Duration 1 Days 6 CPD hours This course is intended for Reporting Fundamentals in Lightning Experience is ideal for Sales Rep/Managers, Service Rep/Managers, Beginning Admin, and Business Analyst/Solution Architects. Overview When you complete this course, you will be able to:Work with standard reports.Establish a report building process.Build custom reports using different reporting formats in Lightning.Group and summarize reports in Lightning.Use field filters and filter logic.Add charts and conditional highlighting.Create dashboards in Lightning This course will teach you how to customize existing reports as well as use the Salesforce reporting toolset to create your own reports. Introducing the CourseReports Tab, Folders, and Formats Navigate the Reports Tab to Find Suitable Reports Create Custom Folders in Classic to be Used in Lightning Describe the Different Formats of Reports Run and Modify Existing Reports Using the Report Builder Establish a Report Building Process Navigate the Report Builder Create Custom Reports Using a Standard Report Type Use Filters and Filter Logic Export Your Report Summarizing Your Data Understand the Difference Between a Summary and Matrix Report Use Bucket Fields to Segment Your Data Use Custom Summary Formulas to Perform Calculations on Your Report Data Getting More Insight from Your Data Add Conditional Highlighting to a Report Create Charts to Display Summary Data Schedule and Email a Report to Run Dashboards Articulate What a Dashboard Is Understand the Benefits of Creating Dashboards in Lightning Create a Dashboard Using the Dashboard Builder Additional course details: Nexus Humans Salesforce Reporting Fundamentals in Lightning Experience (RPX101) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce Reporting Fundamentals in Lightning Experience (RPX101) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
Duration 5 Days 30 CPD hours This course is intended for The primary audience for this course is individuals who administer and maintain SQL Server databases. These individuals perform database administration and maintenance as their primary area of responsibility, or work in environments where databases play a key role in their primary job. The secondary audiences for this course are individuals who develop applications that deliver content from SQL Server databases. Overview After completing this course, you will be able to: Authenticate and authorize users Assign server and database roles Authorize users to access resources Use encryption and auditing features to protect data Describe recovery models and backup strategies Backup and Restore SQL Server databases Automate database management Configure security for the SQL Server agent Manage alerts and notifications Managing SQL Server using PowerShell Trace access to SQL Server Monitor a SQL Server infrastructure Troubleshoot a SQL Server infrastructure Import and export data This course will provide training in how to administer and maintain SQL Server, Azure SQL Database and other cloud-based SQL Server databases. IT professionals who work in environments where databases play a key role in their job will find this material useful. By using demonstrations and hands-on lab exercises, students will learn to carry out these important tasks. This course covers content that was in retired Microsoft Course 20764: Administering a SQL Database Infrastructure. 1 - Creating advanced functions Lesson 1: Converting a command into an advanced function Lesson 2: Creating a script module Lesson 3: Defining parameter attributes and input validation Lesson 4: Writing functions that accept pipeline input Lesson 5: Producing complex pipeline output Lesson 6: Using comment-based Help Lesson 7: Using Whatif and Confirm parameters 2 - Using Microsoft .NET Framework and REST API in Windows PowerShell Lesson 1: Using .NET Framework in PowerShell Lesson 2: Using REST API in PowerShell 3 - Writing controller scripts Lesson 1: Understanding controller scripts Lesson 2: Writing controller scripts with a user interface Lesson 3: Writing controller scripts that create reports 4 - Handling script errors Lesson 1: Understanding error handling Lesson 2: Handling errors in a script 5 - Using XML, JSON, and custom-formatted data Lesson 1: Working with XML formatted data Lesson 2: Working with JSON formatted data Lesson 3: Working with custom-formatted data 6 - Enhancing server management with Desired State Configuration and Just Enough Administration Lesson 1: Implementing Desired State Configuration Lesson 2: Implementing Just Enough Administration 7 - Analyzing and debugging scripts Lesson 1: Debugging in Windows PowerShell Lesson 2: Analyzing and debugging an existing script 8 - Understanding Windows PowerShell Workflow Lesson 1: Understanding Windows PowerShell Workflows Lesson 2: Running Windows PowerShell Workflows
Duration 5 Days 30 CPD hours This course is intended for This class is ideal for experienced Salesforce Administrators, business analysts, and implementation specialists looking to gain a greater technical understanding of Salesforce CPQ Administration. It's also designed for experienced administrators, solution architects, implementation consultants, and developers looking to understand the full capabilities of Salesforce CPQ in order to formulate solutions for their business. This class is also a great foundation builder for anyone looking to earn the Salesforce CPQ Specialist credential. Overview When you complete this course, you'll be able to: Set Up Products, Bundles, and Product Rules Build Price Rules to Automatically Populate Field Values While Quoting or Configuring a Bundle Set Up Appropriate System Discounts and Pricing Methods Configure Dynamic Output Document Generation Manage Subscription Products (Including the Processes for Renewing and/or Amending Them) Formulate Sound Solutions to Common CPQ Business Requirements Make Significant Progress in Preparing for the Salesforce Certified CPQ Specialist Exam Discover how to configure an end-to-end Salesforce CPQ solution with out-of-the-box functionality. In this 5-day class, our CPQ experts will give you an in-depth look at Salesforce CPQ and its applications. You?ll learn how to set up and manage products, configure discount and pricing methods, create and manage subscriptions, and formulate solutions to meet common CPQ business requirements so you can successfully implement a Salesforce CPQ solution for your company. Course Introduction Review Course Objectives Set Learner Expectations Review Housekeeping Rules Explore Additional Course Resources Review Exam Quick Facts Introduction to CPQ Understand the Business Case for CPQ Watch an End-to-End Solution Demo Build a Quote Object Model Foundations Get Familiar with Products, Price Books, and Price Book Entries Review Product Fields Integral to Basic Salesforce CPQ Functionality Product Selection Modify Out-of-the-Box Button Behavior for Product Selection Review Guided Selling Bundle Configuration Define and Build Product Bundles Enforce Business Logic with Product Features Option Selection Guidelines Enforce Business Logic with Option Constraints Product Rules Define Product Rules Enforce Business Logic with Product Rules (Including Validation Rules, Alert Rules, Selection Rules, and Dynamic Bundles) Build Product Rules Using Supporting Objects (Including Error Conditions, Product Actions, Summary Variables, Configuration Rules, and Configuration Attributes) Pricing Methods Discover Pricing Waterfall Default Flows Review List Pricing, Cost Plus Markup, and Block Pricing Use Contracted Pricing for Negotiated Prices Subscription Pricing Configure Subscription and Proration Pricing Methods Understand How Subscription Pricing Methods Affect List and Regular Price Discounting Compare Discounting Strategies Build a Discount Schedule Price Rules Set Values for Quote and Quote Line Fields Declaratively Review CPQ Advanced Quote Calculator Calculation Events and Conditions Understand Price Action Sources (Including Static Values, Summary Variables, Formulas, and Lookup Tables) Create Lookup Queries to Outsource Evaluation to a Lookup Object Advanced Approvals Compare and Contrast the Advanced Approval Package Versus Native Approvals Define Approvers, Approval Chains, Approval Variables, and Approval Rules to Meet Specific Business Requirements Quote Templates Generate Dynamic Output Documents Create Conditional Template Content Localization and Multicurrency Make Accommodations for Localization Define Localization and How It Works in CPQ Orders Review Business Purposes of an Order Define the Data Model for Orders Define Data Requirements to Generate Orders Contracts, Renewals, and Amendments Generate New Contracts to Manage Active Subscriptions Related to an Account Review Amendment and Renewal Processes Review Renewal Pricing Methods Capstone Class Project: Troubleshoot Common Scenarios in Salesforce CPQ Design a Solution
Duration 3 Days 18 CPD hours This course is intended for This course is designed for Pardot Marketers and Salesforce Administrators responsible for designing, building, and implementing marketing workflows and reports in the Pardot Lightning App. It's also for Business Users looking to learn more about the Pardot Lightning App. This course is a great foundation builder for anyone looking to take the Salesforce Pardot Specialist Certification Exam. Overview When you complete this course, you will be able to: Enable the Pardot Lightning App. Explain the relationship created between Pardot and Salesforce once the Pardot Lightning App has been enabled. Generate leads with Pardot Lightning App's various lead generation tools including forms, landing pages, and custom redirects. Manage leads with Pardot Lightning App's lead management tools including page actions, automation rules, segmentation rules, dynamic lists, and completion actions. Engage leads with Pardot Lightning App's lead engagement tools including email, personalization, dynamic content, and Engagement Studio. Qualify leads with Pardot Lightning App's scoring and grading functionality. Interpret data generated via Pardot Lightning App's reporting capabilities. Design and execute successful end-to-end marketing workflows using the Pardot Lightning App. Discover how to drive more qualified leads, nurture prospects through the sales cycle, and sell more effectively using the Pardot Lightning App. In this 3-day class, Pardot experts will show you how to design and implement marketing workflows in the Pardot Lightning App to make data-driven decisions and drive your company?s business forward. Learn how to create and automate dynamic emails, generate and qualify leads, and leverage reports and data to boost sales. Course Introduction Review Course Objectives Set Learner Expectations Review Housekeeping Items Review Additional Course Resources Explore Course Case Study Salesforce Integration Understand the Pardot-Salesforce Relationship Sync Data Between Salesforce and Pardot Enable the Pardot Lightning App in Salesforce Create Custom Fields Review Salesforce Campaigns Administration Create a Pardot Dashboard Authenticate Your Email Sending Domains Sync with Third-Party Applications Using Connectors Restore Assets from the Recycle Bin Create and Assign Users and User Groups Understand Usage Governance Visitors and Prospects Understand Pardot Visitors Understand Pardot Prospects List Management Create List Types Organize Prospects Using Static Lists Test Emails Using Test Lists Personalization and Email Marketing Personalize Your Emails with HML and Advanced Dynamic Content Automate Email Marketing Create Email Templates See What Works Best for Your Audience Using AB Testing Track Email Performance Using Email Reports Forms and Landing Pages Capture Leads with Forms Convert Visitors to Leads Using Landing Pages Track Leads with Forms and Landing Page Reports Track Clicks Using Custom Redirects Create Custom Redirect Reports Lead Management Trigger Page Actions Automate Actions from a Marketing Element Using Completion Actions Create a List of Prospects and Apply a Segmentation Action Using Segmentation Rules Create Repeatable, Criteria-Based Automation Rules Create Dynamic Lists Choose an Automation Tool Lead Qualification Understand Prospect Scoring Grade Prospects Based on Profiles Lead Nurturing Build an Engagement Program Create Engagement Program Reports Additional course details: Nexus Humans Salesforce Drive Sales with the Pardot Lightning App (PDX101) training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Salesforce Drive Sales with the Pardot Lightning App (PDX101) course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
Duration 2 Days 12 CPD hours Overview What's New in This Guide? Automatic Payment Reminders for open customer invoices Ability to automatically include the PO# (purchase order number) to Invoice Emails Able to combine multiple emails which allows you to attach multiple sales or purchasing documents to a single email Quickly locate a company file using the new company file search feature Smart Help is an improved search experience that includes access to live experts through messaging and call back options This course covers all features that are in QuickBooks Pro and Premier 2020 and prepares you for the QuickBooks Certified User exam. This course combines all topics in the two 1 day courses ?Get Started with QuickBooks 2020 for Windows? and ?Keep Going with QuickBooks 2020 for Windows?. First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2020. Getting Started Starting QuickBooks Setting QuickBooks Preferences Components of the QuickBooks Operating Environment Using QuickBooks Help Identifying Common Business Terms Exiting QuickBooks Setting Up a Company Creating a QuickBooks Company Using the Chart of Accounts Working with Lists Creating Company Lists Working with the Customers & Jobs List Working with the Employees List Working with the Vendors List Working with the Item List Working with Other Lists Managing Lists Setting Up Inventory Entering Inventory Ordering Inventory Receiving Inventory Paying for Inventory Manually Adjusting Inventory Selling Your Product Creating Product Invoices Applying Credit to Invoices Emailing Invoices Setting Price Levels Creating Sales Receipts Invoicing for Services Setting Up a Service Item Changing the Invoice Format Creating a Service Invoice Editing an Invoice Voiding an Invoice Deleting an Invoice Entering Statement Charges Creating Billing Statements Processing Payments Displaying the Open Invoices Report Using the Income Tracker Receiving Payments for Invoices Making Deposits Handling Bounced Checks Working with Bank Accounts Writing a QuickBooks Check Voiding a QuickBooks Check Using Bank Account Registers Entering a Handwritten Check Transferring Funds Between Accounts Reconciling Checking Accounts Entering and Paying Bills Handling Expenses Using QuickBooks for Accounts Payable Using the Bill Tracker Entering Bills Paying Bills Entering Vendor Credit Memorizing Transactions Entering a New Memorized Transaction Editing a Memorized Transaction Deleting a Memorized Transaction Grouping Memorized Transactions Using a Memorized Transaction Printing the Memorized Transaction List Customizing Forms Creating a Custom Template Modifying a Template Printing Forms Using Other QuickBooks Accounts Other QuickBooks Account Types Working with Credit Card Transactions Working with Fixed Assets Working with Long-Term Liability Accounts Using the Loan Manager Creating Reports Working with QuickReports Working with Preset Reports Sharing Reports Exporting Reports to Microsoft Excel Printing Reports Creating Graphs Creating QuickInsight Graphs Using QuickZoom with Graphs Working with the Sales Graph Customizing Graphs Printing Graphs 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 Paying Your Tax Agencies Preparing Payroll with QuickBooks Using Payroll Tracking Setting Up for Payroll Setting Up Employee Payroll Information Setting Up a Payroll Schedule Writing a Payroll Check Printing Paycheck Stubs Tracking Your Tax Liabilities Paying Payroll Taxes Preparing Payroll Tax Forms Using the EasyStep Interview Using the EasyStep Interview Using Online Banking Setting Up an Internet Connection Setting Up Bank Feeds for Accounts Viewing, Downloading, and Adding Online Transactions Creating Online Payments Transferring Funds Online Canceling Online Payments Managing Company Files Using QuickBooks in Multi-user Mode Setting Up Users and Passwords Setting a Closing Date Sharing Files with an Accountant Updating QuickBooks Backing Up and Restoring a Company File Condensing a Company File Estimating, Time Tracking, and Job Costing Creating Job Estimates Creating an Invoice from an Estimate Displaying Reports for Estimates Updating the Job Status Tracking Time Displaying Reports for Time Tracking Tracking Vehicle Mileage Displaying Vehicle Mileage Reports Displaying Other Job Reports Writing Letters Using the Letters and Envelopes Wizard Customizing Letter Templates
Duration 1 Days 6 CPD hours This course is intended for This course is designed for students who wish to use Microsoft Word to create and modify complex documents and use tools that allow them to customize those documents. Overview In this course, you will learn fundamental Word skills. You will: Organize content using tables and charts. Customize formats using styles and themes. Insert content using Quick Parts. Use templates to automate document formatting. Control the flow of a document. Simplify and manage long documents. Use mail merge to create letters, envelopes, and labels. After you master the basics of using Microsoft© Word such as creating, editing, and saving documents; navigating through a document; and printing, you're ready to move on to tackling the more advanced features. These features enable you to create complex and professional documents with a consistent look and feel. They also enable you to automate tedious tasks such as preparing a letter to send to every customer of your organization.Creating professional-looking documents can help you give your organization a competitive edge. Implementing time-saving features such as document templates and automated mailings helps your organization reduce expenses. Mastering these techniques will make you a valued employee in your organization.Note: Most Office users perform the majority of their daily tasks using the desktop version of the Office software, so that is the focus of this training. The course material will alsoenable you to access and effectively utilize many web-based resources provided with your Microsoft 365 subscription. This includes brief coverage of key skills for using Word for theWeb and OneDrive©. Helpful notes throughout the material alert you to cases where the online version of the application may function differently from the primary, desktop version.This course may be a useful component in your preparation for the Microsoft Word (Microsoft 365 Apps and Office 2019): Exam MO-100 and Microsoft Word Expert (Microsoft 365 Apps and Office 2019): Exam MO-101 certification exams. Lesson 1: Organizing Content Using Tables and Charts Topic A: Sort Table Data Topic B: Control Cell Layout Topic C: Perform Calculations in a Table Topic D: Create a Chart Topic E: Add an Excel Table to a Word Document Lesson 2: Customizing Formats Using Styles and Themes Topic A: Create and Modify Text Styles Topic B: Create Custom List or Table Styles Topic C: Apply Document Themes Lesson 3: Inserting Content Using Quick Parts Topic A: Insert Building Blocks Topic B: Create and Modify Building Blocks Topic C: Insert Fields Using Quick Parts Lesson 4: Using Templates to Automate Document Formatting Topic A: Create a Document Using a Template Topic B: Create and Modify a Template Topic C: Manage Templates with the Template Organizer Lesson 5: Controlling the Flow of a Document Topic A: Control Paragraph Flow Topic B: Insert Section Breaks Topic C: Insert Columns Topic D: Link Text Boxes to Control Text Flow Lesson 6: Managing Long Documents Topic A: Insert Blank and Cover Pages Topic B: Insert an Index Topic C: Insert a Table of Contents Topic D: Insert an Ancillary Table Topic E: Manage Outlines Topic F: Create a Master Document Lesson 7: Using Mail Merge to Create Letters, Envelopes, and Labels Topic A: Use Mail Merge Topic B: Merge Data for Envelopes and Label Additional course details: Nexus Humans Microsoft Word for Office 365 (Desktop or Online) (v1.1) Part 2 training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Microsoft Word for Office 365 (Desktop or Online) (v1.1) Part 2 course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
Duration 4 Days 24 CPD hours This course is intended for This course is appropriate for anyone who wants to create applications or modules to automate and simplify common tasks with Perl. Overview Working within in an engaging, hands-on learning environment, guided by our expert web development, PHP practitioner, students will learn to: Create a working script that gets input from the command line, the keyboard, or a file Use arrays to store and process data from files Create formatted reports Use regular expressions Use the appropriate types of variables and data structures Refactor duplicate code into subroutines and modules What is available in the standard library Use shortcuts and defaults, and what they replace Introduction to Perl Programming Essentials is an Introductory-level practical, hands-on Perl scripting training course that guides the students from the basics of writing and running Perl scripts to using more advanced features such as file operations, report writing, the use of regular expressions, working with binary data files, and using the extensive functionality of the standard Perl library. Students will immediately be able to use Perl to complete tasks in the real world. Session: An Overview of Perl What is Perl? Perl is compiled and interpreted Perl Advantages and Disadvantages Downloading and Installing Perl Which version of Perl Getting Help Session: Creating and running Perl Programs Structure of a Perl program Running a Perl script Checking syntax and warnings Execution of scripts under Unix and Windows Session: Basic Data and I/O Numeric and Text literals Math operators and expressions Scalar variables Default values Writing to standard output Command line arguments Reading from the standard input Session: Logic and Loops About flow control The if statement and Boolean values Using unless and elsif Statement modifiers warn() and die() The conditional construct Using while loop and its variants Using the for loop Exiting from loops Session: Lists and Arrays The list data type Accessing array elements Creating arrays List interpolation Arrays and memory Counting elements Iterating through an array List evaluation Slices and ranges Session: Reading and writing text files File I/O Overview Opening a file Reading text files Writing to a text file Arrays and file I/O Using the <> operator Session: List functions Growing and shrinking arrays The split() function Splitting on whitespace Assigning to literal lists The join() function The sort() function Alternate sort keys Reversing an array Session: Formatting output Using sprintf() and printf() Report formatting overview Defining report formats The write() function Advanced filehandle magic Session: Hashes Hash overview Creating hashes Hash attributes Traversing a hash Testing for existence of elements Deleting hash elements Session: References What is a reference? The two ways to create references References to existing data References to anonymous data Dereferencing scalar, array, and ash references Dereferencing elements of arrays and hashes Multidimensional arrays and other data structures Session: Text and Regular Expressions String length The substr() function The index() and rindex() functions String replication Pattern matching and substitution Regular expressions Session: Raw file and data access Opening and closing raw (binary) files Reading raw data Using seek() and tell() Writing raw data Raw data manipulation with pack() and unpack() Session: Subroutines and variable scope Understanding packages Package and Lexical variables Localizing builtin variables Declaring and calling subroutines Calling subroutines Passing parameters and returning values Session: Working with the operating system Determining current OS Environment variables Running external programs User identification Trapping signals File test operators Working with files Time of day Session: Shortcuts and defaults Understanding $_ shift() with no array specified Text file processing Using grep() and Using map() Command-line options for file processing Session: Data wrangling Quoting in Perl Evaluating arrays Understanding qw( ) Getting more out of the <> operator Read ranges of lines Using m//g in scalar context The /o modifier Working with embedded newlines Making REs more readable Perl data conversion Session: Using the Perl Library The Perl library Old-style library files Perl modules Modules bundled with Perl A selection of modules Getting modules from ActiveState Getting modules from CPAN Using Getopt::Long Session: Some Useful Tools Sending and receiving files with Net::FTP Using File::Find to search for files and directories Grabbing a Web page Some good places to find scripts Perl man pages for more information Zipping and unzipping files
Duration 2 Days 12 CPD hours Overview What's New in This Guide? Automatic Payment Reminders for open customer invoices Ability to automatically include the PO# (purchase order number) to Invoice Emails Able to combine multiple emails which allows you to attach multiple sales or purchasing documents to a single email Quickly locate a company file using the new company file search feature Smart Help is an improved search experience that includes access to live experts through messaging and call back options This course covers all features that are in QuickBooks Pro and Premier 2020 and prepares you for the QuickBooks Certified User exam. This course combines all topics in the two 1 day courses ?Get Started with QuickBooks 2021 for Windows? and ?Keep Going with QuickBooks 2021 for Windows?. First-time QuickBooks users will learn the basic features of the software. Experienced QuickBooks users will quickly learn the new features and functionality of QuickBooks 2021. Getting Started Starting QuickBooks Setting QuickBooks Preferences Components of the QuickBooks Operating Environment Using QuickBooks Help Identifying Common Business Terms Exiting QuickBooks Setting Up a Company Creating a QuickBooks Company Using the Chart of Accounts Working with Lists Creating Company Lists Working with the Customers & Jobs List Working with the Employees List Working with the Vendors List Working with the Item List Working with Other Lists Managing Lists Setting Up Inventory Entering Inventory Ordering Inventory Receiving Inventory Paying for Inventory Manually Adjusting Inventory Selling Your Product Creating Product Invoices Applying Credit to Invoices Emailing Invoices Setting Price Levels Creating Sales Receipts Invoicing for Services Setting Up a Service Item Changing the Invoice Format Creating a Service Invoice Editing an Invoice Voiding an Invoice Deleting an Invoice Entering Statement Charges Creating Billing Statements Processing Payments Displaying the Open Invoices Report Using the Income Tracker Receiving Payments for Invoices Making Deposits Handling Bounced Checks Working with Bank Accounts Writing a QuickBooks Check Voiding a QuickBooks Check Using Bank Account Registers Entering a Handwritten Check Transferring Funds Between Accounts Reconciling Checking Accounts Entering and Paying Bills Handling Expenses Using QuickBooks for Accounts Payable Using the Bill Tracker Entering Bills Paying Bills Entering Vendor Credit Memorizing Transactions Entering a New Memorized Transaction Editing a Memorized Transaction Deleting a Memorized Transaction Grouping Memorized Transactions Using a Memorized Transaction Printing the Memorized Transaction List Customizing Forms Creating a Custom Template Modifying a Template Printing Forms Using Other QuickBooks Accounts Other QuickBooks Account Types Working with Credit Card Transactions Working with Fixed Assets Working with Long-Term Liability Accounts Using the Loan Manager Creating Reports Working with QuickReports Working with Preset Reports Sharing Reports Exporting Reports to Microsoft Excel Printing Reports Creating Graphs Creating QuickInsight Graphs Using QuickZoom with Graphs Working with the Sales Graph Customizing Graphs Printing Graphs 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 Paying Your Tax Agencies Preparing Payroll with QuickBooks Using Payroll Tracking Setting Up for Payroll Setting Up Employee Payroll Information Setting Up a Payroll Schedule Writing a Payroll Check Printing Paycheck Stubs Tracking Your Tax Liabilities Paying Payroll Taxes Preparing Payroll Tax Forms Using the EasyStep Interview Using the EasyStep Interview Using Online Banking Setting Up an Internet Connection Setting Up Bank Feeds for Accounts Viewing, Downloading, and Adding Online Transactions Creating Online Payments Transferring Funds Online Canceling Online Payments Managing Company Files Using QuickBooks in Multi-user Mode Setting Up Users and Passwords Setting a Closing Date Sharing Files with an Accountant Updating QuickBooks Backing Up and Restoring a Company File Condensing a Company File Estimating, Time Tracking, and Job Costing Creating Job Estimates Creating an Invoice from an Estimate Displaying Reports for Estimates Updating the Job Status Tracking Time Displaying Reports for Time Tracking Tracking Vehicle Mileage Displaying Vehicle Mileage Reports Displaying Other Job Reports Writing Letters Using the Letters and Envelopes Wizard Customizing Letter Templates Additional course details: Nexus Humans Get Smart With QuickBooks 2021 for Windows training program is a workshop that presents an invigorating mix of sessions, lessons, and masterclasses meticulously crafted to propel your learning expedition forward. This immersive bootcamp-style experience boasts interactive lectures, hands-on labs, and collaborative hackathons, all strategically designed to fortify fundamental concepts. Guided by seasoned coaches, each session offers priceless insights and practical skills crucial for honing your expertise. Whether you're stepping into the realm of professional skills or a seasoned professional, this comprehensive course ensures you're equipped with the knowledge and prowess necessary for success. While we feel this is the best course for the Get Smart With QuickBooks 2021 for Windows course and one of our Top 10 we encourage you to read the course outline to make sure it is the right content for you. Additionally, private sessions, closed classes or dedicated events are available both live online and at our training centres in Dublin and London, as well as at your offices anywhere in the UK, Ireland or across EMEA.
Duration 3.5 Days 21 CPD hours This course is intended for Intermediate Users of Office 365 and Excel Overview Creating Advanced Formulas Analyzing Data with Logical and Lookup Functions Organizing Worksheet Data with Tables Visualizing Data with Charts Analyzing Data with PivotTables, Slicers, and PivotCharts Inserting Graphics Enhancing Workbooks This course builds upon the foundational Microsoft Office Excel 2016, you create advanced workbooks and worksheets using advanced formulas and organizing your data into tables. Excel Intermediate Learn how to navigate Pivot Tables, (for example, Create a Pivot Table/ add data/ Add calculations); Formulas, Data organization (for example, multiple worksheets) Excel Advanced Data Analysis (for example, sparklines) , Macros (making changes to macros) and Building A Fast Dashboard (PivotCharts, slicers, etc.) Office 365 Training Getting More with OneDrive Office 365 Training When is a Team a Team? Includes Using Video with Audio, Exploring Teams/Navigating among Teams etc.
Duration 1 Days 6 CPD hours This course is intended for This course is intended for people in a variety of roles and fields who have a basic understanding of Microsoft Office and want to incorporate digital note-taking and note collaboration by using OneNote for Windows 10. In addition to creating and modifying OneNote notebooks, this course will introduce you to inserting images and files into notebooks, managing notebooks, and sharing content. Overview In this course, you will develop digital note-taking skills by creating, modifying, and managing OneNote notebooks. You will: Navigate and customize the OneNote for Windows 10 environment. Add and format text, images, tables, and drawing objects in a notebook. Use tags, organize notebooks, and search notebook content. Send and share notebook content. Configure password protection and restore deleted notebook content. In our fast-paced digital world, the need to capture ideas, meeting notes, and to-do items is ever present. Microsoft© OneNote© for Windows© 10 provides a way for you to efficiently create and collect your notes in an electronic notebook. This course will introduce you to using OneNote notebooks to store a wide variety of content in an organized structure, access the content from anywhere, and also share it with others. Getting Started with OneNote Topic A: Navigate the OneNote for Windows 10 Environment Topic B: Customize the OneNote User Interface Adding and Formatting Notebook Content Topic A: Apply Formatting to Notebook Content Topic B: Insert Files Topic C: Insert Tables Topic D: Use Drawing Tools Organizing and Searching Notebooks Topic A: Use Tags Topic B: Organize and Search Notebooks Sending and Sharing OneNote Content Topic A: Share OneNote Content Topic B: Share OneNote Content Using OneDrive Managing Notebook Content Topic A: Configure Password Protection Topic B: Restore Notebook Content