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phx :: QuickBooks level 2 training
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phx :: QuickBooks level 2 training

When: thursday
9am - 4pm
Where: Executive Training Solutions
4926 E. McDowell Road
Suite 201
Phoenix, Arizona  85008
United States
Contact: rhette baughman

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QuickBooks Level 2

This course is a more advanced look at how to use QuickBooks to best meet the needs of your business. The main objective is to introduce you to more of QuickBooks’ features and give you an opportunity for hands-on practice. You will learn about how to create reports and graphs and use forms and other QuickBooks accounts. By the time you complete the course, you will have a good idea of how an accounting software package can save time and help organize business finances.

General Information:
Course length: 1 day (9am - 4pm)
Prerequisites: QuickBooks Level 1 or equivalent experience

Cost: $235 - asba member | $295 - non-member price
To register, click here or call 602-955-7787.

IMPORTANT information to receive your discounted asba member price:
  • online registration: put "asba member" in the comment section of registration
  • phone registration: mention you are an asba member

Course Overview:

Customizing Forms

    Creating a Custom Template
    Modifying a Template
    Printing Forms

Using Other QuickBooks Accounts

    Other QuickBooks Account Types
    Tracking Credit Card Transactions
    Working with Asset Accounts
    Working with Liability Accounts
    Understanding Equity Accounts

Creating Reports

    Creating QuickReports
    Modifying QuickReports
    Memorizing QuickReports
    Running Preset Reports
    Modifying Preset Reports
    Exporting Reports to Microsoft Excel
    Printing Reports

Creating Graphs

    Creating QuickInsight Graphs
    Using QuickZoom with Graphs
    Working with the Sales Graph
    Customizing Graphs
    Printing Graphs

Tracking and Paying Sales Tax

    Using Sales Tax in QuickBooks
    Setting up Tax Rates and Agencies
    Determining What You Owe
    Paying Your Tax Agencies

Doing Payroll with QuickBooks

    Using Payroll Tracking
    Setting Up for Payroll
    Setting Up Employee Payroll Information
    Writing a Payroll Check
    Printing Paycheck Stubs
    Tracking Your Tax Liabilities
    Paying Payroll Taxes
    Printing Forms 940 and 941

Estimating, Time Tracking, and Job Costing

    Creating Job Estimates
    Creating an Invoice from an Estimate
    Displaying Project Reports for Estimates
    Updating the Job Status
    Tracking Time
    Displaying Project Reports for Time Tracking
    Displaying Other Project Reports

Writing Letters

    Using the Letters and Envelopes Wizard
    Customizing Letter Templates

Synchronizing with Contact Management Software

    Categorizing Contact Names in Microsoft Outlook or ACT!
    Synchronizing with Microsoft Office of ACT!
    Changing Synchronization Settings

asba members receive special pricing on all courses offered through Executive Training Solutions. To view a complete list of courses, please click here.

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