| The Advanced Seminars for QuickBooks Users (ASQU) will not be held this year (2010). Look for our best-yet seminar in 2011! View the information on this website to see what we have offered in the past. | ||||||||||||||
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Seminar Topics Shown below are the topics for this year’s sessions. When you register, you will be asked which topics you are MOST LIKELY to attend. We need this information to allocate the classrooms and prepare handouts. Please note, you can change your mind at the last minute, if you wish. Wednesday, August 5th, 2009 8:15am to 9:30am Breakfast Keynote:
“Growth Principles for the New Economy” –
Georg Gerstenfeld 9:45am to 11:00am Job Costing 1 – Amy Vetter, CPA, CITP This session covers worker’s compensation setup/reporting, allocating overhead burdens, reporting topics like reconciling the P&L by Job to Job Profitability and to the company-wide Profit & Loss…and more. Keyboard Shortcuts -- Dawn Ashpole Do you want to get away from grabbing the mouse every time you want to do a new step in QuickBooks? There are a whole lot of shortcuts built into the software that can be great time savers. Learn how theses shortcuts can save you time. You will take away a list of these shortcuts that you can take back to your office to become more proficient. Company Setup Done Correctly – Joe Aliota, CPA It is so much easier to start with a correct setup than to go back and makes fixes later. Whether you are setting up your first company or are going to be setting up new companies in the future, you want it done right. Learn how to, most importantly, set up the chart of accounts. You also will learn how to set up customers/job and vendors including terms of payment. 11:15am to 12:30pm Job Costing 2 – Amy Vetter, CPA, CITP The second part of Advanced Job Costing covers accrual entries like work in process and retainage – along with strategies for converting back to cash basis when using these types of accounts. Networking 1 – Install / Configuring QuickBooks for Multi-User Environments - Mario Nowogrodzki, CPA, CITP Understanding networks and servers are a requirement for effective multi-user environments. In this session we will discuss the different implementation scenarios and best practices for computer networking. We’ll clearly explain Peer-To-Peer, Client/Server, Terminal Server, and VPN Technologies so you’ll know when and how to use them. We will walk through the best network environment for each of several QuickBooks situations and how to effectively work remotely. You will learn how to configure the network and the QuickBooks Database Server to achieve the best performance on the network. Credit Cards – Taking & Using -- Dawn Ashpole Do you take credit cards? How about offering (or requiring) credit cards for slow paying customers/clients? If you are a nonprofit, why not take credit cards when people want to donate money to you. Get your money in bank faster as opposed to waiting until you receive the check in the mail. Learn how to properly track, reconcile and pay credit cards when you use your company (or personal) credit cards for your business. Learn how to handle finance charges properly. 12:30pm to 1:45pm -- Lunch, no speaker 1:45pm to 3:00pm Networking 2– Case Studies in QuickBooks Networking -- Mario Nowogrodzki, CPA, CITP This session presents several best practices for solving the most common and some of the more difficult problems with QuickBooks on a network. Learn from actual real-life cases and find out how to avoid common pitfalls in QuickBooks networking. For example, learn how to properly configure the QuickBooks Database Server and when to deploy QuickBooks on a Terminal Server. See situations where QuickBooks, the network, or both are the cause of the problem and how to fix them. Top Ten Tricks & Tips -- Dawn Ashpole This course is designed to show you some of the many power user tips and tricks available to you to help maximize your use of QuickBooks. In particular, this course will assist you in the areas of advanced data mining and reporting techniques. However, because QuickBooks is a sophisticated program, this is not meant to be an exhaustive list of all the possible tips and tricks available. Getting the Most from Your Management Reports – Joe Aliota, CPA QuickBooks has about 140 reports already built into the software. What can you do to make the reports work the best for you? Learn how to use these reports to get the information you need to make good management decisions. 3:15pm to 4:30pm Point of Sale & Getting Solutions with 3rd Party Add-ons -- Mario Nowogrodzki, CPA, CITP Many businesses effectively manage their accounting very well. Some of these companies are so successful they think may be pushing the limits or close to outgrowing QuickBooks. Numerous 3rd party add-ons allow companies to continue to grow and keep using QuickBooks for their accounting. 3rd party add-on software could handle project costs (time and expenses), manufacturing, distribution, point of sale, paperless offices, web-based sales, field-service, and many more. In this session, you will learn about some of those add-ons and how they interface seamlessly with QuickBooks. Using Client Data Review – Joe Aliota, CPA Discover the power of Client Data Review – integrated as part of Intuit QuickBooks Premier Accountant 2009. Reduce time cleaning up data files at year end and in preparation for year end tax work. With the new Client Data Review you will be able to clean up the QuickBooks data in an efficient and productive manner. Budgeting & Forecasting – Amy Vetter, CPA, CITP Many companies have exported the data from QuickBooks into Excel to prepare budget to actual reports. QuickBooks has an excellent budgeting system. Learn how to implement the budget process and then generate reports out of QuickBooks. Thursday, August 6th, 2009 8:15am to 9:30am Customizing & Designing Templates -- Dawn Ashpole How often have you said “that looks just like a QuickBooks invoice”? In this session you will learn how to design QuickBooks forms using your creative abilities. You will learn how to make various layouts and add/delete data boxes on your forms. You will find out how easy it is to add your company logo, add color if you have a color printer, change the font styles and sizes, etc. Computing in the Clouds – The Future of Computing – Chuck Vigeant, M.Ed There is a major change underway in how businesses acquire and utilize technology. Some believe it will turn out to be as important as the advent of personal computers. This change is the movement away from running applications in-house on a company’s computers to using hosted services. At first it appears to be only a physical change in which the software is hosted. However, the benefits are turning out to be huge. Lower costs, improved reliability, very significantly improved functionality, ease of access, and improved security are some of these benefits. CPAs, Accountants & Bookkeepers Working with Clients Part 1 – Amy Vetter, CPA, CITP What can help you do a better job in getting your clients’ QuickBooks in the best shape for report generation or to prepare for the tax return? In additional to CPAs, accountants and bookkeepers, this course also is useful for clients wanting to know what the tax preparers need from them to prepare their returns more efficiently Inventory Management -- Mario Nowogrodzki, CPA, CITP Managing your inventory has never been more important than now. You don’t want to stock items that are slow-movers, obsolete, or not needed; and you don’t want to have a shortage of inventory that results in lost sales. Learn how to manage your inventory so instead of having your cash tied up in inventory, it can remain in the bank or helping you elsewhere. You will learn about common mistakes people make in their inventory systems and the ramifications of specific situations like the system showing negative inventory. 9:45am to 11:00am Payroll -- Dawn Ashpole Intuit has more payroll clients that any other payroll service. Every company that has employees needs to have payroll. Learn how to verify the set up of your payroll items including employee’ hourly pay, bonuses, commissions, etc. Learn how to troubleshoot the payroll item list. Learn how to pay and manage payroll liabilities; how to find and correct errors. QuickBooks and Restaurants – Joe Aliota, CPA Joe owned a restaurant for 6 years. He will share tips and best practices to help you use QuickBooks in your (or your client’s) restaurants. Open Data Base Connectivity - ODBC Part 1 – Chuck Vigeant, M.Ed Even though applications like Business Analysis ES provide powerful and scalable reports for Enterprise users, there is often the need to generate highly customized, business specific reports for you and/or your clients. ODBC allows you to link QuickBooks data (i.e. tables) to other databases like Excel and Access. If you need to create custom reports and dynamically updated Excel worksheets consider attending these two sessions to find out how you can get so much more from your QuickBooks data. Learn why you may not need to migrate to alternative applications and how you will still be able to get the critical management information you need to run your businesses. CPAs, Accountants & Bookkeepers Working with Clients Part 2 – Amy Vetter, CPA, CITP What can help you do a better job in getting your clients’ QuickBooks in the best shape for report generation or to prepare for the tax return? In additional to CPAs, accountants and bookkeepers, this course also is useful for clients wanting to know what the tax preparers need from them to prepare their returns more efficiently 11:15am to 12:30pm Lacerte Tax Returns and QuickBooks – Joe Aliota, CPA Do you use Lacerte for tax return preparation? In this course you will learn ways to make your practice more efficient. This session is will demonstrate the Lacerte Trial Balance Utility and show you how to streamline the data import process, make any necessary journal entries, and use SmartMap to automate tax line assignments. Open Data Base Connectivity - ODBC Part 2 – Chuck Vigeant, M.Ed Even though applications like Business Analysis ES provide powerful and scalable reports for Enterprise users, there is often the need to generate highly customized, business specific reports for you and/or your clients. ODBC allows you to link QuickBooks data (i.e. tables) to other databases like Excel and Access. If you need to create custom reports and dynamically updated Excel worksheets consider attending these two sessions to find out how you can get so much more from your QuickBooks data. Learn why you may not need to migrate to alternative applications and how you will still be able to get the critical management information you need to run your businesses. Data File Maintenance and Troubleshooting -- Mario Nowogrodzki, CPA, CITP What do you do when your QuickBooks file gets so large that it is slowing down your activities? Perhaps reports are taking too long to generate or transactions too long to save. In this session, you will learn how to reduce file size and clean up the data. Learn techniques to organize your files so the fragments in the file are not slowing your processes. Why Use Enterprise -- Dawn Ashpole QuickBooks Enterprise allows as many as 30 simultaneous users in the software at the same time. So for companies that are outgrowing QB Pro and Premier and don’t want to learn a new software program, QB Enterprise can be the best solution. Learn about the features of Enterprise, including how the security features may be just what your company needs as it grows. Enterprise has additional add-on features such as Field Service Management that makes your office run a lot smoother when you can schedule and dispatch your technicians by using this. 12:30pm to 1:45pm -- Lunch, no speaker 1:45pm to 3:00pm Business Analysis – Chuck Vigeant, M.Ed Business Analysis ES is new offering from Intuit which allows you to slice and dice data in ways that were either previously unavailable, or took hours/days to produce. Having access to the data is one thing; but using advanced graphical and analysis tools, accounting professionals can help their clients interpret data that leads to effective action, and better business decisions. In this session you will learn - straight from the data architect of this offering - about the built in customer performance analyzer, starter reports, and custom report writing tools. Implementing Internal Controls When Using QuickBooks – Amy Vetter, CPA, CITP This session focuses on internal controls and the challenges small businesses face regarding internal controls. This covers how to implement controls found in QuickBooks and why you should use them. Intuit Statement Writer -- Mario Nowogrodzki, CPA, CITP In QuickBooks 2009 Intuit evolved Financial Statement Designer into Intuit Statement Writer –- a much more robust application for customizing financial statements. In this session we will cover the core functionality of this utility that allows you to present financial statements in compliance with GAAP. The session also focuses on the use of Intuit Statement Writer by QuickBooks users – so you can your enhance management reports. What’s New from Intuit for Accounting Professionals Part 1 – Joe Aliota, CPA Intuit QuickBooks Premier Accountant 2009 helps accountants work smarter, not harder! QuickBooks 2009 is designed to make your work easier, faster and more accurate. Your suggestions inspired new features and big improvements. Discover in this course how QuickBooks 2009 can help you work more efficiently with your data and/or your client’s data to get more from QuickBooks. You will learn about the new and improved features that can help you get insights by using the Business Snapshot dashboard. You also will see the new multi-currency feature, free business website and Live Community connection. 3:15pm to 4:30pm Trends & Analysis Using Information from QuickBooks – Amy Vetter, CPA, CITP QuickBooks has greatly improved the reporting functions available in their software. In this session, you will learn how to use information that is already in your QuickBooks to illustrate trends and analysis of your business. Audit Trail & Closing Date Password -- Mario Nowogrodzki, CPA, CITP The QuickBooks Audit Trail tracks every transactional move a user makes. When combined with proper use of the Closing Date, managing the Audit Trail gives you better visibility and control of users’ activities. In this session you will learn how to enhance your company’s internal control by use of these two little-known but powerful features. Importing & Exporting -- Dawn Ashpole Did you know you can import lists into QuickBooks? And even more importantly, did you know you can export much of the information from QuickBooks into Excel and manipulate the data to get the reports you need. In this course, learn how to export lists and reports into Excel. What’s New from Intuit for Accounting Professionals Part 2 – Joe Aliota, CPA Intuit QuickBooks Premier Accountant 2009 helps accountants work smarter, not harder! QuickBooks 2009 is designed to make your work easier, faster and more accurate. Your suggestions inspired new features and big improvements. Discover in this course how QuickBooks 2009 can help you work more efficiently with your data and/or your client’s data to get more from QuickBooks. You will learn about the new and improved features that can help you get insights by using the Business Snapshot dashboard. You also will see the new multi-currency feature, free business website and Live Community connection.
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