Although QuickBooks is generally labeled as an “entry level” accounting solution, it is an extremely powerful product with features and capabilities that many users are either not aware of or don’t know how to utilize effectively. This course is designed to help you get more out of QuickBooks and to resolve the issues which even experienced QuickBooks users often struggle with, such as locking down prior periods. The course starts out fast with a chapter covering the top issues accountants face with QuickBooks. The day continues with practical guidance and solutions designed to help accountants get the most out of QuickBooks for themselves and/or their clients. Issues such as setting up a new company, configuring and customizing QuickBooks preferences, and enabling system security and password protection features are also addressed in this course. In addition, you will learn about locking-down transactions in prior periods; using the Audit Trail report as an internal control mechanism; customizing financial and operational reports; exporting reports and data to Excel; and performing effective data backups.
Despite the product's user-friendly design, adequate training is necessary to utilize QuickBooks effectively. Help your company or your clients put the power of QuickBooks to work, the right way. Register for this professional educational seminar today!
Course Information:
CPE Credit: Recommended for 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: None
Program level: Intermediate
Advanced preparation: None
Designed for: Accountants who use or support clients who use QuickBooks
Who should attend: QuickBooks Installers, QuickBooks users or potential users of QuickBooks
Course Highlights:
- Learning the new features in QuickBooks 2009
- Locking down the Closing Date and using the Closing Date Exception Report
- Creating Journal Entry Reports, Merging Accounts, and Cash vs. Accrual Basis Reports
- Resolving posting, journal entry, and bank reconciliation problems
- Understanding period end procedures (printing 1099, adjusting P&L to owners, etc.)
- Using QuickBooks’ management tools for budgeting, forecasting, and cash-flow planning
- Finding the resources to deal with day-to-day QuickBooks questions
- Tips, tricks, and advanced techniques for dealing with common problems
Dates & Locations:
| Event Date: |
Location: |
Sponsor Name: |
| 7/7/2009 |
White Plains, NY |
New York State Society of CPAs |
| 7/15/2009 |
Denver, CO |
Colorado Society of CPAs |
| 7/23/2009 |
New York, NY |
New York State Society of CPAs |
| 8/20/2009 |
Rochester, NY |
New York State Society of CPAs |
| 8/25/2009 |
Dublin, OH |
Ohio Society of CPAs |
| 8/25/2009 |
Providence, RI |
Rhode Island Society of CPAs |
| 9/16/2009 |
Pelham, AL |
Alabama Society of CPAs |
| 9/21/2009 |
Louisville, KY |
Kentucky Society of CPAs |
| 9/24/2009 |
Indianapolis, IN |
Indiana CPA Society |
| 9/29/2009 |
Kenner, LA |
Society of Louisiana CPAs |
| 10/20/2009 |
Charleston, WV |
West Virginia Society of CPAs |
| 10/20/2009 |
Pigeon Forge, TN |
Tennessee Society of CPAs |
| 10/21/2009 |
Atlanta, GA |
Georgia Society of CPAs |
| 10/22/2009 |
Iselin, NJ |
NJSCPA Education Foundation, Inc. |
| 10/28/2009 |
Harrisburg, PA |
Pennsylvania Institute of CPAs Foundation |
| 11/3/2009 |
Springfield, MO |
MSCPA Educational Foundation |
| 11/10/2009 |
Savannah, GA |
Georgia Society of CPAs |
