QuickBooks is an extremely powerful product with features and capabilities of which many users are either not aware or do not know how to utilize effectively. This course helps you get more out of QuickBooks to resolve the issues with which even experienced QuickBooks users often struggle, such as locking down prior periods. This program begins with a chapter covering the top issues accountants face with QuickBooks. Then, continues with practical guidance and solutions designed to help accountants get the most out of QuickBooks for themselves and/or their clients. You will learn about issues, such as setting up a new company, configuring and customizing QuickBooks preferences, enabling system security and password protection features.
Accountants who use, or support clients who use, QuickBooks.
Learn how to lock down transactions in prior periods, the audit trail, customizing reports, exporting reports to Excel and extending QuickBooks’ usefulness with tools such as the Fixed Asset Manager and Loan Manager.
- Identify appropriate responses to common QuickBooks user issues, such as closing accounting periods, eliminating payables and receivables from cash-basis financial statements, purging old transactions from QuickBooks, voiding checks in prior periods, viewing underlying debit and credit entries and recommended end-of-period procedures
- List new features added to recent versions of QuickBooks and QuickBooks Online and apply these features; additionally, differentiate between the different products in the QuickBooks family
- Define appropriate procedures for setting up client data files in QuickBooks including converting data from other accounting applications, creating data files, using templates, entering beginning balances, establishing user access and security rights and privileges and establishing preferences
- Work with various QuickBooks Lists, including entering and editing list data, techniques for managing lists and importing and exporting list data
- Identify techniques for creating reports and analyzing data in QuickBooks, including creating and customizing reports and exporting reports to Excel
- Utilize QuickBooks tools to enhance management control, including budgeting and forecasting, depreciating fixed assets and tracking loans and notes payable
- Identify situations where QuickBooks Online may be an appropriate solution for a business currently using or considering using QuickBooks
Fundamental knowledge of basic QuickBooks operations.
Course materials are distributed electronically and we’ve passed the savings along to you - registrants save $20 on all 8-hour seminar pricing. To access the materials visit My Events. Download to your laptop or tablet prior to the seminar, handouts are added as received.
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Brian F. Tankersley, CPA, CITP, CGMA
Brian F. Tankersley, CPA, CITP
Brian F. Tankersley, CPA.CITP, CGMA
Director of Strategic Relationships, K2 Enterprises
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 20 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005.
Tankersley has been recognized seven times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Tankersley is also one of the authors of the Accounting Firm Operations and Technology Survey, which has been published annually for the last three years. Brian has made presentations in 46 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He received the Outstanding Discussion Leader Award from the Tennessee Society of CPAs in 2009 and 2013, and was recognized for writing the Article of the Year for the Tennessee CPA Journal in 2011. Brian has presented sessions at many national conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Insights, CCH Connections, and Thomson Reuters Synergy User Conference.
Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.
Brian and his family make their home in Farragut, Tennessee.