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, the audit trail, customizing reports, exporting reports to Excel, and data backup. 

 

Despite the product's user-friendly design, the most common QuickBooks problems involve recording transactions incorrectly.  To prevent these and other problems, adequate training is necessary.  Help your company or client put the power of QuickBooks to work, the right way. Register for this professional educational seminar today!

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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: 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

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Course Highlights:

• Learning the new features in QuickBooks 2008
• 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

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Dates & Locations:

Event Date:	Location:	Sponsor Name:
5/20/2008	Gulfport, MS	Mississippi Society of CPAs
5/29/2008	Bloomington, MN	Minnesota Society of CPAs
6/3/2008	Bend, OR	Oregon Society of CPAs
6/3/2008	Mosinee, WI	Wisconsin Institute of CPAs
6/4/2008	Phoenix, AZ	Arizona Society of CPAs
6/6/2008	Tacoma, WA	Washington Society of CPAs
6/11/2008	Troy, MI	Michigan Association of CPAs
6/13/2008	Reno, NV	Nevada Society of CPAs
6/18/2008	Louisville, KY	Kentucky Society of CPAs
6/20/2008	Portland, OR	Oregon Society of CPAs
7/23/2008	Dallas, TX	Texas Society of CPAs
7/24/2008	Columbia, SC	South Carolina Association of CPAs
7/29/2008	Fort Collins, CO	Colorado Society of CPAs
8/8/2008	Oxford, MS	Mississippi Society of CPAs
8/13/2008	Denver, CO	Colorado Society of CPAs
8/13/2008	Durango, CO	Colorado Society of CPAs
8/20/2008	Memphis, TN	Tennessee Society of CPAs
8/22/2008	Providence, RI	Rhode Island Society of CPAs
8/25/2008	Casper, WY	Wyoming Society of CPAs
8/26/2008	Oklahoma City, OK	Oklahoma Society of CPAs
9/3/2008	Columbia, MO	MSCPA Educational Foundation
9/5/2008	IL	Illinois CPA Foundation
9/17/2008	Nashville, TN	Tennessee Society of CPAs
9/18/2008	Albuquerque, NM	New Mexico CPA Foundation
9/18/2008	Monroe, LA	Society of Louisiana CPAs
9/24/2008	Indianapolis, IN	Indiana CPA Society
9/25/2008	Iselin, NJ	NJSCPA Education Foundation, Inc.
9/30/2008	Little Rock, AR	Arkansas Society of CPAs
9/30/2008	Macon, GA	Georgia Society of CPAs
9/30/2008	Malvern, PA	Pennsylvania Institute of CPAs Foundation
10/10/2008	Baton Rouge, LA	Society of Louisiana CPAs
10/16/2008	Breinigsville, PA	Pennsylvania Institute of CPAs Foundation
10/23/2008	Williamsport, PA	Pennsylvania Institute of CPAs Foundation
10/24/2008	Salt Lake City, UT	Utah Association of CPAs
10/31/2008	Duluth, GA	Georgia Society of CPAs