

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 ***

Unable to miss 2 days of work to attend this live, instructor-led 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) click link

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
  • 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 Enterprise Beyond the Basics training classes at ONLC's nationwide 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.

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