Keep Going with QuickBooks

Price
$790.00 USD

Duration
2 Days

 

Delivery Methods
Virtual Instructor Led
Private Group

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Course Overview

From reporting to automating tasks, working with more advanced features and accounts, this course moves beyond the basics and enables students to work with more advanced features in QuickBooks.

Course Objectives

Upon completion of this course, students will be able to work with memorized transactions, customize forms, work with credit card, fixed asset, and long-term liability accounts, work with and customize reports, create graphs, track and pay sales tax, and understand how to prepare to use payroll with QuickBooks.

Who Should Attend?

First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2015, 2016, 2018 or 2020.
  • Top-rated instructors: Our crew of subject matter experts have an average instructor rating of 4.8 out of 5 across thousands of reviews.
  • Authorized content: We maintain more than 35 Authorized Training Partnerships with the top players in tech, ensuring your course materials contain the most relevant and up-to date information.
  • Interactive classroom participation: Our virtual training includes live lectures, demonstrations and virtual labs that allow you to participate in discussions with your instructor and fellow classmates to get real-time feedback.
  • Post Class Resources: Review your class content, catch up on any material you may have missed or perfect your new skills with access to resources after your course is complete.
  • Private Group Training: Let our world-class instructors deliver exclusive training courses just for your employees. Our private group training is designed to promote your team’s shared growth and skill development.
  • Tailored Training Solutions: Our subject matter experts can customize the class to specifically address the unique goals of your team.

Learning Credits: Learning Credits can be purchased well in advance of your training date to avoid having to commit to specific courses or dates. Learning Credits allow you to secure your training budget for an entire year while eliminating the administrative headache of paying for individual classes. They can also be redeemed for a full year from the date of purchase. If you have previously purchased a Learning Credit agreement with New Horizons, you may use a portion of your agreement to pay for this class.

If you have questions about Learning Credits, please contact your Account Manager.

Corporate Tech Pass: Our Corporate Tech Pass includes unlimited attendance for a single person, in the following Virtual Instructor Led course types: Microsoft Office, Microsoft Technical, CompTIA, Project Management, SharePoint, ITIL, Certified Ethical Hacker, Certified Hacking Forensics Investigator, Java, Professional Development Courses and more. The full list of eligible course titles can be found at https://www.newhorizons.com/eligible.

If you have questions about our Corporate Tech Pass, please contact your Account Manager.

Course Prerequisites

There are no prerequisites for this course.

Agenda

1 - 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

2 - CUSTOMIZING FORMS

  • Creating a Custom Template
  • Modifying a Template
  • Printing Forms

3 - 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

4 - CREATING REPORTS

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

5 - CREATING GRAPHS

  • Creating QuickInsight Graphs
  • Using QuickZoom with Graphs
  • Working with the Sales Graph
  • Customizing Graphs
  • Printing Graphs

6 - 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

7 - 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
 

Get in touch to schedule training for your team
We can enroll multiple students in an upcoming class or schedule a dedicated private training event designed to meet your organization’s needs.

 



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