QuickBooks - Best Practices for Accountants (2 hours)

Previous Add to Calendar Next

Cancelled - Apr 23, 2020

Registration: 12:30 PM / Program: 1:00 PM - 3:00 PM

Fees

Member Fee: $0.00
Nonmember Fee: $0.00

Available Discounts

AICPA Member: None
Full time Accounting Educator: None

Description

Description: QuickBooks is the #1 small business accounting software in the U.S. There is no doubt you have clients who are sending you backups, portable company files and accountant's copies of their data to work with. Often you will make changes to the client's numbers and those changes never get back to the clients books, so you keep making the same adjustments year after year. In this course, you will learn how to work with the various QuickBooks file types as well as best practices for working with your QuickBooks clients using the Accountant Edition of QuickBooks to clean up your clients' files and ensure the changes you make get back to the client. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.

Designed For

CPAs and support staff working with client QuickBooks files

Objectives

Develop and understanding of how to manage and work with QuickBooks desktop data files of all file types.

Major Subjects

  • Understanding and restoring different QuickBooks file types
  • Working with accountant's copy to ensure changes get back to the client's data file
  • Using the built in accountant features
    • Working trial balance
    • Adjusting entries
    • Batch reclassify transactions
    • Selected features of client data review
  • Using the closing date to keep clients from changing historical transactions
  • Tracking changes made to closed periods
  • Using the audit trail feature

If you would like to register for this event, please contact OSCPA at 800-255-1470, 503-641-7200, or email profdev@orcpa.org.