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17QFA: K2's QuickBooks for Accountants

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

Tuesday, June 27, 2017
8:30am - 4:30pm Central Time
8 CPE (8 non-technical)
Minnesota Society of CPAs, Bloomington

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QuickBooks is an extremely powerful product with features you probably don't know about. Find out how to get more out of this program and resolve the issues that plague even experienced users. Take a look at the top problems accountants face and receive practical solutions to streamline and improve how you or your clients work with QuickBooks.

Major subjects

  • New features in QuickBooks and QuickBooks Online
  • Tips for common issues and mistakes -- how to close accounting periods, record transactions correctly, purge old transactions, eliminate payables and receivables from cash-basis financial statements, lock down prior periods, void checks in prior periods, view underlying debit and credit entries, and more
  • How to correctly set up data files -- convert data from other accounting applications, create data files, use templates, enter beginning balances and establish security rights
  • Lists -- how to enter and edit data, manage lists, and import and export data
  • How to create reports, analyze data and export reports to Excel
  • Management tools -- budgeting, forecasting, depreciating fixed assets, and tracking loans and notes payable
  • How to customize QuickBooks preferences
  • Data security and password protection
  • When it makes sense to switch from QuickBooks to QuickBooks Online

Learning objective(s)

  • Understand QuickBooks tools and techniques to work more accurately and effectively in it

Who should take this program?

Accounting and financial professionals who use or support clients who use QuickBooks

Fees

Our records indicate you are a nonmember. If you register, you will be charged $375.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $325.00
checkmark Standard Nonmember Fee $375.00

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
Computer Software & Applications - Non-Technical (8.0)
Level Intermediate
Format Group Live
Sponsor MNCPA
NASBA ID#: 139884
Prerequisites Prereq. Fundamental understanding of basic QuickBooks operations
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.