Overview
The QuickBooks
platform – including the desktop and online environments – is one of the leading
accounting solutions for small and growing businesses. Further, Intuit has
incorporated numerous advanced features and changes into the tools over the past
few releases. This seminar will teach you how to use many new and advanced
features in the desktop and online environments to help you solve critical
issues. For example, you will learn advanced inventory management techniques,
including changing the default costing methodology 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 to maximize your
effectiveness with QuickBooks.
QuickBooks
Desktop and QuickBooks Online offer numerous features beyond simply recording
and summarizing transactions. Join us for this session to learn advanced options
for managing inventory, better reporting, and cleaning up data files, among
other items.
•
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
This course is
designed for Accounting and financial professionals who want to learn about
advanced features and techniques associated with QuickBooks and QuickBooks
Online.