QuickBooks remains the top-selling entry-level accounting software solution in the United States. Yet, many accountants wrestle with generating financial statements and operational reports from QuickBooks data files. In this half-day seminar, you'll learn how to use advanced techniques and tools to assist you in such issues as solving accrual-to-cash basis conversion issues, creating presentation-quality reports with Intuit Statement Writer, consolidating data from multiple data files, using third-party add-ins such as Adagio, getting industry-specific operational reports, extracting and analyzing data via ODBC queries and PivotTables, and optimizing the reporting process with dashboards. Upon completing this course, participants will have a thorough understanding of how to prepare comprehensive and detailed financial statements and operational reports quickly and efficiently. Learn how to get the information and reports you need out of QuickBooks by attending this course. "Great examples - many new ideas - will use in the future!" D.G., CPA NY "The information presented was easy to follow and very helpful." M.P. WY
CPE Credit:
Instructional
delivery method:
Prerequisites:
Program level:
Advanced preparation:
Designed for:
Who should attend:
Recommended for 4 hours of Accounting
Group - live demo and discussion using color computer projection - NOT a hands-on course
Experience with QuickBooks
Advanced
None
Accountants who use or support clients who use QuickBooks
Accountants in public practice and in private industry seeking a deeper and more thorough knowledge of financial reporting and analysis with QuickBooks
- Preparing consolidated financial statements in QuickBooks
- Creating dashboard-based financial and operational reports
- Generating industry-specific financial statements
- Using Intuit Statement Writer to create complete sets of financial statements, including compilation and review reports
- Solving common reporting issues
| Event Date: | Location: | Sponsor Name: |
| 6/7/2010 | Baton Rouge, LA | Society of Louisiana CPAs |
| 6/24/2010 | Rocky Hill, CT | Education&Research Foundation of the CT Society of CPAs |
| 6/29/2010 | Phoenix, AZ | Arizona Society of CPAs |
| 7/26/2010 | St. Louis, MO | MSCPA Educational Foundation |
| 8/3/2010 | Tupelo, MS | Mississippi Society of CPAs |
| 8/24/2010 | Indianapolis, IN | Indiana CPA Society |
| 9/13/2010 | Des Moines, IA | Iowa Society of CPAs |
| 10/8/2010 | MN | Minnesota Society of CPAs |
| 10/26/2010 | Livonia, MI | Michigan Association of CPAs |
| 11/9/2010 | Louisville, KY | Kentucky Society of CPAs |
| 11/18/2010 | Atlanta, GA | Georgia Society of CPAs |
| 11/18/2010 | Greenville, SC | South Carolina Association of CPAs |
| 11/19/2010 | Denver, CO | Colorado Society of CPAs |
| 12/6/2010 | Nashville, TN | Tennessee Society of CPAs |