K2's QuickBooks for Accountants Webcast | 4203635B

Course Details

Date

Wednesday, June 10, 2020

3:00am – 10:30am
(Registration: 2:30am)

Field of Study

Technology

Course Number

4203635B

CPE Credit

8.0 hours CPE credit

Level of Knowledge

Intermediate

Vendor

CalCPA Education Foundation

Prerequisites

Fundamental understanding of basic QuickBooks operations.

Description




QuickBooks is an extremely powerful product with features and capabilities that many users don't utilize efficiently. Get more out of QuickBooks and QuickBooks Online. Address the issues even experienced users struggle to resolve, such as locking down prior periods andrecording transactions correctly.
We'll start fast, covering the top issues accountants face with QuickBooks. Get practical guidance and solutions designed to get the most out of QuickBooks. Learn to set up a new company, configuring and customizing QuickBooks preferences, and enabling system security and password protection features. Discover how to lock down transactions in prior periods, the audit trail, customizing reports, exporting reports to Excel, and extending QuickBooks' usefulness with tools such as the Fixed Asset Manager and Loan Manager. Unlock the power of QuickBooks.

Highlights





QuickBooks user issues, such as closing accounting periods, eliminating payables and receivables from cash-basis financial statements, purging old transactions from QuickBooks, voiding checks in prior periods, viewing underlying debit and credit entries, and recommended end-of-period procedures
Client data files in QuickBooks including converting data from other accounting applications, creating data files, using templates, entering beginning balances, establishing user access and security rights and privileges, and establishing preferences
QuickBooks Lists, including entering and editing list data, techniques for managing lists, and importing and exporting list data
Exporting reports to Excel
QuickBooks tools to enhance management control, including budgeting and forecasting, depreciating fixed assets, and tracking loans and notes payable

Objectives





Identify appropriate responses to common QuickBooks user issues, such as closing accounting periods, eliminating payables and receivables from cash-basis financial statements, purging old transactions from QuickBooks, voiding checks in prior periods, viewing underlying debit and credit entries, and recommended end-of-period procedures.
List new features added to recent versions of QuickBooks and QuickBooks Online and apply these features; additionally, differentiate between the different products in the QuickBooks family.
Define appropriate procedures for setting up client data files in QuickBooks including converting data from other accounting applications, creating data files, using templates, entering beginning balances, establishing user access and security rights and privileges, and establishing preferences.
Work with various QuickBooks Lists, including entering and editing list data, techniques for managing lists, and importing and exporting list data.
Identify techniques for creating reports and analyzing data in QuickBooks, including creating and customizing Reports, and exporting reports to Excel.
Utilize QuickBooks tools to enhance management control, including budgeting and forecasting, depreciating fixed assets, and tracking loans and notes payable.
Identify situations where QuickBooks Online may be an appropriate solution for a business currently using or considering using QuickBooks.

Designed For




Accounting and financial professionals.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$295.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$400.00
Your Price $400.00

CPE Choice

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

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