- Location: 7791 NW 46th St, Doral, FL, 33166
- Prerequisites: basic computer use knowledge
- Format: In-Classroom Seminar with computers for attendees to practice what they are being taught in real-time
- Certificate Type: Certificate of completion
- Trainer: All of our trainers are experienced Accountants and Certified Advanced QuickBooks ProAdvisors
Alexander Hiller, Advanced QuickBooks ProAdvisor
LEVEL 2 QUICKBOOKS DESKTOP CURRICULUM
Recommended for: Business Owners, Bookkeepers, and entry-level experience
- Analyzing Financial Reports (Chapters 17 and 21)
-Analyzing a Profit and Loss / Balance Sheet Reports
-Customizing a Report’s view (Date Range, Column’s, Order Sort)
-Create Comparative Reports (Month-to-Month, Year over Year, etc…)
-Looking for bookkeeping errors while analyzing reports
-Working with most commonly used reports
-Exporting Reports to Excel and PDF
-Using the Company Snapshot - Account Reconciliation (Chapter 15)
-The importance and significance of reconciling bank and credit card statements
-Entering accounting data straight in the register
-Reconcile a Bank account
-Reconcile a Credit Card statement
-Making Bank Transfers with multiple bank accounts
-Working with Petty Cash Account - Managing Customers and Accounts Receivables (Chapter 13)
-Receiving multiple customer payments to deposit
-Receiving partial customer deposits
-Applying discounts and write-offs to open invoices
-Understanding features in the Customer Center
-Understanding Undeposited Funds
-Producing Customer Statements - Managing Vendors and Accounts Payable (Chapter 9)
-Difference between using Write Checks feature to record expenses versus using the Enter Bill / Pay Bills feature
-Paying multiple bills
-Paying partial vendor bills
-Paying Expenses with a Credit Card - Customizing Forms (chapter 6,5, and 9)
-Working with different templates
-Adding Logo and simple customization - QuickBooks Shortcuts and Timesavers (Chapter 12)
-Dating Shortcuts
-Keyboard Shortcuts
-Introduction to Find/Search Tools
Suite 109
Miami, FL 33166
305-692-0001