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Quickbooks for Accountants (111-15)
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Although QuickBooks is generally labeled as an “entry level” accounting solution, it is an extremely powerful product with features and capabilities of which many users are either not aware or do not know how to utilize effectively. This course helps you get more out of QuickBooks and QuickBooks Online to resolve the issues with which even experienced QuickBooks users often struggle, such as locking down prior periods. The course starts out fast with a chapter covering the top issues accountan

10/1/2015
When: 10/1/2015
7:30 AM - 3:45 PM
Where: UACPA Training Facility
136 S Main Street, Suite 510
Salt Lake City, Utah  84101
United States
Presenter: TBD
Contact: April Deneault
801-834-6634


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Although QuickBooks is generally labeled as an “entry level” accounting solution, it is an extremely powerful product with features and capabilities of which many users are either not aware or do not know how to utilize effectively.
Despite the product's user-friendly design, the most common QuickBooks problems involve recording transactions incorrectly.  To prevent these and other problems, adequate training is necessary.  Help your company or client put the power of QuickBooks to work, the right way. Register for this professional educational seminar today!

 

Objectives:

This course helps you get more out of QuickBooks and QuickBooks Online to resolve the issues with which even experienced QuickBooks users often struggle, such as locking down prior periods.  The course starts out fast with a chapter covering the top issues accountants face with QuickBooks.  The day continues with practical guidance and solutions designed to help accountants get the most out of QuickBooks for themselves and/or their clients.  Issues such as setting up a new company, configuring and customizing QuickBooks preferences, and enabling system security and password protection features are also addressed in this course.  In addition, you will learn about locking down transactions in prior periods, the audit trail, customizing reports, exporting reports to Excel, and data backup.

Major Subjects:

  • Identify appropriate responses to common QuickBooks user issues such as Closing Accounting Periods, Eliminating Payables and Receivables from Cash-Basis Financial Statements, Removing Old Transactions from a Data File, Voiding Checks in Prior Periods, Viewing Underlying Debit and Credit Entries, Reconciling and Cleaning-up Data, and Recommended End-of-Period Procedures
  • Describe new features added to recent versions of QuickBooks and QuickBooks Online and how to use these features; additionally, differentiate between the different products in the QuickBooks family
  • Define appropriate procedures for setting up client data files in QuickBooks including Converting Data from other Accounting Applications, Creating Data Files, Using Templates, Entering Beginning Balances, Establishing User Access and Security Rights and Privileges, and Establishing Preferences
  • Describe how to work with various QuickBooks Lists, including Understanding the Purpose of each List, How to Enter and Edit List Data, Techniques for Managing Lists, and Importing and Exporting List Data
  • Describe techniques for creating reports and analyzing data in QuickBooks, including Understanding the Four Types of Reports, Creating and Customizing Reports, and Exporting Reports to Excel
  • Identify QuickBooks tools to enhance management control, including Budgeting and Forecasting, Integrating QuickBooks with Other Applications, Depreciating Fixed Assets, and Tracking Loans

 

Designed for:

Accounting and financial professionals who use or support clients who use QuickBooks.

 

Prerequisite: 

Fundamental understanding of basic QuickBooks operations.

 

Advanced Prep: None

 

Speaker: TBD

Vendor: K2 Enterprises

Field of Study: Info Tech

Level: Intermediate

CPE Credit: 8 Hours

Acronym: QBP

 

 
Registration Fees:                           
Members                
Nonmembers     
Earlybird (through 9/17) 
$257 $340
Standard (after 9/17)
$285 $340


 

Meet the Speaker:


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