Advanced workshops




Price: $90.00

Advanced workshops

...perfect for the accountant or bookkeeper who wants content rich PD

Offered for one week only: July 19-23

Presenter:  Eileen Reppenhagen, CGA, Certified QuickBooks ProAdvisor

Time:   1 pm to 2:30 pm (Pacific Time)  

Select one or more 90 minute sessions with workarounds, tips & tricks

Each session: 90 minutes content rich presentation, interactive, ask your questions

Tell your friends:  Maximum 15 participants to allow for Q&A

Daily:   $90  for each 90 minute sessions - $1 a minute

Exclusive discount to IPBC Members: Save $10 off the regular session price - Just $80 a session!

Online classes via GoToMeeting®:  pick up a headset and join the conversation!

Class #1

  • Time & Billing, Receivables
  • Payroll
  • Payables
  • Managing Sales Tax (HST harmonization/transition)

Class #2

  • Conversion from other software, older files
  • Preferences, security, setting up Users, Closing Dates
  • Designing systems to incorporate internal controls and cash management tools

Class #3

  • Items, types, uses, reporting
  • Inventory Methods: perpetual, periodic, assembly,
  • Inventory Reporting: Assets and COGS
  • Job costing or Class/Department Accounting: using items and customer:jobs 
  • Using non posting Sales Orders (Donation Receipting; Child Care receipting; Accounting practice management; Project management

Class #4

  • Managing Sales Tax, including the HST conversion when there are multiple jurisdictions 
  • Managing Multi-currency, year end adjustment of currency

Class #5

  • Reconciliation of accounts and sub-ledgers
  • Reporting / Audit trail / Custom reports, filtering
  • File management
  • Lists, Forms
  • Memorized transactions, Memorized reports 
  • Year End working papers, Accountant's copy
  • Managing intercompany reconciliations and shareholder transactions

 

Looking for customized Training on QuickBooks® software?  What's your issue?  Call me to arrange a private session:

  • Set up a new company file / conversion
  • Preferences, users, security, passwords 
  • Overview, list management, power of naming
  • Items, inventory, estimates, sales orders, purchase orders
  • Purchasing, Payables, Multi-currency
  • Time & Billing, Receivables
  • Payroll, Intercompany reconciliation, shareholders
  • Managing sales tax, cleaning up a mess
  • Year end, working papers, accountants copy
  • Reports, memorized reports, custom reporting

Pre-requisites: bookkeeping and/or accounting experience 

Email Eileen to register and pay at eileen@taxdetective.ca or call 604-943-7414




 

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