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Overview

4.0 Credits
ONLINE

Learn how to use many of QuickBooks' new features to address critical issues, including advanced inventory management techniques, changing the default costing methodology in QuickBooks and implementing lot and serial number tracking, how to build complete sets of financial statements in Excel that link in real-time to underlying QuickBooks data files and how to create multi-company financial statements. Additionally, you will learn how to use Client Data Review to streamline the process of closing accounting periods in QuickBooks.

Objectives

  • Identify techniques for handling advanced reporting issues, including the QuickBooks Statement Writer, linking QuickBooks data into other applications via Open Database Connectivity, and multi-company reporting
  • Manage inventory more effectively in QuickBooks, including using Items, changing inventory costing methodologies, creating Assembly items, adjusting inventory quantities and valuations, and list the advantages associated with QuickBooks’ Advanced Inventory add-in
  • Differentiate between key techniques for exchanging QuickBooks data with others, including QuickBooks Accountants’ Copy feature, Portable Company Files, and backup files
  • Utilize QuickBooks Client Data Review feature to streamline the process of cleaning up QuickBooks data files and closing accounting periods

Major Topics

 

Prerequisite

Fundamental knowledge of QuickBooks
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