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2002 QuickBooks Technology Workshop's
 
Topics: Over 75% new topics this year!
  • New Features of QuickBooks 2002
    • Find out About the Exciting New Features in QuickBooks 2002
    • Compare the Editions - Basic, Pro, Premier, and Premier Accountant Edition
  • Things Accountants Must Know About QuickBooks
    • Adjusting Income by Item in QuickBooks - The Right Way!
    • QuickBooks Quirks and Workarounds
    • The Best Way to Handle Bounced Checks
    • Journal Entries - When and How to Use Them
    • Password Protecting Retained Earnings After Closing the Year
    • Inventory Issues
      • Knowing When to Use the QuickBooks Inventory Feature
      • Integrating QuickBooks with other Inventory Management Solutions
    • What to Do When Your Client Loses the QuickBooks Password
    • Using the New Accountant Edition to:
      • Remotely Access your Client's QuickBooks Data
      • Transfer Files Between You and Your Clients
      • Create Reversing Journal Entries
      • Generate Financial Analysis Reports
      • Track Changes Made to "Closed" Periods
      • Track Changes Made to Reconciled Transactions
    • Handling the Needs of Clients Who Have Outgrown QuickBooks
      • Indicators for Determining if Your Client is too Big for QuickBooks
      • Alternatives to QuickBooks for Your Growing Client
  • Handling Tricky Situations and Transactions
    • Mid-year Setups, Setting up 1099 Balances in Mid-year
    • When Customers are Vendors
    • Credit Card Refunds - Making the Bank Reconciliation Easier
    • Handling Customer Deposits and Retainers
  • Integrating QuickBooks with Other Applications
    • How QBXML Allows Independent Developers to Integrate Solutions with QuickBooks
    • What Integration Solutions are Available Today?
  • Creating Reports to Meet the Needs of Your Clients
    • The Principles of Report Customization
    • Limitations - What You Can Do and What You Can't Do With QuickBooks Reports
    • Cash vs. Accrual Reports in QuickBooks
    • Using QuickBooks to Create GAAP Financials
  • Payroll Tips, Tricks and Troubleshooting
    • The Trade-offs of Using QuickBooks vs. Payroll Services
    • Entering After-the-Fact Payroll in QuickBooks
    • Downloading and Importing Data Directly from Paychex
    • Job-Costing Payroll When Using a Payroll Service
    • Tricks to Making QuickBooks Payroll Work Smoothly
    • Accruing and Job-Costing Worker's Compensation
    • Using Excel to Enhance Payroll Reports
  • Online Accounting Technology Update
    • What's new with QuickBooks for the Web, Oracle Small Business and Intacct.
    • How does online accounting technology help you serve clients.
    • What you should do this year using online technologies.
  • Sales Tax Issues
    • Sales Tax Changes in version 2002
  • Troubleshooting QuickBooks Files
    • Assessing the Health of the Data File - Quarterly Analysis Design and Implementation
    • Troubleshooting Client Errors - Getting to the Root of the Problem
      • Fixing Common Mistakes in A/R and A/P - 5 Case Studies
    • How to Repair Corrupted Data Files
      • Finding and Correcting Corrupted Transactions
      • Repairing Data Files with out of balance Balance Sheets
    • Knowing When To Start Over With a New Company File
      • Determining When The File is Beyond Repair
      • Removing All Transactions from a QuickBooks Data File
      • Salvaging as Much Data as Possible
    • Finding and Repairing Sales Tax Problems
    • Correcting, Tracking, and Preventing Changes Made to Closed Periods
  • Data File Setup
    • The Sleeter Group's 12-Step Setup
    • Troubleshooting Setup Problems when EasyStep Interview was Used
    • Why Use Opening Balance Equity?
    • How to Verify the Accuracy of Your Setup
 
Description
Topics
Who Should Attend
 
Description

Dear Accounting Professional:

As someone who has consulted with hundreds of CPAs, accountants and bookkeepers across the nation to help to develop their QuickBooks consulting practices from the ground up, I understand the enormous challenges you face every day "in the trenches".

QuickBooks consulting can build your client base. Every small business owner is a potential QuickBooks consulting client. Every QuickBooks consulting client is a potential tax and business consulting client. The QuickBooks consulting market is constantly evolving and increasingly more competitive. To compete in today's market you must stay on the cutting edge. In this workshop you'll learn valuable lessons setting up, troubleshooting and repairing your clients' data files.

I understand that you're under constant deadlines, your workload is overwhelming, and you have enormous responsibilities. But help is on the way. Invest in a Sleeter Group workshop, and you'll be ready to tackle the toughest problems your clients bring.

We've condensed tons of information to teach you the very latest proven techniques. Tips, techniques, and shortcuts that will help you get more done in less time. We will teach you The Sleeter Group's proven methods for troubleshooting even the toughest situations.

Previous workshop participants tell me that what they valued most about this workshop is that it provides more than just cutting-edge information. It also gives them the rare opportunity to share ideas with peers who know where they're coming from and to learn from the experiences of other accounting professionals. Who knew two days of training could be so much fun!

I personally guarantee you that this workshop is the fastest and best way to improve your knowledge and skills with QuickBooks based accounting systems.

Sincerely,
Douglas Sleeter
Founder/President
The Sleeter Group, Inc.

PS. Did I mention the information-packed workbook you'll receive? It contains detailed program content, check lists, and step-by-step instructions for the trickiest situations. This exclusive resource is available only through this workshop!

Topics

Topics: Over 75% new topics this year!

  • New Features of QuickBooks 2002
    • Find out About the Exciting New Features in QuickBooks 2002
    • Compare the Editions - Basic, Pro, Premier, and Premier Accountant Edition
  • Things Accountants Must Know About QuickBooks
    • Adjusting Income by Item in QuickBooks - The Right Way!
    • QuickBooks Quirks and Workarounds
    • The Best Way to Handle Bounced Checks
    • Journal Entries - When and How to Use Them
    • Password Protecting Retained Earnings After Closing the Year
    • Inventory Issues
      • Knowing When to Use the QuickBooks Inventory Feature
      • Integrating QuickBooks with other Inventory Management Solutions
    • What to Do When Your Client Loses the QuickBooks Password
    • Using the New Accountant Edition to:
      • Remotely Access your Client's QuickBooks Data
      • Transfer Files Between You and Your Clients
      • Create Reversing Journal Entries
      • Generate Financial Analysis Reports
      • Track Changes Made to "Closed" Periods
      • Track Changes Made to Reconciled Transactions
    • Handling the Needs of Clients Who Have Outgrown QuickBooks
      • Indicators for Determining if Your Client is too Big for QuickBooks
      • Alternatives to QuickBooks for Your Growing Client
  • Handling Tricky Situations and Transactions
    • Mid-year Setups, Setting up 1099 Balances in Mid-year
    • When Customers are Vendors
    • Credit Card Refunds - Making the Bank Reconciliation Easier
    • Handling Customer Deposits and Retainers
  • Integrating QuickBooks with Other Applications
    • How QBXML Allows Independent Developers to Integrate Solutions with QuickBooks
    • What Integration Solutions are Available Today?
  • Creating Reports to Meet the Needs of Your Clients
    • The Principles of Report Customization
    • Limitations - What You Can Do and What You Can't Do With QuickBooks Reports
    • Cash vs. Accrual Reports in QuickBooks
    • Using QuickBooks to Create GAAP Financials
  • Payroll Tips, Tricks and Troubleshooting
    • The Trade-offs of Using QuickBooks vs. Payroll Services
    • Entering After-the-Fact Payroll in QuickBooks
    • Downloading and Importing Data Directly from Paychex
    • Job-Costing Payroll When Using a Payroll Service
    • Tricks to Making QuickBooks Payroll Work Smoothly
    • Accruing and Job-Costing Worker's Compensation
    • Using Excel to Enhance Payroll Reports
  • Online Accounting Technology Update
    • What's new with QuickBooks for the Web, Oracle Small Business and Intacct.
    • How does online accounting technology help you serve clients.
    • What you should do this year using online technologies.
  • Sales Tax Issues
    • Sales Tax Changes in version 2002
  • Troubleshooting QuickBooks Files
    • Assessing the Health of the Data File - Quarterly Analysis Design and Implementation
    • Troubleshooting Client Errors - Getting to the Root of the Problem
      • Fixing Common Mistakes in A/R and A/P - 5 Case Studies
    • How to Repair Corrupted Data Files
      • Finding and Correcting Corrupted Transactions
      • Repairing Data Files with out of balance Balance Sheets
    • Knowing When To Start Over With a New Company File
      • Determining When The File is Beyond Repair
      • Removing All Transactions from a QuickBooks Data File
      • Salvaging as Much Data as Possible
    • Finding and Repairing Sales Tax Problems
    • Correcting, Tracking, and Preventing Changes Made to Closed Periods
  • Data File Setup
    • The Sleeter Group's 12-Step Setup
    • Troubleshooting Setup Problems when EasyStep Interview was Used
    • Why Use Opening Balance Equity?
    • How to Verify the Accuracy of Your Setup

Who Should Attend

Accountants, Bookkeepers, CPAs, QuickBooks Consultants and "Power Users" of QuickBooks software. This is an expert level course, not a beginners seminar. You should have a good working knowledge of QuickBooks and accounting.

Sooner or later, every QuickBooks consultant in the country will attend this class." If you're a bookkeeper, consultant, CPA, EA, or software consultant and you work with QuickBooks, you just can't miss this workshop.

Warning! If you do any of the following, you are creating problems in your clients' data files.

  • If you use an "Opening Balance" Item to enter Open Invoices when setting up the file, you will distort your client cash basis and job costing reports, possibly for years!
  • If you use a Journal Entry to adjust income accounts, 90% of your client's QuickBooks reports will be inaccurate!
  • If you enter the book balance as the opening balance for bank accounts, the Bank Reconciliation feature will show incorrect information!
  • If you manually reconcile a check in the check register, QuickBooks 2002 sometimes does not update the beginning balance in the Bank Reconciliation.
  • If you use an Invoice to record a bounced check or unearned income, QuickBooks overstates sales in the Sales by Item report.
  • If you use a payment item to reduce the amount of an Invoice, the statement for that customer will be incorrect.
  • If you use a Journal Entry or the new Adjust Sales Tax feature to correct the balance in Sales Tax Payable, your client's Sales Tax Liability and Sales Tax Revenue Summary/Detail reports will be inaccurate.

In this workshop, you'll learn workarounds to all of these situations and more!

 
Request a Seminar Flyer
Main Conference Info Register Now
 
Program Hours:
7:30am - Registration and Coffee
8:00am - 11:45am Morning Session
11:45am - 1:00pm Lunch (on your own)
1:00pm - 4:15pm Afternoon Session
Regular Price: $295*
 
* Discounts:
Website Users:
Sleeter Group Certified Consultant Members receive special discounts (we will automatically calculate your discount when we receive your online registration) or you can call us for details.
 
CPE Credits: 16

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:
If you are unable to attend please let us know immediately so we may open your seat for another student. Cancellations must be made in writing 72 hours in advance of seminar to receive a full refund. If you cancel less than 72 hours - we will ship you a one day session from our 2001-2002 Conference Video. No shows are not eligible for refund. Should you need to send someone in your place, please contact our office in advance.
 
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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