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21SR-0011: K2's Advanced QuickBooks Tips and Techniques (Virtual)

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

Monday, July 12, 2021
8:30am - 12:00pm Central Time
4 CPE (4 non-technical)

Take advantage of QuickBooks' advanced tools and features so you can maximize your effectiveness with this popular accounting solution. Explore some of the deep features Intuit has recently added and find out how to problem-solve the tricky, everyday issues that slow you down.

Major subjects

  • Advanced inventory management techniques -- changing the default costing methodology, tracking serial numbers, adjusting quantities and valuations, using the advanced inventory add-in and more
  • Advanced reporting issues -- QuickBooks statement writer, linking QuickBooks data into other applications and more
  • How to build complete sets of financial statements in Excel that link in real-time to QuickBooks data files
  • How to create multicompany financial statements
  • Methods 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 identifying errors, correcting errors and closing accounting periods

Learning objective(s)

  • Identify techniques for handling advanced reporting issues
  • Manage inventory more effectively in QuickBooks
  • Differentiate between key techniques for exchanging QuickBooks data with others
  • Use QuickBooks client data review feature

Who should take this program?

CPAs and financial professionals who use QuickBooks or advise clients on QuickBooks decisions

Fees

Our records indicate you are a nonmember. If you register, you will be charged $245.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $195.00
checkmark Standard Nonmember Fee $245.00

More program information

Instructor Brian Tankersley, CPA.CITP, CGMA
Location Online
Area
of study
Information technology
Field(s)
of study
Computer Software & Applications - Non-Technical (4.0)
Level Advanced
Format Group Internet Based
Sponsor Minnesota Society of CPAs
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.