CONTINUING EDUCATION FOR TAX & FINANCIAL PROFESSIONALS

Western CPE will be closed on July 3rd and 4th to celebrate Independence Day.

Icon_Webcast
Webcast
Icon_Level
Advanced
Credits
CPE Credits
4 Credits: Computer Software & Applications

Course Description

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. This seminar will teach you how to take advantage of many of QuickBooks’ new and advanced features to solve critical issues. For example, you will learn advanced inventory management techniques, including changing the default costing methodology 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 use the Client Data Review feature to streamline 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

Learning Objectives

Upon completing this course, you should be able to:

  • 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 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 various 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

Course Specifics

Course ID
WC1222280827
Revision Date
March 23, 2022
Prerequisites

Fundamental knowledge of QuickBooks

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Thomas G. (Tommy) Stephens, Jr. Headshot
K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Thomas (Tommy) G. Stephens, Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Administration (Major in Accounting) from Auburn University in 1985. In 1994, Mr. Stephens opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. He developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he has authored and presented continuing professional education courses to accounting and finance professionals. Mr. Stephens has lectured nationally on subjects such as …

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA) Read More »

Advanced QuickBooks Tips and Techniques

CPE CREDITS
4 Credits: Computer Software & Applications

$196.00


Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.

Icon_Webcast
Webcast
Icon_Level
Advanced
Credits
CPE Credits
4 Credits: Computer Software & Applications

Course Description

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. This seminar will teach you how to take advantage of many of QuickBooks’ new and advanced features to solve critical issues. For example, you will learn advanced inventory management techniques, including changing the default costing methodology 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 use the Client Data Review feature to streamline 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

Learning Objectives

Upon completing this course, you should be able to:

  • 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 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 various 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

Course Specifics

Course ID
WC1222280827
Revision Date
March 23, 2022
Prerequisites

Fundamental knowledge of QuickBooks

Advanced Preparation

None

Compliance information

NASBA Provider Number: 103220

Course Instructor

Thomas G. (Tommy) Stephens, Jr. Headshot
K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Thomas (Tommy) G. Stephens, Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Administration (Major in Accounting) from Auburn University in 1985. In 1994, Mr. Stephens opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. He developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he has authored and presented continuing professional education courses to accounting and finance professionals. Mr. Stephens has lectured nationally on subjects such as …

K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA) Read More »

Advanced QuickBooks Tips and Techniques

CPE CREDITS
4 Credits: Computer Software & Applications

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.

$196.00