Advanced QuickBooks Tips and Techniques
4 Credits: Computer Software & Applications
$196.00
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Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)
Advanced QuickBooks Tips and Techniques
Format
Webcast
Course Level
Advanced
CPE Credits
4 Credits: Computer Software & Applications
Course Description
For small and growing businesses, mastering QuickBooks is vital, but navigating its advanced features can often be overwhelming. With Intuit’s continuous updates, understanding how to utilize these new capabilities becomes crucial for effective financial management. This online CPE Webcast is the solution. It is designed to teach you how to leverage QuickBooks’ latest and most advanced features to address critical accounting needs. You’ll learn sophisticated inventory management techniques, including changing costing methodologies and implementing lot and serial number tracking. The seminar goes further, guiding you through constructing comprehensive financial statements in Excel that link directly to QuickBooks data, and mastering multi-company financial reporting. Additionally, you’ll acquire skills in using QuickBooks’ Client Data Review feature for efficient error correction and closing accounting periods. This training is essential for those who want to enhance their effectiveness and precision in using QuickBooks for complex accounting tasks.
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
WC1222280827
March 23, 2022
Fundamental knowledge of QuickBooks
None
Compliance Information
CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.
Meet The Experts
Thomas G. (Tommy) 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 internal controls for …
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