Corporate Training By Zack Academy - QuickBooks - Level 2

Why Should You Take This QuickBooks - Level 2 Course?

The QuickBooks - Level 2 class concentrates on the most common advanced topics that we see in NYC businesses using on a daily basis. When you are finished with this class you will be able to feel comfortable with the Advanced Features of QuickBooks, financial Reports in details, credit card entries and reconciliations, general Journal Entries, payroll, and purchasing Inventory. This class is perfect to accountants who use QuickBooks or have clients who use it, small Business Owners-Sole Proprietorship and S-Corp, and administrative or Executive Assistant positions.

The Following Topics Will Be Covered:

1. Memorizing Transactions: 

• Entering a New Memorized Transaction
• Editing a Memorized Transaction
• Deleting a Memorized Transaction
• Grouping a Memorized Transaction
• 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:

• Creating QuickReports
• Customizing QuickReports
• Memorizing QuickReports
• Running Preset Reports
• Customizing 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
• Review

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

Appendix A: Using Online Banking:

• Setting Up an Internet Connection
• Activating Online Services
• Viewing, Downloading, and Matching Online Transactions
• Creating Online Payments
• Transferring Funds Online
• Canceling Online Payments

Appendix B: Sharing Files with an Accountant:

• Saving an Accountant's Copy
• Importing an Accountant's Changes
• Removing Accountant's Copy Restrictions
• Using the Accountant's Copy File Transfer Service

Appendix C: 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 

Appendix D: Writing Letters:

• Using the Letters and Envelopes Wizard
• Customizing Letter Templates

Syllabus

Lesson 1: Memorizing Transactions:

• Topic 1A: Entering a New Memorized Transaction
• Topic 1B: Editing a Memorized Transaction
• Topic 1C: Deleting a Memorized Transaction
• Topic 1D: Grouping a Memorized Transaction
• Topic 1E: Using a Memorized Transaction
• Topic 1F: Printing the Memorized Transaction List

Lesson 2: Customizing Forms:

• Topic 2A: Creating a Custom Template
• Topic 2B: Modifying a Template
• Topic 2C: Printing Forms

Lesson 3: Using Other QuickBooks Accounts:

• Topic 3A: Other QuickBooks Account Types
• Topic 3B: Working with Credit Card Transactions
• Topic 3C: Working with Fixed Assets
• Topic 3D: Working with Long-Term Liability Accounts
• Topic 3E: Using the Loan Manager

Lesson 4: Creating Reports:

• Topic 4A: Creating QuickReports
• Topic 4B: Customizing QuickReports
• Topic 4C: Memorizing QuickReports
• Topic 4D: Running Preset Reports
• Topic 4E: Customizing Preset Reports
• Topic 4F: Sharing Reports
• Topic 4G: Exporting Reports to Microsoft Excel
• Topic 4H: Printing Reports

Lesson 5: Creating Graphs:

• Topic 5A: Creating QuickInsight Graphs
• Topic 5B: Using QuickZoom with Graphs
• Topic 5C: Working with the Sales Graph
• Topic 5D: Customizing Graphs
• Topic 5E: Printing Graphs
• Topic 5F: Review

Lesson 6: Tracking and Paying Sales Tax:

• Topic 6A: Using Sales Tax in QuickBooks
• Topic 6B: Setting Up Tax Rates and Agencies
• Topic 6C: Indicating Who and What Gets Taxed
• Topic 6D: Applying Tax to Each Sale
• Topic 6E: Determining What You Owe
• Topic 6F: Paying Your Tax Agencies

Lesson 7: Preparing Payroll with QuickBooks:

• Topic 7A: Using Payroll Tracking
• Topic 7B: Setting Up for Payroll
• Topic 7C: Setting Up Employee Payroll Information
• Topic 7D: Setting Up a Payroll Schedule
• Topic 7E: Writing a Payroll Check
• Topic 7F: Printing Paycheck Stubs
• Topic 7G: Tracking Your Tax Liabilities
• Topic 7H: Paying Payroll Taxes
• Topic 7I: Preparing Payroll Tax Forms

Appendix A: Using Online Banking:

• Setting Up an Internet Connection
• Activating Online Services
• Viewing, Downloading, and Matching Online Transactions
• Creating Online Payments
• Transferring Funds Online
• Canceling Online Payments

Appendix B: Sharing Files with an Accountant:

• Saving an Accountant"s Copy
• Importing an Accountant"s Changes
• Removing Accountant"s Copy Restrictions
• Using the Accountant"s Copy File Transfer Service

Appendix C: 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

Appendix D: Writing Letters:

• Using the Letters and Envelopes Wizard
• Customizing Letter Templates