Webcast: Advanced QuickBooks Tips (XCAQB417)
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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 streaml

 Export to Your Calendar 10/25/2017
When: 10/25/2017
10:30 AM until 2:00 PM
Where: Webcast
CALCPA
4173150C
United States
Presenter: Thomas G. Stephens, Jr., CPA.CITP


Online registration is available until: 10/23/2017
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Acronym XCAQB417
CPE 4 hours
Vendor CalCPA
Category
Management
Level Advanced
Prerequisite Fundamental knowledge of QuickBooks.
Adv Prep None
Yellow Book? No
Designed for Accounting and financial professionals who want to learn about advanced features and techniques associated with QuickBooks.
Registration
Member $120
CPA Non-Member $188

The Member rate applies to LCPA members, other state society members, and non-CPA staff of LCPA members. To register online, use the ‘Register’ button above. To register by phone, call the LCPA Member Service Center at 800.288.5272 or 504.464.1040, Monday through Friday, 8am to 5pm.

Course Description

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.

Objectives

  • 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.

Major Topics

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