Using QuickBooks to Manage Your Office

Date: Sunday, May 12, 2024
Instructor: Marlissa Phillips
Begin Time:  9:00am Pacific Time
10:00am Mountain Time
11:00am Central Time
12:00pm Eastern Time
CPE Credit:  4 hours for CPAs

This webcast will share the best practices for increasing efficiency in the accounting professional’s own practice using QuickBooks. The instructor will demonstrate how to use key QuickBooks’s features to powerfully manage your practice. You’ll grow to understand why QuickBooks is used by over 3 million small businesses today!

Who Should Attend
CPAs and Accounting Professionals in public practice

Topics Covered

  • Tracking billable & non-billable time
  • Billing & collecting for services and expenses
  • Work In Process Reporting
  • Revenue Reporting
  • Financial Statement Designer
  • Remote Access
  • Accountant’s Copy and Portable File
  • Tax Software Integration
  • Fixed Asset Manager and Loan Manager
  • Time Saving Tips

Learning Objectives

  • Participants will learn best practices when working with client’s QuickBooks files as well as how to increase their own productivity when using QuickBooks for their own office functions including time and billing, invoicing, and accounts receivable.

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Business Management & Organization (4 hours)

Program Prerequisites
None

Advance Preparation
None

Registration Options
Individual In-person Group
*Note: 3 or more qualifies for discounted Group Participant Fee
Fees
Regular Fee $99.00
Group Participant Fee $79.00

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