(619) 876-4224 x210 info@otstraining.org

QuickBooks Level 2

Course length: 1 day (3 hours)

Overview: In this class, students learn the skills needed to process payments, set-up inventory, manage inventory products, enter and pay bills, and creating billing statements. This class also covers the detailed processes of setting up and managing bank accounts, managing multiple users, and changing company preferences.

Prerequisites: QuickBooks Level 1 or equivalent knowledge.

Software: Intuit QuickBooks Premier 2015.

Note: Each participant will receive a USB flash drive to take their exercise files with them.

Class Fee: $219 (one class) / $349 (two classes) / $549 (three classes)


Printable Class Outline: QuickBooks Level 2 PDF

Class Outline

 Getting Started

  • Setting Up QuickBooks in Multi-User Mode
Working with Lists
  • Working with the Employees List
Setting Up Inventory
  • Entering Products into Inventory
  • Ordering Products
  • Receiving Inventory
  • Paying for Inventory
  • Manually Adjusting Inventory
Invoicing for Services
  • Changing the Invoice Format
  • Creating a Service Invoice
  • Entering Statement Charges
  • Creating Billing Statements
Working with Bank Accounts
  • Writing a QuickBooks Check
  • Using Bank Account Registers
  • Entering a Handwritten Check
  • Transferring Funds Between Accounts
  • Reconciling Checking Accounts

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