21SR-0016: K2's QuickBooks for Accountants (Virtual)

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

Tuesday, August 10, 2021
8:30am - 4:00pm Central Time
8 CPE (4 technical, 4 non-technical)

Get more out of QuickBooks and QuickBooks Online with this practical program. Learn how to overcome the issues that hinder even the most experienced QuickBooks users, including locking down prior periods and recording transactions incorrectly. Come away with insights to maximize the power of this tool, use its features more effectively and save time on everyday tasks.

Major subjects

• Top QuickBooks problems accountants face (and how to solve them)
• Best practices for setting up a new company, customizing preferences, enabling system security features, setting up data files, using templates, converting data from other applications and more
• Tips for common issues -- locking down transactions in prior periods, closing accounting periods, the audit trail, voiding checks in prior periods, customizing reports, exporting reports to Excel and more
• QuickBooks lists -- how to enter, edit, manage, import and export list data
• Tools for budgeting, forecasting, depreciating fixed assets, tracking loans and more
• Ideas for extending QuickBooks’ usefulness with tools such as the fixed asset manager and loan manager
• New and recently added features in QuickBooks and QuickBooks Online

Learning objective(s)

• Identify appropriate responses to common QuickBooks user issues
• List 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
• Use QuickBooks tools to enhance management control, including budgeting and forecasting
• Identify situations where QuickBooks Online may be an appropriate solution for a business currently using or considering using QuickBooks

Who should take this program?

CPAs, accountants and financial professionals who use or support clients who use QuickBooks

Fees

Standard Member Fee	$325.00
Standard Nonmember Fee	$375.00