Advanced QuickBooks Tips and Techniques FLEXCAST
Available Until
Your Desk
4.0 Credits
Member Price $196.00
Non-Member Price $225.00
Overview
For small and growing businesses, mastering QuickBooks is vital, but navigating its advanced features can often be overwhelming. With Intuit’s continuous updates, understanding how to utilize these new capabilities becomes crucial for effective financial management. This online CPE Webcast is the solution. It is designed to teach you how to leverage QuickBooks’ latest and most advanced features to address critical accounting needs. You’ll learn sophisticated inventory management techniques, including changing costing methodologies and implementing lot and serial number tracking. The seminar goes further, guiding you through constructing comprehensive financial statements in Excel that link directly to QuickBooks data, and mastering multi-company financial reporting. Additionally, you’ll acquire skills in using QuickBooks’ Client Data Review feature for efficient error correction and closing accounting periods. This training is essential for those who want to enhance their effectiveness and precision in using QuickBooks for complex accounting tasks.
Highlights
Exchanging and working with QuickBooks data. Advanced reporting issues. Managing inventory with QuickBooks.
Prerequisites
None.
Designed For
Accounting and financial professionals who want to learn about advanced features and techniques associated with QuickBooks.
Objectives
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 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.
Preparation
None.
Notice
This is a FlexCast (no exam required) and may be viewed only Monday - Saturday, 5am - 5pm PT. You may take up to one year from the date of purchase to complete the course. Pause your FlexCast and resume at a convenient day during the hours above. Partial credit for 2+ credit courses: If you are unable to complete the course in one sitting, partial credit can be awarded (minimum of one credit). To earn the remaining credits, you must return later and start the course from the beginning. Use chat to ask questions of a subject matter expert during the program.
Leader(s):
Leader Bios
Thomas Stephens Jr, Partner, K2 Enterprises, LLC
Thomas G. Stephens, Jr., received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. Upon graduation, Mr. Stephens began working for an Atlanta-based public accounting firm. After earning his designation as a Certified Public Accountant, Mr. Stephens worked for BellSouth Corporation in Atlanta as an Internal Auditor. After two years as an auditor, he was promoted to Staff Manager and then Operations Manager of the Internal Audit Group. In 1991, he transferred to the Comptrollers’ department of BellSouth and served as Manager of the Cost Accounting organization. While working full-time at BellSouth Corporation, Mr. Stephens also attended graduate school, earning a Masters of Science (Major in Finance) from Georgia State University in 1992. Mr. Stephens left BellSouth in 1994 and 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. As part of his practice, he developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past nineteen years, Mr. Stephens has presented in excess of 1,800 educational sessions to over 55,000 participants nationwide. Presently, Mr. Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms. In addition to an active professional career, Mr. Stephens enjoys an active personal life as well. He and Michelle – his wife of twenty-nine years – have two children. His hobbies include snow skiing, fishing, and running. Additionally, Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.
Non-Member Price $225.00
Member Price $196.00