QuickBooks Advanced

(Part 1 of 2)

Analyzing Financial Data

• Creating QuickReports
• Zooming in on a QuickReport
• Customizing QuickReports
• Using the Report Center
• Creating a Balance Sheet Comparison Report
• Filtering Reports
• Saving Reports as a PDF
• Using QuickZoom in a Preset Report
• Creating Memorized Report Groups
• Memorizing Preset Reports
• Printing Reports
• Processing Reports in Groups
• Sending a Report to Microsoft Excel
• Creating and Income and Expense Graph
• Using QuickZoom with Graphs
• Customizing How Graphs Display

Setting up Inventory

• Turning on the Inventory Feature
• Entering Products into Inventory
• Creating Purchase Orders
• Getting a Report of Purchase Orders
• Receiving Inventory
• Entering a Bill for Inventory
• Manually Adjusting Inventory
• Setting a Default Markup

Tracking and Paying Sales Tax

• Overview of Sales Tax
• Setting Up Your Tax Rates and Agencies
• Grouping Sales Taxes Together
• Identifying Your Most Common Tax
• Indicating Who and What Gets Taxed
• Applying Tax to Each Sale
• Determining What You Owe
• Paying Your Tax Agencies

Doing Payroll with QuickBooks - Overview

• Setting Up for Payroll
• Setting Up Employee Information
• Using Employee Defaults to Store Common Information
• Setting Up Payroll Schedules
• Adding a New Employee
• Running a Payroll Schedule
• Viewing the Paycheck
• Printing Paycheck Stubs
• Paying Payroll Taxes
• Writing a Check for Payroll Taxes

$149.00 per person - Class size - Maximum 10

All classes will be taught by a certified QuickBooks ProAdvisor and will be taught using a PowerPoint presentation and using QuickBooks software for instruction.  Manuals are very useful for attendee follow-up and practice.  No computer is necessary