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 multi-company 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. “I learned a lot that I can’t wait to get back to the office to try!” S.C., CPA NE. For more details, please visit www.k2e.com/aqb-4.
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 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
* 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®
Fundamental knowledge of QuickBooks®
Additional Event Information
Contact NCACPA if you need assistance with your online program. For the quickest results, email the Online Learning Team at [email protected], 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 [email protected].
*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.
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.
Test Your System
You may test your system by clicking here. Please test your system to ensure you have the proper components installed.
Share This Event
|Registration Fee||Early Bird||Regular|
For information regarding refund, complaint, program cancellation or other policies, visit our Registration Policies page or call 800-469-1352.