QuickBooks Desktop Edition: Advanced Course



Course Details:

Length: 1 day

Price: $445/person (USD)

Bundle & Save: View Bundle

Group Price: Request Quote

Training Reviews

Course Features:

Live Instructor Teaching

Certificate of Completion

Digital Badge

Courseware: Print

Free 6 Month Online Retake

Hands-On Learning?: Yes

Software Lab Included: Yes

Delivery Methods:

Live Online

Individuals and Groups
@ Your Location

Onsite for Teams

Group Teams
@ Your Organization

This is an instructor-led course. It is taught by an instructor live online or at organizations for groups.
For team training, we can teach onsite at your office or private live online.

 


Course Overview

Harness the Power of QuickBooks to elevate your proficiency & productivity with our advanced QuickBooks desktop training!

Maximize your capabilities with this advanced QuickBooks training, designed to enable you to take on intricate tasks ranging from managing memorized transactions to generating comprehensive reports and deftly handling sales tax. This is not just a theoretical QuickBooks desktop course, you'll get hands-on experience and practical skills! Sharpen your financial acumen in manageable stages with our distinctive step-by-step approach.

Dive deeper into:

  • Automation: Get to grips with memorized transactions, tailor forms, and make the most of online banking for streamlined operation in this QuickBooks desktop class.
  • Financial Management: Expertly handle sales tax, compile reports, export data, and gain a deep understanding of your finances in our QuickBooks online advanced training.
  • Job Costing: Create estimates, keep track of time, monitor mileage, and generate all-encompassing job reports for informed decision-making in our QuickBooks pro classes.
  • Team Collaboration: Make use of multi-user mode, oversee file access, and collaborate smoothly with your accountant in our QuickBooks desktop tutorials (course).

Prepare for QuickBooks online advanced certification - the QuickBooks Certified User Desktop Certification by taking both our Advanced and Basic QuickBooks desktop live course. Learn the skills required to pass the QuickBooks advanced certification.

Master QuickBooks Pro like a pro. Enroll today to unlock your financial prowess in our QuickBooks desktop classes!


Course Notes

Register Early: Registration Deadline is 2 Weeks Prior to Class Start.

Important Course Information

This course covers features that are in QuickBooks Pro and QuickBooks Pro Premier.

Course Taught with Courseware: QuickBooks 2022 for Windows () Courseware.
Course Taught with Software: QuickBooks 2024 for Windows () Software.
Versions that Can Attend: QuickBooks 2024, 2023, 2022, 2021, 2020, & 2019 for Windows ().
Not Appropriate for: Macintosh - iOS () Versions of QuickBooks.

For success in this course, you need basic end-user skills on any current Windows version, including starting/switching between programs, finding/saving files, closing programs, and using a browser. You can obtain this level of skills and knowledge by taking the Windows for End Users Course.

You should also be familiar with the topics covered in:

 


Related Certifications

QuickBooks Certified User Desktop Certification

Certification Notes: Certification exams are administered by third party testing companies. Our course teaches topics that can be useful with certification exam(s), which is an additional fee paid to the testing provider. You must contact the corresponding testing provider to take a certification exam.

 


Course Topics

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 FAQs

This course is taught by a live instructor and is available in two class formats:

  1. Live Online for Individuals
  2. Onsite/Online for Private Groups

 



 


Related QuickBooks Information:

Public instructor-led QuickBooks course prices start at $445 per student. Group training discounts are available.

Self-Paced QuickBooks eLearning courses cost $300 at the starting point per student. Group purchase discounts are available.







Registration:

Have a Group?
Request Private Training

4/4/2025 10:00:00 AM
Online Class

Registration Deadline - 03/18/2025

 

5/1/2025 10:00:00 AM
Online Class

Registration Deadline - 04/15/2025

 

5/28/2025 10:00:00 AM
Online Class

Registration Deadline - 05/13/2025

 

6/24/2025 10:00:00 AM
Online Class

Registration Deadline - 06/09/2025

 

7/30/2025 10:00:00 AM
Online Class

Registration Deadline - 07/15/2025

 

8/28/2025 10:00:00 AM
Online Class

Registration Deadline - 08/12/2025

 

9/23/2025 10:00:00 AM
Online Class

Registration Deadline - 09/08/2025

 

10/24/2025 10:00:00 AM
Online Class

Registration Deadline - 10/07/2025

 

11/13/2025 10:00:00 AM
Online Class

Registration Deadline - 10/28/2025

 

12/12/2025 10:00:00 AM
Online Class

Registration Deadline - 11/25/2025

Start your training today!