Seminar In-Depth

Course Description

QuickBooks remains the top-selling entry-level accounting software solution in the United States.  Yet, many accountants wrestle with generating financial statements and operational reports from QuickBooks data files.  In this half-day seminar, you’ll learn how to use advanced techniques and tools to assist you in such issues as solving accrual-to-cash basis conversion issues, creating presentation-quality reports with Intuit Statement Writer, consolidating data from multiple data files, using third-party add-ins such as Adagio, getting industry-specific operational reports, extracting and analyzing data via ODBC queries and PivotTables, and optimizing the reporting process with dashboards.

Upon completing this course, participants will have a thorough understanding of how to prepare comprehensive and detailed financial statements and operational reports quickly and efficiently.  Learn how to get the information and reports you need out of QuickBooks by attending this course.

 “Great examples – many new ideas – will use in the future!” D.G., CPA NY

“The information presented was easy to follow and very helpful.” M.P. WY

Course Information

CPE Credit: Recommended for 4 hours of 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 financial reporting and analysis with QuickBooks

Course Highlights

• Describe solutions to common financial and operating reporting issues including Solving Accrual-to-Cash Conversions, Working with Report Groups, Accessing Reports with a Single Mouse Click, Using the Journal as a Foundation for Customizing Reports, Preparing Consolidated Financial Statements, and Exporting Reports to Excel
• Define key terms associated with the Intuit Statement Writer such as Row Properties, Column Properties, and Cell Properties and describe how to create Excel-based financial statements using the Intuit Statement Writer
• Describe how to use technologies such as Open Database Connectivity and third-party reporting tools such as Adagio FX and ProfitCents to integrate with QuickBooks to solve more complex reporting problems

Dates & Locations