QuickBooks Accounting Software Overview and Update | QBOD13

Product Code :
Format :
Level :
Designed For :
CPAs, financial professionals and business owners interested in learning more about QuickBooks and its latest features.
Field of Interest :
Computer Science
Prerequisite :
Credits :
8.00 CPE
Description :
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 to maximize QuickBooks for bookkeeping purposes, including efficiency tips and tricks. This course is also a great way to train or expose clients to QuickBooks basics. Copyright 2013. Note: There is a minimum passing rate of 70% for this course. This course was originally webcast on June 4, 2013.
Objectives :
  • Determine if QuickBooks is a viable alternative for the bookkeeping services your firm provides.
  • Obtain a basic understanding of QuickBooks bookkeeping procedures.
  • Learn ways to improve efficiency when completing data entry functions.
  • Review new and different features in QuickBooks.
  • Discover inexpensive add-ons to make processes more efficient.
Major Topics :
  • Getting started
  • File setup
  • Customizing the file
  • Cash basis data entry
  • Bank account tips and tricks
  • Accounts receivable tips and tricks
  • Accounts payable tips and tricks
  • Payroll overview
  • Improving efficiency
  • Work paper preparation
  • Reports
  • Analytical review
  • 1099 preferences and processing
  • Year-end tips and tricks
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.