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QuickBooks Level 2

Hours: 6.00 | Estimated Cost: $195.00

Elaborate on how to customize forms, create and modify reports, track and pay sales tax. Learn to use new and advanced features in QuickBooks 2019. Prerequisite: ‘QuickBooks 2019-Level 1’ or equivalent knowledge and experience is recommended.

Additional Information

Learn About
  • Memorizing transactions
  • Customizing forms
  • Using other QuickBooks accounts
  • Creating reports and graphs
  • Tracking and paying sales tax
  • Doing payroll with QuickBooks
Benefits & Outcomes
  • Manage your organization's financials easily and successfully by streamlining the bookkeeping process
  • Increase your skill set when it comes to accounting, boost your ability to run a business effectively and learn to better utilize the QuickBooks software
Training 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

**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

**Online Banking**

  • Setting up the Internet Connection
  • Setting up Bank Feeds for Accounts
  • Viewing, Downloading and Adding Transactions
  • Creating Online Payments
  • Transferring Funds Online
  • Canceling Online Payments

**Managing Company Files**

  • Multi-User Mode
  • Setting up Users and Passwords
  • Setting a Closing Date
  • Sharing Files with an Accountant
  • Updating QuickBooks
  • Backing up and Restoring the Company Files

**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

**Writing Letters**

  • Using the Letter and Envelopes Wizard
  • Customizing Letter Templates
Business and Industry Services

Fox Valley Technical College
Business & Industry Services (BIS)
D. J. Bordini Center
5 N. Systems Drive
Appleton, WI 54914-1655
View BIS Calendar

P: 888-458-0449
P: 920-735-2525
F: 920-735-4771

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