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Webinar(CA): K2’s QuickBooks for Accountants

Description

QuickBooks is an extremely powerful product with features and capabilities that many users don’t utilize efficiently. Get more out of QuickBooks and QuickBooks Online. Address the issues even experienced users struggle to resolve, such as locking down prior periods andrecording transactions correctly.
We’ll start fast, covering the top issues accountants face with QuickBooks. Get practical guidance and solutions designed to get the most out of QuickBooks. Learn to set up a new company, configuring and customizing QuickBooks preferences, and enabling system security and password protection features. Discover how to lock down transactions in prior periods, the audit trail, customizing reports, exporting reports to Excel, and extending QuickBooks’ usefulness with tools such as the Fixed Asset Manager and Loan Manager. Unlock the power of QuickBooks.

Learning 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.

Major Topics

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
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
QuickBooks Lists, including entering and editing list data, techniques for managing lists, and importing and exporting list data
Exporting reports to Excel
QuickBooks tools to enhance management control, including budgeting and forecasting, depreciating fixed assets, and tracking loans and notes payable

Provider
California CPA Education Foundation
Course Level
Intermediate
CPE Field of Study
Computer Software and Applications
8
Who Should Attend

Accounting and financial professionals.

Instructor(s)
Tom Stevenson
Prerequisites

Fundamental understanding of basic QuickBooks operations.

Advanced Preparation

None

Location
Webinar
Event Information
When
Nov 9, 2020
7:00 am - 2:30 pm MST
Location
Webinar
Total CPE Credits
8
Format
Webinar

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Webinar(CA): K2’s QuickBooks for Accountants


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