Advanced QuickBooks in Ephrata
Please note that this is a 3-evening course, held on Jan 17, 19 and 24th.
Prerequisites: Introduction to Quickbooks and Intermediate Quickbooks
General Shortcuts and Tricks/Revenue and Customer Problem Solving
- Shortcut Sheet
- Tips and Tricks
- Refresh on Customizing Your Preferences
- Issues with ‘items’
- Other Charges – NSF Checks, etc.
- Discount Issues
- Discounts and Subtotals
- Customer Center
- How to Sort Information
- Merging Double Client Names
- Invoicing Window
- Mark as Pending
- Formatting:
- How to Insert, Delete and Copy lines
- Customizing Templates
- Your Issues and Questions
Expenses/Vendor Issues and Problem Solving
- Vendor Centre
- Sorting Information
- Merging double vendor names
- Dealing with Supplier credits
- In-house credits
- Paid out credits
- Multiple account lines on one bill
- How to Create Expenses to Customers
- Your Issues and Questions
Banking, Reporting, Payroll and Government Remittance Issues
- Issues with Bank Reconciliation
- How to Manage Stale Items
- Reconciliation Discrepancy Issues
- Payroll Issues
- Deducting from and Adding Non-Payroll Items to Paychecks
- Advances
- Bonuses
- Tax Filing and Year Ends
- Tax Filing Tips and Best Practices
- Tips on Prepping for Year End
- Your Issues and Questions
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.