Course details
QUICKBOOKS CERTIFIED USER - TEST PREP SECTIONS
- How to Pass a QuickBooks Test… introduction
- QuickBooks Setup 1/10
- QuickBooks Utilities and General Product Knowledge 2/10
- List Management 3/10
- Items 4/10
- Sales 5/10
- Purchases 6/10
- Payroll 7/10 + Printable Guide
- Reports 8/10
- Basic Accounting 9/10
- Customization/Saving time Shortcuts 10/10
NEW FEATURES IN QUICKBOOKS FOR WINDOWS 2017
- Scheduled Reports: automatic e-mail of memorized reports
- Display & Print Report Filters
- Searchable Multiple item/name/accounts for custom reports
- In between amount search
- Copy/Paste Line items in Time sheets
- Cleared Flag on Credit Card Charges / Credits
- Search as your type: automatic show Names, Items, or Accounts which you type any strong of text
- Customer Type and Vendor Type filterable and searchable in their centers
- Undeposited items flag on Homepage
- Company Name prints in Deposit summaries
NEW FEATURES IN QUICKBOOKS FOR WINDOWS 2016
- All Accountant Tools are now available in QuickBooks Enterprise: Batch Enter Transactions, Batch Reclassify Transactions, Client Data Review, Write-off Invoices, Batch Delete/Void.
- Bill Tracker: This is the counterpart to Income Tracker, introduced in 2014, where you can view and organize all the Vendor-related transactions: Purchase Orders, Bills, etc.
- Bulk Clear Send Forms: A fast way to clear all transactions marked to be "sent later."
- Auto Copy Ship-To Address: This is great for companies converting Sales Orders to Purchase orders with DROP SHIP.
- This Fiscal Year-to-Last Month report filter: The most common date range used by QuickBooks users is now available in 2015.
- Rebuild Data and Verify Data Updated: When you verify or rebuild the QuickBooks company file, the program generates a great report on what has been fixed, and what cannot be fixed.
- Custom Field Filtering on Item Reports: Finally, you can use custom fields in inventory items as filters on reports. Great for creating Inventory categories without the need to use Subitems!
- Label Printer Support: You can now print labels on single roll continuous labels, instead of being limited to regular printers only.
- QuickBooks Statement Writer now works with Microsoft office 2013!
- E-Invoicing has replaced the old IPN system, providing a more streamlined electronic payment process for Invoices.
- Improved Subtotal Item: Now you can multiply any numerical value (Amount, Price, or any Custom Field), useful for calculating total weight.
- Enhanced Assembly Shortage Report: Great report to pinpoint inventory issues during the assembly process.
- Column Sorting on customer payment screen is now available.
NEW FEATURES IN QUICKBOOKS FOR WINDOWS 2015
- Business Insights Dashboard
- Commented Reports
- Improved Billable Time and Expenses window
- Unbilled Billable Activity to Income Tracker
- Pin Note to Customer or Vendor
- Automatically close Estimates after converting them to Invoices
- Improved Remainders Window
- Improved Reports Visualization
- Improved Save Portable Copy
- Send Multiple Reports via E-mail
- Multi User Admin: The Admin user now has the ability to end another user's QuickBooks session even if they have unsaved data.
- Improved filters for Active or Inactive items/assemblies in the Inventory Center.
- Customer PO # is available within the Customer Center transaction tab.
- Warning when inactivating items that have a quantity on hand.
- Report filter names are sorted alphabetically and can be searched
- Filter Active status on Name-Based Reports: you can select active or inactive customers or vendors on named based reports
- Added Other 1 and Other 2from the header section of sales and purchase forms to Reports
- Preferred Delivery Method and Preferred Vendor can be added as a columns in some reports.
- Manufacturer's Part Number are now available on Sales Transactions
- Improved selection items of Partial Sales Orders
- Disallow users to sell Negative Inventory
- Disallow users to sell to Overdue Customers
- Sort lines in Sales and Purchase Transactions
- Subtotal all fields in Sales and Purchase Trans.
- Search within Sales and Purchase Transactions
- Pending Assembly Shortage Report
- Negative Item Listing Report
- Footer with Totals on Last Page on Forms
- Showing Cost on Sales Transactions
- Row Shading on transactions forms when printed
- Hide opening balances preference
- Batch Delete and Void Transactions (Accountant Edition as well)
- Payroll Management Course CloudUSD 13
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