Skip to main content
Self-paced training
Mastering QuickBooks Desktop for Accountants Level 2
What's includedIncluded
What you'll learnTopics
FAQ

Free updates – for life!

QuickBooks Desktop changes every year. But you don’t have to worry about outdated training. Unlike other software training that eventually becomes outdated when the software changes, your purchase includes all the updates we make in the future. Rest assured knowing you have the latest and greatest content…at no additional cost.

Full High Definition video

The courses are all filmed in crystal clear HD, so you don’t miss any details. Expand the viewing area to full screen or watch it in a smaller format…either way, you can easily follow the instructions and see every detail.

Access to all the courses: Anywhere. Anytime.

You can view the courses as many times as you want from any device connected to the internet.

Everything you need to know to master QuickBooks “A to Z,” and understand the “behind the scenes” accounting basics

Whether you love bookkeeping or you’re a “reluctant” bookkeeper, being QuickBooks Confident means coming to work each day with the confidence that you know what to do, how to do it, and most importantly, WHY you need to do it! All this with the confidence that you’re saving time applying the tips, tricks, and shortcuts you discover.

Overview
How ProAdvisors help with QuickBooks
QuickBooks Editions
QuickBooks’ user & list limitations
Setup Issues & Fixes
Should your client start over?
Set up a new company in QuickBooks
Set up a new company from an existing file
Customize setup for your client’s business step-by-step
Set your client’s start date
Enter opening balances for your client’s accounts
Set up Accounts Receivable, Accounts Payable, credit cards, loans, equity, and bank accounts
Complete Payroll Setup Interview
Enter transaction history
Edit beginning balances and start dates
Customize QuickBooks
Adjust preferences to match how your client uses QuickBooks
Customize quick access icons to your most-used features
Use custom fields to track additional information about customers, vendors, and employees
Run reports that use data from custom fields
Turn on (or off!) account numbers
Track the income & expenses for different divisions of your client’s business with Classes
Run reports sorted by Class
Items & Inventory
Compare purchases with expense accounts to inventory purchases
Explore limitations of inventory items
Adjust inventory when your client donates inventory, or gives away promotional items
Compare when to use Inventory Assemblies vs. Group items
Set up group items to record sales of items your client sells together often
Set up Inventory Assemblies to record sales of items your client builds from other inventory items
Record when your client uses inventory parts to build other inventory items
Define the units of measure of your client’s inventory sales and purchases
Sales Transactions, Tricks, & Workarounds
Send customers estimates for future work
Create an invoice from an estimate
Use price levels to customize pricing for specific customers or items
Track backorders and future sales with Sales Orders
Run Sales Order reports
Save time with batch invoicing
Use billable costs to invoice customers for expenses
Set up and track multiple sales tax rates
Find & fix errors with sales tax payments, missing invoices, and Accounts Receivable aging
Record prepayments/downpayments/deposits from customers
Write off old, unpaid invoices as Bad Debt
Record under- and overpayments from customers
Transfer customer credits between customers
Manage multiple Accounts Receivable accounts
Learn tips, tricks, and best practices for recording retail sales
Purchase Transactions, Tricks, & Workarounds
Record fixed asset purchases such as a car or building
Track interest, loan payments, and loan balances with the Loan Manager
Create and record purchases from a Line of Credit
Fix reconciliation balance discrepancies
Fix errors with bill payments to vendors
Track expenses paid with petty cash in QuickBooks
Generate 1099s (and 1096s) for contractors in QuickBooks
Record purchases made with employee or owner’s personal funds
Accurately record and track prepaid expenses such as insurance
Enter prepayments/deposits paid to vendors
Create a report to track prepayments made to vendors
Enter a refund from a vendor
Apply an open customer balance to an open vendor balance
Void checks written in closed accounting periods (like a prior tax year)
Use the Cash Flow Projector to monitor your client’s available cash
Payroll Transactions, Tricks, & Workarounds
Add and edit payroll items to track compensation, deductions, and company contributions
Create custom payroll items such as state tax withholdings
Decide where to see payroll expenses on the Profit & Loss statement
Assign additional payroll costs such as benefits/tax expenses to a customer job
Assign an employee’s salary to specific customer jobs
Void paychecks
Record and track an employee loan and repayment
Record payroll costs to which the company and employee both contribute
Generate W-2s and W-3s
Set up and track a workers compensation policy
Enter the net pay for an employee to calculate their gross pay
Run advanced Payroll reports
Mastering QuickBooks Reporting
Set up budgets and forecasts
Build reports from scratch
Filter reports to see just the information you need
Troubleshoot report filters
Learn advanced reporting tricks to get the most out of your reports
Discover report shortcuts to save you time
Schedule reports to send to others (or yourself) automatically
Develop insight into how Quickbooks builds reports
Utilize little-known, built-in data fields for powerful reports on customers, vendors, and items
Use Excel to boost your QuickBooks reports
Create charts/graphs from QuickBooks reports in Excel
Combine reports from multiple companies with Excel
Use the QuickBooks Statement Writer to generate presentation-worthy report packages
Advanced File Maintenance
Schedule backups to protect your data
Discover the benefits of using the Condense Data feature
Learn tricks to improve the QuickBooks file’s performance
Fix corrupted data with the Verify/Rebuild feature
Move a company file to a new device
Import and Export Data
Transfer information between QuickBooks files
Export/Import lists of customers, vendors, employees, items, or accounts
Export/Import form templates
Export/Import customized reports
Export/Import to/from other programs
Discover and manage applications that connect with QuickBooks
Import Excel lists
Enter multiple items/customers/vendors on a list with the Add/Edit Multiple List Entries feature
Send information Between Client/Accountant
Discover how journal entries work with QuickBooks
Send Journal Entries to clients
Explore when and why you might make journal entries
Learn common year-end procedures to maintain your books
Receive your client’s file with the Accountant’s Copy feature
Discover how your client sends their file, and accepts your changes
Discover how clients import your General Journal Entries to their QuickBooks file
Learn an improved year-end closing entry favored by many accountants
Find changes made in previous years that may affect the reliability of your data
Tackle advanced reporting problems
Multicurrency
Understand the multicurrency preferences
Activate the currencies your client’s company works with
Set and update exchange rates
Assign a foreign currency to customers
Set price levels for foreign currency customers
Invoice foregin currency customers
Receive payments from foreign currency customers
Manage realized and unrealized gains and losses on reports
Make adjustments on reports for your client’s home currency
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 username and password, and start learning!
Do you offer a money-back guarantee on your OnDemand training?
Absolutely! If you are not completely satisfied with the training, send an email to office@quickbookstraining.com within 30 days of your purchase and you will receive a full refund. We stand behind our classes. No hassle. No question.
What is certification and how do I get it?
Students can validate their QuickBooks knowledge by becoming an Intuit QuickBooks Certified User (QBCU). This test is offered at Universities and technical schools and costs $156 for individuals to take. BUT it’s FREE if you enroll in Mastering QuickBooks Level 1! This is a MUST-HAVE for anyone who uses QuickBooks (and wants to prove they can) in their career. If you're interested in this course and would like to get certified, consider one of our Course Bundles or better yet,  the VIP Membership which comes with 5 certification vouchers and even more prep classes!
Are the self-paced courses hands-on?
If you have QuickBooks installed on your computer, you can pause the class and switch to QuickBooks to practice hands-on.
Do I need QuickBooks on my computer?
No. You can view the training on any device with an internet connection. Anytime, anywhere.

No risk, money-back guarantee

We know you'll love our QuickBooks training and we stand behind it 100%. See refund and cancellation details.
Change QuickBooks version
Questions? ...
Questions? ...

QuickBooks training near your location

United States

Refund and cancellation policies

Live classes To cancel your seat in a live class, please notify us at office@quickbookstraining.com before the first day of your class and you'll receive a full refund. If you attend class and it doesn't meet your expectations, just let your instructor know by the end of the first day of class. Then, you'll receive a full refund. Please note... we do not provide refunds if you don’t attend class. We will, however, keep your credit so that you may attend another class in the future.

Self-paced courses If you're not satisfied for any reason, please send an email to office@quickbookstraining.com within 30 days of purchase and you’ll receive a full refund.

Please note, if you use any of the included QuickBooks Certification vouchers within 30 days, we have to deduct the cost of the vouchers ($156 each) from your refund.

VIP Membership To cancel your membership, please send an email to office@quickbookstraining.com within 30 days of purchase and you'll receive a full refund. Please note, if you use any of the included QuickBooks Certification vouchers within 30 days, we have to deduct the cost of the vouchers ($156 each) from your refund.

After 30 days, we'll stop your monthly subscription for live services (these include weekly live classes, Q&A sessions, and "ask the instructor") but you can keep your access to the entire learning library (including all updates to those courses).

Use of QuickBooks Certification Voucher before refund If your purchase includes a voucher code ($156 value) to take the Intuit QuickBooks Certified User exam, you will lose this voucher if you refund your purchase within 30 days. If you've already registered for the test or taken the test within 30 days, and request a refund, we will deduct the cost of the voucher ($156) from your refund.