CPE Credit for Mastering QuickBooks for Accountants Level 2
Thanks for your interest in CPE credit for this product. Here are the forms and documents you need.To Study/Prepare for the CPE TEST
Download/Print the Review
This is useful to test your knowledge prior to submitting the CPE TEST.
Download/Print the Review with Answers/Feedback
This is useful after completing the Review, to check your answers and get feedback on why an answer is right or wrong.
Take/Submit the CPE TEST
Download/Print the CPE TEST and Submittal Form
Complete the CPE Test and Submittal Form. Instructions for sending these items to Real World Training are contained in these documents.
Topics Covered
- Retained Earnings - Understand and fix one of the biggest problems in QuickBooks
- Support clients on different "versions" of QuickBooks (2004 vs. 2005 vs. 2006, etc.)
- Fix clients' common problems
- Improve accounting controls in QuickBooks
- Advanced workarounds for common but tricky situations
- Advanced reporting
- Understand unexpected report results (cash basis balance sheet, subsidiary ledgers not tying to financial statements, etc.)
- Understand how and why QuickBooks is different from other accounting software
- Predict if your client will outgrow QuickBooks and what to do if this happens
- Set up clients the RIGHT way...what works (and what doesn't)
- Set up issues - Cash vs. Accrual, level of detail, special account balances, importing and exporting, etc.
- Understand custom and special fields and how they affect reports
- Importing and exporting (integrated/non-integrated applications and Microsoft Excel)
- Special journal entry considerations
- How to best work with your clients
- Improve QuickBooks performance
- Corrupt or damaged client files (what do you do?)
Viewing PDFs Requires FREE Adobe Acrobat Reader
If you have any questions, contact our office at 800-564-2688.
