K2's Advanced QuickBooks Tips and Techniques - VIRTUAL

Prerequisites

Fundamental knowledge of 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