QuickBooks for Accounting Professionals

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
  1. Upon completion of this course participants will be able to:
  2. Apply the tools in QuickBooks specifically designed for accountants.
  3. Understand how to advise clients on the use of QuickBooks.
Major Topics
  1. Getting the most out of reports – modifying and memorizing
  2. Managing multiple client files with the QuickBooks file manager
  3. Trouble shooting bank reconciliations
  4. Using the Audit Trail
  5. Understanding and correcting problems with Undeposited funds
  6. The effects of voided or deleted transactions
  7. Creating new company files
  8. Batch entering transactions
  9. Using the Accountant’s Copy functionality
  10. Utilities to deal with data corruption and files that are “too large”
  11. Budgeting, including how to import budgets from Excel
Professional Area of Focus
Practitioners
Technology
CPE Field of Study
Computer Science*
8
Who Should Attend
Accountants who use and advise clients on the use of QuickBooks
Course Level
Intermediate
Instructor(s)
Craig Kershaw
Prerequisites
Participants should have familiarity with QuickBooks
Location

MACPA Columbia Center, 10280 Old Columbia Road Suite 245, Columbia, MD, United States

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When
Nov 29, 2016
8:00 am - 3:30 pm
Location
MACPA Columbia Center, 10280 Old Columbia Road Suite 245, Columbia, MD, United States
Total CPE Credits
8
Format
In-Person
Instructor
Craig Kershaw

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QuickBooks for Accounting Professionals


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