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QuickBooks Premier 2008 - Advanced

Description:

QuickBooks Premier 2008 Advanced covers report topics such as Accrual vs. Cash, Credit cards, Handwritten checks, Downloading bank transactions, Online bank statements, Audit trail, Security, Closing date, using reports to help you understand your business, QuickReports, Customizing preset reports, Saving report settings, Print reports and more. Additional topics covered include Tracking and paying sales tax, Bank Reconciliation, Tracking Credit card transactions, Payroll, Customize Invoices, Voided checks, Equity, Backing up QuickBooks data and more.

Schedule:

QuickBooks Premier Advanced is a one day course. Class runs from 8:30 AM to approximately 4:30 PM, with an hour off for lunch.

Prerequisite:

Have basic Windows skills and QuickBooks Introduction course and/or Instructor approval based on your existing skills.

Instructor:

We use Rick Yale who is a very knowledgably instructor to teach QuickBooks.

Topics Covered:

Reports – Issues and Answers

Accrual vs. Cash Basis

Credit Cards

Hand Written Checks

Download bank transactions

Checking Online Bank Statement

Audit Trail

Security – User Setup

Closing Date

Report Preparation

Reports help you understand your business

Creating QuickReports

Creating and customizing preset reports

Saving report settings

Printing reports

7 at 5:00 – Admin “Must Print” daily reports

Balance Sheet Previous Year Compare

Profit & Loss Previous Year Compare

Today’s Audit Trail

Today’s Check Detail

Deposit Detail

A/R Aging Report

A/P Aging Report

Tracking and paying sales tax

Overview of sales tax in QuickBooks

Setting up your tax rates and agencies

Applying tax to each sale

Determining what you owe

Paying your tax agencies

Bank Reconciliation – Functional Review

Tracking Credit Card Transactions

Payroll Q&A with QuickBooks 2007

Overview of payroll tracking

Writing a paycheck

Tracking your tax liabilities

Paying your federal taxes

Paying payroll taxes

Customizing Invoices

Voiding a Check in a closed period

Equity – The Mystery Revealed

Opening Balance Equity

Owner Investments

Partners

Distributions and Draws

Backing up in QuickBooks

Backup Copy

Accountant Copy

Portable Copy

Wrap it up

QuickTrain Flyers

Compare QuickBooks Products

Notes & Questions