QuickBooks Webinars for Accounting Professionals

By Joe Woodard
Certified QuickBooks Trainer and Trainer to Over 17,000 Accounting Professionals

Each Webinar includes a detailed handout that you can use as a resource when working providing QuickBooks support services to your clients.

Best of all: The Webinars are brief (usually one hour in length) and aggressively priced - empowering you to sharpen your QuickBooks consulting skills without paying too high a price with your schedule or your training budget.

Description: An overview of the new features of QuickBooks 2008 Simple Start, Pro, Premier and Enterprise Solutions, with a breakdown of which features are available in each QuickBooks edition. Includes a 40 page document for your ongoing reference. Duration: 1 Hour    Fee: Free    Difficulty Level: Basic     CPE: We do not offer CPE credits for this event.

"I think you're an excellent speaker, especially for the web-cast format. You have a logical flow, stick to the topic, and highlight the most relevant items. The webinar was the perfect primer for what's coming up this year."
                                                                                                                            Chris Maly - T J Hayes & Co., PLLC

New Features of QuickBooks 2008

There are Currently No More Dates for This Webinar

Click here to download a free
40 page article on the New Features of QuickBooks 2008.

Description: In this practical Webinar Joe Woodard draws from his 10 years of QuickBooks consulting experience and the advice gleaned from training over 17,000 accounting professionals. In this course you will learn insightful tips for working with your clients who use QuickBooks. These tips benefit those who heavily promote themselves as QuickBooks Advisors as well as those who work with QuickBooks files only at year end - to prepare the corporate income tax return. Many of the tips (if applied) can generate thousands of dollars in additional billings for your existing clients!

Duration: 1 Hour    Fee: $15.00    Difficulty Level: Non-Technical     CPE: We do not offer CPE credits for this event.

Course Material: This course includes a detailed handout

Top 10 QuickBooks Consulting Tips

November 5, 11:30 Eastern
November 7, 3:30 Eastern

QuickBooks Sales Workarounds

Part 1
November 5, 1:30 Eastern
November 27, 1:30 Eastern

Part 2
November 5, 3:30 Eastern
November 27, 3:30 Eastern
 

Description: Sales workarounds address usage, tracking or reporting limitations in the sales features of the QuickBooks program (e.g. Estimates, Sales Orders, Invoices, Credit Memos, Customer Payments and Customer Deposits.
QuickBooks is an incredible accounting application, especially when you compare the available features and reports to the price you pay per license. However, no out-of-the-box accounting solution (however robust) can anticipate all of the sales needs your clients might have. It is up to us as QuickBooks consultants to provide custom workarounds to enhance QuickBooks.

By attending this course you will be able to provide workarounds for your clients – so they can make QuickBooks perform in ways that even the QuickBooks programmers do not realize – to stretch the capabilities of the program

Duration: 1 Hour    Fee: $15.00    Difficulty Level: Intermediate     CPE: We do not offer CPE credits for this event.

Course Material: Both Part 1 and Part 2 of this Webinar Include Detailed Handouts.

QuickBooks Inventory Workarounds

Part 1
November 8, 11:30 Eastern
December 6, 1:30 Eastern

Part 2
November 8, 1:30 Eastern
December 6, 3:30 Eastern

Description: QuickBooks Inventory workarounds address usage, tracking or reporting limitations in the inventory feature of QuickBooks. QuickBooks is an incredible accounting application, especially when you compare the available features and reports to the price you pay per license. However, no out-of-the-box accounting solution (however robust) can anticipate all of the inventory needs your clients might have. It is up to us as QuickBooks consultants to provide custom workarounds to enhance QuickBooks. By attending this course you will be able to provide workarounds for your clients – so they can make QuickBooks perform in ways that even the QuickBooks programmers do not realize – to stretch the capabilities of the program. By attending this course you will be able to provide workarounds for your clients – so they can make QuickBooks perform in ways that even the QuickBooks programmers do not realize – to stretch the capabilities of the program

Duration: 1 Hour    Fee: $15.00    Difficulty Level: Intermediate     CPE: We do not offer CPE credits for this event.

Course Material: Both Part 1 and Part 2 of this Webinar Include Detailed Handouts.

QuickBooks Construction Workarounds

Part 1
November 9, 1:30 Eastern
November 29, 1:30 Eastern

Part 2
November 9, 3:30 Eastern
November 29, 3:30 Eastern

Description: Construction workarounds address usage and reporting limitations when using QuickBooks in a construction company. The workarounds benefit builders as well as short term contractors like landscapers, painters, siding installers, etc. QuickBooks is an incredible accounting application. However, no out-of-the-box accounting solution (however robust) can anticipate all of the needs your construction clients might have. It is up to us as QuickBooks consultants to provide custom workarounds to enhance QuickBooks. By attending this course you will be able to provide workarounds for your clients – so they can make QuickBooks perform in ways that even the QuickBooks programmers do not realize.

Duration: 1 Hour    Fee: $15.00    Difficulty Level: Intermediate     CPE: We do not offer CPE credits for this event.

Course Material: Both Part 1 and Part 2 of this Webinar Include Detailed Handouts.

QuickBooks Data File Archiving
Removing Transactions from Selected Fiscal Years

November 20, 1:00 Eastern
November 26, 1:00 Eastern

Description: Data File Archiving is the removal of selected transactions, usually based on the financial period in which the transactions are dated. For example, if the file contains transactions dated from January 2002 through the present, the client may choose to archive (i.e., remove) just the data dated 2002-2005. Archiving (removing) data from the QuickBooks data file will significantly reduce the size of your data file and will probably increase QuickBooks performance, especially when running reports and when using QuickBooks in a multi-user environment. Smaller files are also easier to manage, especially when you need to send copies of your data to QuickBooks consultants and/or tax preparers. The most compelling benefit is the increase in QuickBooks performance. The course materials for this Webinar include step by step data archiving procedures as well as pre-engagement strategies and post-engagement strategies. Bonus: Attendees receive a data archiving engagement letter template.

Duration: 1.5 Hours    Fee: $30.00    Difficulty Level: Intermediate     CPE: We do not offer CPE credits for this event.

Course Material: This Webinar Includes a Detailed Handout with Step by Step Procedures

Top 10 QuickBooks Tips to Give Your Clients

November 7, 1:30 Eastern
November 29, 11:30 Eastern

Description: In this practical Webinar Joe Woodard draws from his 10 years of QuickBooks consulting experience and the advice gleaned from training over 17,000 accounting professionals. In this course you will learn insightful tips about using QuickBooks that you can pass along to your clients. The tips are technically simple - but are innovative (out of the box). It is likely your clients have never thought about the tips that you can now provide them after attending this Webinar. The tips make a great resource for a monthly QuickBooks newsletter you can send to your clients (one tip per newsletter), as a series of emails to reach out to inactive clients, or as a way of enhancing your next QuickBooks consulting appointment with the client.

Duration: 1 Hour    Fee: $15.00    Difficulty Level: Non-Technical     CPE: We do not offer CPE credits for this event.

Course Material: This course includes a detailed handout.

Lagniappe (Miscellaneous) Workarounds

November 7, 11:30 Eastern
November 28, 1:30 Eastern

Description: QuickBooks workarounds address usage, tracking or reporting limitations in QuickBooks. “Lagniappe” is a Cajun slang word for “anything thrown in on the side” or “miscellaneous.” QuickBooks is an incredible accounting application, especially when you compare the available features and reports to the price you pay per license. However, no out-of-the-box accounting solution (however robust) can anticipate all of your clients’ tracking and reporting needs. It is up to us as QuickBooks consultants to provide custom workarounds to enhance QuickBooks. By attending this course you will be able to provide workarounds for your clients – so they can make QuickBooks perform in ways that even the QuickBooks programmers do not realize – to stretch the capabilities of the program.

Duration: 1 Hour    Fee: $15.00    Difficulty Level: Intermediate     CPE: We do not offer CPE credits for this event.

Course Material: This Webinar includes a detailed handout.

Tricks When Working with QuickBooks Lists

November 9, 11:30 Eastern
November 28, 3:30 Eastern

Description: This QuickBooks Webinar focuses on innovative ways (i.e. "tricks") to work with QuickBooks lists. Some of the technical tricks in this course will allow you to work with your clients’ QuickBooks files more efficiently and others (most) will help your clients to enhance their use of QuickBooks.

Duration: 1 Hour    Fee: $15.00    Difficulty Level: Intermediate    CPE: We do not offer CPE credits for this event.

Course Material: This course includes a detailed handout.

Note

As a trainer of accounting professionals, Creative Financial Software does not intend to offer any Webinar training events until after tax season ends in April 2009. Please check back closer to April for a list of Webinars we will offer during the Spring and Summer 2009.
We plan to provide training opportunities for the topics below plus additional topics during 2009.