Description:

QuickBooks Online has many great features that most accountants use and love, including reclassifying transactions, deleting relationships, and creating transactions. But there are some “hidden gems” in QuickBooks Online, such as: it’s a very simple feature to integrate customer accounts, eliminate old invoices and expenses, and eliminate company administrative records. Along with all this, you’ll learn about some new additions for 2018, such as task and project management, SmartCheck troubleshooting tools, and new integration tools with change dates.

In this QB Writer Hector Garcia will discuss the proper and recommended use of QuickBooks Online and QuickBooks desktop (i.e. Pro, Premier, Mac, Accountant or Enterprise).
No matter which version of QuickBooks you use, you’ll enjoy our powerful tips and tricks! You will also choose 3rd party applications, price etc. Will check the topics. In this session, experienced users of QuickBooks Desktop (QuickBooks Pro, Premier, and Enterprise) will learn how all the data creation and customization can help track sales, incoming accounts, and other important aspects of their business.

Learning Objectives:

• Identify ways to customize reports in QuickBooks Desktop so the reports pull the correct data sets and display information in the most useful ways.
• Learn the differences between QuickBooks Enterprise, and other versions of QuickBooks
• when building custom reports.
• Understand the role and limitations of custom fields for customizing reports.
• Learn how to build personalized and customized reports with pivot tables.

Session Highlights:

• How to Pass a QuickBooks Test?
• QuickBooks Setup
• QuickBooks Utilities and General Product Knowledge
• List Management
• Items
• Sales
• Purchases
• Payroll
• Reports
• Basic Accounting
• Customization/Saving time Shortcuts

About Our Speaker

Hector Garcia Hector is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Davie, Florida, at his firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in the accounting & financial departments of several fortune 500 companies, including Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in training; it comes from his successful career in which he applied his philosophy of continuous learning and sharing experiences with co-workers. Currently, Hector teaches QuickBooks and Excel in his Doral, Florida training center almost every weekend. Hector is married with four children, and lives in Weston, Florida. Hector is fluent in Spanish and English.