Mastering QuickBooks Level 2

         The most popular Intermediate level              QuickBooks class in the world!

  Master more difficult, but common, QuickBooks transactions, become a report expert, and   build on your strong foundation with this 2-day, self-paced QuickBooks training course.   Discover everything that QuickBooks can do for you. If you truly want to Master
  QuickBooks, this is the training for you!

  Learn everything covered in our full two-day class, at your own pace, at your own   place!

• 11.5 hours of comprehensive training (2 full days worth)



• A 220+ page comprehensive learning manual



• QuickLearn lets you practice what you learn…while you learn



• QuickSearch lets you learn only what you need to know



• 13 hours of CPE

        The quickest and easiest way to learn
                  Quickbooks…guaranteed!

 Here’s what you learn in Mastering QuickBooks Level 2


   Customizing QuickBooks (make QuickBooks REALLY work for you!)

• Modifying important preferences
• Customizing your home page
• Modifying the iconbar
• Creating and using custom fields
• Using account numbers
• Using classes (for departments, locations, etc.)

  Sales Transactions, Tricks, and Workarounds

• Setting up price levels
• Sales orders/backorders
• Invoicing for billable costs
• Complex sales tax situations
• Creating and using estimates
• Progress invoicing
• Finding and fixing typical errors in accounts receivable
• 2 methods for handling customer deposits
• Writing off bad debts
• Customer under- and over-payments
• Transferring customer credits
• Working with multiple accounts receivable accounts
• Entering retail sales

  Purchase Transactions, Tricks, and Workarounds

• Purchasing and accounting for fixed assets
• Entering company loans with the Loan Manager
• Lines of credit
• Typical bill payment errors
• Preparing 1099’s at year-end
• Employee and owner purchases
• Prepaid expenses
• Vendor deposits
• Vendor refunds
• Barter transactions
• Voiding prior period checks
• Using the cash flow projection tool

  Items & Inventory

• Expenses vs. Items…which do you use?
• Inventory limitations
• Inventory adjustments
• Creating group items
• Working with inventory assemblies
• Units of measure

  Advanced Tricks

• When should you start over with a new file?
• The limitations of QuickBooks
• Handling bank reconciliation errors
• Using multiple currencies
• Fixing errors in all areas of QuickBooks... there are so many we can't list them all!

  Completing Set Up

• Completing setup: opening balances, completing lists, special accounts, opening balance equity, and payroll setup
• 2 methods for entering transaction history
• Checking the setup…is it right?

  Payroll Transactions, Tricks, and Workarounds

• Correcting the setup of payroll items
• Adding difficult payroll items
• Using payroll effectively for job costing
• Voiding/Reprinting paychecks
• Handling special payroll deductions and payments
• Preparing and adjusting W-2s
• Employee loans
• Setting up and tracking workers compensation insurance
• Net to Gross paycheck calculations

  Mastering QuickBooks Reporting

• Advanced report customization
• Report types in QuickBooks…what you really need to know!
• Importing and exporting reports
• Using special fields to improve reports
• Troubleshooting reports filters
• Memorizing reports and creating report groups
• Adding reports to the iconbar
• Powerful techniques for modifying reports in Excel
• Generating custom summary and transaction reports
• Graphing QuickBooks data in Excel
• Budgets and forecasts
• Combining financial statements
• Extending the QuickBooks database
• Using advanced fields for reports (customer type, vendor type, job
type, custom fields, and more)

  Unlocking the Power of QuickBooks

• Deleting and archiving old transactions in your file
• Remote access (to access your company file through the internet)
• Automating backups
• Tricks to make QuickBooks run faster and more efficiently
• Corrupt data files…how, why, and what to do
• Verify and rebuild company files

  Importing and Exporting

• Exchanging data between QuickBooks files
• Importing and exporting lists
• Importing and exporting customized forms
• Using reports with multiple company files
• Exchanging data between QuickBooks and other programs
• Working with integrated applications
• Using special Excel import feature

  Secrets Your Accountant Should Know

• Common client mistakes and their fixes
• Closing the books
• Getting information to and from your accountant
• Finding changes made to closed periods
• Understanding and using retained earnings
• Discovering quirks of QuickBooks journal entries
• Using reversing journal entries
• Year-end procedures
• Using the Audit Trail and other reports to find errors
• Cash basis financial statements (what is QuickBooks doing?)
• Special reports for your accountant
• What you REALLY need to know to become an advanced user!
• Little known power features in all areas of QuickBooks

 And much more!

 Real Customers…Real Words…Real World Training’s
 Mastering QuickBooks Level 2

 This was a great tutorial package. It's given me what I need to start bookkeeping, with
 enough glimpses of advanced techniques to be confident that QuickBooks will be able to
 handle our growing needs.
 E. Steinberg

 I had taken the two day class of Mastering QuickBooks Level 1 and the instructor was very
 knowledgeable. There is so much more to learn, so decided to order the CD from that class.
 Very impressed with it.
 P. Gimenez

 I teach QB at a technical college and I found the materials here to be excellent, very
 understandable, and quite useful.
 Richard

 The instructor is very good in explaining everything in a calm, easy-going way, without rushing
 through the material.
 M. Carvajal

 Very helpful, not intimidating but used real business examples and most likely answers.
 S. Frey

 The course is explained well--not too difficult and not too easy.
 No name

 I didn't know what to expect. It covered more areas than I expected.
 E. Ferro