Already know the basics of QuickBooks or finished our basic QuickBooks course. This Advance course is for someone who wants to become a power user, freelance bookkeeper, QuickBooks consultant, or an accountant who has clients with QuickBooks.

We are one of only places where the course is taught by a Certified QuickBooks ProAdvisor with more that 15 years of experience using QuickBooks.

The Seminar will be held in Midtown Manhattan. The seminar will include a customized manual with step by step directions and a certificate at the end, showing you attended a class. The course also includes a free retake if needed.

The basic and advance courses prepares you for the QuickBooks Certification Exam

This is 100% hands on class, every students get their own computer to work on.  

The Seminar is only $139 per person.

**Spring Special**

Sign up for both classes the same day and get the QuickBooks Advance class for only $99.

Students will learn

• How to enter historical transactions off a bank statements in a fast and efficient manner.

• How to setup online banking and working with the online banking center.

• How to use custom fields for items and making manual inventory adjustments such as spoilage or loss inventory.

• How to use the customer job function to realize profits on individuals jobs per customer.

• Using a sales order to track backorders.

• How to enter reimbursable expenses and tracking prepaid income such as retainers.

• How to setup QuickBooks to track 1099's and printing 1099's.

• How to customize sales and purchase forms such as invoices and receipts.

• How to setup QuickBooks on a network and implementing security for the users.

• How to setup the payroll including signing up for a subscription and configuration the payroll options.

• How to setup a yearly budget in QuickBooks.

• How to determine if your QuickBooks file is error free and fixing errors in QuickBooks.

 

Course Topics:

Lesson 1: Entering transactions faster

Entering historical transactions faster

Using account register to enter transactions

Setting up online banking and working with the online banking center

Using Keyboard shortcuts

 

Lesson 2: Advance items management

Using custom fields for items

Manual inventory adjustments

 

Lesson 3: Advance customer job management

Adding a customer jobs using progress invoicing

Entering sales order and tracking backorders

Invoicing for reimbursable expenses

 

Lesson 4: Advance vendor management

Entering and using credits and returns

Entering and paying reimbursable expenses

Assigning expenses to customer jobs

Setting up 1099 contractors

Printing yearly 1099

 

Lesson 5: Importing and exporting

Importing transactions and lists

Exporting lists and reports

Creating accountants copy

Working with accountants copy

Creating collections, remainders, and thank you letters in QuickBooks

 

Lesson 6: Customizing forms

Creating and customizing invoices

Creating and customizing other sales forms

Creating and customizing purchase orders

Using and switching between custom forms

 

Lesson 7: Security and networking

Setting up users and password

Setting up individual users security access

Setting up QuickBooks on a network

 

Lesson 8: Advance payroll

Setting up a manual payroll

Creating payroll items and accounts

Paying payroll taxes

 

Lesson 9: Advance options

How to add and remove features in QuickBooks

Customize options and toolbars

Memorize transactions

Using advance search

 

Lesson 10: Budgets

How to enter a yearly income and expense budget

Viewing and customizing budget to actual reports

 

Lesson 11: Fixing Errors

How to determine if your QuickBooks file is error free

Easy ways to find errors

5 easy ways of fixing errors