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Class Level: Advanced
Age Requirements: 18 and older
Average Class Size: 10
System Requirements:

You will need a reliable Internet connection as well as a computer or device with which you can access your virtual class. We recommend you arrive to class 5-10 minutes early to ensure you're able to set up your device and connection.

Class Delivery:

This class will be held via Zoom unless otherwise specified

Flexible Reschedule Policy: This provider has flexible, free rescheduling for any-in person workshop. Please see the cancellation policy for more details

What you'll learn in this quickbooks class:

This Advance course is for someone who wants to become a power user, freelance bookkeeper, QuickBooks consultant, or an accountant who has clients with QuickBooks.

The course will include a customized manual with step by step directions and a certificate at the end, showing you attended a class. The course also includes a free retake if needed. The basic and advance courses prepare you for the QuickBooks Certification Exam.

Lesson 1: Entering transactions faster

  • Entering historical transactions faster
  • Using account register to enter transactions
  • Setting up online banking and working with the online banking center
  • Using Keyboard shortcuts

Lesson 2: Advance items management

  • Using custom fields for items
  • Manual inventory adjustments

Lesson 3: Advance customer job management

  • Adding a customer jobs using progress invoicing
  • Entering sales order and tracking backorders
  • Invoicing for reimbursable expenses

Lesson 4: Advance vendor management

  • Entering and using credits and returns
  • Entering and paying reimbursable expenses
  • Assigning expenses to customer jobs
  • Setting up 1099 contractors
  • Printing yearly 1099

Lesson 5: Importing and exporting

  • Importing transactions and lists
  • Exporting lists and reports
  • Creating accountants copy
  • Working with accountants copy
  • Creating collections, remainders, and thank you letters in QuickBooks

Lesson 6: Customizing forms

  • Creating and customizing invoices
  • Creating and customizing other sales forms
  • Creating and customizing purchase orders
  • Using and switching between custom forms

Lesson 7: Security and networking

  • Setting up users and password
  • Setting up individual users security access
  • Setting up QuickBooks on a network

Lesson 8: Advance payroll

  • Setting up a manual payroll
  • Creating payroll items and accounts
  • Paying payroll taxes

Lesson 9: Advance options

  • How to add and remove features in QuickBooks
  • Customize options and toolbars
  • Memorize transactions
  • Using advance search

Lesson 10: Budgets

  • How to enter a yearly income and expense budget
  • Viewing and customizing budget to actual reports

Lesson 11: Fixing Errors

  • How to determine if your QuickBooks file is error free
  • Easy ways to find errors
  • 5 easy ways of fixing errors

What does the QuickBooks Basic training course include?

  • We are one of only places where the course is taught by a QuickBooks Certified ProAdvisor with years of experience using QuickBooks.
  • This is 100% hands-on course; every student will have his or her own computer to work on. Some training providers teach QuickBooks with no hands-on training. You will not learn QuickBooks by watching someone else use it. It's like learning to drive a car by watching someone else drive.
  • Course covers Quickbooks Pro, Premier, and Enterprise Solutions.
  • A customized manual with step by step directions is included with the course.
  • Flat rate $169 tuition includes 8 hours of training and physical training manual.
  • You’ll be given a Certificate upon completion of the training.
  • A customized manual with step by step directions is included with the course.
  • You’ll be given a Certificate upon completion of the training.
  • A FREE retake is included should you ever need a refresher.
  • The course is held in a convenient and spacious location in Midtown Manhattan.
  • We are New York City’s #1 QuickBooks Trainers. We teach more people QuickBooks than any other training center.
  • We are a Intuit QuickBooks Certified testing center. Take this course along with our QuickBooks Advance class and you will be ready to ace your QuickBooks Certified User exam. Call us to learn more about our QuickBooks Certified User course and exam package.


Is this an online or a live classroom training?

This class is a live classroom training in New York City.

Would I get a certificate after completing the class?

Yes you will get a certificate of completion at the end of the class.

Is the training manual included?

Yes the course fee includes a training manual.

Remote Learning

This course is available for "remote" learning and will be available to anyone with access to an internet device with a microphone (this includes most models of computers, tablets). Classes will take place with a "Live" instructor at the date/times listed below.

Upon registration, the instructor will send along additional information about how to log-on and participate in the class.

Still have questions? Ask the community.

Refund Policy

Note: This provider has a temporary cancellation policy for COVID-19 related cancellations which is as follows: 

Cancellations made 3 or more days in advance will receive a full credit for a rescheduled date with this provider   


Original cancellation policy (non-COVID-19):

  • Cancellation made up to 7 days prior to the start of the class will receive a refund.

  • Refunds will not be given to anyone who has taken the whole or part of the class.

  • Refunds will not be given for any cancellations made 6 business days prior to the start of the class or on the day of the class.

  • Refunds will not be given for anyone that does not show up on the day of the class.

  • All refunds will be charged a 15% processing fee.
  • Rescheduling is not permitted 6 business day prior to the start of the class or on the day of the class.

  • Students must attend 80% or more of class total duration to receive a Certificate of Completion.
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The Technical Institute of America is a technology training company. Our passion for helping individuals and businesses learn technology has made us the number one technology company in New York City. Every year we train thousands in a variety of Microsoft®, Adobe®, Cisco®, CompTIA®, and PMI® courses....

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