NEXT CLASS DATE:

Wednesday, May 10th, 2017                    

  • Cost: $299 (or $499 combined with Level 1)
  • Location: Miami, FL
  • Time: 9:00am – 4:00pm
  • Prerequisites: basic computer use knowledge
  • Format: In-Classroom Seminar with computers for attendees to practice what they are being taught in real time
  • Certificate Type: Basic Certificate when Level 1 taken with Level 2
  • Trainer: All of our trainers are experienced Accountants and Certified QuickBooks ProAdvisors

    Alexander Hiller, Advanced QuickBooks ProAdvisor

LEVEL 2 QUICKBOOKS 2017 CURRICULUM – Intermediate

Recommended for: Business Owners, Bookkeepers, and entry-level experience

  • Analyzing Financial Reports (Chapters 17 and 21)
    -Analyzing a Profit and Loss / Balance Sheet Reports
    -Customizing a Report’s view (Date Range, Column’s, Order Sort)
    -Create Comparative Reports (Month-to-Month, Year over Year, etc…)
    -Looking for bookkeeping errors while analyzing reports
    -Working with most commonly used reports
    -Exporting Reports to Excel and PDF
    -Using the Company Snapshot
  • Account Reconciliation (Chapter 15)
    -The importance and significance of reconciling bank and credit card statements
    -Entering accounting data straight in the register
    -Reconcile a Bank account
    -Reconcile a Credit Card statement
    -Making Bank Transfers with multiple bank accounts
    -Working with Petty Cash Account
  • Managing Customers and Accounts Receivables (Chapter 13)
    -Receiving multiple customer payments to deposit
    -Receiving partial customer deposits
    -Applying discounts and write-offs to open invoices
    -Understanding features in the Customer Center
    -Understanding Undeposited Funds
    -Producing Customer Statements
  • Managing Vendors and Accounts Payable (Chapter 9)
    -Difference between using Write Checks feature to record expenses versus using the Enter Bill / Pay Bills feature
    -Paying multiple bills
    -Paying partial vendor bills
    -Paying Expenses with a Credit Card
  • Customizing Forms (chapter 6,5, and 9)
    -Working with different templates
    -Adding Logo and simple customization
  • QuickBooks Shortcuts and Timesavers (Chapter 12)
    -Dating Shortcuts
    -Keyboard Shortcuts
    -Introduction to Find/Search Tools

Sign-up Online:


  

Call 954-633-2718 for more information.
We are located in:
Palmetto West Park
7791 NW 46th Street
Suite 109
Miami, FL 33166
954-633-2718
305-692-0001

For More Information

Call us to 954-633-2718 or email: hector@quickbooks-training.net