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Sunday, September 18, 2011

1:30 PM - 5:30 PM

TRAINING SESSION TWO: QUICKBOOKS AT YEAR END AND TAX TIME

Joe Woodard President, CREATIVE FINANCIAL SOFTWARE

1:30 PM - 2:50 PM: Troubleshooting QuickBooks - Top Ten Client Errors

No matter how well we train our clients and how much support we provide them, our clients make mistakes. Mistakes fall into two broad categories: Mistakes made when setting up a QuickBooks data file and mistakes made during the day to day use of the file (data entry errors). This troubleshooting course focuses on the essential diagnostics you need to perform on your clients' files to locate the most common types of setup and data entry errors.

 

2:50 PM - 4:10 PM:  QuickBooks at Year End (File Manager, CDR and Accountant's Copy)

This course covers the tools in QuickBooks Premier: Accountant that are designed to make year end processes easier to manage - like preparing annual adjusting entries, locating and correcting data entry and setup errors and preparing data for the client's annual corporate income tax return. Features address include:

  • **File Manager - to instantly organize and catalog numerous QuickBooks data files from your clients - including the ability to update multiple files to the new version of QuickBooks as a single batch process

  • **Client Data Review - to locate data entry errors and setup errors that impact financial reports. With some types of errors CDR allows you to make mass changes to transactions so you can provide the client with accurate financial reports throughout the year - not just as of the date of your annual adjusting entry (e.g. 12/31)

  • **Accountant's Copy - to empower you to make adjustments to your client's data for the prior year while the client continues to work in the file for daily accounting and reporting

 

4:10 PM - 5:30 PM:  Streamling Workflow Using the Intuit Suite of Offerings

End-to-end work flow from gathering the information and processing it through Intuit QuickBooks Accountant Edition, Intuit Merchant Service, Intuit Payroll, Intuit QuickBooks Accountant Edition Client Review Utility, Invoicing, getting paid online utilizing Intuit Billing Solutions, paying your own firm bills utilizing Online Bill Pay, utilizing Proseries, Lacerte,  Proline Tax Import, Proline Tax Research, Tax Line Assignments, and Smart Mapping making the Accounting firms and their end user clients of QuickBooks much more efficient.  All can be used a la carte or turnkey depending on the Company’s Best Practices and their on-boarding process. Take back simple, practicable tools to your office and empower yourself to get more done. Participation and discussion from the attendees is encouraged.

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