QuickBooks Level 2 for PC

Advanced QuickBooks Training

The Level 2 class for the PC 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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tag-solid $209 clock-solid 7 Hours display-solid PC provided help-line map-marker-solid 185 Madison Avenue, NYC users-solid In-person classroom training

Corporate training available

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What You'll Learn

  • Reports in QuickBooks
  • Working with forms
  • How to work with credit card accounts
  • Managing inventory
  • Time tracking and job costing
  • Payroll

Full Course Syllabus

Download PDF Outline

Quick Review

  • 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

Customizing Forms

  • 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

Bank Reconciliation

  • Reconciling Bank Accounts

Managing Inventory

  • 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

Entering Payroll

  • Outside Payroll Service
  • QuickBooks Payroll
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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 Windows PC 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.

The Level 2 class for the PC 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.