Webinar (CPA Crossings): QuickBooks Best Practices for Accountants

Description

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 accountants copies of their data to work with. Often you will make changes to the clients 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.

Learning Objectives

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

Major Topics
  • Understanding and restoring different QuickBooks file types
  • Working with accountants copy to ensure changes get back to the clients 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
Provider
CPA Crossings, LLC
Course Level
Intermediate
CPE Field of Study
Computer Sciences
2.0
Instructor(s)
Stacey Byrne
Prerequisites

None

Advanced Preparation

None

Register Now
When
Mar 19, 2019
2:00 pm - 4:00 pm MDT
Location
TBD
Total CPE Credits
2.0
Format
Webinar
Instructor
Stacey Byrne

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Webinar (CPA Crossings): QuickBooks Best Practices for Accountants


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