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24WA-4372: K2's 2023 Advanced QuickBooks Tips And Techniques (Webinar)

Monday, July 29, 2024
4:00pm - 7:40pm Central Time
4 CPE (4 non-technical)

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Alternate dates & more options

  • Wednesday, June 19, 2024 - Webinar
  • Saturday, July 13, 2024 - Webinar
  • Monday, August 5, 2024 - Webinar
  • Friday, August 23, 2024 - Webinar
  • Monday, September 9, 2024 - Webinar
  • Wednesday, September 25, 2024 - Webinar
  • Friday, October 11, 2024 - Webinar

QuickBooks remains one of the leading accounting solutions for small and growing businesses and Intuit has added numerous advanced features to the application over the past few releases. In this seminar, you will learn how to take advantage of many of QuickBooks' new and advanced features to solve important issues. For example, you will learn advanced inventory management techniques, including the ability to change the default costing methodology in QuickBooks, and implementing lot and serial number tracking. You will also learn 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. Additionally, you will learn how to put the Client Data Review feature to work to streamline the process of identifying and correcting errors and closing accounting periods in QuickBooks.

Knowing how to take advantage of the advanced tools and features available can determine your level of success when working with QuickBooks. Take advantage of this opportunity to learn about QuickBooks' "deep" features so that you maximize your effectiveness with the application.

Major subjects

  • Tips for improving efficiency with QuickBooks and QuickBooks Online
  • Better reporting when working in QuickBooks environments
  • Tips for cleaning up QuickBooks and QuickBooks Online instances
  • Managing inventory more effectively when working with QuickBooks and QuickBooks Online

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 multi-company reporting
  • Manage inventory more effectively in QuickBooks, including using Items, changing inventory costing methodologies, creating Assembly items, adjusting inventory quantities and valuations, and list the advantages associated with QuickBooks' 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
  • Utilize QuickBooks Client Data Review feature to streamline the process of 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

Our records indicate you are a nonmember. If you register, you will be charged $129.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.
Standard Member Fee $129.00
checkmark Standard Nonmember Fee $129.00

More program information

Instructor Tommy Stephens, 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 Business Professionals' Network, Inc.
NASBA ID#: 107810
Prerequisites Prereq. Fundamental knowledge of QuickBooks and QuickBooks Online
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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