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QuickBooks for Accountants (4173149B)
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When: Tuesday, May 30th, 2017
9:30 AM - 5:00 PM
Where: Webinar/Webcast
United States
Presenter: Thomas G. Stephens, Jr., CPA, CITP
Contact: April Deneault

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Learn how to maximize QuickBooks and QuickBooks Online. Review top issues CPAs face with QuickBooks and explore practical guidance and solutions designed to help CPAs get the most out of QuickBooks. Discuss issues such as setting up a new company; configuring and customizing QuickBooks preferences; and enabling system security and password protection features. Additionally, learn how to lock down transactions in prior periods, follow the audit trail, customize reports, export reports to Excel and extend QuickBooks' usefulness with tools such as the Fixed Asset Manager and Loan Manager.

Materials are provided as an ebook.



Major Subjects

  • QuickBook update
  • Data files
  • Lists
  • Reports and analyzing data
  • Management tools and techniques


  • Identify appropriate responses to common QuickBooks user issues, such as closing accounting periods; eliminating payables and receivables from cash-basis financial statements; and recommended end-of-period procedures.
  • Recognize new features added to recent versions of QuickBooks and QuickBooks Online.
  • Define appropriate procedures for setting up client data files in QuickBooks.
  • Determine techniques for creating reports and analyzing data in QuickBooks.
  • Identify QuickBooks tools to enhance management control.
  • Identify situations where QuickBooks Online may be an appropriate solution for a business using or considering using QuickBooks.

Designed For

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


Computers and Technology,Accounting and Financial Statements

NASB Credit Category

Computer Software and Applications

Number of Credit



An understanding of basic QuickBooks operations.


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