QuickBooks Level 2

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Official Program Description

In this course you will work with QuickBooks software which is designed to help small- and medium-sized businesses keep their books easily and accurately. You will work with advanced features of QuickBooks that build off the Level I course. You will learn to deal with physical inventories, sell inventory items, use QuickBooks for payroll, work with balance sheet accounts and other current assets, create estimates and work with QuickBooks customization features.

Who Should Attend

This course is designed for users or accounting professionals who want to employ the advanced productivity and creative features of QuickBooks.


QuickBooks Level I

Attend and You Will Learn

Dealing with Physical Inventory

  • QuickBooks and inventory tracking
  • Managing inventory-related reports
  • Dealing with sales tax in QuickBooks
  • Creating purchase orders
  • Receiving items
  • Adjusting quantity and value on hand
  • Setting up the item list

Selling Inventory Items

  • Working with customer and vendor profile lists
  • Selling items
  • Processing sales discounts and electronic payments
  • Assessing finance charges
  • Writing off bad debt
  • Paying sales tax
  • Working with sales, receivables reports and graphs

Using QuickBooks for Payroll

  • Setting up QuickBooks to run payroll
  • Setting up employees through the payroll setup interview
  • Working with the employee list
  • Dealing with payroll taxes
  • Creating paychecks
  • Tracking and paying payroll liabilities
  • Working with 1099s and processing payroll forms

Working with Balance Sheet Accounts

  • Working with other current assets
  • Transferring funds between accounts
  • Tracking petty cash
  • Working with fixed asset accounts
  • Setting up a long term liability
  • Working with equity accounts

Creating Estimates and Using Classes, Job Costing, and Time Tracking

  • Working with classes
  • Applying classes to transactions
  • Running class reports
  • Creating an estimate for a job
  • Converting an estimate to an invoice
  • Using QuickBooks time tracking feature
  • Using time tracking hours to create a paycheck
  • Reporting for estimates and time tracking

Demystifying "Behind the Scenes" and Customizing QuickBooks

  • Digging in "Behind the Scenes"
  • Customizing reports and graphs
  • Working with additional formatting options
  • Creating custom fields
  • Creating custom forms
  • Working with the layout designer window
  • Closing the books


  QuickBooks Level 2
  2016 - TTS - Jan - April 2016   Status:  Available
In-Class:   Tue 9:00AM - 4:30PM
15 Mar 2016
Class Schedule: 1 Sessions
Contact Hours: 6.0
Course Fee(s):
Gov't & Non-Profit Registration Fee non-credit    $199.00
Registration Fee non-credit    $249.00
Potential Discount(s):
  0.60 CEUs
Location:   On Campus