In this advanced QuickBooks class, you will create detailed financial reports, credit card entries and reconciliations, general journal entries, payroll, and purchasing inventory.
- Small classes
- Computer provided
- Free retake
We provide computers to use during class. This course is available on Mac only.
Corporate & private training available
What You'll Learn
- Reports in QuickBooks
- Working with forms
- How to work with credit card accounts
- Managing inventory
- Time tracking and job costing
“Paul is a wonderful instructor. He took the time to answer all my questions and tied many real life experiences to the lessons.”
— Bonnie G.
Full Course SyllabusDownload PDF Outline
- A short review of QuickBooks Essentials Class
Running and Analyzing Reports
- Modifying and Memorizing Reports
- Customizing and Filtering Reports
- Exporting Reports to Microsoft Excel
- Saving as PDF files
- Modifying a QuickBooks Form
- Downloading Template
Working with Credit Card Accounts
- Entering a new CC Account
- Entering transactions for CC Account
- Reconciling CC account
- Paying CC account
- Reconciling Bank Accounts
- Entering Products into Inventory
- Ordering Products
- Receiving and Paying for Inventory
- Selling Your Product
- Creating Product Invoices
- Making Cash Sales for Services
- Manually Adjusting Inventory
Estimating, Time Tracking, and Job Costing
- Creating Job Estimates
- Creating an Invoice from an Estimate
- Updating the Job Status
- Tracking Time
- Outside Payroll Service
- QuickBooks Payroll
Frequently Asked Questions
Do I need to bring a computer?
No. We provide a computer with the necessary software for each attendee. This course is available on Mac only.
Are discounts available for this course?
No. This course is not eligible for any discounts.
We offer discounts for packages of classes, including our Excel Bootcamp, SQL Bootcamp, Data Analytics, and PowerPoint Bootcamp.
We also provide discounts for ten or more classes purchased together. Please reach out for more information on our voucher programs.
What if I need to retake this course? May I retake it for free?
Yes. You may retake this course for free once within six months, provided that the class is running with an available seat. For more information, visit our policies page.
QuickBooks Level 2 for Mac
The Level 2 class for the Mac version of QuickBooks concentrates on the more advanced aspects of the program that are commonly used by NYC businesses. When you are finished with this class you will feel comfortable with the advanced features of QuickBooks: creating detailed financial reports, credit card entries and reconciliations, general journal entries, payroll, and purchasing inventory. This class is perfect for accountants who use QuickBooks or have clients who use it, small business owners -- sole proprietorships and S-Corps, and administrative or executive assistants.
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