QuickBooks is an extremely powerful product with features and capabilities of which many users are either not aware or do not know how to utilize effectively. This course helps you get more out of QuickBooks to resolve the issues with which even experienced QuickBooks users often struggle, such as locking down prior periods. This program begins with a chapter covering the top issues accountants face with QuickBooks. Then, continues with practical guidance and solutions designed to help accountants get the most out of QuickBooks for themselves and/or their clients. You will learn about issues, such as setting up a new company, configuring and customizing QuickBooks preferences, enabling system security and password protection features.
DESIGNED FOR
Accountants who use, or support clients who use, QuickBooks.
BENEFITS
Learn how to lock down transactions in prior periods, the audit trail, customizing reports, exporting reports to Excel and extending QuickBooks’ usefulness with tools such as the Fixed Asset Manager and Loan Manager.
HIGHLIGHTS
- Identify appropriate responses to common QuickBooks user issues, such as 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
- List new features added to recent versions of QuickBooks and QuickBooks Online and apply these features; additionally, differentiate between the different products in the QuickBooks family
- Define appropriate procedures for setting up client data files in QuickBooks including 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
- Work with various QuickBooks Lists, including entering and editing list data, techniques for managing lists and importing and exporting list data
- Identify techniques for creating reports and analyzing data in QuickBooks, including creating and customizing reports and exporting reports to Excel
- Utilize QuickBooks tools to enhance management control, including budgeting and forecasting, depreciating fixed assets and tracking loans and notes payable
- Identify situations where QuickBooks Online may be an appropriate solution for a business currently using or considering using QuickBooks
COURSE LEVEL
Intermediate
PREREQUISITES
Fundamental knowledge of basic QuickBooks operations.
ADVANCE PREPARATION
None
ADDITIONAL NOTES
Course materials are distributed electronically and we’ve passed the savings along to you - registrants save $20 on all 8-hour seminar pricing. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.
Help Feed Those in Need- The NJCPA Emerging Leaders Council is hosting a Food Drive to benefit the Community FoodBank of New Jersey. Please bring your nonperishable items and canned goods to this event. Peanut butter and tuna fish are always needed.