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QuickBooks _ Best Practices for Accountants SBQBPFA2
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Description: QuickBooks is the #1 small business accounting software in the U.S. There is no doubt you have clients who are sending you backups, portable company files and accountant's copies of their data to work with. Often you will make changes to the client's numbers and those changes never get back to the clients books, so you keep making the same adjustments year after year.

When: 11:00 AM to 1:00 PM
Where: Webinar/Webcast
United States
Presenter: Stacey L. Byrne, CPA
Contact: April Deneault
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Field of Study

Computer Science

Credit:  2

Level:  Intermediate

Designed for:

CPAs and support staff working with client QuickBooks files


Develop and understanding of how to manage and work with QuickBooks desktop data files of all file types.


  • Understanding and restoring different QuickBooks file types
  • Working with accountant’s copy to ensure changes get back to the client’s data file
  • Using the built in accountant features
    • Working trial balance
    • Adjusting entries
    • Batch reclassify transactions
    • Selected features of client data review
  • Using the closing date to keep clients from changing historical transactions
  • Tracking changes made to closed periods
  • Using the audit trail feature


Price:  $79.00

Link to register:

Event Code:  8579


Information Computer Management Controller Cfo Data

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