QuickBooks Level 3 – Advanced Course

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Topics Covered

1. Custom Reports and Looking for Specific Data
   • Creating Reports from Scratch
   • Using MEMO field for custom searching
   • Working with Custom Fields
   • Advanced Find Feature
   • Memorizing Reports
2. Working with Sales Orders and Managing Inventory (chapter 10 and 19)
   • Why use Sales Orders and Understanding Backorders
   • Sales Orders for Inventory Management
   • Inventory Adjustments
   • Reviewing Inventory Quick Reports
   • Sales Order Fulfillment Worksheet
   • Working with Customer/Credit Memos
   • Introduction to Assemblies
3. Job Costing
   • Working with Customers and Jobs
   • Creating filters and and status updates to Jobs
   • Assigning billable time and costs to jobs
   • Billable vs. non-billable expenses
   • Estimates vs. Actual reports
4. Working with Pre-Payments & Deposits
   • Prepayments from Customers, and applying credits to invoices
   • Prepayments to Vendors, and applying credits to bills
   • Working with Retainers, Escrow, and Prepaid Expense Accounts
5. Working with Classes and Other Lists
   • Enabling Classes & Why use classes
   • Issues when working with Classes
   • Managing other QuickBooks Lists
6. Working with Journal Entries
7. Online Banking / Bank Feeds
8. Advanced Accountant Tools: Batch Enter Transactions & Batch Reclassify