[WEB4] K2's Advanced QuickBooks Tips and Techniques

Course Details

Date

Thursday, May 19, 2022

8:00am – 11:30am
(Registration: 8:00am)

Course Number

AQB-4

CPE Credit

4.0 hours CPE credit

Instructor

Level of Knowledge

Advanced

Vendor

K2 Enterprises

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. This seminar will teach you how to take advantage of many of QuickBooks new and advanced features to solve critical issues. For example, you will learn advanced inventory management techniques, including changing the default costing methodology and implementing lot and serial number tracking.

You will 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. Additionally, you will learn how to use the Client Data Review feature to streamline identifying and correcting errors and closing accounting periods 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.

Objectives

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 various 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 who want to learn about advanced features and techniques associated with QuickBooks

Course Pricing

Early Registration Member Fee

Applicable if you are a HSCPA member in good standing and register by May 10, 2022.

$150.00
Member Fee

Applicable if you are a HSCPA member in good standing.

$200.00
Early Registration Non-Member Fee

Applicable if you are not a HSCPA and register by May 10, 2022.

$300.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$350.00
Your Price $350.00

CPE Choice

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

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