Closing The Books For QuickBooks Desktop Users

Closing the Books is a vital and rewarding part of bookkeeping. Your verified balances are reported to various agencies and stakeholders monthly, quarterly, or annually. Even if you just share the data with your tax preparer, you can analyze it for errors and rest assured that it is complete.

While not a requirement, we recommend completing our Detect & Correct workshop or understanding similar troubleshooting techniques before using the steps taught in this workshop.

Lesson topics include:

• The Closing Process
• Proper User Security
• Verify Period Balances
• Make Journal Entries and Other Adjustments
• Securing your QuickBooks file
• Managing lists for obsolete data

$75 Class fee includes session and class materials in PDF format.

This class is designed for users of any year of QuickBooks Desktop Pro, Premier, or Enterprise Solutions Software, including the Accountant, Contractor, Manufacturing & Wholesale, Professional Services, Nonprofit, or Retail Versions.

Although other users may find it helpful, the course material does not include references for QuickBooks Online Edition or QuickBooks Pro for Mac Software. This class is also available for QuickBooks Online Edition users.

Class sizes are limited and fill quickly, so paid reservations are required.

We also schedule classes to meet your calendar needs. To submit questions or inquire about other times, dates & topics:

Email Training@AccountingMadeSimple.biz

Call: (219) 462-0588

Early Bird Reservations are available until 15 days prior to the event. Reservations include workshop instruction and materials delivered electronically.