24SR-P018: K2's Advanced QuickBooks Tips and Techniques (Virtual)
Wednesday, July 31, 2024
9:00am - 12:30pm Central Time
4 CPE (4 non-technical)
The QuickBooks platform is one of the leading accounting solutions for small and growing businesses. Intuit has incorporated numerous advanced features and changes into the tools over the past few releases. This seminar will teach you how to use many new and advanced features in the desktop and online environments to help you solve critical issues.
Learn advanced inventory management techniques, including changing the default costing methodology and implementing lot and serial number tracking. Discover how to build complete sets of financial statements in Excel that link in real-time to underlying QuickBooks data files, and how to create multi-company financial statements. Explore how to use the Client Data Review feature to streamline how to identify and correct errors and close accounting periods in QuickBooks.
Major subjects
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Tips for improving efficiency with QuickBooks and QuickBooks Online
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Better reporting when working in QuickBooks environments
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Tips for cleaning up QuickBooks and QuickBooks Online instances
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Managing inventory more effectively when working with QuickBooks and QuickBooks Online
Learning objective(s)
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Identify techniques for handling advanced reporting issues, including the QuickBooks Statement Writer, QuickBooks Online Management Reports, linking QuickBooks data into other applications via Open Database Connectivity, and multi-company reporting
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Manage inventory more effectively in QuickBooks using Items, changing inventory costing methodologies, creating Assembly items, adjusting inventory quantities and valuations, and listing the advantages associated with QuickBooks' Advanced Inventory
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Differentiate between various techniques for exchanging QuickBooks data with others, including QuickBooks Accountants' Copy, Portable Company Files, and backup files
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Use QuickBooks' Client Data Review to streamline cleaning up QuickBooks data files and closing accounting periods
Who should take this program?
Accounting and financial professionals who want to learn about advanced features and techniques associated with QuickBooks and QuickBooks Online
Fees
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you are a
nonmember.
If you register, you will be charged
$259.00
(Standard Nonmember Fee).
Members: Please
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to receive member fee.
|
Standard Member Fee |
$209.00
|
 Standard Nonmember Fee |
$259.00
|
