QuickBooks remains the top-selling entry-level accounting software solution in the United States. Yet, many accountants wrestle with generating financial statements and operational reports from QuickBooks data files and performing data analysis on QuickBooks data. In this half-day seminar, you’ll learn how to use advanced techniques and tools to assist you in such issues as: solving accrual-to-cash basis conversion issues, creating presentation-quality reports with Financial Statement Designer, consolidating data from multiple data files, using third-party add-ins such as Adagio, getting industry-specific operational reports, extracting and analyzing data via ODBC queries and PivotTables, and optimizing the reporting process with dashboards.
Upon completing this course, participants will have a thorough understanding of how to prepare comprehensive and detailed financial statements and operational reports quickly and efficiently. Learn how to get the information and reports you need out of QuickBooks by attending this course.
Course Information:
CPE Credit: Recommended 4 hours of Accounting
Instructional delivery method: Group - live demo and discussion using color computer projection - NOT a hands-on course
Prerequisites: Experience with QuickBooks
Program level: Advanced
Advanced preparation: None
Designed for: Accountants who use or support clients who use QuickBooks
Who should attend: Accountants in public practice and in private industry seeking a deeper and more thorough knowledge of financial reporting and analysis with QuickBooks
Course Highlights:
- Preparing consolidated financial statements in QuickBooks
- Creating dashboard-based financial and operational reports
- Generating industry-specific financial statements
- Using Financial Statement Designer to create compilation and review reports
- Solving basis of accounting issues
Dates & Locations:
