QuickBooks for Windows: Advanced

One Day Ÿ Instructor-led

QuickBooks is the #1 rated small business financial software and it can help you get organized, save time, and simplify what you do every day. QuickBooks puts your sales, expenses, and customer & vendor profiles at your fingertips. That way you can quickly find what you need when you need it, including money coming in and money going out of your business.

This course is designed for Advanced users of QuickBooks. In this course you will learn about Estimates, Assets and Liabilities, Reporting options, Payroll, Data integrity, and integrating QuickBooks with other Applications.


Owners/employees who are responsible for financial & client record keeping in a business would benefit from learning QuickBooks
Typical QuickBook users are:

  • Small Business owners
  • Accountants
  • Bookkeepers
  • Office assistants
  • Staff Accountants


QuickBooks students should have a good working knowledge PC use, and should have a general understanding of basic accounting concepts.


Recommended Course

QuickBooks for Windows: Introduction

Course Outline

Lesson 1: Creating Estimates

  • Prepare an Estimate
  • Convert an Estimate into an Invoice
  • Customize an Invoice

Lesson 2: Recording Business Assets and Liabilities

  • Examine the Online Banking Feature
  • Record Credit Card Charges
  • Record Depreciation on Fixed Assets
  • Record and Calculate Loan Accounts

Lesson 3: Processing Sales Tax

  • Set up Sales Tax Items
  • Identify Taxable Items
  • Apply Sales Tax to Product Sales
  • Pay Sales Tax

Lesson 4: Creating and Modifying Reports

  • Creating and Modify a Quick Report
  • View Preset Reports
  • Display and Customize a Graph

Lesson 5: Processing Payroll Manually

  • Set Up QuickBooks Payroll
  • Add Employee Payroll Information
  • Process Payroll
  • Make Payroll Tax Payments
  • Track Time

Lesson 6: Examining Accuracy of Data

  • Create a User Profile for an External Accountant
  • Find and Fix Errors

Lesson 7: Integrating Other Applications with QuickBooks

  • Compose and Send Letters to Customers
  • Synchronize QuickBooks Data with Microsoft Outlook
  • Export Reports to Microsoft Excel