Continuing Education

Webcast: QuickBooks for Accountants


May 18, 2012 8:00am


May 18, 2012 3:30pm


Although QuickBooks is generally labeled as an "entry level" accounting solution, it is an extremely powerful product with features and capabilities of which many users are either not aware or don't know how to utilize effectively.  This course is designed to help you get more out of QuickBooks and to resolve the issues with which even experienced QuickBooks users often struggle, such as locking down prior periods.  The course starts out fast with a chapter covering the top issues accountants face with QuickBooks.  The day continues with practical guidance and solutions designed to help accountants get the most out of QuickBooks for themselves and/or their clients.  Issues such as setting up a new company, configuring and customizing QuickBooks preferences, and enabling system security and password protection features are also addressed in this course.  In addition, you will learn about locking down transactions in prior periods, the audit trail, customizing reports, exporting reports to Excel, and data backup.


Identify appropriate responses to common QuickBooks user issues such as Closing Accounting Periods, Eliminating Payables and Receivables from Cash-Basis Financial Statements, Removing Old Transactions from a Data File, Voiding Checks in Prior Periods, Viewing Underlying Debit and Credit Entries, and Recommended End-of-Period Procedures; Describe new features added to QuickBooks 2011 and QuickBooks 2010 and how these features are used in small businesses; additionally, differentiate between the different products in the QuickBooks family; Define appropriate procedures for setting up client data files in QuickBooks including Converting Data from other Accounting Applications, Creating Data Files, Using Templates, Entering Beginning Balances, Establishing User Access and Security Rights and Privileges, and Establishing Preferences; Describe how to work with various QuickBooks Lists, including Understanding the Purpose of each List, How to Enter and Edit List Data, Techniques for Managing Lists, and Importing and Exporting List Data; Describe techniques for creating reports and analyzing data in QuickBooks, including Understanding the Four Types of Reports, Creating and Customizing Reports, Printing Reports, and Exporting Reports to Excel; Identify QuickBooks tools to enhance management control, including Budgeting and Forecasting with QuickBooks, Integrating QuickBooks with Other Applications, Depreciating Fixed Assets in QuickBooks, and Tracking Loans in QuickBooks.

Designed For

Accountants who use or support clients who use QuickBooks.


Fundamental knowledge of basic QuickBooks operations.


Group-live demo and discussion using color computer projection - NOT a hands-on course.






Non-CPA Staff




Registrations are currently closed.

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ASCPA Live Online Webcast
Phoenix, AZ 85034-6617
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Tankersley, Brian
Rating: 4.58
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Brian F. Tankersley, CPA.CITP is a consultant based in Farragut, TN. He has just been named, September 2012 to the newly created position of director of Strategic Relationships for K2 Enterprises. In this position, Tankersley will be responsible for maintaining and strengthening relationships between K2 Enterprises and the technology clients the organization serves in marketing and consulting capacities. He will continue to work with K2 Enterprises developing and delivering continuing professional education courses to the accounting profession, Tankersley is a frequent speaker at national continuing education courses on auditing and technology for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology ( He also writes a column and serves as the Technical Editor for The CPA Practice Advisor. Tankersley was recognized as one of the Top 25 People in Public Accounting Technology in 2011 and 2012 by Cygnus Business Media. He received the 2009 Outstanding Discussion Leader Award from the Tennessee Society of CPAs, and is a Senior Faculty Member with Becker CPA Review. In 2007 and 2008, Tankersley was selected by The CPA Technology Advisor as a “40 Under 40” honoree. His areas of practice include accounting systems, IT consulting, and general business consulting. His public accounting experience includes system implementations, tax, analysis, and audits. His information technology experience includes technology strategy, technology management, software design review, systems implementation, and technical training. Tankersley is both a certified public accountant (Tennessee) and certified information technology professional, and has bachelors’ degrees in both accounting and finance, cum laude, from the University of Tennessee. Tankersley also holds numerous vendor software certifications, and is a frequent speaker at software user conferences. He is a member of the Tennessee Society of CPAs and the American Institute of CPAs. He has also served as an officer and director for numerous area community and professional organizations.