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22SR-0006: K2's Advanced QuickBooks Tips and Techniques (Virtual)

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

Thursday, May 19, 2022
1:00pm - 4:30pm Central Time
4 CPE (4 non-technical)

Alternate dates & more options

  • Wednesday, July 31, 2024 - Webinar

QuickBooks has many advanced, helpful features that are relatively new. Find out how to use them to maximize your productivity and solve important issues with this popular program.

Major subjects

  • Advanced inventory management techniques, including the ability to change the default costing methodology
  • Implementing lot and serial number tracking
  • How to build complete sets of financial statements in Excel that link in real-time to underlying QuickBooks data files
  • How to create multicompany financial statements
  • How to use the Client Data Review feature to streamline the process of identifying and correcting errors and closing accounting periods

Learning objective(s)

  • Identify techniques for handling advanced reporting issues, including the QuickBooks Statement Writer, linking QuickBooks data into other applications via Open Database Connectivity and multicompany reporting
  • Manage inventory more effectively, including using Items, changing inventory costing methodologies, creating Assembly items, adjusting inventory quantities and valuations and using the Advanced Inventory add-in
  • Differentiate between key techniques for exchanging QuickBooks data with others, including QuickBooks Accountants' Copy feature, Portable Company Files and backup files
  • Use the Client Data Review feature to streamline the process of cleaning up QuickBooks data files and closing accounting periods

Who should take this program?

CPAs, accountants and business professionals who want to learn about advanced features and techniques associated with QuickBooks

Fees

Our records indicate you are a nonmember. If you register, you will be charged $259.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $209.00
checkmark Standard Nonmember Fee $259.00

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.