Advanced QuickBooks Class in San Diego

	We offer Intro and Adv QuickBooks:  Intro QuickBooks Course Description Certificate of Completion Available Call (858) 578-9476 for more information Click HERE to send e-mail	REGISTER: Adv QuickBooks - $149.99 Intro QuickBooks - $149.99 Intro & Adv QuickBooks -  $249.99
	NOTE: Course is taught by a Certified QuickBooks ProAdvisor. Class meets 2 times for a total of 6.5 hours. We also offer an Intro to QuickBooks class

ESTIMATES & PROGRESS INVOICES 

Create an estimate, then base an invoice on information in the estimate. Use Progress Invoicing to bill in percentages as the job is completed.

JOBS & JOB COSTING REPORTS

Set up customer jobs (which can be used in estimates), then track the profitability of your jobs with Job Costing reports.

IMPORT, EXPORT, & SYNCHRONIZE QUICKBOOKS DATA 

Export QuickBooks reports to Excel, Mail Merge letters in Word using QuickBooks data, create & customize QuickBooks Letter Templates for Mail Merges, export & import lists of Customer, Vendor, & Chart of Accounts to another QuickBooks company file or to MS-Excel, and synchronize your QuickBooks Customer & Vendor lists with your MS-Outlook Contacts.

BAD CHECKS 

Learn two methods for dealing with bad checks and NSF fees. 

FINANCE CHARGES 

Set up and assess Finance Charges on late customers. 

PAYROLL 

Learn about payroll options/prices. Set up payroll, employees, year-to-date amounts, write payroll checks, run payroll reports and pay tax liabilities.

SALES COMMISSION

Track sales commissions for employees, run commission reports, include commissions in payroll checks. 

TIME TRACKING 

Use Timesheets or Single Activity Timer to track employee time spent on different projects and use Timesheet data for invoicing, in payroll, and/or job reports. 

CLASSES:

Use classes to track and compare different segments of your business (i.e. compare profitability of different departments, locations, or products/services).

REIMBURSABLE EXPENSES 

Reimburse employees or owners for expenses they paid out of their own pocket. Track reimbursable expenses to specific customers so you can invoice for items you purchase on their behalf.  

FIXED ASSETS. 

Set-up Fixed Assets to track Cost, Accumulated Depreciation, Memorized Payments and Depreciations Expenses, etc. 

1099 FORMS 

Turn on 1099-MISC tracking, set up Vendors for 1099s, run reports tracking 1099 expenses, print 1099s.

AUDIT TRAIL 

Use the Audit Trail to track changes by QuickBooks users.

JOURNAL ENTRIES 

Create General Journal Entries to make adjustments and corrections.

YEAR-END CLOSE 

Password protect past transactions using Year-End Close feature, use the Clean Up tool to remove old transactions and reduce file size.

DATA BACKUP, SHARING, & INTEGRITY  

Learn about and use Backup & Restore, Accountant's Copy, and Portable Data Files. Learn about and use Verify Data and Rebuild Data utilities to prevent or deal with data corruption issues.

PREREQUISITES: Introduction to QuickBooks or comparable experience. Course handout covers versions 2004-2008. Students will use QuickBooks Pro 2006 in class. 


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