Advanced QuickBooks®

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OVERVIEW

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

Working with Credit Cards

• Entering credit card charges
• Reconciling credit card accounts

Using QuickBooks Other Accounts

• Entering loans
• Using QuickBooks loan manager feature
• Tracking fixed assets

Setting up Inventory

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

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 

Tracking Time

• Tracking time
• Invoicing a customer for time

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

Job Estimates and Progress Invoicing

• Creating Jobs and estimates
• Writing an estimate
• Creating an invoice from an estimate
• Progress invoicing and percentage estimates 

Questions