Back to Search

QuickBooks – Best Practices for Accountants Webinar

CPE

When
March 19
4:00 - 6:00 p.m.

CPE Credits
2-Other

Details

 Pricing

PICPA Member: $79 | Nonmember: $104


 More Information

Course No.
SBQBPFA2
Level
Intermediate
Prerequisites
None
Note

This webinar is hosted by PICPA's partner, CPA Crossings. After registering, you will receive an email from CPA Crossings with the log-in information.

Description

Develop and understanding of how to manage and work with QuickBooks desktop data files of all file types.

Highlights

  • Understanding and restoring different QuickBooks file types
  • Working with accountant’s copy to ensure changes get back to the client’s data file
  • Using the built in accountant features
    • Working trial balance
    • Adjusting entries
    • Batch reclassify transactions
    • Selected features of client data review
  • Using the closing date to keep clients from changing historical transactions
  • Tracking changes made to closed periods
  • Using the audit trail feature


Speaker(s)

Stacey Byrne

Stacey is an Intuit Certified Advanced QuickBooks Pro Advisor and has worked with QuickBooks for over 15 years. She is a self-proclaimed QuickBooks expert and member of the Sleeter Group Consultants Network. 

Based in California, Stacey is a Certified Public Accountant, Member of the California Society of CPA’s, Certified Advanced, Enterprise and Online QuickBooks Pro Advisor and National Advisor Network Member and Certified Master Consultant.

 


You May Also Like

Excel - Create KPI Dashboards for Maximum Impact Webinar
May 28 | Webinar
Most accountants use Excel to help them make decisions about their data. However, as the amount of data grows, it becomes difficult to make strategic decisions based on rows ...
Leverage Big Data & Data Analytics to Make Better Decisions Webinar
May 28 | Webinar
Two of the hottest topics in business today are big data and data analysis. What are they? How do they relate to each other? Can they be leveraged in your ...
QuickBooks Online: Web-Based Software to Make Bookkeeping Easier Webinar
May 29 | Webinar
QuickBooks online is a web-based accounting application that can be used on Windows or Mac computers, smart phones, and tablets that can access the internet. QuickBooks Online is designed to ...