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19QBA: K2's QuickBooks for Accountants

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

Friday, October 18, 2019
8:30am - 4:30pm Central Time
8 CPE (4 technical, 4 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, including locking down prior periods, recording transactions properly and more. Take a look at the top problems accountants face and receive practical solutions to streamline how you work with QuickBooks.

Major subjects

  • Common QuickBooks issues and how to resolve them -- closing accounting periods, eliminating payables and receivables from cash-basis financial statements, purging old transactions, voiding checks in prior periods and more
  • What's new in QuickBooks
  • Properly setting up data files -- templates, converting data from other accounting applications, entering beginning balances, establishing user security rights and more
  • Working with QuickBooks lists -- entering, managing, importing and exporting data
  • Creating reports, analyzing data and exporting reports to Excel
  • Management tools -- budgeting, forecasting, depreciating fixed assets, tracking loans and more

Learning objective(s)

  • Identify appropriate responses to common QuickBooks user issues
  • List and apply new features added to recent versions of QuickBooks and QuickBooks Online
  • Define appropriate procedures for setting up client data files in QuickBooks
  • Work with various QuickBooks lists
  • Identify techniques for creating reports and analyzing data in QuickBooks
  • Utilize QuickBooks tools to enhance management control
  • Identify situations where QuickBooks Online may be an appropriate solution for a business currently using or considering using QuickBooks

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 (4.0)
Accounting - Technical (4.0)
Level Intermediate
Format Group Live
Sponsor MNCPA
NASBA ID#: 139884
Prerequisites Prereq. Fundamental understanding of basic QuickBooks operations 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.