This advanced course is designed for those who are experienced with QuickBooks and who are looking for insight on how to deal with the more difficult issues that advanced users often face. The course includes coverage of techniques and features of which even advanced users are often not aware as well as useful workarounds for common problems.
Some of the key topics covered are the best ways to exchange QuickBooks data with others, inventory accounting issues and solutions, tracking and managing sales taxes, working with and resolving payroll issues, advanced financial and operational reporting matters, job costing, time tracking, and much more. In addition, a detailed discussion on troubleshooting QuickBooks performance is included to ensure that your QuickBooks installation is operating at peak performance. If you are an experienced QuickBooks user and want to get more out of the product for your company and/or your clients, you need this course.
Course Information:
CPE Credit: Recommended 4 hours Specialized Knowledge and Applications and 4 hours Accounting
Instructional delivery method: Group - live demo and discussion using color computer projection - NOT a hands-on course
Prerequisites: Experience with QuickBooks
Program level: Advanced
Advanced preparation: None
Designed for: Accountants who use or support clients who use QuickBooks
Who should attend: Accountants in public practice and in private industry seeking a deeper and more thorough knowledge of QuickBooks software
Course Highlights:
- Using the Accountant’s Copy function, Remote Access, and other tools for exchanging QuickBooks data with others,
- Importing and exporting data and transactions (including ODBC)
- Creating customized financial statements with QuickBooks Financial Statement Designer
- Using QuickBooks’ time and expense billing feature
- Working with advanced payroll issues including accruing workers compensation liabilities Understanding advanced job costing issues, including advanced job cost reporting
- Customizing forms
- Linking QuickBooks data to tax preparation
- Solving advanced inventory issues such as fully-landed costing in QuickBooks
Dates & Locations:
| Event Date: |
Location: |
Sponsor Name: |
| 6/11/2008 |
Overland Park, KS |
Kansas Society of CPAs |
| 6/25/2008 |
Bismarck, ND |
North Dakota Society of CPAs |
| 7/23/2008 |
Pelham, AL |
Alabama Society of CPAs |
| 7/30/2008 |
Missoula, MT |
Montana Society of CPAs |
| 8/14/2008 |
Brookfield, WI |
Wisconsin Institute of CPAs |
| 8/20/2008 |
Louisville, KY |
Kentucky Society of CPAs |
| 8/21/2008 |
Bloomington, MN |
Minnesota Society of CPAs |
| 8/25/2008 |
Lincoln, NE |
Nebraska Society of CPAs |
| 8/28/2008 |
Dublin, OH |
Ohio Society of CPAs |
| 9/5/2008 |
St. Louis, MO |
MSCPA Educational Foundation |
| 9/10/2008 |
Honolulu, HI |
Hawaii Society of CPAs |
| 9/10/2008 |
Kansas City, MO |
MSCPA Educational Foundation |
| 9/16/2008 |
Morrisville, NC |
North Carolina Association of CPAs |
| 9/19/2008 |
Oklahoma City, OK |
Oklahoma Society of CPAs |
| 9/26/2008 |
Manchester, NH |
New Hampshire Society of CPAs |
| 9/26/2008 |
Spokane, WA |
Washington Society of CPAs |
| 10/2/2008 |
Memphis, TN |
Tennessee Society of CPAs |
| 10/6/2008 |
Charleston, WV |
West Virginia Society of CPAs |
| 10/7/2008 |
Bellevue, WA |
Washington Society of CPAs |
| 10/16/2008 |
Waltham, MA |
Massachusetts Society of CPAs |
| 10/17/2008 |
Kenner, LA |
Society of Louisiana CPAs |
| 10/20/2008 |
Albuquerque, NM |
New Mexico CPA Foundation |
| 10/21/2008 |
Timonium, MD |
Surgent McCoy, CPE LLC |
| 10/27/2008 |
Independence, OH |
Ohio Society of CPAs |
| 10/30/2008 |
Denver, CO |
Colorado Society of CPAs |
| 11/10/2008 |
Eugene, OR |
Oregon Society of CPAs |
| 11/12/2008 |
Phoenix, AZ |
Arizona Society of CPAs |
| 11/13/2008 |
Portland, OR |
Oregon Society of CPAs |
| 11/18/2008 |
West Des Moines, IA |
Iowa Society of CPAs |
