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Your Clients want a QuickBooks expert... Become a QuickBooks expert today!
Learn advanced workarounds and fixes to common client errors. Watch the entire training or just those individual topics you need. Includes: More than 10 hours of training designed specifically for you. Includes a printable step-by-step learning manual. Earn 13.5 hours of CPE credit.
Includes 15 Interactive Hands-on Practice Exercises
"I think like a CPA. The training helped me think more like the typical QuickBooks user. It would take many times longer to learn from a training manual or book." William B.
Topics
Get Clients Set Up Correctly
- Understand how and why QuickBooks is different from other accounting software
- Converting from Quicken
- Setting up opening account balances
- Checking your work
- Customize QuickBooks preferences, home page, Icon Bar, and custom fields
Become a QuickBooks Report Expert
- Creating custom summary and transaction detail reports
- Troubleshooting reports and report filters
- Creating report groups to save time
- Using custom fields for expanded reporting power
- Using Excel to report and graph QuickBooks data, as well as combining multiple reports using Excel
- Understand unexpected report results (cash basis balance sheet, subsidiary ledgers not tying to financial statements, etc.)
- Retained Earnings - Understand and fix one of the biggest problems in QuickBooks
- Produce a general ledger for just one account, a transaction journal, and an entry journal
- Budgeting and Forecasting
- Analyzing cash flow
Support Your Clients
- Support clients on different "versions" of QuickBooks (2004 vs. 2005 vs. 2006, 2007, etc.)
- Using Remote Access to support your clients
- Identify and resolve corrupt data files
- Fix bank account reconciliation problems
- Fix bills paid incorrectly, and get a check detail report
- Finding prior year changes
- Learn about the QuickBooks journal entry rules and how to reverse GJE's
- Closing the books and using the accountant's review process
- Learn a better way of working with Retained Earnings
- Quickly locate missing invoices
- Improve QuickBooks performance
- Predict if your client will outgrow an older version of QuickBooks and what to do if this happens
- Improve accounting controls in QuickBooks
Importing and Exporting Information
- Importing and exporting lists, forms, and report templates between QuickBooks files
- Importing lists from Excel
- Importing and exporting between QB and other programs, and using integrated applications
Learn Advanced Sales
- Price levels
- Sales orders
- Statement charges
- Invoicing billable costs
- Fixing aging errors on statements
- Handling customer downpayments/deposits
- Writing off bad debts
- Customer under- and over-payments
- Fixing undeposited funds
- Using multiple A/R accounts
- Handling retail sales
Learn Advanced Purchasing
- Purchasing fixed assets and using the Fixed Asset Manager
- Use the Loan Manager and lines of credit
- Prepaid expenses
- Vendor deposits and support schedules
- Vendor refunds
- Employee/owner purchases
- Trading A/R and A/P balances
- Voiding prior period checks
Master Advanced Payroll and Tax Situations
- Choosing the best payroll service for you
- Fixing payroll item mapping problems, applying benefits and taxes to job costs, job costing salary, voiding paychecks, employee loans, paying company and employee liabilities, and manually adjusting W2's
- Learn Enhanced Payroll service features such as Workers Compensation tracking, and Net to Gross paycheck calculation
- Setting up 1099's and producing 1099's and the 1096
Learn Advanced Inventory
- Learn about inventory limitations in QuickBooks
- Process inventory quantity and value adjustments
- Learn about Groups vs. Inventory assemblies
- Building inventory assemblies and understanding the accounting in QB
- Work with Units of Measure
Master Sales Taxes
- Use multiple sales tax rates on a single invoice
- Fixing sales taxes paid incorrectly
Includes 15 Interactive Hands-on Practice Exercises
Get 13.5 Hours CPE Credit for Mastering QuickBooks for Accountants Level 2
There are two Mastering QuickBooks for Accountants products. Level 1 provides a great overview of all the basic features of the QuickBooks software. Level 2 covers advanced topics and workarounds for QuickBooks.
Duration
10 hours
Includes
1 DVD
1 Training Manual
15 Interactive Hands-on Practice Exercises
Recommended CPE
13.5
Price
Member $199 (Register through our Members Only Internet portal)
Nonmember Price $299
30 Day 100% Money Back Guarantee
If you are not completely satisfied with this learning DVD, return it within
30 days from the shipping date and you will receive a full refund (less the
shipping and handling charges).
To order, click the Order button below.
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