QuickBooks For Accounting Professionals


Clients often look to their CPA’s for guidance on Quickbooks – setting it up, reviewing transactions, getting the right reports, and troubleshooting problems. This course, QuickBooks for Accounting Professionals, reviews the functionality in QuickBooks that is especially helpful for accountants.


Please note this course will be hands-on. We recommend bringing your own laptop to this program with QuickBooks loaded. You can attend without one but you would not be able to participate during the hands on exercises.

Learning Objectives
  1. Upon completion of this course participants will be able to:
  2. Identify the functionality in QuickBooks that is geared to accountants
Major Topics
  1. Chart of accounts problems(and how to fix)
  2. Getting the most out of reports – modifying, customizing, and memorizing
  3. How to research voided and deleted transactions
  4. Reclassifying large volumes of transactions quickly
  5. Using the Accountant’s Copy functionality
  6. Troubleshooting the Undeposited Funds account
  7. The Accounts Payable One-Step Two-Step problem
  8. Creating new company files from scratch or from existing companies
  9. The Verifying, Rebuild and Condense utilities
  10. Using the budgeting functionality, including importing from Excel
  11. Creating 1099’s and 1096’s
  12. How to properly set up and use QuickBooks for multi-state sales taxes
  13. How to run tax reports to assist with income tax filing
  14. Understand issues with QuickBooks cash basis financial statements
Course Level
Professional Area of Focus
CPE Field of Study
Computer Software & Applications
Who Should Attend
Accounting Professionals and their staff that use QuickBooks
Craig Kershaw

Loyola University Maryland Graduate Center Columbia Campus, 8890 McGaw Rd Columbia, MD 21045-4743

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Feb 27, 2018
8:00 am - 3:30 pm
Loyola University Maryland Graduate Center Columbia Campus, 8890 McGaw Rd Columbia, MD 21045-4743
Total CPE Credits
Craig Kershaw


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QuickBooks For Accounting Professionals

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