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.





4e9a6bd3-4050-e711-98e2-00155d0a14062018-01-17T10:00:00Z350.000000000000019:00 AM4:00 PMExton4e9a6bd3-4050-e711-98e2-00155d0a1406
4f9a6bd3-4050-e711-98e2-00155d0a14062018-01-30T10:00:00Z350.000000000000026:00 PM9:00 PMExton4f9a6bd3-4050-e711-98e2-00155d0a1406
509a6bd3-4050-e711-98e2-00155d0a14062018-03-07T10:00:00Z350.000000000000019:00 AM4:00 PMExton509a6bd3-4050-e711-98e2-00155d0a1406
519a6bd3-4050-e711-98e2-00155d0a14062018-04-20T08:00:00Z350.000000000000019:00 AM4:00 PMExton519a6bd3-4050-e711-98e2-00155d0a1406
107b21e7-11e1-e711-8b1b-00155d0a14062018-05-01T08:00:00Z350.000000000000026:00 PM9:00 PMExton107b21e7-11e1-e711-8b1b-00155d0a1406
117b21e7-11e1-e711-8b1b-00155d0a14062018-06-08T08:00:00Z350.000000000000019:00 AM4:00 PMExton117b21e7-11e1-e711-8b1b-00155d0a1406
137b21e7-11e1-e711-8b1b-00155d0a14062018-07-27T08:00:00Z350.000000000000019:00 AM4:00 PMExton137b21e7-11e1-e711-8b1b-00155d0a1406
127b21e7-11e1-e711-8b1b-00155d0a14062018-07-31T08:00:00Z350.000000000000026:00 PM9:00 PMExton127b21e7-11e1-e711-8b1b-00155d0a1406
147b21e7-11e1-e711-8b1b-00155d0a14062018-09-14T08:00:00Z350.000000000000019:00 AM4:00 PMExton147b21e7-11e1-e711-8b1b-00155d0a1406


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
  • Understand QuickBooks Payroll Items (a primer to using QuickBooks Payroll)



QuickBooks 2012 Level 1 or equivalent knowledge.

Exams & Certifications

No Exam


QuickBooks Pro training guide and any handouts

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 Letters and Envelopes Wizard
  • Customizing Letter Templates
  • Review



QuickBooks Pro Level 2http://springhouse.com/course-catalog/QBL2QuickBooks Pro Level 2

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Springhouse Education & Consulting Services

Corporate HQ:Eagleview Corporate Park
707 Eagleview Boulevard
Suite 207
Exton, PA 19341

610-321-3500 - info@springhouse.com