QuickBooks File Setup and Conversion - QBCOD13

Product Code :
Format :
Level :
Designed For :

Any QuickBooks consultant or accountant who works with QuickBooks data files.

Field of Interest :
Computer Science
Prerequisite :


Credits :
2.00 CPE
Description :

This interactive webcast guides you through a short and straightforward file setup process and if necessary conversion. Start with assessing the QuickBooks® file then determine when a new file is the best alternative. You'll get the tips and tools you need to make file assessment and conversion as straightforward as possible.

Note: There is a minimum passing rate of 70% for this course. The webcast was originally broadcast on September 9, 2013.

Objectives :
  • Learn how to determine the health of a QuickBooks data file.
  • Discover what issues require conversion.
  • Explore how to convert existing data into a new QuickBooks file.
  • Investigate the tools available to streamline this process.
Major Topics :
  • New file needs and assessment
  • New file setup
  • Tools to automate the process
Advanced Prep :


About the Author :
Nagayama Bonnie J - 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.