QuickBooks Pro 2010 Level 2

This is a continuation of basic features for daily accounting tasks using QuickBooks & will introduce some of the more advanced functions. We'll look at how to create files, deal with more advanced tasks for receivables, payables, inventory & payroll.

Course Outline

This courseware is a continuation of basic features for daily accounting tasks using QuickBooks and will introduce some of the more advanced functions and capabilities of QuickBooks.  Students will look at how to create files, and deal with more advanced tasks for receivables, payables, inventory and payroll.

Who should attend:  Students with an accounting background and have taken QuickBooks Level 1 or have equivalent experience.

Course Contents:

Lesson 1  Setting Up Data Files and Customizing Settings
-    Creating New Company Data Files
-    Adding Accounts to the GL
-    Entering GL Opening Balances
-    Entering Customer Opening Balances
-    Entering Vendor Opening Balances
-    Entering Inventory Opening Balances
-    QuickBook preferences

Lesson 2  Banking and Credit Cards
-    Bank Account Reconciliation
-    Changing the Sales Tax
-    Set up sales on Credit/debit card
-    Enter Customer Sales on Credit Card
-    Reconciling the Credit Card Account for Purchases

Lesson 3  Security, Budgets, Classes and Inventory
-    Adding Passwords & Security
-    Budgeting
-    Handing Accounting by Class
-    Managing Inventory

Lesson 4  Additional Payroll Features
-    Checking the Tax Tables
-    Payroll Item List
-    Pay Cheque Deductions
-    Employee Benefits
-    Updating Employee Payroll Records
-    Allocating Payroll Expenses to Classes
-    Generating a Payroll Run
-    Remitting payroll
-    Employee Departures
-    Generating T4 Slips
-    Personal Tax Credits
-    Handling Direct Deposit

Lesson 5  Working with Foreign Currencies
-    Setting up Foreign Currency
-    Making Purchases in Foreign Currency
-    Pricing Inventory and Services
-    Setting up Sales

Lesson 6  Miscellaneous Items
-    Preparing Customer Statements
-    Charging Interest on Overdue Accounts
-    NSF Cheques
-    Handling Bad Dept
-    Making Records

Additional Details

Pre-Requisites

Students should be familiar with the following skills & accounting terms. If unfamiliar, it is strongly recommended that Level 1 be completed prior to taking this course. Assets, liabilities, and equity - Balance sheet - Trial balance Income statement - Debits and credits - Ledger accounts Entering journal/ posting transactions - Enter payables & receivable - Inventory tracking Process payroll - Remittance for GST & PST - Remittance of payroll deductions Basic accounting concepts - Add & modify a vendor - Create & modify a vendor or PO Create/correct payment to a vendor - Create/modify sales invoices - Record/correct customer payment Create financial statements - Add & modify inventory - Create/correct journal entries Add, modify & delete GL accounts - Set up & modify payroll records - Issue paychecks Check integrity of data - Backup and restore data - Setup/use memorized transactions Perform a year end - Print various reports - Close off transactions for year end

Certificates offered

Certificate of completion

Cancellation Policy

You may cancel or reschedule your registration without penalty up to 5 days before your class date. Presidio reserves the right to change or cancel courses up to 2 days prior to the class start date, due to insufficient enrollment or extenuating circumstances. You will be notified at that time in writing of such change or cancellation.

Materials and Certificates Received with Course:
All students receive a course manual and Certificate of Completion. Included with the courses is the use of our kitchen facility which is stocked with snacks, various teas and coffees.

Vendor Information:
Presidio has over 10 years of experience offering training in the adult education environment. We keep the attendance in our courses small so that every person has a chance to participate. Our average size is 5 people and usually not larger than 8. Course start at 8:30 but our doors are open and coffee is on at 8:00am. All training is hands-on and everyone receives a manual to keep. Post support is available at no charge.

We are centrally located in a modern facility in the historic Exchange District. Access is easy by any method of transportation as we are only blocks away from major routes for Winnipeg Transit as well as offer paid parking right outside our door to motorists. Our training rooms are fully networked systems with high-speed internet access and use video projection overhead systems.

Map & Reviews

Presidio Learning Center
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Presidio Learning Center
8-90 Market Avenue
Winnipeg, Manitoba
Canada    R3B 0P3

Reviews

 

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Here are some reviews of the training vendor.

   

The training provider was good but sometimes I felt he moved too quickly through the course. I understand that there was alot to cover, so I feel that maybe it should have been a longer course. Most of the people on this course had already taken some type of this course before, but this was my first time working with any type of spreadsheets at all. It was sometimes overwhelming. I just might take the course again soon.

Reviewed by Jenny J. 2012

   

I wasn't greeted at the door on arrival and had to find someone to ask what room I was supposed to be in. There was another instructor who arrived the same time as I did, but she was more concerned about looking after another client who was in the office. She didn't even bother asking what class I was scheduled to take. I view this as poor customer service. After waiting around for 15 minutes or more, I went to the back of the office to find someone to assist me. Once we got into the session, I discovered that the Excel 2010 did not cover anything to do with InfoPath - which was my main reason for attending. While I learned a few things about Excel 2010, I did not get answers to many questions I had regarding InfoPath. Following the session, I called the office and requested the class examples that were used be sent to me - I also noted this on the evaluation sheet. As well, I asked for step-by-step instructions for inserting additional icons on the Tool Bar when doing Excel documents. The person who answered the phone said she would pass my request on to Christina Bower, who was not available when I called. To date, I have not received anything from Presidio.

Reviewed by Bernice P. 2011

   

An exercise at the end that tied everything together would have been a nice addition to the course.

Reviewed by Travis R. 2011

   

This seminar was for people with experience using quickbooks, defintiely not for beginners. I don't believe the seminar description properly described this. By 10:30 am, I was completely lost.

Reviewed by Rhonda P. 2011

   

If you have used Excel more than once DO NOT take Level one! I wish someone would have told me that. All you are taught is how to navigate excel.

Reviewed by Melanie M. 2011

   

Course info was very helpful - instructor provided real work examples and work arounds.

Reviewed by Linda H. 2011

   

Instructor was very knowledgeable and patient. Atmosphere was friendly and welcoming.

Reviewed by Nishadi G. 2011

   

I received a photocopy of the manual which wasn't as clear as the original manuals--I was a last minute registrant who got a discount price and this was pointed out--even that I didn't have the same options as the other two did because I booked through Last Minute. The other two who booked, booked through presidio and if they felt they didn't absorb enought during the course that day they could come back for a refresher for free. This was mentioned a few times. The Instructor knew the content inside and out and was very knowlegeable on the software. The 15 minute breaks could have been shortened and the content that was covered could have been presented in a slower manner. I was able to keep up, but the material was rushed through at times.

Reviewed by Colette F. 2011

   

the book says I download the course material and I can't find it. It also says I was to receive a CD didnt receive a CD

Reviewed by Linda R. 2011

   

The course itself was good. The instructor seemed more intent on discussing topics not related to the course material i.e. riots in BC, SQL and how hackers got in etc. The computer programs did not work the majority of the time. The instructor did very little to resolve the issues.

Reviewed by Ruth K. 2011

   

The course was well run, very informative and very hands on whick is really nice. The only comment I could make is the room was small and the overhead screen a little hard on the eyes due to lighting. I would definitely consider taking another course.

Reviewed by Laura H. 2011

   

Exercises are really good and relavent to the material being taught. The instructor really cares about your experience and understanding of the material.

Reviewed by Marcy A. 2011

   

This was an excellent program! The instructor was very knowledgeable. She had extra tips on hand outs and made sure that all in the class understood. I am thirsty for more training now.

Reviewed by Kelly C. 2011

   

I realize this is a 1 day course to make you familiar with the program. But not enough time to cover the information without rushing. The instructor knew this and was very helpful and showed genuwine interest in our understanding/progress even in a rush.

Reviewed by Marcy A. 2011

   

I totally enjoyed this training. The class size was small which made it very easy to understand each new point. The presenter has a great personality and was extremely helpful. I would recommend this training any day!

Reviewed by Sharon . 2011

   

I enjoyed this session more than level 2. The only problem was that the chairs were so uncomfortable. My back still hurts today.

Reviewed by Pam L. 2011

   

I felt the class was not completely professional. There was a lot of joking between the teacher & students & I did not completely enjoy the atmosphere.

Reviewed by Pam L. 2011

   

It was alot of information to take in one day, it's too bad that you can't provide this training over a longer period of time such as in the evenings for a number of weeks or in short time frame such as a 2-3 day period.

Reviewed by Marina W. 2011

   

I found the course to be very helpful. Learned alot in a 1 day course.

Reviewed by Shelley G. 2011