Cloud is the king of QuickBooks Connect and on Tuesday November 3 and Wednesday November 4 the accountant educational track includes sessions ranging from Non Profits and converting from QuickBooks desktop to QBO.
Tuesday
10:45am Converting QuickBooks Desktop to QuickBooks Online - Esther Friedberg Karp
QuickBooks Online includes a powerful conversion tool for QuickBooks desktop files. However, you must prepare your clients’ data to get the best results from the conversion process. This session covers steps to prepare QuickBooks desktop files, best practices for managing the conversion, and a checklist for verifying the converted data.
During this session you will learn to:
- Identify What Can be Converted to QBO
- Determine Which Clients are Good Conversion Candidates
- Prepare QuickBooks Desktop Data Pre-Conversion
- Convert to QBO and Verify the imported Data
- Recreate What Didn’t Convert
10:45am Using QuickBooks Online for Non Profits - Gregg Bossen
This session will focus on the unique activities and needs of non-profit organizations such as 501(c)(3) charities, membership associations, schools and churches and the best methods for tracking and reporting these in QuickBooks Online and integrated applications.
In this session, you'll learn:
- Common accounting principles that apply to non-profit organizations
- How to properly set up the books in QuickBooks Online for non-profit organizations
- How to enter common transactions for a typical non-profit
- How to fulfill internal and external reporting requirements.
1:45pm Connecting QBO to the QBO Ecosystem: Best Practices - MB Raimondi
This session covers the best practices and processes when connecting QuickBooks Online to one or more of the integration applications available at www.apps.com. This session also includes an overview of Intuit's key integration partners, solutions that Intuit has determined to be of high value to QuickBooks Online users and to the accounting professionals who support these users.
During this session you will learn:
- Best Practices when Integrating QuickBooks Online with Third Party Applications
- How to Navigate the Ever Growing List of Solutions on the Intuit App Center
- Key Solutions that You Should Consider for Your Clients and/or Your Accounting Practice
3:00pm The High Tech Firm: Leveraging the Vast QuickBooks Online Ecosystem within Your Practice - Panel Discussion With Damien Greathead, Matt Rissell and Rene Lacerte Moderated by Denise Bailey
The cloud opportunity for accounting professionals is much bigger than just moving off the desktop…much bigger than the anywhere, anytime access to data and systems that the cloud provides us. Ultimately, the shift is about the way systems in the cloud tightly integrate, how they feed seamlessly into accounting systems, and how they powerfully streamline (or even automate) accounting processes. This session covers the unique applications and implications of these technologies for accounting firms, providing practical ways accountants can work more efficiently and more collaboratively with their clients and with other professionals within their firms.
During this session you will:
Explore a wide range of cloud technologies designed specifically for accounting firms
Discover new ways to streamline or even automate client accounting processes
Learn ways to leverage the access to real-time financial data to offer new value-added services for your clients
3:00pm Using QuickBooks Online and Integrated Apps for Wholesalers and Distributors - Gale Kirsopp
This session will focus on the typical activities and needs of the wholesale distribution industry and the way these are addressed in QuickBooks Online and integrated applications.
In this session, you'll learn:
- Common accounting principles that apply to the wholesale distribution industry
- How to properly set up the books in QuickBooks Online for a typical client in the wholesale distribution industry
- How to enter common transactions for a typical client in the wholesale distribution industry
- How to get reports that
Wednesday
8:30am Complex Problem Solving in QBO (Adv. QBO Cert Exam Prep. Part 4) -Laura Redmond
This session is the fourth part of the QBO Advanced Certification Exam Prep course and covers the second half of Module Four: Advanced Reporting and Complex Problem Solving. This session uses the official Intuit course curriculum. If you are pursuing the QBO Advanced Certification Path, you should attend this course.
During this session you will learn to:
- Conduct Complex Problem Solving in QB Online
- Review Data
- Clean up Data (e.g. from client entry and setup errors)
- Troubleshoot Banking and Bank Reconciliations
8:30am Converting QB Desktop to QBO (Repeat) - Esther Friedberg Karp
QuickBooks Online includes a powerful conversion tool for QuickBooks desktop files. However, you must prepare your clients’ data to get the best results from the conversion process. This session covers steps to prepare QuickBooks desktop files, best practices for managing the conversion, and a checklist for verifying the converted data.
During this session you will learn to:
- Identify What Can be Converted to QBO
- Determine Which Clients are Good Conversion Candidates
- Prepare QuickBooks Desktop Data Pre-Conversion
- Convert to QBO and Verify the imported Data
- Recreate What Didn’t Convert