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QuickBooks Pro Level 2


Have you mastered the basics of setting-up your business using QuickBooks Pro and would like to learn more? Our Quickbooks Pro Level 2 class takes students into some of the more advanced features included in this versatile accounting software package.

After completing this course, with QuickBooks Desktop students will be able to:

  • Save time by memorizing recurring transactions
  • Customize Invoices
  • Manage Company Credit Cards via QuickBooks
  • Create, Modify, Memorize QuickBooks Reports and Export data via reports to Excel
  • Track and pay sales tax in multiple jurisdictions


Skills Lab

  • We start with a lab where you will setup a company file, enter and report transactions using skills developed in QuickBooks Level 1

Memorizing Transactions

  • Entering, Updating and Grouping Memorized Transactions

Customizing Forms

  • Creating and Modifying your own Invoice Template

Managing Company Credit Cards

  • Entering Company Credit Card Transactions
  • Handling the monthly Company Credit Card Statement

Creating Reports

  • Working with Preset Reports
  • Working with QuickReports
  • Exporting Reports to Microsoft Excel

Tracking and Paying Sales Tax

  • Using Sales Tax in QuickBooks
  • Setting Up Tax Rates and Agencies
  • Indicating Who and What Gets Taxed
  • Applying Tax to Each Sale
  • Determining What You Owe and Paying Your Tax Agencies


QuickBooks Pro Level 1 or equivalent knowledge


This course is best suited for students who want to use QuickBooks Desktop to track the financial activities of a small organization. Our typical students include:

  • Those starting a small business or non-profit
  • Those who need to move a small organization onto QuickBooks
  • Those transitioning to a bookkeeping role
  • Those who need to make better use of QuickBooks reporting

1 Day Course

Class Dates

Remote Live

This class runs from 08:45 AM to 04:00 PM EST

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