Surgent's QuickBooks: Save Time with QuickBooks Desktop Accountant Tools (QBDR)

Course Details

Date

Wednesday, October 3, 2018

1:00pm – 3:00pm

Field of Study

Technology

Course Number

SU0879

CPE Credit

2.0 hours CPE credit

Level of Knowledge

Basic

Vendor

Surgent McCoy CPE, LLC

Prerequisites

Basic understanding of QuickBooks

Description

QuickBooks Desktop Accountant Tools were created for accountants to identify and correct errors in a client's file quickly. However, these tools are extremely helpful and available to internal accounting staff using QuickBooks Premier Accountant and any version of QuickBooks Enterprise. Save time and easily find and correct errors that you may not have noticed previously or were too time consuming to correct without these features.

Highlights

  • How to access Accountant Tools
  • Batch Enter, Delete, or Void Transactions
  • Working Trial Balance
  • Client Data Review features

Objectives

  • Learn to access Accounting Tools             
    • QuickBooks Desktop Premier Accountant
    • QuickBooks Enterprise Solutions
    • Using your Intuit Login Account
  • Learn to use Accountant Tools
    • Enter multiple transactions quickly by entering them in 1 screen or using a Copy & Paste from an Excel worksheet
    • Delete/Void multiple transactions quickly by entering them in 1 screen or using a Copy & Paste from an Excel worksheet
    • Use a Working Trial Balance to see the effect of transactions and journal entries efficiently
    • Various tools included in the Client Data Review section of Accountant Tools menu
  • Set closing date for company file to prevent accidental changes to prior periods

Designed For

QuickBooks users who need to review QuickBooks Desktop company files and make changes and corrections efficiently

Registration for this course has passed.

Course Pricing

Member Fee

Applicable if you are a HSCPA member in good standing.

$89.00
Non-Member Fee

Applicable if you are not a HSCPA member.

$109.00
Your Price $109.00

CPE Choice

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

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