- NY Credits : 5.0
- TX Credits : 5.0
QuickBooks - Working With and Reporting Client Data
This course walks the learner through some fundamental aspects of QuickBooks. The topics covered include an overview of working with the client's QuickBooks data, including using the accountant's report and the impact of the client working with different versions of QuickBooks than the practitioner. The course then walks the learner through the tools available for analyzing and adjusting financial data in QuickBooks, and preparing financial statements. Finally, the course helps the practitioner learn to customize financial statements using QuickBooks data.
This course is most beneficial to professionals new to QuickBooks who may be at the staff or entry level in organization but also for a seasoned professional with limited exposure to this subject.
Upon successful completion of this course, the user should be able to:
identify ways to access client data, use accountant's copy, and manage QuickBooks files,
determine methods to monitor client's financial statements, maintain balance sheet accounts using Fixed Asset Manage and Loan Manager, and adjust year-end reports,
determine the financial reporting capability within QuickBooks, including budget reports and Cash Flow Projector, and
identify ways to customize financial reports utilizing Financial Statement Designer.