K2's Advanced QuickBooks Tips and Techniques
QuickBooks and QuickBooks Online remain among the leading accounting solutions for small and growing businesses. To enhance the functionality of these tools, Intuit has added numerous advanced features over the past few five years. In this session, you will learn how to take advantage of these features to solve important issues. For example, you will learn advanced inventory management techniques, including costing methodologies and implementing lot and serial number tracking. You will also learn how to build financial statements in Excel that link in real-time to underlying QuickBooks data. In addition, you will learn how to create multi-company financial statements. You will also learn how to put the Client Data Review feature to work identify and correct errors in QuickBooks.
Knowing how to take advantage of the advanced tools and features available can determine your level of success when working with QuickBooks. Take advantage of this opportunity to learn about QuickBooks’ “deep” features so that you maximize your effectiveness with the application.
Upon completing this course, you should be able to:
- Identify techniques for handling advanced reporting issues, including the QuickBooks Statement Writer, linking QuickBooks data into other applications via Open Database Connectivity, and multi-company reporting
- Manage inventory more effectively in QuickBooks, including using Items, changing inventory costing methodologies, creating Assembly items, adjusting inventory quantities and valuations, and list the advantages associated with QuickBooks’ Advanced Inventory add-in
- Differentiate between key techniques for exchanging QuickBooks data with others, including QuickBooks Accountants’ Copy feature, Portable Company Files, and backup files
- Utilize QuickBooks Client Data Review feature to streamline the process of cleaning up QuickBooks data files and closing accounting periods
CPE Credit: Recommended for 4 hours Computer Software and Applications
Instructional delivery method: Group-live demo and discussion using color computer projection
Prerequisites: Fundamental knowledge of QuickBooks
Program level: Advanced
Advance preparation: None
Who should attend: Accounting and financial professionals who want to learn about advanced features and techniques associated with QuickBooks