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K2's Advanced QuickBooks Tips and Techniques Webinar

CPE

When
April 26
9:00 a.m. - 12:30 p.m.

CPE Credits
4-Other

Details

 Pricing

PICPA Member: $150 | Nonmember: $201


 More Information

Course No.
4203600K
Level
Advanced
Prerequisites
Fundamental knowledge of QuickBooks.
Note
None

Description

Identify techniques for handling advanced reporting issues, including the QuickBooks Statement Writer, 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 list the advantages associated with QuickBooks' Advanced Inventory add-in.Differentiate between key 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.

Highlights

QuickBooks remains one of the leading accounting solutions for small and growing businesses, and Intuit has added numerous advanced features to the application in recent releases. Learn to take advantage of QuickBooks' new and advanced features to solve important issues. Explore advanced inventory management techniques, including the ability to change the default costing methodology in QuickBooks, and implementing lot and serial number tracking. Discover how to build complete sets of financial statements in Excel that link in real-time to underlying QuickBooks data files to create multi-company financial statements. See how to put the Client Data Review feature to work to streamline the process of identifying and correcting errors and closing accounting periods in QuickBooks. Master QuickBooks' advanced tools and features to improve your success. Explore QuickBooks' "deep" features to maximize your effectiveness.


Speaker(s)

Thomas G. Stephens, Jr., CPA.CITP

    • Bachelor of Science in Business Administration, Major in Accounting,Auburn University
    • Master of Science, Major in Finance (emphasis in Corporate Finance), Georgia State University
    • Twenty-five Years of Public Accounting Experience, Five Years of Corporate Internal Auditing Experience, Four Years of Corporate and Cost Accounting Experience
    • Nineteen Years of Experience as a Continuing Professional Education Discussion Leader
    • Member of the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants; Past Member of the Institute of Internal Auditors
    • To Date, Has Presented Over 1,800 Continuing Education Sessions to Over 55,000 Participants

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