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Advanced QuickBooks Tips (4173150B)
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When: Wednesday, May 31st, 2017
1:30 PM - 5:00 PM
Where: Webinar/Webcast
United States
Presenter: Thomas G. Stephens, Jr., CPA, CITP
Contact: April Deneault

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QuickBooks remains one of the leading accounting solutions for small and growing businesses and Intuit has added numerous advanced features to the application over the past few releases. Learn about these features and how to take advantage of them to solve important issues. Among other features, take a look at advanced inventory management techniques; build complete sets of financial statements in Excel that link in real-time to underlying QuickBooks data files; use Client Data Review to streamline the process of identifying and correcting errors; and closing accounting periods in QuickBooks.

Materials are provided as an ebook.



Major Subjects

  • Exchanging QuickBooks data with others
  • Advanced financial and operational reporting issues
  • Managing inventory with QuickBooks, including costing and manufacturing
  • Integrating QuickBooks with other applications


  • Identify techniques for handling advanced reporting issues.
  • Determine how to manage inventory more effectively in QuickBooks.
  • Recognize differences between key techniques for exchanging QuickBooks data with others.
  • Determine how to use QuickBooks Client Data Review to streamline the process of cleaning up QuickBooks data files and closing accounting periods.

Designed For

Accounting and financial professionals who want to learn about advanced features and techniques associated with QuickBooks.


Computers and Technology

NASB Credit Category

Computer Software and Applications

Number of Credit



Fundamental knowledge of QuickBooks.


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