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  • Finance and Accounting Training

    accountingInterSource offers live instructor-led courses on the most useful and important finance and accounting subjects, including Accounting, Budgeting, Finance, Microsoft Excel and Quickbooks.

    These live classes are offered via a Web interface.

  • About Finance and Accounting

    Accountancy is a branch of mathematical science that is useful in discovering the causes of success and failure in business. The principles of accountancy are applied to business entities in three divisions of practical art, named accounting, bookkeeping, and auditing.

    Corporate finance is an area of finance dealing with financial decisions business enterprises make and the tools and analysis used to make these decisions. The primary goal of corporate finance is to maximize corporate value while managing the firm's financial risks.

    Although it is in principle different from managerial finance which studies the financial decisions of all firms, rather than corporations alone, the main concepts in the study of corporate finance are applicable to the financial problems of all kinds of firms.

    Managerial finance is an interdisciplinary approach that borrows from both managerial accounting and corporate finance. Sound financial management creates value and organisational agility through the allocation of scarce resources amongst competing business opportunities. It is an aid to the implementation and monitoring of business strategies and helps achieve business objectives.


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  • Course Details Finance and Accounting

    Classes are offered via a live web conference. For detailed course outlines and scheduled classes, please see below.

    Online classes are never cancelled due to low enrollment. The instructors who teach our online classes are no less than outstanding, and each has years of practical and training experience.

    InterSource clients are active globally. Live web courses are priced in US dollars, and run during Eastern Standard Time (New York) business hours. We also run live web conference classes during European business hours, which can be invoiced in local currencies. For further information please contact us on +41 (22) 958 0114.

Advanced QuickBooks 2015

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Course duration

  • 1 Days

Course Outline

This Advanced QuickBooks 2015 training class covers advanced features of QuickBooks 2015. This class will be conducted using a current version of QuickBooks. Your instructor will point out the minor differences between versions where they exist. For our custom instructor-led online and onsite classes, we use the version of the software you use in your office.

NOTE: This class is geared for PC users only. Mac versions of the software are not supported in the training.

Note: This class is not appropriate for users of QuickBooks Online or QuickBooks Enterprise.

Note: This course uses the U.S. version of QuickBooks, which applies U.S. tax laws.

  • Learn about the different methods used to record transactions.
  • Learn about setting up QuickBooks to properly handle sales tax.
  • Learn to work with transactions including memorized transactions.
  • Learn to modify reports and create memorized reports for reuse.
  • Learn to set up time and mileage tracking and create reports.
  1. Banking and Reconciliation
    1. Account Registers
    2. Transferring Funds Between Bank Accounts
    3. Voiding and Deleting Checks
    4. Reconciling Accounts
      1. Preparing for the First Reconciliation
      2. Reconciling an Account
  2. Managing and Paying Sales Tax
    1. Turning on the Sales Tax Feature
    2. Grouping Sales Taxes
    3. Setting Up Taxable Customers and Items
    4. Default Sales Tax Item
    5. Applying Tax to a Sales Form
    6. Making a Sales Tax Payment
    7. Recording a Sales Tax Payment
  3. Working with Transactions
    1. Working with Transactions
      1. Finding Transactions
      2. Performing a Simple Find
      3. Performing an Advanced Find
    2. Memorized Transactions
      1. Creating a Memorized Transfer
      2. Editing Memorized Transactions
      3. Deleting a Memorized Transaction
      4. Grouping Memorized Transactions
    3. Using Memorized Transactions
  4. Customizing Preferences and Forms
    1. Customizing Company Preferences
    2. Class Tracking
      1. Enabling Class Tracking
      2. Setting Up Classes
      3. Classifying a Transaction
    3. Custom Forms
      1. Custom Invoice Form
  5. Displaying and Customizing Reports
    1. Report Center and the Reports Menu
      1. Customizing Reports
      2. Creating a Memorized Report
    2. QuickZoom
  6. Timesheets and Mileage Tracking
    1. Tracking Time
      1. Turning on the Time Tracking Feature
      2. Setting Up Time Tracking Names
      3. Weekly Timesheets
    2. Entering Time for a Single Activity
    3. Time Tracking Reports
      1. Creating Time Tracking Reports
    4. Tracking Mileage
      1. Setting Up the Vehicles List
    5. Mileage Rates
      1. Viewing Mileage Rates
      2. Entering Vehicle Mileage
      3. Mileage as an Item
      4. Mileage Reports

InterSource Geneva, a premier Information Technology training firm, offers over 400 different courses on server, database and programming technologies, as well as end-user classes for the most popular office, graphics and design applications. We serve clients in Switzerland (Geneva, Lausanne, Bern, Basel, Zurich) and throughout Europe (France, Germany, Austria, Finland, Sweden, England, Netherlands, Spain, etc.).


InterSource offers custom, private courses at client sites, standard public courses in our Geneva classroom, and online training via live Web conference. Training is offered in English and many other languages (Francais, Deutsch, Espanol, Italiano.)


For an overall view of our offerings, please visit us at www.intersource.ch.