Advanced Techniques for QuickBooks 2015 Users (130200-15)
Description
This course is designed for beginning to intermediate QuickBooks users
who want to expand their skills and learn how to use the program more
effectively. Designed to be a “hands on” course, each participant will
have the option to use our laptop onsite or can opt to bring your own
with QuickBooks 2015 software preloaded and the class size will be
limited. The course instructor, Craig Kershaw, a QuickBooks Pro Advisor,
has extensive experience installing and troubleshooting QuickBooks and
is the author of “Advanced Techniques for QuickBooks Users”.
Learning Objectives
The course will give provide attendees with an in depth review of the
many powerful features found in the QuickBooks, how to properly set up
the program, and techniques for troubleshooting problems
Major Topics
• Detailed review of the building blocks of QuickBooks – the chart of accounts, item codes, and setting preferences •
How to correct problems found on financial statements and other reports • Multiple techniques for modifying reports •
How to deal with special situations and odd-ball transactions • Techniques to vastly improve data integrity • Uncover hidden tricks and tips not commonly known •
Learn how to customize your invoices and other forms
Provider
The CFO Source
Course Level
Intermediate
CPE Field of Study
Computer Science*
4
Prerequisites
Attendees should have basic familiarity with QuickBooks Pro, Premier, or
Enterprise