Seminar In-Depth

QuickBooks Advanced Financial and Operational Reporting
Course Description

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

Course Information

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

Course Highlights
  • 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
Dates & Locations
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

CONTINUING PROFESSIONAL EDUCATION FOR ACCOUNTING AND FINANCIAL PROFESSIONALS

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