This is a brand new approach to the QuickBooks Pro series of CPE courses created by L. Keith Jordan, CPA. Previous courses have used a text format with illustrations. This course uses an audio-visual format with demonstrations (of course, a transcript is included for those who prefer). The video contains navigation controls and ADA captioning, and you can also jump to a particular part of the content by using the interactive table of contents or the search box. In Part 1 of this course, we explore the importance of forms in QuickBooks, and demonstrate how forms can be designed and modified to better meet the needs of the entity. In Part 2 of this course, we explore how to enter transactions using forms and classes, how to memorize and print transactions individually or in a batch, and how to utilize other QuickBooks features such as the calendar, the fixed asset list, and the loan manager.
Upon successful completion of Part 1 of this course, the student should be able to identify the basic elements of modifiable QuickBooks forms and demonstrate how to modify forms to use classes in multiple distribution transactions; and use available form options to design and modify QuickBooks forms to better meet the needs of the entity. Upon successful completion of Part 2 of this course, the student should be able to define QuickBooks classes and discuss how they can be used to expand tracking and reporting capability; explain and demonstrate how to enter transactions via journal entries, payroll timesheets, and other QuickBooks forms, and how to utilize other features available in QuickBooks Pro such as the calendar, the fixed asset list and the loan manager; and demonstrate how to memorize and print or batch print transactions.
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