QuickBooks Desktop Data Analysis

Course Details

Date

Monday, October 5, 2015

12:00pm – 2:00pm (Registration: 11:30am)

Location

Online

Field of Study

Technology

CPE Credit

2 hours CPE credit

Level of Knowledge

Intermediate

Vendor

CalCPA

Prerequisites

General knowledge of QuickBooks.

Description

Nearly all accountants have clients that use QuickBooks, and with the addition of QuickBooks Enterprise Solutions, even mid-market businesses often use the product. In this interactive session, learn how to ensure your clients' QuickBooks data is healthy and accurate; review steps to take before you even look at the numbers; understand documentation techniques to protect yourself and add value for the client; and more.

Formerly titled: QuickBooks Data Analysis

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Highlights

  • How QuickBooks is different from other software
  • How your client's use of QuickBooks affects your work
  • QuickBooks data health
  • Reports to review
  • Client communication

Objectives

  • Determine critical steps to take before you even look at the numbers.
  • Identify available reports to determine the big picture.
  • Recognize documentation techniques that protect you and add value to the client.
  • Recall how to efficiently and effectively work with QuickBooks clients.
  • Determine the easiest ways to complete your work without creating challenges for yourself or your clients.

Designed For

CPAs and other financial professionals wanting to build their QuickBooks knowledge.

Registration for this course has passed.

Course Pricing

WYOCPA Member Fee
$70.00

Non-Member Fee
$94.00

Your Price
$94.00

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