:: Instructor-led Classes

QuickBooks - Advanced

Course Details

Now that you’ve mastered the processes of entering sales, expenses, payroll, sales tax and inventory, it’s time to take your QuickBooks usage to the next level. The QuickBooks Advanced seminar can help you improve the way you use QuickBooks accounting software to manage your business. This seminar covers troubleshooting topics such as cleaning up paid invoices and bills still showing up as unpaid on reports, handling bounced checks, and writing off bad debt, as well as ways to make QuickBooks more efficient by using Online Banking, Memorized Transactions and more.

Course Objectives

After completion of this course, students will be familiar with these processes:

  • Cleaning up paid invoices and bills still showing as outstanding on reports
  • Handling bounced checks from customers
  • Writing off uncollectable amounts as bad debt
  • Handling customer pre-payments or deposits
  • Utilizing Online Banking feature in QuickBooks to import banking transactions
  • Utilizing Merchant Account Processing service to accept credit cards and e-checks as payment
  • Utilizing QuickBooks to assist in 1099-MISC form preparation

Small Business Success Skills Certificate Program

This class is eligible for the Small Business Success Certificate Program. Participants who complete six classes will receive a framed gold seal Small Business Success Certificate jointly from both The University of Texas at Austin Professional Development Center and City of Austin Small Business Development Program.

Rationale

QuickBooks Pro is one of the most cost effective and best supported small business accounting software application on the market today. This course will prepare students to effectively utilize the more advanced features QuickBooks can perform.

Prerequisites

Required Material

N/A

Prior to Class

N/A

Type of Course

Short course — 6 hours

Course Outline

Troubleshooting Tasks

  • Fixing Accounts Payable Issues
  • Fixing Accounts Receivable Issues
  • Handling Bounced Checks
  • Handling Bad Debt
  • Handling Customer Prepayments/Deposits
  • Handling Entry of Out-of-Pocket Expenses from Owner

Efficiency Tasks

  • Using Online Banking features
  • Using Memorized Transactions for Recurring Entries
  • Using Customer/Vendor Letters feature
  • Using QuickBooks to help prepare 1099s
  • Using Tax-Line Mapping features
  • Demo of QuickBooks’s Merchant Processing for credit card and e-check purchases
  • Demo of new apps feature to help manage business operations
  • Demo of using a virtual terminal partner to remotely host QuickBooks

Summary and Guide to Resources for Continued Development

City of Austin Small Business Development Center

Coordinator(s)

Questions about this course?

    512-471-9971
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