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16AQB4: K2's Advanced QuickBooks Tips and Techniques

If you have questions about this event, please call us at 952-831-2707.

Tuesday, June 28, 2016
8:30am - 12:00pm Central Time
4 CPE (4 technical)
Minnesota Society of CPAs, Bloomington

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In the past few releases of QuickBooks, Intuit added many advanced features that can make your job easier. Get guidance on how to use these tools so you can work more effectively with QuickBooks and save yourself time and frustration. At this in-depth course, discover how to solve issues related to financial reporting, managing inventory, closing out accounting periods, integrating with other applications, and much more.

Major subjects

  • Advanced financial and operational reporting issues -- statement writer, linking QuickBooks data into other applications via open database connectivity, and multicompany reporting
  • How to build complete sets of financial statements in Excel that link to underlying QuickBooks data files in real time
  • How to better manage inventory -- items, changing inventory costing methodologies, creating assembly items, adjusting inventory quantities and valuations, and tracking lot and serial numbers
  • Tips for exchanging QuickBooks data with others -- accountants' copy feature, portable company files and backup files
  • How to use the client data review feature to streamline the process of cleaning up data files, correcting errors and closing accounting periods
  • Techniques for integrating QuickBooks with other applications

Learning objective(s)

  • Understand advanced QuickBooks features and tools to work more effectively and efficiently with QuickBooks

Who should take this program?

CPAs in industry and public practice

Fees

Our records indicate you are a nonmember. If you register, you will be charged $229.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $199.00
checkmark Standard Nonmember Fee $229.00

More program information

Instructor Tommy Stephens, CPA, CITP, CGMA
Location Minnesota Society of CPAs
1650 W 82nd St
Ste 600
Bloomington, MN
Area
of study
Information technology
Field(s)
of study
Specialized Knowledge - Technical (4.0)
Level Advanced
Format Group Live
Sponsor MNCPA
NASBA ID#: 139884
Prerequisites Prereq. Fundamental knowledge of QuickBooks recommended.
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date. Learn more
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If you have questions about this event, please call us at 952-831-2707.