Seminar In-Depth

QuickBooks for Accountants
Course Description

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

Course Information

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

Course Highlights
  • 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
Dates & Locations
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

CONTINUING PROFESSIONAL EDUCATION FOR ACCOUNTING AND FINANCIAL PROFESSIONALS

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