Overview: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.
In this course, you will learn how to work with the various QuickBooks file types as well as best practices for working with your QuickBooks clients using the Accountant Edition of QuickBooks to clean up your clients’ files and ensure the changes you make get back to the client.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions either during or after the event.
- 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
Objective:Develop and understanding of how to manage and work with QuickBooks desktop data files of all file types.
Designed For:CPAs and support staff working with client QuickBooks files
Vendor:CPA Crossings, LLC
Member/Nonmember Fees:79 / 79
CPE:Computer Science 2 hour(s)
Yellow Book Credit:N
Cancellation or transfer requests made six(6) business days or more prior to the program, no fee assessed.
Cancellation or transfer requests made two(2) to five(5) business days prior to the program, $25 fee assessed.
Cancellation or transfer requests made one business day prior to the program, $50 fee assessed.
Day of program or no notice of cancellation, 100 percent course fee assessed.
If you transfer from an in-class course to a webcast, the above policies apply.
Remember, the COCPA reserves the right to cancel a course seven days prior to the program date. Please keep this cancellation policy in mind when making your travel plans and airline reservations. The COCPA will not be liable for flight cancellation penalties due to our cancellation.
To cancel or transfer a course, please contact the Member Services department at 303-773-2877 or 800-523-9082.