Manufacturing and inventory specialists who are QuickBooks users are hard to find. We have found the best way to learn how to use QuickBooks is to see different scenarios and case studies of how people set up their QuickBooks file. This course will take you through 7 case studies for ways we have set QuickBooks up for our clients. Your usage may not be exactly the same, but you should be able to see the workflows to learn how to better set up your own file. This course focuses on work in the QuickBooks Desktop product using QuickBooks Enterprise Platinum Subscription, which includes Advanced Inventory.
Curriculum
Learning Objectives
- Identify when to use a Sales Order vs a BOM in QuickBooks manufacturing process
- Describe 3 Advanced Manufacturing Processes in QuickBooks
- Describe 4 additional use cases for Advanced Inventory set up in QuickBooks
Prerequisites
This is an Advanced course. 5+ years of QuickBooks desktop experience is required. There is no advanced preparation needed.
Assessment Grading Policy
This course has an assessment which must be passed with a score of 80% or higher in order to receive CPE credit. The participant is notified of the score immediately upon submitting the assessment answers. You may re-take the quiz an unlimited amount of times.
CPE / ACE Credits
This course is eligible for 3 CPE / ACE credits.
NASBA Affiliation
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour. Adams QB Inc DBA Fourlane is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit.
Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org. National Registry of CPE Sponsors ID Number: 112436. For more information regarding refund, complaint and program cancellation policies, please email us at info@fourlane.com.
Course Content
Instructor Biography
Our head QuickBooks trainer and guru, Marjorie Adams, is Founder and CEO of Fourlane, Inc., an award-winning consulting firm and Intuit’s #1 QuickBooks Reseller Partner. Fourlane’s team of experts offers several QuickBooks oriented services including consulting, training, programming, integration, and more. Over the years, Fourlane has helped over 10,000 customers across many different industries with their QuickBooks accounting software.
Marjorie Adams is considered one of the top QuickBooks trainers in the country. She was listed on CPA Practice Advisor’s 40 Under 40 in 2014 & 2015, and has been recognized as Intuitive Accountant’s 2015 QuickBooks Desktop ProAdvisor of the Year.
Marjorie sits on Intuit’s VIP Program, is a frequent contributor to Inuit Accountants News Central, and has developed Intuit’s QuickBooks Enterprise Certification training. She has also been published in The Wall Street Journal, Forbes, BusinessWeek, American Express Open, the Huffington Post, and Inc. Magazine.
Douglas I. (verified owner) –
Excellent course for importing other accounting systems’ list data into QuickBooks. Excellent teacher!!!