Technology for CPAs - Don't Get Left Behind

Overview

How good are you with the technology you use daily? Are new technology tools available to save time and make you more effective? Technology continues to accelerate rapidly, and keeping pace is essential. This course is for you if you are not an information technology (IT) expert but need a technology update to maintain and improve your skills to serve your companies or clients more efficiently and effectively!

In this fast-paced, update-style course, you will survey today’s IT environment, learning about computer hardware, software (including Microsoft Office), operating systems (including Windows 11), peripheral devices, and what they mean for you. You will also learn about significant trends in information technology and how to take advantage of the opportunities presented by these trends. Examples include the latest Excel features, best practices for working with PDF files, and security and privacy issues. Additionally, you will learn how to improve the overall performance of your IT investment, thereby increasing your return on investment.

Throughout this program, you will learn from real-time demonstrations of practical applications of the latest tools, which can provide you with the knowledge you need to harness the power of technology, both now and in the future. So register now for this “don’t miss” opportunity to get the skills required to enhance the value of your IT investment.

Highlights

• Tips for improving efficiency with QuickBooks and QuickBooks Online
• Better reporting when working in QuickBooks environments
• Tips for cleaning up QuickBooks and QuickBooks Online instances
• Managing inventory more effectively when working with QuickBooks and QuickBooks Online

Prerequisites

Fundamental knowledge of QuickBooks and QuickBooks Online

Designed For

Accounting and financial professionals seeking to improve their knowledge of technology and the return on their investment in technology

Objectives

• Identify techniques for handling advanced reporting issues, including the QuickBooks Statement Writer, QuickBooks Online Management Reports, linking QuickBooks data into other applications via Open Database Connectivity, and multi-company reporting
• Manage inventory more effectively in QuickBooks, including using Items, changing inventory costing methodologies, creating Assembly items, adjusting inventory quantities and valuations, and listing the advantages associated with QuickBooks' Advanced Inventory feature
• Differentiate between various techniques for exchanging QuickBooks data with others, including QuickBooks Accountants' Copy feature, Portable Company Files, and backup files
• Utilize QuickBooks' Client Data Review feature to streamline the process of cleaning up QuickBooks data files and closing accounting periods

Preparation

None

Notice

Login information and eMaterials will be available in the “My CPE” section of the NESCPA website two business days prior to the seminar. Once eMaterials are downloaded, no cancellation/transfer/refund is available.