Advanced QuickBooks Accounting

Dealing With Physical Inventory

  • Inventory Tracking
  • Setting Up Item List
  • Dealing With Sales Tax
  • Creating Purchase Orders
  • Receiving Items
  • Adjusting Quantity/Value on Hand
  • Managing Inventory-Related Reports

Selling Items

  • Working with Customer & Vendor Profiles
  • Selling Items
  • Processing Sales Discounts
  • Assessing Finance Charges
  • Writing Off Bad Debt
  • Paying Sales Tax
  • Working with Sales and A/R Reports

Working With Balance Sheet Accounts

  • Working with Other Current Assets
  • Transferring Funds Between Accounts
  • Tracking Petty Cash
  • Working With Fixed Asset Accounts
  • Setting Up a Long Term Liability
  • Working with Equity Accounts

Creating Estimates, Using Classes, Job Costing, and Time Tracking

  • Working With Class Tracking
  • Applying Classes to Transactions
  • Running Class Reports
  • Creating Estimates for a Job
  • Converting an Estimate to an Invoice
  • Using QuickBooks Time Tracking Feature
  • Using Time Tracking Hours to Create a Paycheck
  • Reports for Estimates and Time Tracking

Demystifying “Behind the Scenes” and Customizing QuickBooks

  • Digging in Behind the Scenes
  • Customizing Reports and Graphs
  • Working with Additional Formatting Options
  • Creating Custom Fields
  • Creating Custom Forms
  • Working with the Layout Designer Window
  • Closing the Books