QuickBooks for Accounting Professionals

Date: November 29, 2016 Time: 8:00 am - 3:30 pm EST Location: Columbia, MD CPE: 8 Format: In-Person
EVENT DESCRIPTION

This course reviews the functionality in QuickBooks that was designed to help accounting professionals review and make changes to their clients QuickBooks.

LEARNING OBJECTIVES
Upon completion of this course participants will be able to:
Apply the tools in QuickBooks specifically designed for accountants.
Understand how to advise clients on the use of QuickBooks.
MAJOR TOPICS
Getting the most out of reports – modifying and memorizing
Managing multiple client files with the QuickBooks file manager
Trouble shooting bank reconciliations
Using the Audit Trail
Understanding and correcting problems with Undeposited funds
The effects of voided or deleted transactions
Creating new company files
Batch entering transactions
Using the Accountant’s Copy functionality
Utilities to deal with data corruption and files that are “too large”
Budgeting, including how to import budgets from Excel
EVENT DETAILS
PROFESSIONAL AREAS OF FOCUS
Practitioners Technology
CPE FIELD OF STUDY
Computer Science (8 Credits)
DESIGNED FOR
Business Leaders CPA Practitioner CPAs
INSTRUCTOR(S)
Craig Kershaw
PREREQUISITES
Participants should have familiarity with QuickBooks
COURSE LEVEL
Intermediate
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