QuickBooks Level 2
So you've got a good grasp of the concepts of QuickBooks Level I. You're ready for the next step - understanding the special requirements and specific issues of a business. This advanced one day QuickBooks course is tailor-made for small business. We have the answers. Just askinc!
Spend a fast-paced, answer-packed, information-loaded day with us, and become more efficient and confident in QuickBooks as you learn useful tips like recording loans, handling GST Warnings, NSF Cheques, Bad Debts, emailing invoices, customizing reports and saving them, etc. We'll teach you how you can make this powerful accounting system do amazing things for you and your business.
ASK Inc. 2012 manual is 246 pages that provides step by step captured-screen images so you can follow along step by step and use for reference later. Find out what is new in 2012!
Don’t forget to bring your questions! Small class sizes allow you to bring bookkeeping questions to class for the instructor (Certified ProAdvisor) to help you.
The topics we'll cover in QuickBooks Level 2 include:
- Inventory and Items
- Entering/Ordering/Adjusting
- Group Items
- Multiple units of measure
- Writing off inventory (theft/damaged goods)
- Inventory Counts/Adjustments
- Inventory used for business use (advertising/supplies)
- Multiple price levels
- Purchases
- Purchase orders
- Receiving goods with an invoice and without
- Email forms
- Down payments
- Merging Vendors
- Customers
- Multiple price levels
- Creating sales orders
- Jobs and Estimates
- Back orders
- Creating multiple estimates
- Progress invoicing
- Collection Centre (New)
- Customer deposits - undeposited funds
- Invoice letters
- Reminder statements
- Customer Deposits
- Using undeposited funds
- Never fill out a deposit book again!
- Preventing fraud - putting controls in place
- Balancing bank accounts
- Reconciling the First Time
- Reconciling Mid Year
- Handling Discrepancies
- Cleared Transactions Beware
- Fixed Assets (Purchasing and Tracking)
- Managing Lists (Sorting/inactive/merging/printing)
- Handling NSF Cheques
- Bad Debts
- Sales Tax - GST and HST
- Reporting
- Remitting
- Handling GST Warnings
- Who should be collecting HST
- Reports
- Adjusting reports to fit your needs
- Creating PDF files
- Creating report groups - month end
- Printing batch reports
- Making sense out of your financial statements
- Exporting your data to Excel and updating with ease (Amazing new feature)
- Setting Dates, Passwords, and cut-off dates
- Customizing your forms
- Adding your logo
- Changing your invoice
- Backing up Your Data & Restoring Your Data
