Advanced QuickBooks in Ephrata

Please note that this is a 3-evening course, held on Jan 17, 19 and 24th.

Prerequisites: Introduction to Quickbooks and Intermediate Quickbooks

General Shortcuts and Tricks/Revenue and Customer Problem Solving

• Shortcut Sheet
• Tips and Tricks
• Refresh on Customizing Your Preferences
• Issues with ‘items’
• Other Charges – NSF Checks, etc.
• Discount Issues
  • Discounts and Subtotals
• Customer Center
  • How to Sort Information
  • Merging Double Client Names
• Invoicing Window
  • Mark as Pending
  • Formatting:
    • How to Insert, Delete and Copy lines
  • Customizing Templates
• Your Issues and Questions

Expenses/Vendor Issues and Problem Solving

• Vendor Centre
  • Sorting Information
  • Merging double vendor names
  • Dealing with Supplier credits
    • In-house credits
    • Paid out credits
• Multiple account lines on one bill
• How to Create Expenses to Customers
• Your Issues and Questions

Banking, Reporting, Payroll and Government Remittance Issues

• Issues with Bank Reconciliation
  • How to Manage Stale Items
  • Reconciliation Discrepancy Issues
• Payroll Issues
  • Deducting from and Adding Non-Payroll Items to Paychecks
  • Advances
  • Bonuses
• Tax Filing and Year Ends
  • Tax Filing Tips and Best Practices
  • Tips on Prepping for Year End
• Your Issues and Questions

Course Requirements:

It is required that any attendees that wish to have their laptop with them must come with a fully installed Desktop Version of QuickBooks 2017 or newer.  If you do not have this, you can rent a laptop from us for $10.00 a night. We do not want to steal time from our sessions to install QB!  Attendee assumes responsibility to acquire a working copy of QB at their cost if needed. Free 30 day Trial versions can be installed if desired. Do not download Online Version – it is a different program altogether.