QuickBooks Desktop Accounting Software Overview and Update Webcast | 4151407E


Date :
January 29, 2016 8:30 AM - 4:00 PM
Location :
Facility :
Webcast Rebroadcast
Level of Difficulty :
Member Price :
Nonmember Price :
CPE Credits :
CPE 8.00
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Discover what a powerful solution the desktop version of QuickBooks for Windows can be for a small business. With a focus on new features and enhancements, this course will provide you with a step-by-step approach, as well as efficiency tips and tricks, to maximize QuickBooks for bookkeeping. This course is also a great way to train or expose clients to QuickBooks basics.

Formerly titled: QuickBooks Accounting Software Overview and Update


  • Determine if QuickBooks is a viable alternative for your firm's bookkeeping services.
  • Identify QuickBooks bookkeeping procedures.
  • Recognize ways to improve efficiency when completing data entry functions.
  • Identify new and different features in QuickBooks, including inexpensive add-ons to make processes more efficient.

Major Subjects:

  • Getting started
  • File set up
  • Customizing the file
  • Cash basis data entry
  • Tips and tricks: Bank account, accounts receivable, accounts payable, year-end
  • Payroll overview
  • Improving efficiency
  • Work paper preparation
  • Reports
  • Analytical review
  • 1099 preferences and processing


Advanced Prep:


Misc. Information:

This course will adjourn at 4 p.m.

Pay the lowest price and save up to 60% with the CalCPA Education Foundation’s discount programs.

To ensure that all credit is properly recorded, please review your information and update your CPA, CFP, CTEC or Bar license number(s).

Level of Difficulty:
Field of Interest:
Computer Science


Designed For:

CPAs, financial professionals and business owners interested in learning more about QuickBooks and its latest features.


Bonnie J Nagayama
Bonnie J. Nagayama, CPA, has both public accounting and industry experience prior to founding McWilliams & Associates, Inc. Her primary focus is on helping accountants and consultants who support QuickBooks clients. Ms. Nagayama offers practical solutions through webinars, technical support, diagnostic software and consulting services. She was the recipient of the Education Foundation's 2001 Award for Instructor Excellence. She is an Intuit Solution Provider, Advanced Certified QuickBooks Professional Advisor. Ms. Nagayama also wrote several of the required continuing education courses for Intuit and is a member of the Intuit Trainer/Writer Network.
No Agenda or Materials posted.