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Quiz

QuickBooks Desktop Intermediate

Step Up your Set Up Knowledge

  • Install QuickBooks Enterprise
  • Update File to New Release
  • Register Your QuickBooks Software
  • Hide Company Files
  • Enter Beginning Balances
  • Class List
  • Set Up a New User
  • User Permissions in QuickBooks Enterprise
  • Print Role List in QuickBooks Enterprise
  • Set Up Online Banking Connection
  • Back Up vs Portable File vs Accountants Copy
  • Schedule Automatic Backup

Customize Your Centers

  • Customize Customer Center
  • Customize Vendor Center
  • Customize Employee Center
  • Company Snapshot

Chart of Accounts Done Right

  • Account Numbers
  • How To Sort Your Chart of Accounts List
  • Clean Up Chart of Accounts

Inventory and Services

  • Inventory Center
  • Inventory Items
  • Service Items
  • Group Items
  • Inventory Assembly
  • How to Use Discounts
  • Use Subtotals On Customer Transactions

Inventory Activities

  • Adjust Inventory
  • Update Your Price List
  • Update Sales Price – Mass Adjustment
  • Automatic Cost and Price Adjustment

Communicating with your CPA

  • Create Accountants Copy
  • Accountant Activities in Accountants Copy
  • Receive Accountants Copy After Accountant Changes
  • Cancel Accountants Copy

More Customization – Custom Fields

  • Custom Fields on Items
  • Custom Field Overview
  • Customer Custom Field
  • Custom Fields on Invoices – Customer Custom Field
  • Custom Field on Purchase Order – Vendor Custom Field

More Lists for Better Tracking

  • Sales Rep List
  • Terms List
  • Payment Method List
  • Customer Message List
  • Ship Via List
  • Template List
  • Bill Rate Level List
  • Fixed Asset Item List
  • Vehicle List

Quotes Estimates and Sales Orders

  • Lead Center
  • Estimates Sales Orders and Invoices
  • Create an Estimate
  • Duplicating an Estimate
  • Create a Sales Order

Intermediate Invoicing

  • Memorize Invoice For Recurring Monthly Invoices
  • Choose Memorized Transaction to Enter Now
  • Progress Invoicing
  • Batch Invoices
  • Price Level List
  • Pending Invoices
  • Statement Charges

Accounts Receivable Scenarios

  • Use Undeposited Funds As a Default When Receiving Payments
  • Cash Back When Making a Deposit
  • Reimbursable Expenses
  • Finance Charges
  • Receive Payment – Client Overpays
  • Receive Payment – Client Underpays

Accounts Payable

  • Purchase Order for Inventory and Receive Inventory
  • Purchase Order to Track Services
  • Memorize a Bill For Recurring Expenses
  • Prepaid Expense Amortization
  • Check Payment Before Receive Bill
  • Loan Manager
  • Pay Bill By Credit Card
  • Print Bill Payment Stub
  • Change Amount of Bill After Paid
  • Record Credit Card Transactions
  • Credit Card Credit
  • Reconcile and Pay Down Your Credit Card

Payroll Set Up and Use

  • Turn On Time Tracking for Employee
  • Enter Payroll Service Key
  • Track Single Activity On Timecard Using Stop Clock
  • Payroll Preferences
  • Weekly Timesheet Entry
  • Payroll Set Up Interview
  • Batch Timecard Entry
  • Employee Set Up Manually
  • Print Timesheets
  • Set Up Payroll Items in Multiuser Mode
  • Set Up and Edit Payroll Schedule
  • Run Scheduled Payroll

Reports You Need to Know

  • Review of Standard Reports
  • Transaction Journal Information
  • Company Reports
  • Accountant and Taxes
  • Daily Sales Summary Report
  • Intuit QuickBooks Statement Writer
  • Sales by Rep – Cash Basis
  • Custom Reporting – Summary and Detail
  • Set Up Budget