Clients often look to their CPA’s for guidance on Quickbooks – setting it up, reviewing transactions, getting the right reports, and troubleshooting problems. This course, QuickBooks for Accounting Professionals, reviews the functionality in QuickBooks that is especially helpful for accountants.
Please note this course will be hands-on. We recommend bringing your own laptop to this program with QuickBooks loaded. You can attend without one but you would not be able to participate during the hands on exercises.
Learning Objectives
Upon completion of this course participants will be able to:
Identify the functionality in QuickBooks that is geared to accountants
Major Topics
Chart of accounts problems(and how to fix)
Getting the most out of reports – modifying, customizing, and memorizing
How to research voided and deleted transactions
Reclassifying large volumes of transactions quickly
Using the Accountant’s Copy functionality
Troubleshooting the Undeposited Funds account
The Accounts Payable One-Step Two-Step problem
Creating new company files from scratch or from existing companies
The Verifying, Rebuild and Condense utilities
Using the budgeting functionality, including importing from Excel
Creating 1099’s and 1096’s
How to properly set up and use QuickBooks for multi-state sales taxes
How to run tax reports to assist with income tax filing
Understand issues with QuickBooks cash basis financial statements
Course Level
Basic
Professional Area of Focus
Practitioners
Technology
CPE Field of Study
Computer Software & Applications
8
Who Should Attend
Accounting Professionals and their staff that use QuickBooks
Instructor(s)
Craig Kershaw
Location
Loyola University Maryland Graduate Center Columbia Campus
