QuickBooks Desktop Edition: Advanced Course Outline | Certstaffix® Training


QuickBooks Desktop Edition: Advanced Course


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QuickBooks Desktop Edition: Advanced

by Certstaffix® Training

QuickBooks 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

Certstaffix® Training public classes are instructor-led, live online training you attend from your location or our training 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
  • Attend from your location or our training labs

 Register ➥   April 6, 2022     
 Register ➥   May 9, 2022     
 Register ➥   June 2, 2022     
 Register ➥   June 28, 2022     
 Register ➥   July 27, 2022     

Group Onsite Training
At Your Organization

OR

Private Online Training
Live Online Instruction

Have a group of several students needing the same training? Then onsite or private online group training is a perfect option for you. We'll either come onsite to your office or deliver a private live online class so you don't have to travel. You'll be able to fully customize a course to your needs. Lastly, you can save per student versus our public classes.


  • 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
  • Course is scheduled based on dates you provide (Subject to instructor availability)

QuickBooks Training Reviews by Certstaffix® Training

Certstaffix® Training collects detailed class reviews via a formal post-class evaluation in all our instructor-led courses. Below are a sample of abbreviated reviews from real students from our past classes. If you would like more reviews or ones with even further detail, please contact us and we would be happy to show you the high quality of our training services.


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

4.99 out of 5

Overall great.


- attended our QuickBooks Desktop Edition: Advanced class

4.63 out of 5

Overall great.


- attended our QuickBooks Desktop Edition: Basic class



Q: Is QuickBooks Difficult to Learn?


A: QuickBooks can be easy or challenging to learn, depending on your accounting experience and your familiarity with similar programs. Generally, basic functions, like creating, sending, and paying invoices, should be simple to pick up, but QuickBooks training can help employees master more advanced features. While free options exist, enrolling in paid training courses taught by experienced professionals can offer individuals the best educational outcomes.


More Information on Learning QuickBooks


Q: How Do You Become a Professional Bookkeeper With QuickBooks Certification?


A: While anyone with a high school diploma can technically become a professional bookkeeper, employees who want to provide exceptional service to their employers should learn skills relevant to the profession. Formal education in the form of higher-level math and accounting classes and training in software like QuickBooks can increase competency and lead to professional certification. National organizations and companies offer certification for bookkeeping and QuickBooks software proficiency, and both should be sought by bookkeepers who want to excel in their field. QuickBooks certification can be achieved in a day, while bookkeeping certification may take longer.


More Information on Becoming a QuickBooks Certified Bookkeeper.



Q: What Is QuickBooks Certification, and What Are the Requirements for it?


A: QuickBooks certification is a credential that employees get to prove their proficiency with the bookkeeping software of the same name. An employee who wants to get certified can study up and take a test offered at a certified testing center or through an approved organization. Costs for certification can vary depending on the training classes taken and other potential fees. The length of time it takes to become certified will depend on which organization you choose to be certified through and how long you take to complete the test.


More Information on the Investment Needed to Get QuickBooks-Certified.


Q: Who Uses QuickBooks, and What Is it Used For?


A: QuickBooks is an essential piece of accounting software that is a favorite program of bookkeepers, business owners, and employees who work with a company’s financials. While several different software versions exist, each iteration of the program streamlines bookkeeping duties by offering multiple, automatic accounting functions that can increase the profitability of a business. In essence, QuickBooks can keep a business on track financially by providing up-to-date reports based on sales, expenses, inventory, and other finance-related data.


More Information on What QuickBooks Is and How it Works


Q: What Is QuickBooks Pro, and How Does it Differ From QuickBooks Online?


A: QuickBooks Pro and QuickBooks Online are two of the most the popular versions of the QuickBooks brand of accounting software. QuickBooks Pro, a desktop version of the software, is a favorite program of small businesses. Though similar, QuickBooks Online emphasizes mobile access to bookkeeping data, requires an Internet connection to function, and offers fewer features than QuickBooks Pro. Using QuickBooks Pro comes with a variety of benefits, including a lower overall cost and more data management flexibility.


More Information on What QuickBooks Pro Is All About


Q: How Hard Is it to Learn QuickBooks, and Where Can I Get Training?


A: How easily you understand QuickBooks can depend on your familiarity with the program, your knowledge of basic accounting principles, and the version of the program that you intend to use in your office. While several free QuickBooks training resources exist, you can make learning QuickBooks easier by taking high-quality courses that correspond with your particular skill level. Generally, these courses can be completed within a few days or less. When learning QuickBooks, you can bring a live instructor to your work site, get the skills you need through distance learning classes, or opt for self-paced online courses, which can be more convenient for those with tricky schedules.


More Information on How Hard it Is to Learn QuickBooks and Where to Get Training.



QuickBooks Blogs

QuickBooks User Groups

QuickBooks Online Forums

  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

QuickBooks Courses By City:

AL - Birmingham       GA - Columbus       NC - Raleigh       RI - Providence      
AL - Huntsville       GA - Savannah       NC - Winston-Salem       SC - Greenville      
AL - Mobile       HI - Honolulu       ND - Fargo       SC - Myrtle Beach      
AR - Bentonville       IA - Des Moines       NE - Lincoln       SC - North Charleston      
BC - Vancouver       IA - Iowa City       NE - Omaha       SD - Sioux Falls      
CA - Bakersfield       ID - Boise       NH - Bedford       SK - Regina      
CA - Fresno       IL - Chicago       NJ - Bridgewater       SK - Saskatoon      
CA - Los Angeles       IN - Fort Wayne       NM - Albuquerque       TN - Chattanooga      
CA - Modesto       IN - Indianapolis       NS - Halifax       TN - Knoxville      
CA - Oakland       KS - Topeka       NV - Henderson       TN - Memphis      
CA - Oxnard       KY - Lexington       NV - Reno       TN - Nashville      
CA - Rancho Cucamonga       KY - Louisville       NY - Albany       TX - Amarillo      
CA - Sacramento       LA - Baton Rouge       NY - Buffalo       TX - Austin      
CA - Salinas       LA - Lafayette       NY - New York City       TX - Beaumont      
CA - San Diego       LA - New Orleans       NY - Rochester       TX - Corpus Christi      
CA - San Jose       LA - Shreveport       NY - Syracuse       TX - Dallas      
CA - Santa Rosa       MA - Burlington       OH - Cincinnati       TX - El Paso      
CA - Stockton       MA - Springfield       OH - Columbus       TX - Fort Worth      
CO - Boulder       MA - Westborough       OH - Dayton       TX - Houston      
CO - Colorado Springs       MB - Winnipeg       OH - Highland Heights       TX - Killeen      
CO - Denver       MD - Largo       OH - Toledo       TX - Laredo      
CT - Cheshire       MD - Laurel       OK - Oklahoma City       TX - Longview      
CT - New Haven       ME - Portland       OK - Tulsa       TX - Lubbock      
CT - Stamford       MI - Ann Arbor       ON - Ottawa       TX - McAllen      
DE - Wilmington       MI - Grand Rapids       ON - Toronto       TX - Midland      
FL - Daytona Beach       MI - Lansing       OR - Beaverton       TX - San Antonio      
FL - Fort Lauderdale       MI - Livonia       OR - Bend       TX - Tyler      
FL - Fort Myers       MN - Minnetonka       OR - Eugene       TX - Waco      
FL - Gainesville       MO - Columbia       OR - Medford       UT - Ogden      
FL - Jacksonville       MO - Kansas City       PA - Allentown       UT - Salt Lake City      
FL - Lakeland       MO - St. Louis       PA - Erie       VA - Glen Allen      
FL - Miami       MS - Biloxi       PA - Harrisburg       VA - Roanoke      
FL - Naples       MS - Jackson       PA - Malvern       VA - Virginia Beach      
FL - Pensacola       MT - Billings       PA - Philadelphia       VT - Burlington      
FL - Sarasota       NB - Moncton       PA - Pittsburgh       WA - Seattle      
FL - Tallahassee       NB - Saint John       PA - Reading       WA - Spokane      
FL - Tampa       NC - Asheville       PA - Scranton-Wilkes Barre       WI - Green Bay      
FL - Winter Park       NC - Charlotte       PA - York       WI - Madison      
GA - Atlanta       NC - Greensboro       QC - Montreal       WI - Milwaukee      
GA - Augusta