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QuickBooks Desktop Beyond the Basics

Master Intuit's 2018 desktop software application in this QuickBooks course. Upgrade your skills and streamline your accounting processes with hands-on training in memorizing transactions, customizing forms, creating reports and graphs, managing payroll, using online banking, and more. Take your QuickBooks knowledge to the next level with ONLC Training Centers.

  • All levels
  • 18 and older
  • $695
  • 10940 Wilshire Blvd, Santa Monica, CA
  • 13 hours & 30 minutes over 2 sessions

Start Dates (0)

  • $695
  • ONLC Training Center - LA (West) @ 10940 Wilshire Blvd Ste 600, Santa Monica, CA 90024
  • 13 hours & 30 minutes over 2 sessions
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Class Description

Description

What you'll learn in this quickbooks class:

This QuickBooks Beyond the Basics course teaches the advanced features and functionality of Intuit's 2018 desktop software application.

Prerequisites:

Attendees should have a familiarity with QuickBooks and have taken the QuickBooks Introduction course or have equivalent experience.

Course Outline:

Memorizing Transactions
  • Entering a New Memorized Transaction
  • Editing a Memorized Transaction
  • Deleting a Memorized Transaction
  • Grouping Memorized Transactions
  • Using a Memorized Transaction
  • Printing the Memorized Transaction List
  • Review
Customizing Forms
  • Creating a Custom Template
  • Modifying a Template
  • Printing Forms
  • Review
Using Other QuickBooks Accounts
  • Other QuickBooks Account Types
  • Working with Credit Card Transactions
  • Working with Fixed Assets
  • Working with Long-Term Liability Accounts
  • Using the Loan Manager
  • Review
Creating Reports
  • Working with QuickReports
  • Working with Preset Reports
  • Sharing Reports
  • Exporting Reports to Microsoft Excel
  • Printing Reports
  • Review
Creating Graphs
  • Creating QuickInsight Graphs
  • Using QuickZoom with Graphs
  • Working with the Sales Graph
  • Customizing Graphs
  • Printing Graphs
  • Review
Tracking and Paying Sales Tax
  • Using Sales Tax in QuickBooks
  • Setting Up Tax Rates and Agencies
  • Indicating Who and What Gets Taxed
  • Applying Tax to Each Sale
  • Determining What You Owe
  • Paying Your Tax Agencies
  • Review
Preparing Payroll with QuickBooks
  • Using Payroll Tracking
  • Setting Up for Payroll
  • Setting Up Employee Payroll Information
  • Setting Up a Payroll Schedule
  • Writing a Payroll Check
  • Printing Paycheck Stubs
  • Tracking Your Tax Liabilities
  • Paying Payroll Taxes
  • Preparing Payroll Tax Forms
  • Review
Using Online Banking
  • Setting Up an Internet Connection
  • Setting Up Bank Feeds for Accounts
  • Viewing, Downloading, and Adding Online Transactions
  • Creating Online Payments
  • Transferring Funds Online
  • Canceling Online Payments
  • Review
Managing Company Files
  • Using QuickBooks in Multi-User Mode
  • Setting Up Users and Passwords
  • Setting a Closing Date
  • Sharing Files with an Accountant
  • Updating QuickBooks
  • Backing Up and Restoring a Company File
  • Condensing a Company File
  • Review
Estimating, Time Tracking, and Job Costing
  • Creating Job Estimates
  • Creating an Invoice from an Estimate
  • Displaying Reports for Estimates
  • Updating the Job Status
  • Tracking Time
  • Displaying Reports for Time Tracking
  • Tracking Vehicle Mileage
  • Displaying Vehicle Mileage Reports
  • Displaying Other Job Reports
  • Review
Writing Letters
  • Using the Letters and Envelopes Wizard
  • Customizing Letter Templates
  • Review

Refund Policy

Cancellation / Reschedule by Student

Because we must schedule rooms, ship course materials, assign instructors and provision computer resources well in advance, it is important students alert us ASAP with any cancel/reschedule requests.

Please note the following policies:

  • If requested 16 or more calendar days before the class
    • Cancellation requests made in this timeframe are eligible for refund less 5% cancellation fee.
    • Reschedule requests made in this timeframe will be accommodated if availability exists and will be processed at no additional charge.
  • If requested 15 calendar days or less before the class
    • Cancellation or Reschedule requests made by the student 15 calendar days or less before the class starts will be charged 100% the course fee and are not entitled to a refund.

Substitutions

  • If you are unable to attend your class, a substitute who meets the course prerequisites may attend in your place at no additional charge for the original class title, date and location. If you cannot find a substitute, you will be subject to the class cancellation policy.

Make-up Policy

Students are permitted one (1) Make-Up opportunity to attend an instructor-led class that was paid for but not previously attended for no additional charge.

  • Make-Up class registrations are subject to availability and are not entitled to refund.
  • Students may not reschedule a Make-up class registration.
  • Any no shows or cancellations forfeit their one Make-up opportunity.

Additionally, ONLC reserves the right to retire courses due to lack of demand. Retired classes are not available for Make-Up.

In the event that an instructor or the school needs to cancel at the last minute, students will receive a refund less a 5% non-refundable registration fee.

In any event where a customer wants to cancel their enrollment and is eligible for a full refund, a 5% processing fee will be deducted from the refund amount.

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ONLC Training Centers

ONLC Training Centers was founded in 1983 when Jim Palic and Andy Williamson left their positions as mainframe programmers with the Dupont Company to start one of the industry's first computer training companies.

Over thirty years and still growing, ONLC Training Centers is one of the the largest privately...

Read more about ONLC Training Centers

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ONLC Training Centers

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