Designed For
- Accounting and financial professionals who want to learn about advanced features and techniques associated with QuickBooks and QuickBooks Online
Objectives
- Identify techniques for handling advanced reporting issues, including the QuickBooks Statement Writer, QuickBooks Online Management Reports, linking QuickBooks data into other applications via Open Database Connectivity, and multi-company reporting
- Manage inventory more effectively in QuickBooks, including using Items, changing inventory costing methodologies, creating Assembly items, adjusting inventory quantities and valuations, and listing the advantages associated with QuickBooks’ Advanced Inventory feature
- Differentiate between various techniques for exchanging QuickBooks data with others, including QuickBooks Accountants’ Copy feature, Portable Company Files, and backup files
- Utilize QuickBooks’ Client Data Review feature to streamline the process of cleaning up QuickBooks data files and closing accounting periods
Highlights
- Tips for improving efficiency with QuickBooks and QuickBooks Online
- Better reporting when working in QuickBooks environments
- Tips for cleaning up QuickBooks and QuickBooks Online instances
- Managing inventory more effectively when working with QuickBooks and QuickBooks Online
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Leaders
Brian Tankersley
Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005.