QuickBooks is the accounting software of choice for countless small businesses. What do you need to know before you begin working with the software and how do you determine the best way to work with clients and their QuickBooks data? What is the best way to introduce clients to QuickBooks? Learn the answers to these and other questions in this interactive session, which will provide perspective on working with QuickBooks, including data transfer, working remotely more efficiently and improving business processes.
Formerly titled: Working With Your QuickBooks Clients

  

Objectives:
Identify when data transfer is an alternative.
Recognize tips and tricks to work remotely more efficiently.
Determine what technology is available improve efficiency.

Major Subjects:

Getting Started

Pros and cons of data transfer
Remote access tips and trick

Designed For:

Prerequisite: 

General knowledge of QuickBooks.

Advanced Prep: None

Speaker: Bonnie J. Nagayama, CPA

Vendor: CalCPA

Field of Study: Info Tech

Level: Intermediate

CPE Credit: 2 hours

Acronym: TECHN

Registration Fees:

Members: $70

Nonmembers: $94

Meet the Speaker:

Bonnie J. Nagayama, CPA, has both public accounting and industry experience prior to founding McWilliams & Associates, Inc. Her primary focus is on helping accountants and consultants who support QuickBooks clients. Ms. Nagayama offers practical solutions through webinars, technical support, diagnostic software and consulting services. She was the recipient of the Education Foundation's 2001 Award for Instructor Excellence. She is an Intuit Solution Provider, Advanced Certified QuickBooks Professional Advisor.  Ms. Nagayama also wrote several of the required continuing education courses for Intuit and is a member of the Intuit Trainer/Writer Network.