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Mastering QuickBooks Enterprise Solutions Level 2



If you already know the basics, this QuickBooks training course is a must-have! This course begins where our Enterprise Solutions Level 1 course ends and is the equivalent of 2 full days of classroom training.

Recommended for:
Intermediate and Advanced Enterprise Solutions Users who have completed the Enterprise Solutions Level 1 class (or its equivalent)

 $399.95 CD or DVD?
  • Overview
  • Topics
  • Testimonials



          The most popular Intermediate level QuickBooks
                  Enterprise Solutions class in the world!


  Continue learning the most powerful QuickBooks solution with the most powerful training
  in the world…Mastering QuickBooks Enterprise Solutions Level 2. In this course, you
  master more difficult (but common) QuickBooks transactions. You also learn advanced
  reporting techniques that will make you a report expert. And, you learn to correct errors,
  customize QuickBooks, and truly unlock the power of QuickBooks.

  Build on your strong foundation with this 2-day, self-paced QuickBooks Enterprise
  Solutions training course!

  • 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
  Enterprise Solutions Level 2


  I wanted you to know that the Mastering QuickBooks Enterprise Solutions was a great
  course. Thanks for offering it to us. I think many people will benefit from all the hard work
  you guys put into this course.
  Li

  Instructor easy to listen to. Instructor very knowledgeable and patient but moved through
  the material in a timely way.
  L. Barrett

  It was very helpful, not boring, and answered my questions.
  C. Rabe

  Very well done! I like the video introductions, guide books and samples at the end of each
  segment.
  W. Leveille

  If I could learn it anyone can!
  K. Persson

  It is very easy to learn. The speakers were clear and concise. The support is exceptional.
  B Gardner