Quickbooks, training
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QuickBooks for Accountants

QuickBooks for Accountants*

(6 CPE Credits)

Save Time during Tax Season!

* Experience Level Recommendation- Intermediate Accounting, Intermediate QuickBooks

QuickBooks Live CPA Instructed Classes.

Private Sessions Available ~ Call to Inquire

 About the Class:

This class is designed for Accountants.  There are so many features in QuickBooks that make doing year ends so much easier.  In this class we discover the client data review tool, statement writer, and the accountant center.  We also address using different versions of QuickBooks, undeposited funds, and fixing small balances.  This class will make tax season so much easier!

Topics Covered: 9:30am-3:30pm

  • Overview of Different Versions of QuickBooks
  • Overview of QuickBooks File Manager Determine Which Version Client is Using Easily
  • Creating and working with Accountants Copy Files
  • Different File types in QuickBooks ( QBA, QBW, etc.)
  • Conversions from other software programs
  • Preferences in QuickBooks for Accountants
  • Setting Up Users & Passwords
  • Restrict Access to Users
  • Setting a Closing Date for Clients in QuickBooks
  • Accountant Center
  • Reclassify Multiple Transactions at Once
  • Add/Edit Multiple List Entries
  • Fixed Asset Item List
  • Client Data Review
  • Review what Client has changed over the year
  • Overview of the Undeposited Funds Account
  • Clean Up Undeposited Funds Account
  • Setting Up 1099 Processing in QuickBooks
  • After the Fact Payroll for Accountants
  • Payroll Processing for clients
  • Fixing Unapplied customer payments & Credits
  • Audit Trail Report
  • Tax Line Mapping Accounts
  • Customizing Reports in QuickBooks
  • Exporting Reports to Excel

Can’t see what you’re looking for? Please call us on (201) 221-9873 if you have any questions.

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