[WEB] K2's Advanced QuickBooks Tips and Advanced Techniques

Course Details

Date

Thursday, May 18, 2023

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

Course Number

AQB-4

CPE Credit

4.0 hours CPE credit

Level of Knowledge

Advanced

Vendor

K2 Enterprises

Prerequisites

Fundamental knowledge of QuickBooks and QuickBooks Online

Highlights

  • Tips for improving efficiency with QuickBooks and QuickBooks Online
  • Better reporting when working in QuickBooks environments
  • Tips for cleaning up QuickBooks and QuickBooks Online instances
  • Managing inventory more effectively when working with QuickBooks and QuickBooks Online

Objectives

  • Identify techniques for handling advanced reporting issues, including the QuickBooks Statement Writer, QuickBooks Online Management Reports, 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 listing the advantages associated with QuickBooks' Advanced Inventory feature
  • 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 and QuickBooks Online

Course Pricing

Early Registration Member Fee

Applicable if you are a HSCPA member in good standing and register by May 9, 2023.

$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 9, 2023.

$300.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$350.00
Your Price $300.00

CPE Choice

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

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