QuickBooks Advanced Level

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1. Reports and Graphs 7 Topics Sample Lesson

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Lesson Content

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1.1 Introduction

1.2 Quick Reports on Lists

1.3 Report Center

1.4 Contributed Reports

1.5 Excel Integration and Data Refresh

1.6 Graphs and Company Snapshot

2. Customizing Forms and Budgets 4 Topics

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2.1 Introduction

2.2 Customizing an Invoice and other Forms

2.3 Setting Up a Budget and Budget Reports

3. Tracking and Paying Sales Taxes 5 Topics

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3.1 Introduction

3.2 Sales Tax Preferences and Setting up Sales Taxe Items

3.3 Indicating Taxability of Customers and Items

3.4 Paying Sales Tax Liabilities and Related Report

4. Subcontractor and 1099s 4 Topics

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4.1 Introduction

4.2 Set Up for 1099s

4.3 Generating 1099s at Year End

5. Jobs , Time and Mileage 6 Topics

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5.1 Introduction

5.2 Preferences and Two-Sided Items

5.3 Entering Payments, Time and Mileage

5.4 Invoicing for Billable Costs and Reimbursable Expenses

6. Estimates and Progress Invoicing 5 Topics

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6.1 Introduction

6.2 Creating an Estimate and Invoice

6.3 Creating Progress Invoice

7. Setting Up Inventory 6 Topics

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7.1 Introduction

7.2 Setting Up Inventory

7.3 Entering Purchase Orders and Receiving Inventory

7.4 Average Cost and Inventory Adjustments

8. Payroll 7 Topics

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8.1 Introduction

8.2 Setting Up Payroll

8.3 Manage Employees, Payroll Items and Schedules

8.4 Entering Time, and Processing Payroll

8.5 Paying Payroll Liabilities and Tax Forms

9. Cleaning Up 7 Topics

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9.1 Introduction

9.2 Clean Up Account Receivable

9.3 Clean Up Account Payable

9.4 Clean Up Undeposited Funds

9.5 Fix Incorrectly Paid Sales or Payroll Taxes

9.6 Fix Beginning Balance in Bank Reconciliation

10. Managing Data Files 4 Topics

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10.1 Introduction

10.2 Compatibility and Working with Your Accountant

10.3 Monitor the Health of the Data File and Improved Condense feature