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QuickBooks - File Setup and Conversion Tips and Tools
 

July 19, 2007 (10 AM to 12 PM PDT) - Webinar

This 2-hour webinar will cover assessing the QuickBooks file setup, determining when a new file is the best alternative and what steps are necessary to move transactions.

 
Description
Topics
Who Should Attend
 
Description

The training will cover assessing the QuickBooks file setup, determining when a new file is the best alternative and what steps are necessary to move transactions. This 2-hour webinar, covers the tips and tools you need to make file setup and conversion as straight forward as possible.

About Your Instructor

Bonnie Nagayama founded McWilliams & Associates, Inc. in 1992. She was the recipient of the California CPA Education Foundation's 2001 Award for Instructor Excellence for her QuickBooks related courses. Bonnie was invited to participate in Intuit’s Small Business Round Table and Intuit’s 16-member Customer Council plus she is a frequent contributor for Intuit’s ProConnection Newsletter.

Topics

  • Kiss of death set up issues
  • Assessing the health of a QuickBooks data file
  • File setup mid-year vs. year end
  • Data transfer tools

Who Should Attend

This Webinar is a course designed for accounting professionals who help, or wish to help clients with QuickBooks setup and conversion. There are no prerequisites for this course but attendees should have a thorough knowledge of QuickBooks Financial Software. If you are not sure if this seminar is right for you, please call us at 888-484-5484.

 
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Program Hours:
10:00am-12:00pm (PDT)
Regular Price: $99*
 
* Discounts:
n/a
 
CPE Credits: No CPE is available for this course at this time

The Sleeter Group, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org. For more information regarding administrative policies such as complaint and refund, please contact our offices at 888-484-5484. The Sleeter Group is also registered with the Internal Revenue Service for Enrolled Agents.
 
Cancellation Policy:
n/a
 
100% Money Back Guarantee:
If at any time you feel that a conference or seminar does not meet your expectations, inform a Sleeter Group staff member during the conference or seminar, return any materials that you have received and we will refund 100% of your registration fee within 10 business days.
 

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