Location:

Days:         Tuesday & Thursday 6:00 pm -9:30 pm

Dates:        03/09/2021- 03/11/2021

Note: The book will be given during the first session. 

Description: You will examine how to use the advanced features in QuickBooks to create estimates, convert estimates into invoices, process sales tax and payroll, generate reports, review client data, and work with other applications.
This course is designed for users or accounting professionals who want to employ the advanced productivity and creative features of QuickBooks. To ensure successful completion of QuickBooks, students need to have a basic understanding of the computer operating system. It is highly recommended that students take the QuickBooks® for Windows: Introduction course, or have equivalent knowledge. 

• Prerequisites: You can successfully complete this course without any prior software knowledge or computer experience. A basic understanding of the computer operating system you are using and completing the Get Going With QuickBooks course is recommended.
• Delivery Method: Instructor-led, with structured hands-on activities.

Instructor: Michael Jimenez, CPA  

Course Objectives:

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

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

• Working with QuickReports
• Working with 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

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

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

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

For more information contact IT coordinator, Liz Steacker at: esteacker@hccfl.edu or 813 259 6508