Quick Books Level 2 — Financials (QBS712)



QuickBooks is a Medium to Large business accounting system. It is designed to track a whole business. Services include payroll, invoice creation, inventory tracking and credit card processing. This course covers bookkeeping fundamentals, then shows you an easy way to setup your organization in QuickBooks. Students learn how to setup the chart of accounts, post income and expense items, enter credit card transactions, work with balance sheet accounts, reconcile bank and credit card accounts, and interpret financial reports.


Entry Requirements

This follow on QuickBooks Level 1, the topics covered are shown below


Upon successful completion of this course, students will be able to

Customize forms.

  • Use other QuickBooks accounts.
  • Create reports.
  • C reate graphs.
  • Track and pay sales tax.
  • Do payroll with QuickBooks.
  • Estimate, time track, and job cost.
  • Write letters.
  • Synchronize with contact management software.


Course Content

Lesson 1: Customizing Forms in QuickBooks

  • Creating a Custom Template
  • Modifying a Template
  • Printing Forms


Lesson 2: Using Other QuickBooks Accounts in QuickBooks

  • Other QuickBooks Account Types
  • Tracking Credit Card Transactions
  • Working with Asset Accounts
  • Working with Liability Accounts
  • Understanding Equity Accounts


Lesson 3: Creating Reports in QuickBooks

  • Creating QuickReports
  • Modifying QuickReports
  • Memorizing QuickReports
  • Running Preset Reports
  • Modifying Preset Reports
  • Exporting Reports to Microsoft Excel
  • Printing Reports


Lesson 4: Creating Graphs in QuickBooks

  • Creating QuickInsight Graphs
  • Using QuickZoom with Graphs
  • Working with the Sales Graph
  • Customizing Graphs
  • Printing Graphs


Lesson 5: Tracking and Paying Sales Tax in QuickBooks

  • Using Sales Tax in QuickBooks
  • Setting up Tax Rates and Agencies
  • Determining What You Owe
  • Paying Your Tax Agencies


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