QuickBooks Advanced Training

Course Overview

This Accounting Course provides clients with an advanced look at QuickBooks functionality and features. This course is taught in a one-on-one web based format by our QuickBooks ProAdvisor partner. After this course, clients will have an understanding of advanced features beyond the basic setup and interface. Topics include reconciliations, using petty cash, payroll, reports, and setup. The client can also determine other topics that they would like to cover. These should be noted in when registering for the session. NOTE: This course is not designed to walk through the integration of PropertyBoss and QuickBooks. For that, please schedule the �Integrating PropertyBoss and QuickBooks� course.

Course Outline

Reconciliations

• How and Why to Use Them

Petty Cash

• How to Use, Account for, and Reconcile

Setup and Functionality

• Cash vs. Accrual
• Setup Preferences
• Creating 1099�s for Vendors

Payroll

• Handling In-Office or Outsourced Payroll
• Handling Payroll vs. Subcontractors

Reports

• Deciding Reports
• Viewing Reports (Profit and Loss, Balance Sheet, etc.)

Other Transaction Entries

• Entering �Odd� Transactions
• Entering Recurring Transactions

Accounts Held

• Total in Due to Owners Account
• Total in Security Deposits Account

QuickBooks Tips and Tricks

Course ID: SvcWeb44

This Accounting Course provides clients with an advanced look at QuickBooks functionality and features. This course is taught in a one-on-one web based format by our QuickBooks ProAdvisor partner. After this course, clients will have an understanding of advanced features beyond the basic setup and interface. Topics include reconciliations, using petty cash, payroll, reports, and setup. The client can also determine other topics that they would like to cover. These should be noted in when registering for the session.