Quickbooks

Common User Errors

Introduction:

This course is designed for any QuickBooks user and examines the most commonly made mistakes regarding the set-up, and use QuickBooks. Most users don't realize they have an issue until they go to print their financials and find their books don't make sense. By understanding the common mistakes and more importantly, WHY they are made, it's easy to learn how to prevent them.

Learning Objectives:

By attending this seminar, QuickBooks users will learn:

The most common errors commonly made
The reasons that these errors arise
How can you discover these errors
Best practices for preventing these errors in the future.

Course Content:

Using a blend of instruction, discussion, and demonstration, this seminar will cover:

An examination of the most common QuickBooks' user errors, including:
- Chart of accounts setup errors and incorrect use of the COA
- Items setup errors
- Inventory errors (both setup and day to day usage)
- Accounts payable errors
- Accounts receivable errors
- Undeposited funds errors
- Bank reconciliation errors
- End-of-year errors
- Closed period and prior period changes
As we examine each type of error, we will also uncover WHY the clients make these errors, and make suggestions for how to prevent them in the future.
Q&A (additional time will be available following the seminar)

Who Should Attend?

This seminar is designed for any QuickBooks user, including accounting professionals, who wishes to improve their expertise in Reporting.

Prerequisite: Basic working knowledge of QuickBooks functionality and terminology

About the Instructor:

William "Bill" Murphy is a Certified QuickBooks ProAdvisor who has been helping small business owners in Oklahoma get the most from their QuickBooks software since 1989. Bill's consulting firm, RRR, Ltd. specializes in helping clients with installation, set-up, use, training and problem resolution for QuickBooks and related Intuit Software. Bill is also a Certified ProAdvisor in QuickBooks Point-of-Sale and QuickBooks Enterprise Solutions. He has over 30 years of teaching and instructional experience, and holds both a Bachelors and Masters degree from the University of Central Oklahoma.

For more information or to make comments:
Corporate Learning
Phone: (405) 682-7562
Fax: (405) 682-7578
7777 South May Avenue
Oklahoma City, OK 73159-4444