In this advanced cloud-based QuickBooks Online class, you will create detailed financial reports, credit card entries and reconciliations, general journal entries, payroll, and purchasing inventory.
Corporate & private training available
Video Training Included
Students get lifetime access to self-paced training videos, a $95 value.
Modern computer classroom with your choice of Mac or PC to work on.
Small In-Person Classes
Get personalized attention in small groups with an expert instructor in the classroom.
Refresh the course materials within six months for free as long as there's space in the class.
What You'll Learn
- Reports in QuickBooks
- Working with forms
- How to work with credit card accounts
- Managing inventory
- Time tracking and job costing
“I took NYIM’s Quickbooks Online Level 2 class recently. I walked away with an undoubtedly more in-depth knowledge of Quickbooks (as well as good bookkeeping practice in general) than I had for the previous 3+ years of QBO use. Paul puts everything in an easy to understand, big-picture kind of way and does so in an entertaining, friendly environment. I definitely recommend this to anyone who has to upgrade their business bookkeeping/accounting systems and wants a more personalized, expert education on how to do so (with knowledge of the current tax codes, too). A winner in my opinion.”
— Alison R.
Full Course SyllabusDownload PDF Outline
- A short review of the QuickBooks Online Level 1 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. Choose a Mac or a PC during the checkout process.
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.
Advanced QuickBooks Online Courses NYC
The Level 2 class for QuickBooks' cloud-based Online software 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.