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QuickBooks Advanced Functions Duration: 1 Day

Course Overview

This course has been created to cover the more advanced functions of QuickBooks – we learn to Memorize transactions - Customize forms - Use other QuickBooks accounts - Create reports - Create graphs - Track and pay sales tax - Prepare payroll with QuickBooks - Use online banking - Share files with an accountant - Estimate, time track, and job cost - Write letters





Prerequisites: Candidates should have a good basic working knowledge of QuickBooks.

Memorizing Transactions

Entering a New Memorized Transaction

Editing a Memorized Transaction

Deleting a Memorized Transaction

Using a Memorized Transaction

Printing the Memorized Transaction List

Customizing Forms

Creating a Custom Template

Modifying a Template

Printing Forms

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

Creating Reports

Creating QuickReports

Customizing QuickReports

Memorizing QuickReports

Running Preset Reports

Customizing Preset Reports

Sharing Reports

Exporting Reports to Microsoft Excel

Printing Reports



Creating Graphs

Creating QuickInsight Graphs

Using QuickZoom with Graphs

Working with the Sales Graph

Customizing Graphs

Printing Graphs

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

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