Advanced QuickBooks Tips And Techniques

Course Details

Date

Friday, October 25, 2019

3:00am – 6:30am
(Registration: 2:30am)

Field of Study

Technology

Course Number

4193600H

CPE Credit

4.0 hours CPE credit

Level of Knowledge

Advanced

Vendor

CalCPA Education Foundation

Prerequisites

Fundamental knowledge of QuickBooks.

Description

QuickBooks remains one of the leading accounting solutions for small and growing businesses and Intuit has added numerous advanced features to the application over the past few releases. Learn how to take advantage of many of QuickBooks’ new and advanced features to solve important issues.

For example, learn advanced inventory management techniques, including the ability to change the default costing methodology in QuickBooks, and implementing lot and serial number tracking. Also, learn how to build complete sets of financial statements in Excel that link in real-time to underlying QuickBooks data files and how to create multi-company financial statements. Discover how to put the Client Data Review feature to work to streamline the process of identifying and correcting errors and closing accounting periods in QuickBooks.

Knowing how to take advantage of the advanced tools and features available can contribute to the level of success when working with QuickBooks. Take advantage of this opportunity to learn about QuickBooks’ “deep” features to maximize effectiveness with the application.

Highlights

  • QuickBooks Statement Writer
  • QuickBooks Accountants' Copy feature
  • QuickBooks Client Data Review

Objectives

  • 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.

Designed For

Accounting and financial professionals.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$120.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$188.00
Your Price $188.00

CPE Choice

Learn more about CPE Choice.
This course does not qualify for CPE Choice.

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