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Advanced QuickBooks® Tips & Techniques

12:00 am–11:59 pm ET

CPE SelectAvailable with CPE Select

# of CPE Credits

4

Description

QuickBooks® remains one of the leading accounting solutions for small and growing businesses and Intuit® has added numerous advanced features to the application over the past few releases. In this seminar, you will learn how to take advantage of many of QuickBooks’ new and advanced features to solve important issues. For example, you will learn advanced inventory management techniques, including the ability to change the default costing methodology in QuickBooks, 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 multicompany financial statements. Additionally, you will learn 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. Knowing how to take advantage of the advanced tools and features available can determine your level of success when working with QuickBooks. Take advantage of this opportunity to learn about QuickBooks’ “deep” features so that you maximize your effectiveness with the application.
 
Please note—This course will expire on Tuesday, December 31, 2019. If you don’t complete the course by midnight on this date, you will forfeit your registration fee for this course.   

Objective

Upon completing this course you should be able to * Identify techniques for handling advanced reporting issues, including the QuickBooks® Statement Writer, linking QuickBooks data into other applications via Open Database Connectivity, and multicompany 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

* Exchanging QuickBooks® data with others * Advanced financial and operational reporting issues * Managing inventory with QuickBooks, including costing and manufacturing * Integrating QuickBooks with other applications

Who Should Attend

Accounting and financial professionals who want to learn about advanced features and techniques associated with QuickBooks®

Required Knowledge

Fundamental knowledge of QuickBooks®

Advanced Prep

None

Event Speaker(s)

Mr. Tommy Stephens, Jr., CPA, MS, CITP ( K2 Enterprises, Hammond, LA ),

Additional Event Information

Technical Support
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at onlinelearning@ncacpa.org, and a team member will contact you shortly.

If you need assistance with internet access issues, browser capability, or when the NCACPA office is closed* please call Freestone Technical Support at 866-702-3278 or by email at support@peachnewmedia.com.

*NCACPA office hours are 9:00 am–5:00 pm ET. Online Learning Team members will be available via phone or email 30 minutes prior to the start of a live online program.

CPE Select Pass Policies
The CPE Select pass is available only for NCACPA members and the price is applicable for an individual user. The pass includes access to on demand and webinar programs, but excludes webcasts, “hot topic” webinars, and on demand Ethics programming. All eligible programs for the CPE Select pass will be marked in the online catalog and in promotions. Licensed CPAs who elect the student membership status must provide proof of enrollment in an advanced degree.

The CPE Select pass grants unlimited access to qualifying webinars and on demand programs on a calendar-year basis. Early bird pricing runs January 1 through June 30, and regular pricing runs July 1 through December 31.

We anticipate a spike in webinar activity later in the calendar year, and NCACPA is not liable for third-party service outages that may occur. Please plan your CPE before 12/31 to avoid any unforeseen technology issues.

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Share This Event

Event Vendor:K2 Enterprises
Field of Study:Computer Software & Applications
Level: Advanced

Event Type:On Demand
Event Code:OD008519

Registration Fees

Registration Fee Early Bird Regular
CPE Select N/A $0.00
NCACPA Member N/A $150.00
Non-Member N/A $200.00
CPE Sponsors LogoThe National Registry of CPE Sponsors is a program offered by the National Association of State Boards of Accountancy (NASBA) to recognize CPE program sponsors who provide continuing professional education (CPE) programs in accordance with nationally recognized standards. The North Carolina Association of Certified Public Accountants is registered with NASBA as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org/.

For more information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800- 469-1352.