Overview

8.0 Credits
ONLINE

QuickBooks is a powerful product with features and capabilities that many users are unaware of or do not know how to utilize effectively. Get more out of QuickBooks and QuickBooks Online to resolve the issues experienced QuickBooks users often struggle with, such as locking down prior periods.

Objectives

  • Identify appropriate responses to common QuickBooks user issues, such as closing accounting periods, eliminating payables and receivables from cash-basis financial statements, purging old transactions from QuickBooks, voiding checks in prior periods, viewing underlying debit and credit entries, and recommended end-of-period procedures
  • List new features added to recent versions of QuickBooks and QuickBooks Online and apply 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
  • Work with various QuickBooks Lists, including entering and editing list data, techniques for managing lists, and importing and exporting list data
  • Identify techniques for creating reports and analyzing data in QuickBooks, including creating and customizing Reports, and exporting reports to Excel
  • Utilize QuickBooks tools to enhance management control, including budgeting and forecasting, depreciating fixed assets, and tracking loans and notes payable
  • Identify situations where QuickBooks Online may be an appropriate solution for a business currently using or considering using QuickBooks

Prerequisite

Fundamental understanding of basic QuickBooks operations

Sessions

Please select the appropriate session or option below to continue with your online purchase

Wednesday, December 4, 2024

General Sessions
Add to Cart

Very Important Information for Attendees:  
The Seminars will be delivered over the Zoom Webinar platform. Please download and install the Zoom client prior to the seminar. You can do so by navigating to https://zoom.us/support/download. Note that you can also download a version for your iOS powered devices from Apple's App Store and you can download a version for Android powered devices from Google Play. If desired, you can join a test meeting prior to the seminar to test your audio and get familiar with Zoom. To do so, visit https://support.zoom.us/hc/en-us/articles/115002262083. If you have not used Zoom before, we recommend you do this.

During the seminar, your instructor will present polling questions/attendance checks to you. These are required to verify your active participation in the courses you choose to attend. You must answer these to earn your CPE credits. Note that your answers need not be correct; instead, we only need to record that you attempted to answer. Therefore, when your instructor presents polling questions/attendance checks, please be sure to answer.