QB Talks December: Streamlining Year-End: Advanced QuickBooks Integration for Modern Tax Workflows

×

Expand

Speaker - Christine Gervais

Transform your year-end process with advanced QuickBooks automation and integration strategies. This technical session explores sophisticated methods for data validation, account reconciliation, and tax preparation workflow optimization. Learn how to leverage QuickBooks' API connections, custom reports, and third-party integrations to create a seamless tech stack that reduces manual intervention and accelerates your tax preparation process. Discover advanced troubleshooting techniques for common year-end challenges and implement automated quality control measures for enhanced accuracy.

Learning Objectives:

Participants will walk away with a basic understanding of how to:

1. Design and implement an automated workflow combining QuickBooks' native features with strategic integrations (TaxCaddy, SmartVault, etc.) to streamline the tax preparation process
2. Configure advanced custom reports and schedules in QuickBooks Enterprise/Online Advanced for proactive error detection and year-end data validation
3. Utilize QuickBooks' API and third-party tools to automate cross-platform data reconciliation and create audit-ready documentation
4. Apply advanced troubleshooting techniques for complex year-end scenarios including multi-entity consolidations and inter-company transactions

-------------------------------------------------------------------------

CPE Credits: 1

Subject Area: Computer Software and Applications

Course Level: Basic

Instructional Method: Group Internet Based

Prerequisites: None

Advanced Preparation: None

Who Should Attend: CPA, Bookkeeper, Accountant, Enrolled Agents, Tax Preparer

Cost: Free