Mastering QuickBooks Online Level 2 - OnDemand

Mastering QuickBooks Online Level 2 - OnDemand

Master more difficult (but common) QuickBooks features, become a report expert, and build on your foundation from Level 1.

  • Over 7 hours of training.

* Required Fields



A must have…if you’ve mastered the basics

Begins where the 2 day (Level 1) class ends!

Discover the secrets to tricky transactions and building reports

Learn “workarounds” to complex (but common) transactions, and unlock the information you need on QuickBooks reports.

Product Level Level 2
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What You'll Learn

  1. Customizing QuickBooks (make QuickBooks REALLY work for you!)
    • Modifying important preferences
    • Creating and using custom fields
    • Setting up bank rules to make online banking easier
    • Using classes (for departments, locations, etc.) 
  2. Sales Transactions, Tricks, and Workarounds
    • Finding and fixing typical errors in accounts receivable
    • Methods for handling customer deposits
    • Writing off bad debts
    • Customer under- and over-payments
    • Transferring customer credits
    • Using QuickBooks Online Payments to accept credit card payments
    • Setting up PayPal and using it to receive payments
    • Batch printing and emailing of invoices
    • Options for sending invoices and sales receipts
    • Processing NSF customer payments
    • Entering retail sales 
  3. Payroll Transactions, Tricks, and Workarounds
    • Issuing employee loans and advances 
    • Changing payroll preferences 
    • Deleting paychecks 
    • Employee and owner reimbursements 
  4. Advanced Tricks
    • Inventory adjustments
    • Working with inventory assemblies
    • Handling bank reconciliation errors
    • Zero-based checks
    • Fixing errors in all areas of QuickBooks... there are so many we can't list them all! 
  1. Purchase Transactions, Tricks, and Workarounds
    • Lines of credit
    • Typical bill payment errors
    • Preparing 1099’s at year-end
    • Employee and owner purchases
    • Prepaid expenses
    • Vendor deposits
    • Petty cash
    • Correcting improperly paid bills
    • Dealing with bounced checks to vendors
    • Voiding prior period checks
  2. Mastering QuickBooks Reporting 
    • Advanced report customization
    • Budgets and forecasts
    • Management reports
    • Statement of cash flows 
    • Job costing 
  3. Secrets Your Accountant Should Know
    • How to work in a bank register! 
    • Voiding prior period checks! 
    • Moving balances between customers and vendors! 
    • What you REALLY need to know to become an advanced user! 
    • Little known power features in all areas of QuickBooks
High speed internet.

The OnDemand training will not work with dial-up internet.

Somewhere you can learn without interruption.

To avoid distractions, we recommend you find a time and location where you can focus on learning.

You don’t need to have a QuickBooks Online account

If you do, you can open your QuickBooks company to try something out….but it’s not necessary. Our teaching method ensures that you'll learn the maximum amount of material with the smallest investment of time.

Speakers or Headphones

This is not a “text-based” course. Instead, the content is presented by one of the country’s leading QuickBooks experts, Jason Ruvaldt. You’ll definitely want to hear Jason share his knowledge.

How does the OnDemand class work?

After you place your order, you receive log-in credentials for the course via email. Follow the link in the email, type your user name and password, and start learning!

What do I need to take the live online class?

You need high-speed Internet and computer speakers or headphones.

Do I need to have access to a QuickBooks Online account?


I didn't receive my log-in information . What should I do?

Please call our office at 800-564-2688.

Do I need special software to attend online class?

No. The course plays in your internet browser.

Do you offer a money back guarantee on your OnDemand training?

Absolutely! If you are not completely satisfied with the training, send us an email or call us within 30 days and you will receive a full refund (minus a processing fee of $15). We stand behind our classes. No hassle. No question.

Does your training cover the most current version of QuickBooks?

Yes! We always teach the most current version.

Are the training courses hands-on?

Yes. If you have access to a QuickBooks Online account, you can pause the class and switch to QuickBooks to practice hands-on.

How many people can view the training with me?

When you purchase the course, you purchase the right for one person to view the course. To add other students, please call us at 800-564-2688.

$ Money Back Guarantee

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