Keeping Our Clients Well-Balanced for More than 25 Years

QuickBooks Advanced


“The instructor was very knowledgeable and the use of a computer during class guaranteed a learning experience.”

Jan C., CPA

Well-Balanced Accounting's consultants and teachers are QuickBooks® Certified ProAdvisors.



CALENDAR OF TRAININGS

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ADVANCED CLASS
Fee: $195

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CALENDAR OF ALL TRAININGS


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Advanced QuickBooks®
Class Overview


I. Analyzing financial Data
• Running reports and graphs
• What reports help you understand your business
• Creating custom reports
• Memorizing reports
• Exporting reports to Excel
• Memorizing reports

II. Working with Credit Cards
• Entering credit card charges
• Reconciling credit card accounts

III. Using QuickBooks other accounts
• Entering loans
• Using QuickBooks loan manager feature
• Tracking fixed assets

IV. Setting up inventory
• Entering products into inventory
• Ordering products
• Receiving inventory
• Inventory adjustments
• Using units of measure
• Correcting mistakes in inventory

V. Tracking and paying sales tax
• Overview of sales tax in QuickBooks
• Setting up tax rates and agencies
• Items vs. groups
• Determining what you owe
• Paying tax agencies
• Correcting mistakes in sales tax

VI. Tracking Time
• Tracking time
• Invoicing a customer for time

VII. Doing Payroll in QuickBooks

• Overview of payroll in QuickBooks
• Setting up payroll
• Understanding payroll items
• Setting up employee information
• Tracking tax liabilities
• Setting up payroll schedules
• Paying payroll taxes
• Payroll reports available in QuickBooks

VIII.Job Estimates and Progress Invoicing
• Creating Jobs and estimates
• Writing an estimate
• Creating an invoice from an estimate
• Progress invoicing and percentage estimates

IX. Questions