24SR-P020: K2's QuickBooks for Accountants (Virtual)
Thursday, August 22, 2024
9:00am - 4:30pm Central Time
8 CPE (4 technical, 4 non-technical)
Get more out of QuickBooks Desktop and QuickBooks Online and resolve the issues even experienced QuickBooks users struggle with. Navigate setting up a new company, configuring and customizing preferences and enabling system security features. See how to lock down transactions in prior periods, use the audit trail, customize reports, export reports to Excel and extend QuickBooks' usefulness with tools such as the Fixed Asset Manager and Loan Manager. Gain practical guidance and solutions designed to help accountants get the most out of QuickBooks.
Major subjects
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New features in QuickBooks Desktop and Online
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Enhancing internal controls in QuickBooks-based environments
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Improving financial and operational reporting when using QuickBooks and QuickBooks Online
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Best practices for setting up companies
Learning objective(s)
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Identify appropriate responses to common QuickBooks user issues -- closing accounting periods, eliminating payables and receivables from cash-basis financial statements, purging old transactions from QuickBooks, voiding checks in prior periods, viewing underlying debit and credit entries and recommended end-of-period procedures
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List and apply new features added to recent versions of QuickBooks Desktop and QuickBooks Online
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Differentiate between the different products in the QuickBooks family
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Define appropriate procedures for setting up client data files in QuickBooks -- converting data from other accounting applications, creating data files, using templates, entering beginning balances, establishing user access and security rights and privileges and establishing preferences
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Identify techniques for making reports and analyzing data -- creating and customizing reports and exporting reports to Excel
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Identify situations where QuickBooks Online may be an appropriate solution for a business currently using or considering using QuickBooks
Who should take this program?
Accountants and other business professionals who use or support clients who use QuickBooks or QuickBooks Online
Fees
Our records indicate
you are a
nonmember.
If you register, you will be charged
$449.00
(Standard Nonmember Fee).
Members: Please
log in
to receive member fee.
|
Standard Member Fee |
$349.00
|
 Standard Nonmember Fee |
$449.00
|
