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QuickBooks Desktop 2022: Cleanup Tools for Accountants (Part 1)

QUICKBOOKS DESKTOP 2022: CLEANUP TOOLS FOR ACCOUNTANTS (PART 1)

Cost Free
Presentation Length 1.5 hours

Recorded DateDecember 10, 2021
CPE:Not available
(archived webinars do not offer CPE credits)
Course LevelBasic
Series: Bookkeeper
Course Description

Perfect course for accounting professionals that want to get ready to do the year-end adjustment and clean up messy QuickBooks Desktop files from their clients. In this course, we are going to explore all the available "cleanup" tools inside all the currently supported versions of QuickBooks Desktop 2019 through 2022 Accountant Edition.

Learning Objectives:


  • Compare Accountant's Copy vs. Backup/Portable Copy

  • Review working from a QuickBooks Pro/Premier file

  • Identify Accountant Center & Client Data Review

  • Troubleshoot Prior Account Balances

  • Send & Import Journal Entries (QBJ Files)

  • Working Trial Balance and "Adjusting" Journal Entries

  • Merge Vendors

  • Invoice Write Off vs. Journal Entry A/R Adjustment

  • Fix Unapplied Customer Payments & Credits

  • Fix Unapplied Vendor Payments & Credits



Accountant Tools not Included in this webinar:

  • Clear up Undeposited Funds account

  • Fix Incorrect Sales Tax

  • Troubleshoot Inventory Valuation with Balance Sheet

  • Fix incorrectly Paid Payroll Liabilities

  • Batch Enter Transactions

  • Batch Reclassify Transactions

  • Batch Delete/Void Transactions

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Hector Garcia, CPA

Hector Garcia, CPA
Principal Accountant and QuickBooks Trainer
[email protected]
(954) 414-1524

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Hector is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Davie, Florida, at his firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in the accounting & financial departments of several fortune 500 companies, including Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in training; it comes from his successful career in which he applied his philosophy of continuous learning and sharing experiences with co-workers. Currently, Hector teaches QuickBooks and Excel in his Doral, Florida training center almost every weekend. Hector is married with four children, and lives in Weston, Florida. Hector is fluent in Spanish and English.

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