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Webcast

QuickBooks for Accountants

Complete guide to QuickBooks Mastery and Advanced Features. Transform your efficiency with practical solutions for both Desktop and Online versions, from security setup to specialized reporting tools.

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$392.00

Webcasts are available for viewing Monday – Saturday, 8am – 8pm ET.
Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

4 Credits: Accounting
4 Credits: Computer Software & Applications
Course Level
Intermediate
Format
Webcast

Course Description

The QuickBooks platform is robust with features and capabilities that many users are unaware of or do not know how to utilize effectively. This CPE 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. The CPE class starts fast with a chapter covering the top issues accountants face with QuickBooks. Then, the coursework 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.

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Learning Objectives

Upon completing this course, you should be able to:

  • 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
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Course Specifics

Course ID
WC1124387019
Revision Date
June 10, 2024
Prerequisites

Fundamental knowledge of basic QuickBooks and QuickBooks Online operations

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Thomas G. (Tommy) Stephens, Jr. Headshot
K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Administration (Major in Accounting) from Auburn University in 1985. In 1994, Mr. Stephens opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. He developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he has authored and presented continuing professional education courses to accounting and finance professionals. Mr. Stephens has lectured nationally on subjects such as internal controls for …

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