Intermediate QuickBooks in Ephrata
Note: This is a 3 day course for Feb 17, 21 and 24 from 6.30 p.m to 8.30 p.m.
Instructor: Kristen McDade CPA of McClarigan CPAs & Advisors
Prerequisites: Introduction to QuickBooks
Session 1:
- Recording customer payments in QB
- How to handle customer discounts, partial payments, overpayments, or down payments
- How to handle customer bounced Cheques
- How to record a deposit and learn how QB treats the deposit behind the scenes
- How to enter cash back from a deposit
Session 2:
- Other account types in QB
- Entering credit card changes
- Reconciling a credit card statement
- Paying a credit card
- Setting up asset accounts
- Setting up fixed asset accounts
- Purchasing a fixed asset without a loan
- Tracking a loan with a long-term liability account
- Purchasing a fixed asset with a loan
- Recording a payment on a loan
Session 3:
- Running reports in QB from the report centre
- How to customize reports including filtering, adding columns, and changing the report title
- Process reports in batches
- Saving reports as a pdf
- How to export a report a Microsoft excel
- Multiple graph types in QB and how to customize these
Course Requirements:
It is required that any attendees that wish to have their laptop with them must come with a fully installed Desktop Version of QuickBooks 2017 or newer. If you do not have this, you can rent a laptop from us for $10.00 a night. We do not want to steal time from our sessions to install QB! Attendee assumes responsibility to acquire a working copy of QB at their cost if needed. Free 30 day Trial versions can be installed if desired. Do not download Online Version – it is a different program altogether.
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