QuickBooks Desktop at Year End - Tools to Improve Efficiency (Currently Unavailable)

Author: Laura Madeira

This course has been designed to introduce the accounting professional to strategies for working with your clients’ QuickBooks company files at year-end. This course specifically provides an overview of the tools and features available with your QuickBooks Accountant Desktop Plus 2015 subscription or QuickBooks Accountant Desktop 2015 software, and QuickBooks Enterprise Accountant 15.0 software.

This course can be followed up with the QuickBooks at Tax Time course, which provides more granular detail about troubleshooting a client’s QuickBooks data file.

Publication Date: January 2015

Designed For
QuickBooks consultants and accountants who work with clients with QuickBooks.

Topics Covered

• File Considerations
• Manage Multiple Client Files
• Client Data Review
• Accountants ToolBox and Accountant Tools
• QuickBooks Statement Writer
• Batch Enter Transactions and much more!

Learning Objectives

• Identify the desired QuickBooks file type for working with your client at year-end
• Recognize tools to organize and manage the many QuickBooks files you receive from clients
• Identify accountant specific tools to review your clients' files with efficiency and accuracy at year-end
• Learn how to produce more timely and detailed financial reports for your clients at year-end and throughout the year as well
• Identify methods for communication between you and your clients regarding their financial position and performance
• List additional QuickBooks Accountant Desktop 2015 tools that will help you provide more services at year-end

Level
Basic

Instructional Method
Self-Study

NASBA Field of Study
Computer Software & Applications (2 hours)

Program Prerequisites
None

Advance Preparation
None