This webinar has already been completed. Please see our current schedule at www.sleeter.com/webinars

Webinar Title: File Conversion In-Depth
Date: March 13, 2008 11:30 am to 1:30 pm PST
Level: Beginner
Prerequisites : Thorough knowledge of QuickBooks.
CPE credits: None
Cost: $79 (was $99 before 20% Tax Season Discount)


Description:

This training will cover assessing the QuickBooks file, 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 assessment and conversion as straight forward as possible.

This is a repeat of the webinar formerly given through The Sleeter Group entitled File Set Up and Conversion Tips and Tricks.

Objectives:

After attending this session, you will learn the following

  • Determine the health of a QuickBooks data file
  • What Kiss of Death issues require conversion
  • Convert existing data into a new QuickBooks file
  • Use Beginning Balance and Transaction Tools to move data from one data file to another

Instructor Biography:

Bonnie J Nagayama has been focused on supporting Accountants and their QuickBooks Accounting Software clients with practical solutions for financial and day-to-day operational issues since 1992. Her Controller background and CPA experience are a perfect blend to bridge the gap between what the client wants and what the Accountant needs. She understands both sides and can effectively use QuickBooks to provide a solution that works for each party. Bonnie has been a member of the QuickBooks Professional Advisor Program since its inception and is a member of the Intuit Speaker’s Bureau. She was a recipient of the California CPA Education Foundation’s Award for Instructor Excellence.

 

 

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