29 Enrolled
0.5 Hours (On-Demand)
CPE Not Available
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In this chapter of Mastering QuickBooks we explore Year-End Procedures. We look into the "Year - End Guide Checklist", setting closing dates, and restricting access to prior year's information. We also explore working with "The Accountant's Copy". It is an efficient way to work with clients that use QuickBooks.

Course Series

This course is included in the following series:

12 CoursesMastering QuickBooks Series #2

  1. Mastering QuickBooks Series 2: Chapter 1: QuickBooks Online
  2. Mastering QuickBooks Series 2: Chapter 2: Banking
  3. Mastering QuickBooks Series 2: Chapter 3: Special Topics
  4. Mastering QuickBooks Series 2: Chapter 4: Setting Up Payroll
  5. Mastering QuickBooks Series 2: Chapter 5: Time Tracking
  6. Mastering QuickBooks Series 2: Chapter 6: Running Payroll
  7. Mastering QuickBooks Series 2: Chapter 7: Security and Multi-User
  8. Mastering QuickBooks Series 2: Chapter 8: Working With Reports
  9. Mastering QuickBooks Series 2: Chapter 9: Utilities
  10. Mastering QuickBooks Series 2: Chapter 10: Year-End Procedures
  11. Mastering QuickBooks Series 2: Chapter 11: Customizing Forms
  12. Mastering QuickBooks Series 2: Chapter 12: Finding and Saving Time

Learning Objectives

  • Explore Year End Guide
  • Explore Closing Date
  • Explore Restricting Users
Last updated/reviewed: March 06, 2018

5 Reviews (17 ratings)Reviews

5
Anonymous Author
Quick and easy to overview to follow.
3
Anonymous Author
A trining for a system Administrator
5
Member's Profile
Great guide for year-end close
4
Anonymous Author
Simple and easy to follow.
5
Member's Profile
clear and concise

Prerequisites

Course Complexity: Intermediate

No Advanced Preparation or Prerequisites are needed for this course. However, it is recommended to take the other courses in the series prior to completing this one.

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
  00:43Introduction
Closing
  1:48Year - End Guide
  1:06Closing Date - Why We Close
  00:58Closing Date - How to Close
Restrictions
  1:34Restrict User Access-I
  1:16Restrict User Access-II
Changes
  00:48Changes to Client File
Continuous Play
  8:19Mastering QuickBooks Series 2: Chapter 10: Year-End Procedures
SUPPORTING MATERIALS
  PDFWorkbook: Year-End Procedures
REVIEW and TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM