QuickBooks – Best Practices for Accountants Webinar
Aug 19 3:00 - 5:00 p.m.
Online
2-Other CPE Credits
Description: QuickBooks is the #1 small business accounting software in the U.S. There is no doubt you have clients who are sending you backups, portable company files and accountant’s copies of their data to work with. Often you will make changes to the client’s numbers and those changes never get back to the clients books, so you keep making the same adjustments year after year.
In this course, you will learn how to work with the various QuickBooks file types as well as best practices for working with your QuickBooks clients using the Accountant Edition of QuickBooks to clean up your clients’ files and ensure the changes you make get back to the client.
This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event. 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
Registration
PICPA Member: $79 Nonmember: $104
More Information
Course No.
SBQBPFA2
Level:
Intermediate
Prerequisites:
None
Speaker(s)
Stacey Byrne
Stacey L. Byrne, CPA
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.