Although QuickBooks is generally labeled as an "entry level" accounting solution, it is an extremely powerful product with features and capabilities of which many users are either not aware 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 with which even experienced QuickBooks users often struggle, 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! "Instructors always include tips, etc., to streamline the use of the product." S.M., CPA MN "Wow, I felt like I got my moneys-worth after the first hour." B.S., CPA WA
CPE Credit:
Instructional
delivery method:
Prerequisites:
Program level:
Advanced preparation:
Designed for:
Who should attend:
Recommended for 4 hours Specialized Knowledge and Applications and 4 hours Accounting
Group - live demo and discussion using color computer projection - NOT a hands-on course
None
Intermediate
None
Accountants who use or support clients who use QuickBooks
QuickBooks Installers, QuickBooks users or potential users of QuickBooks
- Learning the new features in QuickBooks 2010
- 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
| Event Date: | Location: | Sponsor Name: |
| 3/17/2010 | Bellevue, WA | Washington Society of CPAs |
| 5/17/2010 | Traverse City, MI | Michigan Association of CPAs |
| 6/2/2010 | Phoenix, AZ | Arizona Society of CPAs |
| 6/9/2010 | WA | Washington Society of CPAs |
| 6/23/2010 | MN | Minnesota Society of CPAs |
| 6/28/2010 | Little Rock, AR | Arkansas Society of CPAs |
| 7/14/2010 | Albany, NY | New York State Society of CPAs |
| 9/9/2010 | Fort Wayne, IN | Indiana CPA Society |
| 9/21/2010 | Mars, PA | Pennsylvania Institute of CPAs Foundation |
| 10/21/2010 | Malvern, PA | Pennsylvania Institute of CPAs Foundation |
| 10/26/2010 | DE | Delaware Society of CPAs |
| 10/28/2010 | Atlanta, GA | Georgia Society of CPAs |
| 11/5/2010 | Reno, NV | Nevada Society of CPAs |
| 11/29/2010 | Baton Rouge, LA | Society of Louisiana CPAs |
