QuickBooks Int-Adv Desktop Class
DISCOUNTS, CREDITS, REFUNDS, DEPOSITS:
Handle down payments, discounts, credits, and refunds for customers and vendors.
ESTIMATES & PROGRESS INVOICES:
Create an estimate, then base an invoice on information in the estimate. Use Progress Invoicing to bill in percentages as the job is completed.
JOBS & JOB COSTING REPORTS:
Set up customer jobs (which can be used in estimates), then track the profitability of your jobs with Job Costing reports.
IMPORT, EXPORT, & SYNCHRONIZE QUICKBOOKS DATA:
Export QuickBooks reports to Excel, Mail Merge letters in Word using QuickBooks data, create & customize QuickBooks Letter Templates for Mail Merges, export & import lists of Customer, Vendor, & Chart of Accounts to another QuickBooks company file or to MS-Excel, and synchronize your QuickBooks Customer & Vendor lists with your MS-Outlook Contacts.
Learn two methods for dealing with bad checks and NSF fees.
Set up and assess Finance Charges on late customers.
Learn about payroll options/prices. Set up payroll, employees, year-to-date amounts, write payroll checks, run payroll reports and pay tax liabilities.
Track sales commissions for employees, run commission reports, include commissions in payroll checks.
Use Timesheets or Single Activity Timer to track employee time spent on different projects and use Timesheet data for invoicing, in payroll, and/or job reports.
Use classes to track and compare different segments of your business (i.e. compare profitability of different departments, locations, or products/services).
Reimburse employees or owners for expenses they paid out of their own pocket. Track reimbursable expenses to specific customers so you can invoice for items you purchase on their behalf.
Set-up Fixed Assets to track Cost, Accumulated Depreciation, Memorized Payments and Depreciations Expenses, etc.
Turn on 1099-MISC tracking, set up Vendors for 1099s, run reports tracking 1099 expenses, print 1099s.
Use the Audit Trail to track changes by QuickBooks users.
Create General Journal Entries to make adjustments and corrections.
Password protect past transactions using Year-End Close feature, use the Clean Up tool to remove old transactions and reduce file size.
How much does San Diego QuickBooks training cost? $225 per student per class. Package deals and volume discounts are available.
When are QuickBooks classes available? Most classes meet one time from 9AM-4PM on a weekday. Saturday classes are also available.
Are these QuickBooks classes in-person or on-line? Most QuickBooks classes meet in-person at our Miramar classroom, although we also offer on-line Zoom classes.