Overview
The QuickBooks platform is robust with features and
capabilities that many users are unaware of or do not know how to utilize
effectively. This course helps you get more out of QuickBooks Desktop and
QuickBooks Online and resolve the issues even experienced QuickBooks users
struggle with, such as locking down prior periods. This program starts fast with
a chapter covering the top issues accountants face with QuickBooks. Then, the
day continues with practical guidance and solutions designed to help accountants
get the most out of QuickBooks for themselves or their clients. You will learn
about issues like setting up a new company, configuring and customizing
QuickBooks preferences, and enabling system security and password protection
features. Also, you will learn how to lock down transactions in prior periods,
use the audit trail, customize reports, export reports to Excel, and extend
QuickBooks’ usefulness with tools such as the Fixed Asset Manager and Loan
Manager.
QuickBooks Desktop and QuickBooks
Online users often struggle to work efficiently with these applications. If
you’re looking for better ways to work in QuickBooks, plan to participate in
this session to improve your QuickBooks skills.
•
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
Desktop 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
•
Identify techniques for making reports and analyzing data
in QuickBooks, including creating and customizing reports and exporting reports
to Excel
•
Identify situations where QuickBooks Online may be an
appropriate solution for a business currently using or considering using
QuickBooks
This course is designed for
Accountants and other business professionals who use or support clients who use
QuickBooks or QuickBooks Online.