Your clients’ QuickBooks data is seldom clean enough or complete enough for you to use when preparing their income tax returns. This technical course includes the mistakes clients make in QuickBooks and how to quickly correct those mistakes, allowing you to confidently use the QuickBooks trial balance to prepare your clients’ returns.
You will also learn proactive steps you can take with your clients to keep their data accurate throughout the year – to streamline both income tax return preparation and periodic financial statement preparation.
Who Should AttendPracticing CPAs, and CPAs in industry responsible for working with clients that use QuickBooks financial software.
Instructional MethodGroup: Internet-based
NASBA Field of Study
Computer Software & Applications (2 hours)
Program PrerequisitesBasic experience with QuickBooks.