So I published an article about the 1st day of the Intuit QuickBooks Winter VCon being primarily focused on QBO, but Tuesday isn't the only day of the VCon, there are two more packed days of training hosted by some of the most talented speakers in the Intuit Ecosystem. Someone wrote in to say that they were spending time with relatives during the VCon, and someone else said they had planned a ski vacation, well all I have to say is, "this is a VCon folks, no matter where you are or what you are doing you can hop into and out of the VCon at your leisure" (I wonder if you can watch the VCon from your iPod while snowboarding down Aspen mountain?) And if you happen to have winter weather befall you just remember:
"Oh the winter outside is frightful, but the fire is so delightful, we've got no where to go, let us Winter VCon even in this snow...." (Just snuggle up in front of the fireplace with a big hot chocolate and tune in the Intuit QuickBooks Winter VCon 2014.)
Here is a look at Tuesday's fabulous training opportunities (all times are Eastern Standard Time):
New QuickBooks Online Accountant: Your Friend at Year End - Learn about the new time-saving features in QuickBooks Online Accountant. This course provides an overview of QuickBooks Online Accountant’s new customizable Client Dashboard, Bookkeeping and Payroll Detail tabs and the Accountant Toolbox, where you will access the most-used features from the top of the page within the Toolbox. (Note: This course will be offered twice on Tuesday'; initially at 10:30 am and then repeated at 7:00 pm, both times are EST).
After attending this course, you will be able to utilize:
- The new Client Dashboard feature to access client books and understand firm roles.
- The new Accountant Toolbox feature to write off Invoices, undo prior reconciliations and reconcile client’s books.
- The Document Center to request and share documents with clients.
- The “books to tax” feature to start a client tax return in one-click.
Instructor: Michelle Long
Course Level: Basic
Course Length: 1.0 Hours
Prerequisites: None
Delivery Method: Group - Live Internet
Available CPE: 1.0 CPE Hours (CPE is based on 50-minute hour) upon full attendance.
QuickBooks Desktop Accountant: Your Friend at Year End (Part 1) - This course has been designed to introduce the accounting professional to strategies for working with your clients’ QuickBooks company files at month-end or year-end. It provides an overview of the tools and features that streamline the process of evaluating and correcting your client’s QuickBooks data as well as those tools and features that enable you to work efficiently and directly with your client on month-end and year-end accounting processes & financial reporting. These tools are available with your QuickBooks Accountant Desktop Plus 2015 subscription or QuickBooks Accountant Desktop 2015 software, and QuickBooks Enterprise Accountant 15.0 software.
After attending this in-depth technical course you will be able to:
- Understand various methods to access your client’s QuickBooks Company File, make changes and update the client’s records.
- Understand the tools and features of QuickBooks Desktop Accountant that assist you in reviewing your clients’ files and making correcting errors with efficiency.
Instructor: Ilene Eisen
Course Level: Basic
Course Length: 1.0 Hours
Prerequisites: An understanding of the fundamental use of QuickBooks Desktop
Delivery Method:Group - Live Internet
Available CPE: 1.0 CPE Hours (CPE is based on 50-minute hour) upon full attendance.
QuickBooks Desktop Accountant: Your Friend at Year End (Part 2) - Your clients’ QuickBooks data is seldom clean enough or complete enough for you to use when preparing their year-end financial statements and / or income tax returns. In this session, we will “walk through the Balance Sheet” using the tools and features covered in the previous session (QuickBooks Desktop Accountant: Your Friend at Year End - Part 1) to quickly find AND correct mistakes, allowing you to confidently use the QuickBooks trial balance to prepare your clients’ returns. You will also learn proactive steps you can take with your clients to keep their data accurate throughout the year – to streamline both income tax return preparation and periodic financial statement preparation.
QuickBooks Desktop Accountant: Your Friend at Year End (Part 2) continued:
After attending this in-depth QuickBooks session you will be able to:
- Increase efficiency when preparing income tax returns for clients who use QuickBooks
- Train your clients to prepare their files for the income tax return
- Have more confidence in the numbers you use to prepare your clients’ returns
Instructor: Ilene Eisen
Course Level: Intermediate
Course Length: 1.0 Hours
Prerequisites: An understanding of the fundamental use of QuickBooks Desktop
Delivery Method: Group - Live Internet
Available CPE: 1.0 CPE Hours (CPE is based on 50-minute hour) upon full attendance.
Best Practices for Converting QuickBooks Desktop to QuickBooks Online - QuickBooks Online includes powerful conversion tools, especially for clients who are migrating from QuickBooks Desktop. However, as trusted advisors and accounting professionals, it is best for you to guide your clients through the conversion process to ensure the client is converting accurate, current accounting data to QuickBooks Online. This session gives you the information you need to convert your existing and prospective clients’ company files to QBO, so that you can add data conversion to your service offerings with confidence.
After attending this course you will be able to:
- Assist your clients with the conversion from QuickBooks Desktop to QuickBooks Online
- Understand options for converting from accounting solutions other than QuickBooks
- Validate your client’s post-conversion data in QuickBooks Online to verify that the converted accounting transactions are complete and accurate.
Instructor:Esther Friedberg Karp
Course Level: Basic
Course Length: 1.0 Hours
Prerequisites: An understanding of the fundamental use of QuickBooks Desktop
Delivery Method: Group - Live Internet
Available CPE:1.0 CPE Hours (CPE is based on 50-minute hour) upon full attendance.
Don't forget about:
- Exhibit Hall and Networking time - the exhibit hall featuring the various sponsors of the Intuit Winter VCon 2014 will be open at various times throughout the day, we encourage you to link-up with your colleagues and visit each of the sponsors to not only discuss their products, but enter for opportunities to win various give-a-ways being offered.
- Thought Leader Keynote Address - be certain to tune-in at 12:00 noon Eastern Standard Time to hear the latest insights into technology or business practices affecting accountants, ProAdvisors, bookkeepers and business consultants. We are certain you will be delighted by the speaker and their views into the future affecting you.
Intuit has partnered with Woodard Events (producers of the annual “Scaling New Heights” ProAdvisor conference and producers of accountant training for QuickBooks Connect) to host this cutting-edge, in-depth virtual conference on QuickBooks and QuickBooks Online – offered for free to accounting professionals.
You can register for the December 9 - 11, 2014 conference here.