QuickBooks Desktop Edition: Advanced Course

QuickBooks Training Online & Onsite

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QuickBooks TrainingQuickBooks Desktop Edition: Advanced

by Certstaffix® Training

Length: 1 day(s)      Public Class Price: $435/person (USD)      Group Class Price: Request Quote      Course Category: QuickBooks


QuickBooks Training
QuickBooks Advanced training will teach users the more advanced features and functionality of the software.  This training course is dedicated to providing you with a flexible, high-performance learning system. This dedication has resulted in a unique and progressive training method. Unlike other training methods that focus on theory or high-tech training products that overwhelm you, this training method provides a simple approach to learning computer software.

This course covers features that are in QuickBooks Pro and Premier

QuickBooks Versions That Can Attend: 2021, 2020, 2019, 2018, & 2017 Pro or Premier (Microsoft Windows PC)
Course Taught With: QuickBooks 2021 (Microsoft Windows PC) Software and 2020 Courseware
Not Appropriate For: Macintosh versions of QuickBooks
Course Description: Print It | Download PDF | Email It

  Public Classes - Live Online at Your Location or OursHow It Works

Certstaffix® Training public classes are instructor-led, live online training you attend from your home or work or in one of our local computer labs. Our live online instructors teach you from a remote location while being able to interact with students as in a traditional classroom setting.

  • A real, live instructor teaching you from another location
  • Hands-on learning with the software/skills you are being taught
  • Interaction with all students in the class at other locations
  • Any needed software for class provided in online lab environment
  • Easy assistance from the instructor

Click a class date below to register & view location/attendance options.

 Register ➥   May 24, 2021     
 Register ➥   June 30, 2021     
 Register ➥   April 6, 2021     

  Group Classes for Organizations - Onsite or Online How It Works

Have a group of employees needing the same training? Onsite training at your office or group live online classes are great solutions.  

  • An expert Instructor will either come to your office or deliver a private live online class to your students
  • Course can be customized to your training needs
  • Course is scheduled based on dates you provide (Subject to instructor availability)
  • We usually require about 4 weeks lead time to arrange a training session

  Detailed Course Topics

Course Description: Print It | Download PDF | Email It

Related Certifications

QuickBooks Certified User Desktop Certification


Knowledge Pre-Requisites


Course Topics

PREREQUISITES
You can successfully complete this course without any prior software knowledge or computer experience. A basic understanding of the computer operating system you are using and completing the QuickBooks Desktop Edition Basic course is recommended.


COURSE OUTLINE
Memorizing Transactions
Entering a New Memorized Transaction
Editing a Memorized Transaction
Deleting a Memorized Transaction
Grouping Memorized Transactions
Using a Memorized Transaction
Printing the Memorized Transaction List

Customizing Forms
Creating a Custom Template
Modifying a Template
Printing Forms

Using Other QuickBooks Accounts
Other QuickBooks Account Types
Working with Credit Card Transactions
Working with Fixed Assets
Working with Long-Term Liability Accounts
Using the Loan Manager

Creating Reports
Working with QuickReports
Working with Preset Reports
Sharing Reports
Exporting Reports to Microsoft Excel
Printing Reports

Creating Graphs
Creating QuickInsight Graphs
Using QuickZoom with Graphs
Working with the Sales Graph
Customizing Graphs
Printing Graphs

Tracking and Paying Sales Tax
Using Sales Tax in QuickBooks
Setting Up Tax Rates and Agencies
Indicating Who and What Gets Taxed
Applying Tax to Each Sale
Determining What You Owe
Paying Your Tax Agencies

Using Online Banking
Setting Up an Internet Connection
Setting Up Bank Feeds for Accounts
Viewing, Downloading, and Adding Online Transactions
Creating Online Payments
Transferring Funds Online
Canceling Online Payments

Managing Company Files
Using QuickBooks in Multi-user Mode
Setting Up Users and Passwords
Setting a Closing Date
Sharing Files with an Accountant
Updating QuickBooks
Backing Up and Restoring a Company File
Condensing a Company File

Estimating, Time Tracking, and Job Costing
Creating Job Estimates
Creating an Invoice from an Estimate
Displaying Reports for Estimates
Updating the Job Status
Tracking Time
Displaying Reports for Time Tracking
Tracking Vehicle Mileage
Displaying Vehicle Mileage Reports
Displaying Other Job Reports

Writing Letters
Using the Letters and Envelopes Wizard
Customizing Letter Templates
Course Description: Print It | Download PDF | Email It

Public Class Format

Certstaffix® Training public classes are instructor-led live online training you attend either from your home/work location or in one of our computer labs. Our live online instructors teach you from a remote location while being able to interact with you like in a traditional classroom.


Quality Instructors

Our instructors have many years of experience teaching adult learners in person and online.

Complete Lab Environment

Access to software required is provided in a lab environment during class.

Hands-on Learning

Most classes are not all lecture - you can learn by actually doing.


Small Classes

You get more attention from the instructor and classes flow more smoothly.

Post-Class Lab Access*

Access practice lab environment for 180 days after most classes*.


Low Cancellation Rate

Most classes run as scheduled.



*These courses do not have post-class lab environment access: Adobe, Salesforce, QuickBooks Online Edition, Google, HTML, WordPress, ITIL, Six Sigma, CompTIA, Project Management, SEO, Social Media.


Group Training

Have a group of employees needing the same training? Onsite training at your office or group live online classes are great solutions.

How Group Training Works





  • An expert Instructor will either come to your office or deliver a private live online class to your students
  • Course can be fully customized to your training needs
  • Each student receives a Course Manual with Practice Files (Materials provided before the class date)
  • If a course has a hands‐on lab, we provide access to the configured course software and files.
    (Requires a high‐speed internet connection and certain open ports on your firewall. You can perform a Connection Assessment Test here)
  • Course is scheduled based on dates you provide (Subject to instructor availability)
  • We usually require about 4 weeks lead time to arrange a training session
  • Training is completed in a convenient session(s) of your choosing
  • Two 15 minute breaks and one hour long break for lunch daily

Request a Free Quote

QuickBooks Desktop Edition: Advanced Class Reviews

Here are a sample of QuickBooks class reviews from past students that have attended our QuickBooks training courses.



QuickBooks Advanced training will teach users the more advanced features and functionality of the software.  This training course is dedicated to providing you with a flexible, high-performance learning system. This dedication has resulted in a unique and progressive training method. Unlike other training methods that focus on theory or high-tech training products that overwhelm you, this training method provides a simple approach to learning computer software.

This course covers features that are in QuickBooks Pro and Premier

QuickBooks Versions That Can Attend: 2021, 2020, 2019, 2018, & 2017 Pro or Premier (Microsoft Windows PC)
Course Taught With: QuickBooks 2021 (Microsoft Windows PC) Software and 2020 Courseware
Not Appropriate For: Macintosh versions of QuickBooks


Certstaffix® Class Reviews

Student Average:
4.76 out of 5 from 124 students

4.96 out of 5

Was a wonderful experience... will be back...


- attended our QuickBooks Desktop Edition: Basic class

4.30 out of 5

Trainer Bill was very easy to follow. He was patient and responsive to every students' questions.


- attended our QuickBooks Desktop Edition: Advanced class

4.87 out of 5

This was a great course. I will help us a lot with our bookkeeping.Thanks!


- attended our QuickBooks Desktop Edition: Advanced class

4.67 out of 5

The staff was very friendly and knowledgeable about the area.


- attended our QuickBooks Online Edition class

5.00 out of 5

The instructor, Andrew Schwartz, was generous with his time and offered many helpful user tips that weren't in the materials. He regularly invited questions and gave students sufficient time to follow along using the sample site. He worked at a steady pace and never added unnecessary urgency making it seem like the material was easier to understand than it actually is.


- attended our QuickBooks Online Edition: Basic class

4.17 out of 5

The course and the instructor was good. The online portion of it needs to be improved. Too many glitches that wasted alot of time.


- attended our QuickBooks Desktop Edition: Advanced class

4.57 out of 5

The class moved fast but was very well organized; so it was not confusion. I wish that we had hands on opportunities for practice.


- attended our QuickBooks Online Edition: Basic class

4.06 out of 5

Thank you!


- attended our QuickBooks Online Edition class

4.63 out of 5

Overall great.


- attended our QuickBooks Desktop Edition: Basic class

4.99 out of 5

Overall great.


- attended our QuickBooks Desktop Edition: Advanced class

5.00 out of 5

Nothing...it was quite perfect!


- attended our QuickBooks Online Edition class

5.00 out of 5

No improvements, I learned a ton. I also learned ways to do different things with QuickBooks that I did not now before. Again excellent course. The instructor was very professional and taught the class with expertise.


- attended our QuickBooks Desktop Edition: Advanced class

4.61 out of 5

Many Aha moments . Cant wait to apply it when i get back to work


- attended our QuickBooks Desktop Edition: Basic class

4.82 out of 5

It was a great course, a little long because i'm impatient but great course.


- attended our QuickBooks Online Edition class

4.52 out of 5

I would have liked to see discrepancy scenarios and manners of handling those discrepancies to help us learn how to correct mistakes we make when crossing over from QB Desktop to QBO.


- attended our QuickBooks Online Edition: Basic class

4.94 out of 5

I thought it was really nice to have an instructor be able to explain everything to us while she wasn't even in the room. I thoroughly enjoyed it and would love to take a class like this again!


- attended our Quickbooks Pro 2015/2016: Level 1 class

4.61 out of 5

I thought it was great that Bill took the time to explain my specific question. He actually cares if you learn Bill was great!


- attended our QuickBooks Desktop Edition: Advanced class

4.94 out of 5

I think it would be helpful to give a better description of the classes, basic vs advanced. While I did learn a few new things from this class, it was more of a reassurance for me. I feel I could have taken the advanced class from the get go and learned a lot more. This class is absolutely helpful to new users.


- attended our QuickBooks Online Edition: Basic class

4.72 out of 5

I just want to say one more time how efficient and helpful the instructor was during this course


- attended our QuickBooks Desktop Edition: Basic class

4.77 out of 5

Great instructor!


- attended our QuickBooks Desktop Edition: Advanced class

4.88 out of 5

First time taking course with this format. Was surprised how well the learning experience was


- attended our Quickbooks Pro 2015/2016: Level 2 class

5.00 out of 5

Excellent course! Bill did an excellent presentation!


- attended our QuickBooks Online Edition class

5.00 out of 5

excellent


- attended our QuickBooks Desktop Edition: Advanced class

4.72 out of 5

Everything went smooth and answers were clear and concise. The only issue I have is the examples of the manual are not clear when it shows the screenshot portion. The writing is really small and hard to see.


- attended our QuickBooks Desktop Edition: Basic class

4.78 out of 5

Bill’s one of the best instructors I have had. He’s excellent and makes quick books easy to understand. He had all the answers and he was long on patience. Thanks for all the knowledge you imparted Bill. Have a great 4th of July.


- attended our QuickBooks Desktop Edition: Advanced class

4.41 out of 5

Bill was very easy to follow and kept a good pace with the course. I look forward to future trainings.


- attended our QuickBooks Pro 2015/16 - Level 2 class

4.94 out of 5

Bill was amazing and answered so many questions I had had for the last few months. His knowledge in quick books was great! Very informative and helpful. Now I can finally start inputting information correctly the first time rather than guessing. THANKS BILL!!


- attended our QuickBooks Desktop Edition: Basic class

4.74 out of 5

Bill was a real stand up guy and really killed this teaching session. Good job Bill. Top notch effort.


- attended our QuickBooks Desktop Edition: Basic class

4.88 out of 5

Bill is very thorough. He was very polite with every question and interruption. I learned so mcuh. Thanks.


- attended our QuickBooks Pro 2015/16 - Level 1 class

4.72 out of 5

Bill is very good at what he does, he is very patient and knowledgeable. His pace is right on point, stays on time but doesn't leave anyone behind. Highly recommend!


- attended our QuickBooks Online Edition: Basic class

4.87 out of 5

Bill is the best ! thanks a lot !


- attended our QuickBooks Desktop Edition: Advanced class

5.00 out of 5

Bill has a great personality and keep the online class moving and I didnt fall asleep once LOL


- attended our QuickBooks Desktop Edition: Advanced class

4.55 out of 5

Bill did an awesome job! He was very clear and went over everything perfectly. He even cracked a few jokes to lighten the load. Bill was able to explain the process in an easily understandable way.


- attended our QuickBooks Online Edition: Basic class

5.00 out of 5

Awesome teacher !!!


- attended our QuickBooks Desktop Edition: Advanced class

4.96 out of 5

Alicia was wonderful. Made everything easy and very informative.


- attended our QuickBooks Desktop Edition: Advanced class

4.96 out of 5

Again, the environment was very suitable for learning and the staff at my location was awesome.


- attended our QuickBooks Online Edition: Basic class

4.04 out of 5

ADD CC ENTRIES, ACH PAYMENT INTO THE BOOK.


- attended our QuickBooks Desktop Edition: Basic class

4.96 out of 5


- attended our QuickBooks Desktop Edition: Basic class

4.17 out of 5


- attended our QuickBooks Desktop Edition: Basic class

4.91 out of 5


- attended our QuickBooks Desktop Edition: Basic class

4.28 out of 5


- attended our QuickBooks Desktop Edition: Basic class

5.00 out of 5


- attended our QuickBooks Desktop Edition: Basic class

4.94 out of 5


- attended our QuickBooks Desktop Edition: Basic class

4.89 out of 5


- attended our QuickBooks Desktop Edition: Basic class

4.75 out of 5


- attended our QuickBooks Desktop Edition: Basic class

5.00 out of 5


- attended our QuickBooks Desktop Edition: Basic class

5.00 out of 5


- attended our QuickBooks Desktop Edition: Basic class

5.00 out of 5


- attended our QuickBooks Desktop Edition: Basic class

4.87 out of 5


- attended our QuickBooks Desktop Edition: Basic class

4.72 out of 5


- attended our QuickBooks Desktop Edition: Basic class

4.94 out of 5


- attended our QuickBooks Desktop Edition: Basic class

4.42 out of 5


- attended our QuickBooks Desktop Edition: Basic class

5.00 out of 5


- attended our QuickBooks Desktop Edition: Basic class

5.00 out of 5


- attended our QuickBooks Desktop Edition: Basic class

5.00 out of 5


- attended our QuickBooks Desktop Edition: Basic class

5.00 out of 5


- attended our QuickBooks Desktop Edition: Basic class

4.83 out of 5


- attended our QuickBooks Desktop Edition: Basic class

4.87 out of 5


- attended our QuickBooks Desktop Edition: Advanced class

4.00 out of 5


- attended our QuickBooks Desktop Edition: Advanced class

4.48 out of 5


- attended our QuickBooks Desktop Edition: Advanced class

5.00 out of 5


- attended our QuickBooks Desktop Edition: Advanced class

4.94 out of 5


- attended our QuickBooks Desktop Edition: Advanced class

4.65 out of 5


- attended our QuickBooks Desktop Edition: Advanced class

5.00 out of 5


- attended our QuickBooks Desktop Edition: Advanced class

5.00 out of 5


- attended our QuickBooks Desktop Edition: Advanced class

4.00 out of 5


- attended our QuickBooks Desktop Edition: Advanced class

5.00 out of 5


- attended our QuickBooks Desktop Edition: Advanced class

4.96 out of 5


- attended our QuickBooks Desktop Edition: Advanced class

4.94 out of 5


- attended our QuickBooks Desktop Edition: Advanced class

4.94 out of 5


- attended our QuickBooks Desktop Edition: Advanced class

4.57 out of 5


- attended our QuickBooks Online Edition: Basic class

4.90 out of 5


- attended our QuickBooks Online Edition: Basic class

4.90 out of 5


- attended our QuickBooks Desktop Edition: Basic class

4.55 out of 5


- attended our QuickBooks Desktop Edition: Basic class

4.62 out of 5


- attended our QuickBooks Desktop Edition: Basic class

4.51 out of 5


- attended our QuickBooks Desktop Edition: Advanced class

4.59 out of 5


- attended our Quickbooks Pro 2015/2016: Level 2 class

5.00 out of 5


- attended our QuickBooks Online Edition class

4.88 out of 5


- attended our QuickBooks Online Edition class

5.00 out of 5


- attended our QuickBooks Online Edition class

4.18 out of 5


- attended our QuickBooks Online Edition class

4.12 out of 5


- attended our Quickbooks Pro 2015/2016: Level 2 class

5.00 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

5.00 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

4.12 out of 5


- attended our QuickBooks Online Edition class

4.71 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

4.88 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

4.82 out of 5


- attended our Quickbooks Pro 2015/2016: Level 2 class

4.76 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

5.00 out of 5


- attended our QuickBooks Online Edition class

4.71 out of 5


- attended our QuickBooks Online Edition class

5.00 out of 5


- attended our QuickBooks Online Edition class

4.35 out of 5


- attended our Quickbooks Pro 2015/2016: Level 2 class

4.71 out of 5


- attended our Quickbooks Pro 2015/2016: Level 2 class

4.59 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

4.59 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

5.00 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

5.00 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

4.88 out of 5


- attended our Quickbooks Pro 2015/2016: Level 1 class

4.35 out of 5


- attended our QuickBooks Online Edition class



Please contact us if we do not yet have any reviews or you would like more.


View all QuickBooks training reviews

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