CPE Credit for Mastering QuickBooks Enterprise Solutions
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
Day 1
- Introduction to QuickBooks
- Creating a new company file
- Working with lists
- Your financial statements (chart of accounts)
- Setting up what you sell and buy (items)
- Combining financial statements
- Tracking customers and sales (customers, estimating, invoicing, sales receipts, retail sales, credit memos, and statements)
- Tracking vendors and expenses (vendors, bills, bill payment stubs, checks, credit memos, job cost, reconciling, and 1099's)
- Job costing
- Purchasing and managing inventory
- Building inventory assemblies
- Tracking sales taxes
- Saving time (throughout the entire seminar)
- Budgets and forecasts
Day 2
- Security and multi-user
- Setting up and using payroll
- Paying payroll liabilities and taxes
- Managing employees
- Time tracking
- Employee Organizer
- Employment Regulations Guide
- Working with reports
- Advanced reporting techniques
- Using credit cards
- Tracking sales orders and backorders
- Integration with Microsoft Word® and Excel®
- Closing the books
- Backing up and restoring data files
- Importing and exporting list information
- Customizing QuickBooks
- Optimizing performance
- Finding and saving time
- Special transactions
- Special workarounds
- Keyboard shortcuts
- Loan Manager
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If you have any questions, contact our office at 800-564-2688.
