QuickBooks Pro Level 2

Our classes are always live and instructor led from our Exton, PA or EPIC Partner locations. Springhouse AnywhereLive options require Internet Access. Select classes are Guaranteed to Run (GTR). View our complete schedule policies.

Overview

This six-hour class expands on Level 1 with a cross-section of features based on the needs of our typical target audience.

Intended Audience

This course is best suited for students who want to use QuickBooks to track the financial activities of a small organization. Our typical students include:

• Those starting a small business or non-profit
• Those who need to move a small organization onto QuickBooks
• Those transitioning to a bookkeeping role
• Those who need to make better use of QuickBooks reporting

At Completion

After completing this course, students will be able to:

• Save time by memorizing recurring transactions
• Customize Invoices
• Manage Company Credit Cards via QuickBooks
• Create, Modify, Memorize QuickBooks Reports and Export data via reports to Excel
• Track and pay sales tax in multiple jurisdictions

Prerequisites

QuickBooks 2012 Level 1 or equivalent knowledge.

Exams & Certifications

No Exam

Materials

QuickBooks Pro training guide and any handouts

Course Outline

Skills Lab

• We start with a lab where you will setup a company file, enter and report transactions using skills developed in QuickBooks Level 1

 

Memorizing Transactions

• Entering, Updating and Grouping Memorized Transactions

 

Customizing Forms

• Creating and Modifying your own Invoice Template

 

Managing Company Credit Cards

• Entering Company Credit Card Transactions
• Handling the monthly Company Credit Card Statement

Creating Reports

• Working with Preset Reports
• Working with QuickReports
• Exporting Reports to Microsoft Excel

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 and Paying Your Tax Agencies