QuickBooks 2013 Intermediate

Picture of QuickBooks 2013 Intermediate
Quick Facts
  • Delivery Method Online
  • Professional Certificate
  • 24hrs Suggested Study Time
  • 3 Months Access
  • Tutor Support
  • Study On Any Device
  • 1118 Students

Master the advanced features of QuickBooks and learn to manage multiple company files, create customer statements, enter price levels for inventory, and much more.

Learning how to use QuickBooks to its full potential goes far beyond learning the basic features of the program. Even many experienced QuickBooks users often struggle when applying certain business situations to QuickBooks. In this course, we'll go beyond the basic introductory concepts and you'll learn how to utilise many of the more advanced features and applications.

You'll learn how to manage multiple company files and how to export and import list data from one file to the next. If your business handles inventory, you'll learn how to enter price levels and track discounts and credits. You'll even learn how to enter and track mileage that you incur on any vehicles that you use in your business.

This course also covers many other common topics that small business owners encounter. You'll learn how to create customer statements, assess finance charges on overdue balances, and write off these past due balances when it appears that the customer is not going to pay.

Lastly, you'll learn how to enter common transactions that occur between the owner and the business, including when the owner takes money out of the business or invests new capital. You'll even learn how to make journal entries to deal with those difficult situations when you may pay for a business transaction using personal cash. The course concludes with a discussion of how to track loans and how to use the budgeting feature to better plan and control your business.

This course is designed for those QuickBooks users who already feel that they have a good grasp on the basics or have successfully completed the Introduction to QuickBooks course. Whether you are a small business owner, bookkeeper, or accountant needing a QuickBooks refresher, after taking this course, you'll feel more confident and secure in accounting for your business.

Courses are delivered to you through expertly executed lessons, online instruction and interaction with like-minded students. Our courses are designed to deliver all of the benefits of studying in a classroom whilst giving you the flexibility to study at a time and place to suit your needs. You can access your classroom 24/7 from any device with an internet connection.

This course has a 3 month duration. You'll complete comprehensive lessons, quizzes and assignments before submitting your final exam at the end of the course to achieve your certificate. Courses must be completed within the 3 month access period.

One of the more challenging aspects of QuickBooks is learning how to manage company files. In this lesson, we'll explore some great features that will allow you to easily work with not just one, but multiple company files. You'll even learn how to export and import list information from other files into a brand new file. Once you have a new file created, you'll learn how to access the file from a remote location and how to move your file from one computer to another.

Taking steps to secure your company files is one of the easiest and most effective ways to make sure your file doesn't get mishandled or corrupted in some way. In today's lesson, you'll learn how to set a closing date in your file so that no one can enter a transaction in the wrong period. You'll also learn how to create new users and limit these users to only the areas in which they work. Finally, you'll learn how to use the Condense and Verify features in QuickBooks to streamline your file and check to see if it's corrupted.

<P>Lists form the backbone of QuickBooks. In this lesson, you'll explore how to add and edit multiple list items. You'll also learn how to create class items to further categorize transactions. Finally, you'll discover how to enter inventory part items and how to combine these items to build inventory assemblies. </P> </H1>

<P>Tracking inventory in QuickBooks is a multi-step process. In this lesson, you'll learn how to enter and use Sales Orders to keep track of customer orders. We'll go over how to create Purchase Orders that you can either print or email to your vendors to order more inventory when you need it. And to help you keep track of it all, we'll discuss how to use the Inventory Center in QuickBooks to quickly view inventory transactions, edit items, and produce some amazing reports. </P> </H1> </H1>

<P>If you work with the same vendors over and over again, you may receive discounts and earn credits. In this lesson, you'll learn how to record these discounts. You'll also learn how to enter and manage vendor credits when they arise. Finally, you'll gain the skills you need to adjust your inventory balance should it get out of sync with your actual in-stock inventory. </P> </H1> </H1> </H1>

Not all customers are created equal. Many businesses charge different prices to different customers for a number of reasons. In this lesson, you'll learn how to create price levels either on a fixed percentage or on an item basis that you can assign to a particular customer. This way, whenever you create an invoice for a customer, QuickBooks automatically remembers the price that you want to charge. You'll also learn how to create discount items that you can use separately to track the total amount of discounts that you grant to your customers, and even how to use discounts to encourage your customers to pay an invoice early.

<P>If you ever have to travel by car to a job site or project, you may want to track the vehicle mileage so that you can later deduct it on your tax return. In this lesson, you'll learn how to enter this mileage and the rate the IRS allows for a deduction. You'll also learn how to create some great reports that you can use as support for your tax return. Last, you'll find out how to bill a customer for the mileage you've incurred, even if it's at a different rate than the IRS allows. </P> </H1>

<p>Sometimes you may need to bill a customer without the need to create a full-blown invoice or sales receipt. In this lesson, you'll learn how to create a statement charge directly to a customer's account. You'll also learn how to easily change the price of multiple sales items using QuickBooks' Change Item Prices feature. Last, if a customer is late to pay on an invoice, you'll learn how to assess a finance charge and how to write the balance off the books if the customer ultimately fails to pay. </p>

<P>In this lesson, you'll learn how to utilize QuickBooks' batch invoicing features to create multiple invoices at the same time to send to any of your customers on your customer list. You'll also learn how to set up billing groups that you can use over and over again to send recurring invoices. In the second half of the lesson, you'll explore how to modify a letter template and then create a form letter that you can send to your customers or vendors. You'll even learn how to create and print envelopes and labels based on your customer or vendor information. </P> </H1> </H1> </H1>

<P>Most small businesses carry a small amount of cash on hand to pay for odds and ends. Over time, these small amounts can have a significant impact on your accounting records. In this lesson, you'll learn how you can use QuickBooks to track petty cash amounts. In addition, you're going to learn how to enter the sales of gift cards and certificates. You'll also become proficient in making entries to record when a customer redeems one of these gift cards or certificates. </P> </H1> </H1> </H1> </H1>

<P>In this lesson, you'll learn how to record an owner's infusion of capital into the business. You'll also learn how to record transactions where the owner withdraws money from the company's bank account. In addition, you'll examine when and how to use the Make General Journal Entries window to record various entries that don't involve the business bank account, including the times when the owner might use personal funds to pay for a business expense. </P> </H1> </H1> </H1> </H1> </H1>

<P>In this lesson, you'll learn how to enter a long-term loan in which you use the proceeds of the loan to purchase an asset in your business. You'll then learn how to track this loan using the Loan Manager feature to split apart the principal and interest portions of the loan payment. We'll also dive into the planning and budgeting features built into QuickBooks. By the end of this lesson, you'll see just how easy it is to enter budget data so that you can later evaluate your company's performance using some of QuickBooks' reporting features.</P> </H1> </H1> </H1> </H1> </H1> </H1>

Scott Paxton

Scott Paxton

Scott Paxton is a Certified Public Accountant, and his background includes experience as a public accountant, a manager in the banking industry, an entrepreneur, and a college business instructor. He is a Certified QuickBooks Professional Advisor ... Read more

 Read Scott Paxton's Profile

Frequently Asked Questions

Once you've made the payment, we'll send you a confirmation email with a link to start your course. Feel free to get started whenever you're ready!

You'll have 3 months access to your course. In that time you are free to study at your own pace. The course duration is 24 hours.

Online learning is a flexible way to study that fits around your schedule, giving you the freedom to learn at your own pace from anywhere in the world. You'll have 3 months to complete the course and can take the multiple-choice questions and final exam whenever it suits you.

If you need help, you can contact us anytime. You can also join the discussion area where you can interact with other students. The discussion area for each lesson is open for the entire duration of the course.

Of course! We offer a 7-day money back guarantee. As long as you haven't completed the course, you can get a full refund within 7 days of enrolling.

We do not offer extensions or transfers for this self-paced course. However, you will have 3 months to complete the course, and if you need to cancel within the first 10 days of enrolment, we offer a money back guarantee.

The Learning Environment

From the moment that you enrol in the QuickBooks 2013 Intermediate you will become an integral part of our learning community. You'll find yourself with the freedom to learn at a speed that suits you, on any device, from anywhere in the world. Achieving your career goals no longer has to mean compromising family and work commitments.

Our Values

Learn At Your Own Pace

We believe in personalised learning. That's why we provide all the tools and support you need to succeed at your own pace. With flexible learning, you'll stay motivated and retain more information. Plus, you can balance your studies with work and family commitments to make your dreams a reality.

We Won't Break The Bank

Education should be accessible to anyone who wants to learn. That's why we offer some of the most competitive prices in the industry with payments plans for just $25 per week. Investing in your future is a smart choice and doesn’t have to break the bank.

Industry-Led Courses

There's no better way to learn than from experts with years of experience in your field. That's why each of our 200+ industry-led courses are designed to give you a real-life perspective on your industry. With our expert mentors, you'll learn from people who have a wealth of knowledge and experience, and who are passionate about sharing it with you.

Get The Personal Support You Deserve

At Vibe Learning, we're real people who are dedicated to providing you with personal support every step of the way. Our industry experts are not only professional and knowledgeable but also incredibly passionate about sharing their expertise with you. With their guidance, you'll gain invaluable insights and practical knowledge to help you succeed.

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QuickBooks 2013 Intermediate

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Crystal Reports Fundamentals Online Course | Vibe Learning
 

Crystal Reports Fundamentals

Picture of Crystal Reports Fundamentals
Quick Facts
  • Delivery Method Online
  • Professional Certificate
  • 24hrs Suggested Study Time
  • 3 Months Access
  • Tutor Support
  • Study On Any Device
  • 1425 Students

Learn how to use Crystal Reports to create attractive business documents that are easy to read and understand.

Want to ""wow"" people with your business reports? In this course, you'll master the techniques the pros use to produce attractive, reader-friendly reports for any audience.

Designed for Crystal Reports XI, Crystal Reports 2008, and Crystal Reports 2011, this course will teach you how to transform the information that lies buried in your database or accounting program into clear, easy-to-understand documents.

You'll hone your Crystal Reporting skills as you get hands-on practice in extracting, sorting, and grouping your data. In addition, you'll find out how to include totals for groups of figures or for the entire report. Next, you'll master the art of building your reports and formatting your material to create a polished, professional look.

Whether you're new to Crystal Reports or want to enhance your skills, this course is ideal for you. By the time you're done, you'll be able to produce anything from a quick meeting handout to an elaborate annual report—and you'll never be intimidated by report-writing tasks again!

NOTE: Please check the Requirements tab for important softwareversioninformation before you sign up for this course.

Courses are delivered to you through expertly executed lessons, online instruction and interaction with like-minded students. Our courses are designed to deliver all of the benefits of studying in a classroom whilst giving you the flexibility to study at a time and place to suit your needs. You can access your classroom 24/7 from any device with an internet connection.

This course has a 3 month duration. You'll complete comprehensive lessons, quizzes and assignments before submitting your final exam at the end of the course to achieve your certificate. Courses must be completed within the 3 month access period.

Crystal Reports is the world's most popular software tool for creating reports based on data stored in databases. It's popular because of its power and flexibility, which will help you create reports that communicate the information you want to convey to the people you want to convey it to. In our first lesson, you'll learn why it's important to find out everything you need to know about the report you want to create before you even launch the Crystal Reports application. This advance planning gives you a much better chance of creating a report that achieves your objectives.

In this lesson, we'll hit the ground running and create a Crystal Report from scratch. From Lesson 1, you already know how to connect to a data source. Today, you'll learn how to pull data from that data source and place it into your report. Then, I'll show you how to use Crystal Reports to create a quick, simple report with a professional appearance&mdash;adding headers and footers, and adjusting column headings and the data itself. We'll also discuss how to arrange all of these items on a page for maximum visual impact. By the end of this lesson, you'll know how to create a simple report!

Once you know how to pull data from a database and display it in a basic report, the next step is to pull data from multiple database tables and display only the data you want, filtering out any irrelevant information. In this lesson, you'll learn how to perform these functions, and I'll also show you how to build reports that allow users to decide at runtime what to display. In effect, you can build one report that serves the purpose of multiple reports!

Displaying the information in a database is one thing; displaying it in a way that communicates effectively is another. In today's lesson, we'll review how to enhance communication by organizing a report's data in a meaningful way, and you'll learn how to use Crystal Reports to sort data and group related data items together. You'll discover how to summarize numerical data with group totals and how to obtain an overall grand total. And we'll also look into the drill-down capability of Crystal Reports, which allows your report readers to use a simple mouse click to access suppressed details of a specific data group!

In this lesson, you'll dive into the details of the various report sections. First, we'll discuss how to resize sections, and then we'll take a close look at the Section Expert, which is your major tool for selecting options that control the appearance and function of the various sections of a report. We'll also explore how you can control the placement of groups, reset page numbering, and move report totals. Finally, we'll take a closer look at the drill-down feature and hiding details.

Today, you'll get even more hands-on experience formatting a report. First, we'll look at a number of formatting options that Crystal Reports offers to help you give your report just the look you want. Then, we'll look at how you can use report templates to achieve a consistent appearance across a family of reports. And finally, we'll practice using absolute formatting and conditional formatting, features that can adjust the appearance of your report based on the data it contains.

With Crystal Reports, you can do more than just display the data you select from your data source. You can also show correlations between related categories of data items. To do this, you create a cross-tab report, which can show such correlations across the entire data set or within a selected group of data items. As usual, Crystal Reports provides considerable flexibility in how it presents the cross-tab data to users. In this lesson, you'll learn what the options are and how to use them.

You'll often need to create a report based on some, but not all, of the data in a database. For example, a sales manager may want to look only at the purchase records of her top five customers. Alternatively, she may want to view the performance of her bottom 10 salespeople. Crystal Reports makes it easy to produce such reports, as well as others that are selective about what they display. In this lesson, you'll create such targeted reports that make it easy for managers to make informed decisions.

The formulas and control structures in Crystal Reports allow you to make your reports dynamic, sensitive to what's happening at runtime. With formulas, you can operate on data and put the result into your report. You can also save time and effort by including one or more of the predefined functions in your formulas. You can even create your own custom functions, save them, and use them both now and in the future. These facilities give you the flexibility to produce a sophisticated custom report with very little time and effort. And you'll find out how to do all of this in today's lesson<strong>.</strong>

Crystal Reports gives you the ability to embed one report inside another. The two reports can be related in some way, or they can be completely unrelated. As long as you have a reason for displaying both reports at once, you can do it, and you'll find out how in today's lesson. We'll also practice embedding hyperlinks today. This can be a great alternative to embedding a subreport within a main report!

Charts and maps can add visual dimension to the display of information in a report. While columns of numbers may be an effective way to present data for some readers, you may have visual learners in your target audience who would be better served by charts and maps. Today, you'll learn how to choose a chart type that best conveys the information you want to emphasize. And you'll find out how to use color, font, scale, legends, and titles to help you highlight trends in the data or data points that fall outside of the expected range.

After you've created a report, you need to distribute it. Crystal Reports gives you several convenient distribution options, and we'll explore all of these in our final lesson. We'll talk about print and fax options, exporting a report to any of a number of popular file formats, and transmitting it to the people who should read it. You'll learn how to post the report on your organization's intranet or the Web, and then we'll discuss distributing reports via Crystal Reports Viewer 2008.

Allen Taylor

Allen Taylor

Allen G. Taylor is a 30-year veteran of the computer industry and the author of 28 computer-related books, including "Crystal Reports 2008 For Dummies," "Database Development For Dummies" and "SQL For Dummies." He has been teaching computer course... Read more

 Read Allen Taylor's Profile

Frequently Asked Questions

Once you've made the payment, we'll send you a confirmation email with a link to start your course. Feel free to get started whenever you're ready!

You'll have 3 months access to your course. In that time you are free to study at your own pace. The course duration is 24 hours.

Online learning is a flexible way to study that fits around your schedule, giving you the freedom to learn at your own pace from anywhere in the world. You'll have 3 months to complete the course and can take the multiple-choice questions and final exam whenever it suits you.

If you need help, you can contact us anytime. You can also join the discussion area where you can interact with other students. The discussion area for each lesson is open for the entire duration of the course.

Of course! We offer a 7-day money back guarantee. As long as you haven't completed the course, you can get a full refund within 7 days of enrolling.

We do not offer extensions or transfers for this self-paced course. However, you will have 3 months to complete the course, and if you need to cancel within the first 10 days of enrolment, we offer a money back guarantee.

The Learning Environment

From the moment that you enrol in the Crystal Reports Fundamentals you will become an integral part of our learning community. You'll find yourself with the freedom to learn at a speed that suits you, on any device, from anywhere in the world. Achieving your career goals no longer has to mean compromising family and work commitments.

Our Values

Learn At Your Own Pace

We believe in personalised learning. That's why we provide all the tools and support you need to succeed at your own pace. With flexible learning, you'll stay motivated and retain more information. Plus, you can balance your studies with work and family commitments to make your dreams a reality.

We Won't Break The Bank

Education should be accessible to anyone who wants to learn. That's why we offer some of the most competitive prices in the industry with payments plans for just $25 per week. Investing in your future is a smart choice and doesn’t have to break the bank.

Industry-Led Courses

There's no better way to learn than from experts with years of experience in your field. That's why each of our 200+ industry-led courses are designed to give you a real-life perspective on your industry. With our expert mentors, you'll learn from people who have a wealth of knowledge and experience, and who are passionate about sharing it with you.

Get The Personal Support You Deserve

At Vibe Learning, we're real people who are dedicated to providing you with personal support every step of the way. Our industry experts are not only professional and knowledgeable but also incredibly passionate about sharing their expertise with you. With their guidance, you'll gain invaluable insights and practical knowledge to help you succeed.

Still looking?

Check out the following courses related to Crystal Reports Fundamentals:

Discover more online courses

Recently viewed products

Picture of Crystal Reports Fundamentals

Crystal Reports Fundamentals

$599
$389AUD
Save 35%