Upcoming Live Event Schedule
This course is part of an event and you must register for the associated event to participate.
Navigating Blockchain, AI, and Beyond: Multi-State Conference
July 30, 2024 | Seminar
Tech Tips and Excel Tricks: Multi-State Conference
November 19, 2024 | Seminar
Major Topics
- 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 Objectives
- Identify techniques for handling advanced reporting issues, including the QuickBooks Statement Writer, QuickBooks Online Management Reports, 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 listing the advantages associated with QuickBooks’ Advanced Inventory feature
- 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 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. 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 use the Client Data Review feature to streamline how to identify and correct errors and close 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. So, take advantage of this opportunity to learn about QuickBooks’ “deep” features so that you maximize your effectiveness with the application.
Compliance Information
Intended Audience
Accounting and financial professionals who want to learn about advanced features and techniques associated with QuickBooks and QuickBooks Online
Advanced Preparation
None
Field of Study
Computer Software and Applications
Credits
4 Credits
Published Date
November 2, 2022
Course Authors
K2 Enterprises
All of our self-study courses are NASBA approved (through our partners at K2 Enterprises) the revisions to the Statement on Standards for Continuing Professional Education (CPE) Programs (Standards).
Your Registration Includes:
- Course materials (video & PDF version)
- Unlimited attempts to complete exam
- Course materials (PDF & Sample Materials)
- Instant grading & certificate of completion
- One year access to complete your CPE
- Completion certificate
