Educational Webinar

Take Back Your Data: QuickBooks Desktop

THIS EVENT IS IN THE PAST
2024-07-02
Tuesday 11:00 AM PDT
until
12:00 PM PDT Duration: 1 hour

Webinar Highlights

For years, you have used QuickBooks to collect and store data for your organization. But QuickBooks is proprietary. And Intuit, the maker of QuickBooks, seems to be moving away from the desktop (QBDT) to the cloud (QBO).

What if you don’t want to use QBO? What if QBDT is no longer available? What if you outgrow QuickBooks and need to scale up to a different RDBMS?

Is all your data lost? The short answer is “No – or at least, not necessarily.”

In this webinar you’ll learn about tools and techniques you can use to reclaim your data from proprietary database formats, using QuickBooks Desktop as an example. It’s your data – take it back.


shutterstock_2282487155.jpg

Learning Session

  • Free CPE
  • Non-sponsored events mean you never listen to a 3rd party sales pitch – it’s all just great education
  • Expert-instructor-led learning with live Q&A
  • Based on a great course on Illumeo

Speakers

L. Keith Jordan, CPA

L. Keith Jordan is a Certified Public Accountant based in Texas. He has been an accountant for over 40 years and has been a Controller in both industrial and academic settings.

Mr. Jordan maintained a sideline practice for many years, and was a QuickBooks ProAdvisor for more than 18 years. He joined the Certified ProAdvisor program shortly after it started, and ended his participation during 2019 because his full-time practice had become focused on his CPE course creation and delivery efforts.

Mr. Jordan is a published author of numerous CPE courses. Some of these courses involve accounting and productivity software such as QuickBooks; Adobe Acrobat; Microsoft Excel and Access; Google Sheets and Forms; and LibreOffice Calc and Base, and many of these courses teach students how to use code scripting and other techniques to create a dynamic, interactive experience for users. Other CPE courses involve regulatory and behavioral ethics for CPAs, where Mr. Jordan is a contributing author or the sole author.

Jennifer Robbins, Webinar Manager, Illumeo

Jennifer is a marketing specialist and the webinar manager for Illumeo. She has been a part of more than 300 webinar presentations, supporting our expert presenters and Illumeo users alike. When she’s not moderating webinars, she’s creating and managing marketing content.

Objectives

After attending this event you will be able to:
  • Identify techniques you can use to gain access to accounting data stored in a proprietary file format; specifically, QuickBooks Desktop
  • Understand the process required to migrate the contents of your database, what will migrate, and what won’t.
  • Know what applications can convert and migrate your data.

Continuing Education Information

Certified Public Accountant

Continuing Ed Credit: 1 CPE Credits
Field of Study:
Information Technology
CPE Delivery Method: Group-Internet
Program Location: Online

Chartered Accountant (IES8 CPD)

Continuing Ed Credit: 1 Hours
Field of Study:
Information Technology
CPE Delivery Method: Group-Internet
Program Location: Online

Certified Management Accountant

Continuing Ed Credit: 1 CPE Credits
Field of Study:
Information Technology
CPE Delivery Method: Group-Internet
Program Location: Online
Program Level: Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.

Certified Internal Auditor

Continuing Ed Credit: 1 CPE Credits
Field of Study: Computer science
CPE Delivery Method: Group-Internet
Program Location: Online
Program Level: Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.

Certification in Risk Management Assurance

Continuing Ed Credit: 1 CPE Credits
Field of Study:
Other activities contributing to professional competence
CPE Delivery Method: Group-Internet
Program Location: Online
Program Level: Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.