Self-paced training
Mastering QuickBooks Desktop for Accountants Level 2
What's included
What you'll learn

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 But you don’t have to worry about outdated training. Unlike other software training that eventually becomes outdated when the software changes, your purchase includes all the updates we make in the future.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.

Customizing QuickBooks for Your Client
Modifying important preferences
Customizing your client's home page
Modifying the Icon Bar
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
Batch invoicing
Invoicing for billable costs
Complex sales tax situations
Creating and using estimates
Progress invoicing
Finding and fixing typical errors in accounts receivable
Two methods for handling customer deposits
Managing collections
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 1099s 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
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
Use multiple currencies
Fixing errors in all areas of QuickBooks
Completing Set Up
Account setup: opening balances, special accounts, and opening balance equity
Completing setup: completing lists, setting up payroll
Two methods for entering transaction history
Checking the setup
Payroll Transactions, Tricks, and Workarounds
Correcting the setup of payroll items
Adding difficult payroll items
Using payroll effectively for job costing
Voiding/Reprinting paychecks
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
Importing and exporting reports
Using special fields to improve reports
Troubleshooting reports filters
Memorizing reports and creating report groups
Adding reports to the Icon Bar
Powerful techniques for modifying reports in Excel
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, custom fields, and more)
Unlocking the Power of QuickBooks
Deleting and archiving old transactions in your client's file
Remote access (accessing a 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
Verifying and rebuilding 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
Working with Clients
Common client mistakes and their fixes
Closing the books
Getting information to and from your client
Finding changes made to closed periods
Understanding and using retained earnings
Discovering quirks of QuickBooks journal entries
Using reversing journal entries
Understanding year-end procedures
Using the Audit Trail and other reports to find errors
Cash basis financial statements
Special reports you'll need as the accountant
What you REALLY need to know to become an advanced user!
Little known power features in all areas of QuickBooks
More Features for Accountants
Correcting common mistakes with undeposited funds
Changing account types to correct client financial statements
Using the Client Data Review feature to review a client's file
Converting your clients from Quicken
Using the Fixed Asset Manager: Setting up for a new client, adding assets, and calculating depreciation
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 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.
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

If you're not satisfied for any reason, return your materials to the instructor by the end of the first day of class and you will receive a full refund. See details
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QuickBooks training near your location

United States

Cancelation and refund policies

Cancelation policy We'll refund your tuition (less a $45 processing fee) if you email us 5 (five) days prior to the class. Regrettably we have to be strict about this policy because we finalize our room and set up fees with the hotel 5 days before class begins.

Refund policy If you're not satisfied for any reason, return your materials to the instructor by the end of the first day of class and you will receive a full refund. We do not provide refunds if you do not attend class. We will, however, keep your credit so that you may attend another class in the future.