Agenda
The 2008 User Conference agenda offers a rich mix of inspirational general sessions and 40+ educational break out sessions that will allow you to build the customized agenda that best meets your unique needs.
Early arrivers on Wednesday, September 10th, may participate in one of our pre-conference Focus Groups or Small Group Training sessions. These pre-conference sessions are offered on a limited first come, first served basis, so register early to secure your seat.
Also available on Wednesday, you can schedule a One-On-One session with an Enterprise Solutions technical support engineer to get real-time answers to your product questions. These tech support One-On-One sessions are an attendee favorite and will continue to be offered on Thursday and Friday concurrently with the break out sessions.
Join other User Conference attendees for a special Networking Round-Up on Wednesday afternoon where you'll be able to connect with other like-minded attendees by shared geography, business challenges and other areas of interest. Then head over to the Solutions Expo to learn more about the products and services provided by our sponsors. The Welcome Dessert Reception on Wednesday evening officially kicks off this year's User Conference by gathering everyone together in a relaxed atmosphere.
Thursday night we'll kick it up a notch, capping off a full day of learning by leaving the hotel for the Conference Party at one of Dallas' famous hot spots! You'll be talking about it long after the conference ends.
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Agenda-At-A-Glance
Click here to print out the conference Agenda-At-A-Glance, which you can use as a worksheet to help you customize your User Conference agenda.
Throughout the agenda advanced sessions designed for QuickBooks ProAdvisors and other accounting professionals with Enterprise Solutions clients will be offered. Look for the Recommended for ProAdvisors designation within each track on Thursday and Friday to learn more.
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Agenda with Full Session Descriptions
Wednesday, September 10, 2008
|  Recommended for ProAdvisors
|  Session does not repeat
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| 7:30 AM - 9:00 PM |
Conference Registration |
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| 8:00 AM - 6:30 PM |
One-On-One Tech Support Sessions |
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Pre-Conference Sessions
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| 8:30 - 10:00 AM |
Focus Groups
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Needs and Expectations for Product Support more info
Needs and Expectations for Product Support
Session Description:
Help Intuit support you better! In this session you’ll have the opportunity to share the types of questions and problems that arise in your use of business software, preferences for addressing these questions and problems, and suggestions for Intuit's support of QuickBooks Enterprise Solutions. This session will help our support team ensure you get the specific support you and your company need.
Who Should Attend:
Customers who use QuickBooks Enterprise Solutions.
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Processes, Tools and Needs in Product-Based Businesses more info
Processes, Tools and Needs in Product-Based Businesses
Session Description:
Share stories with other product-based businesses in this focus group designed especially for product centric businesses. Help Intuit understand your processes and needs to develop the next generation of solutions designed for your industry. The comfortable setting will promote openness as well as an opportunity to learn from others like you! This is your opportunity to discuss your specific needs and share your ideas with Intuit Product Managers and others alike.
Who Should Attend:
Product-based businesses passionate about their work and interested in sharing best practices and technology processes, as well as discussing their unique needs.
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| 10:00 - 10:45 AM |
Small Group Training Sessions
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Customizing Reports
Session Description:
This is your opportunity to get your burning questions answered by a QuickBooks expert! In this small group setting you will learn tips and tricks to help you master customizing reports in Enterprise Solutions.
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Deep Dive on Inventory
Session Description:
This is your opportunity to get your burning questions answered by a QuickBooks expert! In this small group setting you will learn tips and tricks to help you master managing inventory in Enterprise Solutions.
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Setting Up Permissions
Session Description:
This is your opportunity to get your burning questions answered by a QuickBooks expert! In this small group setting you will learn tips and tricks to help you master setting up permissions in Enterprise Solutions and applying them to various roles in your company.
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| 10:00 – 11:30 AM |
Focus Groups
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Acquiring and Retaining Customers
Session Description:
Help shape how the next generation of Intuit products and services will improve your effectiveness in acquiring and retaining customers by discussing your current activities in generating new business.
Who Should Attend:
Customers interested in sharing their practices, frustrations, and dreams with respect to acquiring and retaining customers.
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Evaluating and Driving Company Performance more info
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| 11:00 - 11:45 AM |
Small Group Training Sessions
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Customizing Reports
Session Description:
This is your opportunity to get your burning questions answered by a QuickBooks expert! In this small group setting you will learn tips and tricks to help you master customizing reports in Enterprise Solutions.
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Deep Dive on Inventory
Session Description:
This is your opportunity to get your burning questions answered by a QuickBooks expert! In this small group setting you will learn tips and tricks to help you master managing inventory in Enterprise Solutions.
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Setting Up Permissions
Session Description:
This is your opportunity to get your burning questions answered by a QuickBooks expert! In this small group setting you will learn tips and tricks to help you master setting up permissions in Enterprise Solutions and applying them to various roles in your company.
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| 12:00 - 12:45 PM |
Small Group Training Sessions
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Customizing Reports
Session Description:
This is your opportunity to get your burning questions answered by a QuickBooks expert! In this small group setting you will learn tips and tricks to help you master customizing reports in Enterprise Solutions.
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Deep Dive on Inventory
Session Description:
This is your opportunity to get your burning questions answered by a QuickBooks expert! In this small group setting you will learn tips and tricks to help you master managing inventory in Enterprise Solutions.
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Setting Up Permissions
Session Description:
This is your opportunity to get your burning questions answered by a QuickBooks expert! In this small group setting you will learn tips and tricks to help you master setting up permissions in Enterprise Solutions and applying them to various roles in your company.
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| 12:00 – 6:00 PM |
New Frontiers Theater
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| 12:30 – 2:00 PM |
Focus Groups
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Collaboration Across the Organization more info
Collaboration Across the Organization
Session Description:
Help Intuit understand your needs around employee collaboration across your organization. In this session, we will discuss how different employees at your company interact and share information in order to be successful in their jobs. This is your opportunity to discuss your specific needs and share ideas with Intuit Product Management so we can provide tools that help enable your employees be as productive as possible.
Who Should Attend:
All customers interested in discussing how their organization shares information among themselves and with key vendors.
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Processes, Tools and Needs in Service-Based Businesses more info
Processes, Tools and Needs in Service-Based Businesses
Session Description:
Are you a service-based business? Help Intuit understand your processes and needs to develop the next generation of tools designed for service businesses. From professional services to contractors to field service companies, this is your opportunity to discuss your specific needs and share your ideas with Intuit Product Managers.
Who Should Attend:
Customers interested in sharing their processes and discussing the needs of their service-based business.
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| 1:00 - 1:45 PM |
Small Group Training Sessions
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Customizing Reports
Session Description:
This is your opportunity to get your burning questions answered by a QuickBooks expert! In this small group setting you will learn tips and tricks to help you master customizing reports in Enterprise Solutions.
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Deep Dive on Inventory
Session Description:
This is your opportunity to get your burning questions answered by a QuickBooks expert! In this small group setting you will learn tips and tricks to help you master managing inventory in Enterprise Solutions.
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Setting Up Permissions
Session Description:
This is your opportunity to get your burning questions answered by a QuickBooks expert! In this small group setting you will learn tips and tricks to help you master setting up permissions in Enterprise Solutions and applying them to various roles in your company.
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| 2:00 – 4:00 PM |
Networking Round-Up
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| 7:00 - 9:00 PM |
Welcome Dessert Reception in Solutions Expo
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Thursday, September 11, 2008 |
| 7:00 - 8:00 AM |
Breakfast in Solutions Expo |
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| 7:00 AM - 6:00 PM |
Conference Registration |
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| 7:00 AM - 6:00 PM |
Solutions Expo |
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| 8:00 AM - 9:30 AM |
Welcome Keynote |
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| 9:30AM - 10:00 AM |
| Coffee Break in Solutions Expo — Sponsored by |  |
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| 9:30 AM - 6:00 PM |
New Frontiers Theater |
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| 10:00 AM - 5:30 PM |
One-On-One Tech Support Sessions |
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| 10:00 - 11:30 AM |
Break Out Sessions—Track One
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Advanced Report Customization Using Crystal Reports more info
Advanced Report Customization Using Crystal Reports
Session Description:
Crystal Reports is the industry standard reporting tool used by mid-size businesses and gives you the flexibility to create almost any report, as well as graphs and charts to get an in-depth understanding of your business metrics. You will learn how to get the critical data you need out of Enterprise Solutions, get an overview of Crystal Reports and what it can do for your business, and discover how to create custom reports, graphs and charts using Crystal Reports. You won't want to miss this session!
Learning Objectives:
- The process of taking your crucial business data in Enterprise Solutions to create highly customized, formatted and professional-looking reports using Crystal Reports
- Gain an understanding of the data extraction process, data organization patterns and various methods of Crystal Reports presentation
- Recognize and apply the major accounting principles (e.g. matching principle, revenue principle, etc.) in QuickBooks
- Experience Crystal Reports and Enterprise Solutions in action with live demonstrations
Course Level: Advanced
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
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Advanced Tools for Accounting Professionals more info
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Advanced Tools for Field Service Management more info
Advanced Tools for Field Service Management
Session Description:
This session is designed for attendees in the field service industry who are interested in automating their work order management, increasing efficiency and visibility of their field workers, and improving their cash flow.
Learning Objectives:
- Overview of business workflows involving mobile time-tracking and handling service agreements
- Review current processes for work order creation and scheduling and dispatch
Course Level: Intermediate
Recommended CPE: No
Prerequisites: Interest in a field service industry
Advance Preparation: None
Delivery Method: Group-Live
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Customizing Reports in Enterprise Solutions more info
Customizing Reports in Enterprise Solutions
Session Description:
The primary reason you use Enterprise Solutions is to get information you can use, and you likely get this information in the form of reports. This session is designed to help you get information that is more useful from your reports. We will show you how to modify existing reports and create custom reports from scratch. Plus, we will demonstrate how to manipulate reports in Microsoft Excel and how to make sure special fields appear on your reports.
Learning Objectives:
- Gain tools to modify existing reports and create custom reports from scratch
- Recognize the major types of reports so you know where to begin when building your own report
- Improve how you manage existing and customized reports
- How to recognize and test when special fields (customer type, classes, etc.) appear on reports, and when they do not
Course Level: Intermediate
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
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Customizing Permissions, Forms and Other Elements of Enterprise Solutions more info
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Marketing Essentials to Help You Grow Your Business more info
Marketing Essentials to Help You Grow Your Business
Session Description:
While solid financial management and controls are critical, the long-term success of a business often depends on growth and attracting new customers. That is why it is no surprise that U.S. businesses spend over $250 billion each year on marketing. This session will introduce key marketing concepts and programs and explain how they can be applied to grow your business.
Learning Objectives:
- Understand key marketing concepts, such as how to segment a market, target a specific customer group and effectively position your products and services to attract new customers
- Gain exposure to several types of marketing programs (e.g. direct mail, web marketing) and learn about the appropriate usage of each
- Share ideas and best practices with other session attendees
Course Level: Basic
Recommended CPE: No
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
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Maximizing Multi-User Performance
Session Description:
Make sure that you are maximizing the performance of Enterprise Solutions by learning how to configure the application, your network and your computers for maximum speed. If speed in your multi-user environment is on your mind, this session is a must. We will teach you how to start right by troubleshooting your system and then show you how to set up your network for optimal performance. By the end of this session, you will have a full tool kit for optimizing Enterprise Solutions in a multi-user environment.
Learning Objectives:
- Setup your network for optimal multi-user performance
- Discuss known issues and workarounds
Course Level: Intermediate to Advanced
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: Basic understanding of how QuickBooks is installed and configured in your business
Advance Preparation: None
Delivery Method: Group-Live
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Panel: How to Manage a Project Using a Custom Integration Consultant more info
Panel: How to Manage a Project Using a Custom Integration Consultant
Session Description:
During the lifecycle of the Enterprise Solutions installation at your company, there is the increased likelihood that you will need the help of a Custom Integration Consultant. In this panel discussion, you will learn how to set objectives and outcomes for the project, roles of company members and the consultant, and how to manage the project as well as any changes that arise. Attending this session could mean the difference between an on-schedule enhancement and a project that never is completed.
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Purchasing and Job Costing for Contractors more info
Purchasing and Job Costing for Contractors
Session Description:
Feel like you are not getting enough out of job costing in Enterprise Solutions? This session is right for you! We will teach you how to manage job costs for maximum profit by utilizing features already in Enterprise Solutions, as well as determine how to enter bills, pay bills, and track costs by job more effectively. Plus, we will teach you how to create a process to track the true costs of each job by line item. This will make you more confident in your purchasing and cost control on jobs, improving your overall project management.
Learning Objectives:
- Create and manage a workable item list for purchasing and job costing
- Implement purchase order and subcontract control to better control job costs
- Fully burden your labor to discover the real costs of putting your employees in the field
- Better analyze and report job costs
Course Level: Intermediate
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: Basic understanding of QuickBooks
Advance Preparation: None
Delivery Method: Group-Live
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QuickBooks Items: A Deep Dive Into Setup and Troubleshooting more info
QuickBooks Items: A Deep Dive Into Setup and Troubleshooting | Recommended for ProAdvisors
Session Description:
Have you ever been baffled by unexpected reporting results on your financials? It could be that your QuickBooks items are not setup properly. Come to this session to learn the importance of QuickBooks items and how to set them up properly. Items in QuickBooks represent what your business buys and sells and they do much of the accounting behind the scenes.
Learning Objectives:
- The theory behind items in Enterprise Solutions and the types of items available
- How to properly setup items
- Using tools in Enterprise Solutions to help you review and troubleshoot item setup
- Advanced use of items in Enterprise Solutions to accomplish unique industry specific tasks
Course Level: Advanced
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
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Town Hall
Session Description:
Town Halls are your opportunity to give us direct feedback on how we are serving your current needs and what we can do better to help you run your business. These open-forum sessions are also a great place to network and exchange best practices with other attendees. To maximize their effectiveness, each Town Hall will be limited to 25 attendees.
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What's New in Enterprise Solutions
Session Description:
Learn about new features and enhancements in Enterprise Solutions. This is a session you won't want to miss!
Learning Objectives:
- Overview of all new functionality included in the latest version of Enterprise Solutions
- Tools to quickly assess the financial state of your business
Course Level: All
Recommended CPE: No
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
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| Recommended for ProAdvisors
| Session does not repeat
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| 11:30 AM - 12:30 PM |
Conference Lunch
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| 12:30 - 1:30 PM |
Special Keynote
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| 1:30 - 2:00 PM |
| Coffee Break in Solutions Expo — Sponsored by |  |
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| 2:00 - 3:30 PM |
Break Out Sessions—Track Two
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Advanced Tools For Effectively Managing Your Sales Pipeline more info
Advanced Tools For Effectively Managing Your Sales Pipeline
Session Description:
This session is designed for attendees who are interested in improving the effectiveness of their outside sales team in order to drive increased revenue and margins.
Learning Objectives:
- Overview of current lead management practices
- Managing accounts and contacts
- Tracking sales activities
Course Level: Intermediate
Recommended CPE: No
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
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Estimating and Invoicing for Contractors more info
Estimating and Invoicing for Contractors
Session Description:
QuickBooks is more than just an accounting package. As a contractor, you can use estimates to create better invoices as well as obtain valuable job cost reporting. This session will teach you how to implement a process to create job estimates, produce customized invoices and statements for customers, and manage your accounts receivable for improved cash flow. In addition, you will walk away knowing how to create invoices specific to your own company needs, increasing your company's effectiveness.
Learning Objectives:
- How estimating, purchasing and invoicing integrate to better run your business
- Evaluate and utilize different invoicing methods, including percentage of completion (AIA), milestone invoicing, and time and material billing with multiple wage rates and billing levels
- Distinguish between summary and detailed estimates, and determine what works best for your own company needs
Course Level: Intermediate
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: Basic understanding of QuickBooks
Advance Preparation: None
Delivery Method: Group-Live
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How to Hire and Inspire the Right People more info
How to Hire and Inspire the Right People
Session Description:
What is the most important tool to achieve sustainable growth, profit and peace of mind? Your people. How much time, effort and knowledge do you invest in finding and keeping the right people? If you are like most mid-sized companies, probably not as much as you would like. Most companies rely on unstructured interviews, gut feelings and compensation to find and keep people. During this session, you will learn best practices from decades of research on how to design the selection process (and not just rely on your gut).
Learning Objectives:
- Recognize the importance of HR in growing your business
- Understand what QuickBooks and the Employee Organizer can do for your HR team
- Design recruiting and selection tests that match the position you are hiring for
- Use proper interviewing techniques to standardize selection
Course Level: Basic
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: Basic understanding of QuickBooks
Advance Preparation: None
Delivery Method: Group-Live
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Inventory Control for Manufacturers and Wholesalers more info
Inventory Control for Manufacturers and Wholesalers
Session Description:
Understand inventory workflow and types of inventory items. This session will teach you how to master the inventory features and concepts in Enterprise Solutions, and understand inventory managerial issues and how to report on inventory.
Learning Objectives:
- Understand what is meant by inventory vs. non-inventory and assembly vs. group
- How to build assemblies, apply different units of measure and set reorder points
- Understand what is meant by average cost
Course Level: Basic to Intermediate
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
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Panel: Intuit Customer Care—Getting You Back to Business Fast more info
Panel: Intuit Customer Care—Getting You Back to Business Fast
Session Description:
Learn how Intuit will achieve its goal of getting you back to business by accelerating the use of the web and communities, moving faster to web 2.0, and the self-help tools and user-generated content that can help you get better, faster answers! We will discuss new innovations with Intuit Customer Support as well as the Intuit Live Community.
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Practice Lab: Customized Reports
Session Description:
Head to this lab if you want extra practice with reporting in Enterprise Solutions. An expert will be on-hand to guide you every step of the way. This lab is limited to 40 attendees.
Who Should Attend:
This hands-on session is designed for attendees who participated in the session Customizing Reports in Enterprise Solutions.
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Specialized Crystal Reports for Accountants more info
Specialized Crystal Reports for Accountants | Recommended for ProAdvisors
Session Description:
Get an overview of Crystal Reports and understand the capabilities of this industry standard reporting tool. We will teach you how to extract financial data and advanced analytical reports using Crystal Reports and Enterprise Solutions. This session will also cover advanced data topics on costing, jobs in progress and data availability.
Learning Objectives:
- How to extract key data for financial reporting and business analytics
- Create highly customized, formatted and professional looking reports
- Why Crystal Reports is a valuable addition to the Accountant’s toolkit
- Understand the concepts of business intelligence and dashboards
Course Level: Intermediate-Advanced
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
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Town Hall
Session Description:
Town Halls are your opportunity to give us direct feedback on how we are serving your current needs and what we can do better to help you run your business. These open-forum sessions are also a great place to network and exchange best practices with other attendees. To maximize their effectiveness, each Town Hall will be limited to 25 attendees.
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Tricky Transactions — Purchasing
Session Description:
Ever wonder how to enter those tricky purchasing transactions or how to track prepaid expenses, vendor deposits, and trade A/R and A/P balances? This session is designed to help you enter these transactions gracefully and easily. We will show you workaround principles that you can apply to your own tricky transactions. Plus, we will teach you some time saving tricks to help you automate data entry.
Learning Objectives:
- Enter tricky purchasing transactions that require workarounds
- Learn workaround principles you can apply to many tricky purchasing transactions
- Automate repeating purchasing transactions
Course Level: Intermediate
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
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Using Terminal Services with Enterprise Solutions more info
Using Terminal Services with Enterprise Solutions
Session Description:
Does your company operate in multiple locations? Do all your locations need to communicate seamlessly and use the same QuickBooks data? Learn about Terminal Services and how this solution may be right for your company. We will help you assess Terminal Services and understand how to do a basic setup and troubleshooting of Terminal Services. You will walk away with some clear tips and next steps to help manage your multiple business locations.
Learning Objectives:
- Understand benefits of Terminal Server
- How to do a basic setup of Terminal Service
- Be able to troubleshoot performance of Enterprise Solutions on Terminal Server
- Help your company decide if Terminal Server is right for you
Course Level: Intermediate
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: Recommend attendance at Optimizing Multi-User Performance session
Advance Preparation: None
Delivery Method: Group-Live
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What's New in Enterprise Solutions
Session Description:
Learn about new features and enhancements in Enterprise Solutions. This is a session you won’t want to miss!
Learning Objectives:
- Overview of all new functionality included in the latest version of Enterprise Solutions
- Tools to quickly assess the financial state of your business
Course Level: All
Recommended CPE: No
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
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Workarounds and Special Situations for Manufacturers and Wholesalers more info
Workarounds and Special Situations for Manufacturers and Wholesalers
Session Description:
This session offers creative, unconventional workarounds to help manufacturers and wholesalers perform specific tasks that would otherwise appear to be unsupported by Enterprise Solutions current features. For example, we will show you workarounds for tracking inventory across multiple locations using Enterprise Solutions, managing fully traceable inventory transfers among locations, tracking inventory sent out for improvement/value added, and tracking changes in inventory assembly (bill of materials).
Learning Objectives:
- Manage inventory across multiple locations
- How to report activities associated with inventory movement across locations
- Setup inventory items for multi-location activities
- Manage order processing with multiple locations
Course Level: Intermediate
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
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| Recommended for ProAdvisors
| Session does not repeat
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| 3:30 - 4:00 PM |
Coffee Break in Solutions Expo
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| 4:00 - 5:30 PM |
Break Out Sessions—Track Three
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Accounting Basics for Non-Accountants more info
Accounting Basics for Non-Accountants
Session Description:
You do not have to be an accountant to use QuickBooks but having basic accounting knowledge makes your job a lot easier! It also helps you interpret the numbers and make better decisions. During this session, you will learn to read and understand basic financial statements. You will be able to recognize and apply the major accounting principles (e.g. matching principle, revenue principle, etc.) in QuickBooks so you can better understand how QuickBooks handles the accounting behind the scenes. You will also learn how to improve your working relationship with your accountant and accounting staff.
Learning Objectives:
- Recognize the importance of accounting
- Improve QuickBooks workflow by understanding and applying basic accounting principles
- Recognize and apply the major accounting principles (e.g. matching principle, revenue principle, etc.) in QuickBooks
- Understand how QuickBooks handles the accounting behind the scenes
Course Level: Basic
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
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Advanced Tools for Multi-Location Warehouse Management more info
Advanced Tools for Multi-Location Warehouse Management
Session Description:
This session is designed for attendees in the wholesale, distribution or manufacturing industry who are interested in improving the management of their inventory so they can increase accuracy, improve service levels and improve their cash flow.
Learning Objectives:
- Better methods to manage the inventory of your wholesale, distribution or manufacturing business
- How to solve challenges managing inventory across multiple locations
Course Level: Intermediate
Recommended CPE: No
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
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Best Practices for Driving Successful Projects more info
Best Practices for Driving Successful Projects
Session Description:
In today’s connected world, projects do not fail from a lack of information; they fail from a lack of clear communication. Intuit QuickBase solves this problem by providing simple tools tailored to improve the communication between people working together on a project. This session will show you how QuickBase can help your business coordinate projects regardless of their size or your project management skill level. You will learn how to coordinate projects, tasks, issues and resources more effectively. We will also show you how to monitor project status, send alerts and reminders, track costs, and quickly produce reports that make projects clearer and more transparent to all team members involved. Become more productive and efficient managing projects and coordinating efforts with your employees, clients, partners, and vendors using QuickBase.
Learning Objectives:
- How to streamline projects using Intuit QuickBase
Course Level: All
Recommended CPE: No
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
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Credit Card Processing with QuickBooks Merchant Services more info
Credit Card Processing with QuickBooks Merchant Services
Session Description:
As a consumer, you have probably come to appreciate the convenience of using credit and debit cards instead of cash and checks. However, are you aware of all the benefits for the businesses that accept credit cards? This session will explain why so many businesses now accept electronic payments, and will provide you with an overview of how credit card processing works, including pricing. We will also introduce you to QuickBooks Merchant Services, the credit card processing service that integrates seamlessly with Enterprise Solutions, eliminating redundant data entry.
Learning Objectives:
- Understand the benefits of accepting credit cards
- How credit card processing works
- What Merchant Services can offer your business
Course Level: All
Recommended CPE: No
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
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Customer Panel: Manufacturers and Wholesalers more info
Customer Panel: Manufacturers and Wholesalers
Session Description:
Come learn from other growing manufacturers and wholesalers about how they have grown their businesses. Discuss pitfalls to watch out for and tips on what makes certain companies successful. See what other successful businesses are doing to grow smart but fast.
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Financial Statements in Enterprise Solutions more info
Financial Statements in Enterprise Solutions
Session Description:
Financial Statements represent the end product of all the work you do in Enterprise Solutions. Interpreting these statements is crucial for running your business. During this session, we will teach you how to run financial statements in different formats, enter budgets and compare them to actual results. We will also show you how to add accounts, sub-accounts, classes, and collapse financial statements.
Learning Objectives:
- How to enter a budget and compare it to actual results
- Understand why QuickBooks may appear to display quirks on the Balance Sheet
- Recognize importance of account types in QuickBooks and how to choose the right types to avoid errors
- Improve financial statement analysis
Course Level: Basic
Recommended CPE: Yes, 1.5 credits
Field of Study: Specialized Knowledge and Applications
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
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Overview of Third Party Applications more info
Overview of Third Party Applications
Session Description:
Get an overview of how third party applications work with QuickBooks using the Software Development Kit (SDK) and why the SDK exists. Then we will show you how to find and evaluate the applications that meet the needs of your business. Plus, learn about new innovations associated with the SDK and technology that can benefit you in the future. To learn how to use the SDK to build solutions, we recommend attending the session Building Custom Solutions Using the Software Development Kit.
Learning Objectives:
- How to find and evaluate third party applications that integrate with Enterprise Solutions
- How to find a third party solution to meet your business needs
- Discover new solutions and technologies that can benefit you in the future
Course Level: Intermediate
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: General comfort level with QuickBooks, moderate technical background
Advance Preparation: None
Delivery Method: Group-Live
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Practice Lab: Crystal Reports for Accountants more info
Practice Lab: Crystal Reports for Accountants | Recommended for ProAdvisors
Session Description:
Head to this lab if you want to learn how to optimize your ODBC settings for reporting, connect to QuickBooks data using Crystal Reports, understand the QuickBooks table structure, and create real world examples in a hands-on setting. Focus will be on general reporting, charting, and drill down examples. An expert will be on-hand to guide you every step of the way. This lab is limited to 40 attendees.
Who Should Attend:
This hands-on session is designed for QuickBooks ProAdvisors who participated in the session Specialized Crystal Reports for Accountants.
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Town Hall
Session Description:
Town Halls are your opportunity to give us direct feedback on how we are serving your current needs and what we can do better to help you run your business. These open-forum sessions are also a great place to network and exchange best practices with other attendees. To maximize their effectiveness, each Town Hall will be limited to 25 attendees.
-
Tricky Transactions — Sales
Session Description:
Enterprise Solutions handles most everyday sales transactions, but what about those tricky transactions? This session will show you workarounds to handle tricky sales transactions like customer deposits, bad debt, NSF checks and tracking Accounts Receivables for different locations or profit centers. This session will also cover advanced transactions like charging different prices for different types of customers. Plus, we will show you principles that you can apply to create your own workarounds in the future.
Learning Objectives:
- Enter tricky sales transactions that require workarounds
- Learn workaround principles you can apply to many tricky sales transactions
Course Level: Intermediate
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
-
Web and Data Security: How to Enable Your Business and Prevent Threats more info
Web and Data Security: How to Enable Your Business and Prevent Threats
Session Description:
Discover ways that your business can benefit from the web and protect against new threats to security. Understand why there is an explosion of web-enabled attacks that are silent and how companies with limited resources can defend their data and customers. This session will teach you strategies to help your business use the power of the web safely.
Learning Objectives:
- Understand the security risks to employees, confidential data and your company’s website
- How to protect against the new class of malware (web threats)
- Learn five steps for data and web security your company can implement today
Course Level: Intermediate
Recommended CPE: No
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
-
Workarounds and Special Situations for Contractors more info
Workarounds and Special Situations for Contractors
Session Description:
Even with the power and functionality of Enterprise Solutions, sometimes you need a workaround to help make your business run even smoother. In this session, we will teach you how to recognize when a workaround is necessary and how to effectively use these to run your business. We will show you how to record and bill for retainage, transfer credits between jobs, track vendor deposits, run support schedules of outstanding deposits, trade A/R and A/P balances, and include owner/partner time in job cost reports.
Learning Objectives:
- Enter common contractor transactions without a built-in window/activity
- Recognize when and why workarounds are sometimes necessary
- Improve job cost reports by tracking all job-related activity
Course Level: Intermediate
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
|
| Recommended for ProAdvisors
| Session does not repeat
|
| 7:00 – 10:00 PM |
Conference Party—Transportation provided |
|
Friday, September 12, 2008 |
| 7:00 AM – 5:30 PM |
Conference Registration |
|
| 7:30 - 8:30 AM |
Breakfast in Solutions Expo |
|
| 7:30 AM - 5:00 PM |
Solutions Expo and New Frontiers Theater |
|
| 8:30 - 10:00 AM |
Break Out Sessions—Track Four
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Accounting Basics for Non-Accountants more info
Accounting Basics for Non-Accountants
Session Description:
You do not have to be an accountant to use QuickBooks but having basic accounting knowledge makes your job a lot easier! It also helps you interpret the numbers and make better decisions. During this session, you will learn to read and understand basic financial statements. You will be able to recognize and apply the major accounting principles (e.g. matching principle, revenue principle, etc.) in QuickBooks so you can better understand how QuickBooks handles the accounting behind the scenes. You will also learn how to improve your working relationship with your accountant and accounting staff.
Learning Objectives:
- Recognize the importance of accounting
- Improve QuickBooks workflow by understanding and applying basic accounting principles
- Recognize and apply the major accounting principles (e.g. matching principle, revenue principle, etc.) in QuickBooks
- Understand how QuickBooks handles the accounting behind the scene
Course Level: Basic
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
-
Advanced Accounting Tools for Writing Financial Statements more info
Advanced Accounting Tools for Writing Financial Statements | Recommended for ProAdvisors
Session Description:
There is more to Enterprise Solutions than you may realize. Did you know that Enterprise Solutions has several powerful built-in tools to make running your business easier? For example, the Fixed Asset Manager, Financial Statement Designer, Working Trial Balance, and the General Journal all solve specific problems. Come to this session to get an in-depth tutorial that can help you unlock the value of these built-in tools. This session is especially useful for accounting professionals or the person in your organization who is responsible for the accuracy of the financial reports (e.g. the Balance Sheet and the Profit & Loss).
Learning Objectives:
- How to use the Working Trial Balance Feature and other advanced tools
- How to develop detailed and accurate financial statements
- Tips and tricks for advanced financial reporting
Course Level: Advanced
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
-
Advanced Tools for Field Service Management more info
Advanced Tools for Field Service Management
Session Description:
This session is designed for attendees in the field service industry who are interested in automating their work order management, increasing efficiency and visibility of their field workers, and improving their cash flow.
Learning Objectives:
- Overview of business workflows involving mobile time-tracking and handling service agreements
- Review current processes for work order creation and scheduling and dispatch
Course Level: Intermediate
Recommended CPE: No
Prerequisites: Interest in a field service industry
Advance Preparation: None
Delivery Method: Group-Live
-
Best Practices for Driving Successful Projects more info
Best Practices for Driving Successful Projects
Session Description:
In today’s connected world, projects do not fail from a lack of information; they fail from a lack of clear communication. Intuit QuickBase solves this problem by providing simple tools tailored to improve the communication between people working together on a project. This session will show you how QuickBase can help your business coordinate projects regardless of their size or your project management skill level. You will learn how to coordinate projects, tasks, issues and resources more effectively. We will also show you how to monitor project status, send alerts and reminders, track costs, and quickly produce reports that make projects clearer and more transparent to all team members involved. Become more productive and efficient managing projects and coordinating efforts with your employees, clients, partners, and vendors using QuickBase.
Learning Objectives:
- How to streamline projects using Intuit QuickBase
Course Level: All
Recommended CPE: No
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
-
Building Custom Solutions Using the Software Development Kit more info
Building Custom Solutions Using the Software Development Kit
Session Description:
What if you, or your client, need advanced customization or tools that work with existing business processes? How do you make sure that these tools integrate with Enterprise Solutions? By the end of this session, if you’re an IT professional, developer or Intuit Solution Provider you will be able to start using the Software Development Kit to build custom web-based or desktop solutions that integrate with QuickBooks and meet the unique needs of your business or client.
Learning Objectives:
- How desktop or web applications can communicate with QuickBooks and Merchant Services
- Be able to start using the Software Development Kit to build custom solutions
Course Level: Advanced
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: General comfort level with QuickBooks and understanding of at least one programming language such as Visual Basic for Applications or Visual Basic .NET
Advance Preparation: None
Delivery Method: Group-Live
-
Customer Panel: Contractors
Session Description:
Come learn from other growing contractor businesses about how they have grown their business. Discuss pitfalls to watch out for and tips on what makes certain companies successful. See what other successful businesses are doing to grow smart but fast.
-
Customizing Permissions, Forms and Other Elements of Enterprise Solutions more info
-
Practice Lab: New Intuit Offerings
Session Description:
Head to this lab if you want extra practice learning about how to use the new offerings from Intuit and how they can help you improve your business operations. An expert will be on-hand to guide you every step of the way. This lab is limited to 40 attendees.
Who Should Attend:
This hands-on session is designed for attendees who participated in one or more of the following sessions: Advanced Tools for Field Service Management, Advanced Tools for Effectively Managing Your Sales Pipeline, and Advanced Tools for Multi-Location Warehouse Management.
-
Purchasing and Job Costing for Contractors more info
Purchasing and Job Costing for Contractors
Session Description:
Feel like you are not getting enough out of job costing in Enterprise Solutions? This session is right for you! We will teach you how to manage job costs for maximum profit by utilizing features already in Enterprise Solutions, as well as determine how to enter bills, pay bills, and track costs by job more effectively. Plus, we will teach you how to create a process to track the true costs of each job by line item. This will make you more confident in your purchasing and cost control on jobs, improving your overall project management.
Learning Objectives:
- Create and manage a workable item list for purchasing and job costing
- Implement purchase order and subcontract control to better control job costs
- Fully burden your labor to discover the real costs of putting your employees in the field
- Better analyze and report job costs
Course Level: Intermediate
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: Basic understanding of QuickBooks
Advance Preparation: None
Delivery Method: Group-Live
-
Town Hall
Session Description:
Town Halls are your opportunity to give us direct feedback on how we are serving your current needs and what we can do better to help you run your business. These open-forum sessions are also a great place to network and exchange best practices with other attendees. To maximize their effectiveness, each Town Hall will be limited to 25 attendees.
-
Tricky Transactions — Sales
Session Description:
Enterprise Solutions handles most everyday sales transactions, but what about those tricky transactions? This session will show you workarounds to handle tricky sales transactions like customer deposits, bad debt, NSF checks and tracking Accounts Receivables for different locations or profit centers. This session will also cover advanced transactions like charging different prices for different types of customers. Plus, we will show you principles that you can apply to create your own workarounds in the future.
Learning Objectives:
- Enter tricky sales transactions that require workarounds
- Learn workaround principles you can apply to many tricky sales transactions
Course Level: Intermediate
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
-
Web and Data Security: How to Enable Your Business and Prevent Threats more info
Web and Data Security: How to Enable Your Business and Prevent Threats
Session Description:
Discover ways that your business can benefit from the web and protect against new threats to security. Understand why there is an explosion of web-enabled attacks that are silent and how companies with limited resources can defend their data and customers. This session will teach you strategies to help your business use the power of the web safely.
Learning Objectives:
- Understand the security risks to employees, confidential data and your company’s website
- How to protect against the new class of malware (web threats)
- Learn five steps for data and web security your company can implement today
Course Level: Intermediate
Recommended CPE: No
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
|
| Recommended for ProAdvisors
| Session does not repeat
|
| 8:30 AM – 4:30 PM |
One-On-One Tech Support Sessions |
|
| 10:00 - 10:30 AM |
| Coffee Break in Solutions Expo — Sponsored by |  |
|
|
| 10:30 AM – 12:00 PM |
Break Out Sessions—Track Five
-
Advanced Report Customization Using Crystal Reports more info
Advanced Report Customization Using Crystal Reports
Session Description:
Crystal Reports is the industry standard reporting tool used by mid-size businesses and gives you the flexibility to create almost any report, as well as graphs and charts to get an in-depth understanding of your business metrics. You will learn how to get the critical data you need out of Enterprise Solutions, get an overview of Crystal Reports and what it can do for your business, and discover how to create custom reports, graphs and charts using Crystal Reports. You won't want to miss this session!
Learning Objectives:
- The process of taking your crucial business data in Enterprise Solutions to create highly customized, formatted and professional-looking reports using Crystal Reports
- Gain an understanding of the data extraction process, data organization patterns and various methods of Crystal Reports presentation
- Experience Crystal Reports and Enterprise Solutions in action with live demonstrations
Course Level: Advanced
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
-
Advanced Tools For Effectively Managing Your Sales Pipeline more info
Advanced Tools For Effectively Managing Your Sales Pipeline
Session Description:
This session is designed for attendees who are interested in improving the effectiveness of their outside sales team in order to drive increased revenue and margins.
Learning Objectives:
- Overview of current lead management practices
- Managing accounts and contacts
- Tracking sales activities
Course Level: Intermediate
Recommended CPE: No
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
-
Customizing Reports in Enterprise Solutions more info
Customizing Reports in Enterprise Solutions
Session Description:
The primary reason you use Enterprise Solutions is to get information you can use, and you likely get this information in the form of reports. This session is designed to help you get information that is more useful from your reports. We will show you how to modify existing reports and create custom reports from scratch. Plus, we will demonstrate how to manipulate reports in Microsoft Excel and how to make sure special fields appear on your reports.
Learning Objectives:
- Gain tools to modify existing reports and create custom reports from scratch
- Recognize the major types of reports so you know where to begin when building your own report
- Improve how you manage existing and customized reports
- How to recognize and test when special fields (customer type, classes, etc.) appear on reports, and when they do not
Course Level: Intermediate
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
-
Estimating and Invoicing for Contractors more info
Estimating and Invoicing for Contractors
Session Description:
QuickBooks is more than just an accounting package. As a contractor, you can use estimates to create better invoices as well as obtain valuable job cost reporting. This session will teach you how to implement a process to create job estimates, produce customized invoices and statements for customers, and manage your accounts receivable for improved cash flow. In addition, you will walk away knowing how to create invoices specific to your own company needs, increasing your company’s effectiveness.
Learning Objectives:
- How estimating, purchasing and invoicing integrate to better run your business
- Evaluate and utilize different invoicing methods, including percentage of completion (AIA), milestone invoicing, and time and material billing with multiple wage rates and billing levels
- Distinguish between summary and detailed estimates, and determine what works best for your own company needs
Course Level: Intermediate
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: Basic understanding of QuickBooks
Advance Preparation: None
Delivery Method: Group-Live
-
Financial Statements in Enterprise Solutions more info
Financial Statements in Enterprise Solutions
Session Description:
Financial Statements represent the end product of all the work you do in Enterprise Solutions. Interpreting these statements is crucial for running your business. During this session, we will teach you how to run financial statements in different formats, enter budgets and compare them to actual results. We will also show you how to add accounts, sub-accounts, classes, and collapse financial statements.
Learning Objectives:
- How to enter a budget and compare it to actual results
- Understand why QuickBooks may appear to display quirks on the Balance Sheet
- Recognize importance of account types in QuickBooks and how to choose the right types to avoid errors
- Improve financial statement analysis
Course Level: Basic
Recommended CPE: Yes, 1.5 credits
Field of Study: Specialized Knowledge and Applications
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
-
Looking Beyond National Borders for Your Business more info
Looking Beyond National Borders for Your Business
| Recommended for ProAdvisors
Session Description:
In this session, you will learn about the changing demographics in the world of small business, and the resulting effects on the American economy.
Learning Objectives:
- The demographic shifts impacting small businesses around the globe and the resulting impact to accounting software
- How to demystify foreign exchange and multicurrency functionality for clients so that they embrace it
- Recognize multicurrency pitfalls and how to avoid or remedy them
Course Level: Advanced
Recommended CPE: Yes, 1.5 credits
CPE Field Study: Specialized Knowledge and Applications
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
-
Marketing Essentials to Help You Grow Your Business more info
Marketing Essentials to Help You Grow Your Business
Session Description:
While solid financial management and controls are critical, the long-term success of a business often depends on growth and attracting new customers. That is why it is no surprise that U.S. businesses spend over $250 billion each year on marketing. This session will introduce key marketing concepts and programs and explain how they can be applied to grow your business.
Learning Objectives:
- Understand key marketing concepts, such as how to segment a market, target a specific customer group and effectively position your products and services to attract new customers
- Gain exposure to several types of marketing programs (e.g. direct mail, web marketing) and learn about the appropriate usage of each
- Share ideas and best practices with other session attendees
Course Level: Basic
Recommended CPE: No
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
-
Order Management for Manufacturers and Wholesalers more info
Order Management for Manufacturers and Wholesalers
Session Description:
Does your business use sales orders to track sales and fulfill orders? If yes, this session is for you. Get an overview of sales orders in Enterprise Solutions, then deep dive on more advanced sales order uses such as creating pick tickets and tracking backorders. We will also delve into in-product assignments for pickers, packers and shippers as well as handling inspections. Plus, learn how Enterprise Solutions posts inventory sales to the General Ledger, how to process returns of inventory and write off invoices that contain inventory, and how to customize the built-in sales order reports to give you the insights you need.
Learning Objectives:
- How to enter sales orders
- Use sales order fulfillment worksheet
- Use estimates as quotes or work orders
- Customize sales order reports
Course Level: Basic to Intermediate
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
-
Practice Lab: Permissions and Transactions more info
Practice Lab: Permissions and Transactions
Session Description:
Head to this lab if you want extra practice customizing Permissions and Transactions in Enterprise Solutions. An expert will be on-hand to guide you every step of the way. This lab is limited to 40 attendees.
Who Should Attend:
This hands-on session is designed for attendees who participated in the session Customizing Permissions, Forms and Other Elements of Enterprise Solutions.
-
Town Hall
Session Description:
Town Halls are your opportunity to give us direct feedback on how we are serving your current needs and what we can do better to help you run your business. These open-forum sessions are also a great place to network and exchange best practices with other attendees. To maximize their effectiveness, each Town Hall will be limited to 25 attendees.
-
What's New in Enterprise Solutions
Session Description:
Learn about new features and enhancements in Enterprise Solutions. This is a session you won’t want to miss!
Learning Objectives:
- Overview of all new functionality included in the latest version of Enterprise Solutions
- Tools to quickly assess the financial state of your business
Course Level: All
Recommended CPE: No
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
-
Workarounds and Special Situations for Manufacturers and Wholesalers more info
Workarounds and Special Situations for Manufacturers and Wholesalers
Session Description:
This session offers creative, unconventional workarounds to help manufacturers and wholesalers perform specific tasks that would otherwise appear to be unsupported by Enterprise Solutions current features. For example, we will show you workarounds for tracking inventory across multiple locations using Enterprise Solutions, managing fully traceable inventory transfers among locations, tracking inventory sent out for improvement/value added, and tracking changes in inventory assembly (bill of materials).
Learning Objectives:
- Manage inventory across multiple locations
- How to report activities associated with inventory movement across locations
- Setup inventory items for multi-location activities
- Manage order processing with multiple locations
Course Level: Intermediate
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
|
| Recommended for ProAdvisors
| Session does not repeat
|
| 12:00 - 1:00 PM |
Conference Lunch |
|
| 1:00 - 2:30 PM |
Closing Keynote |
|
| 2:30 - 3:00 PM |
Coffee Break in Solutions Expo |
|
| 3:00 - 4:30 PM |
Break Out Sessions—Track Six
-
Advanced Tools for Accounting Professionals more info
Advanced Tools for Accounting Professionals
Session Description:
There is more to Enterprise Solutions than you may realize. Did you know that Enterprise Solutions has several powerful built-in tools to make running your business easier? For example, the Fixed Asset Manager, Financial Statement Designer, Working Trial Balance, and the General Journal all solve specific problems. Come to this session to get an in-depth tutorial that can help you unlock the value of these built-in tools. This session is especially useful for accounting professionals or the person in your organization who is responsible for the accuracy of the financial reports (e.g. the Balance Sheet and the Profit & Loss).
Learning Objectives:
- How to use the Working Trial Balance Feature and other advanced tools
- How to develop detailed and accurate financial statements
- Tips and tricks for advanced financial reporting
Course Level: Advanced
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
-
Advanced Tools for Multi-Location Warehouse Management more info
Advanced Tools for Multi-Location Warehouse Management
Session Description:
This session is designed for attendees in the wholesale, distribution or manufacturing industry who are interested in improving the management of their inventory so they can increase accuracy, improve service levels and improve their cash flow.
Learning Objectives
- Better methods to manage the inventory of your wholesale, distribution or manufacturing business
- How to solve challenges managing inventory across multiple locations
Course Level: Intermediate
Recommended CPE: No
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
-
Credit Card Processing with QuickBooks Merchant Services more info
Credit Card Processing with QuickBooks Merchant Services
Session Description:
As a consumer, you have probably come to appreciate the convenience of using credit and debit cards instead of cash and checks. However, are you aware of all the benefits for the businesses that accept credit cards? This session will explain why so many businesses now accept electronic payments, and will provide you with an overview of how credit card processing works, including pricing. We will also introduce you to QuickBooks Merchant Services, the credit card processing service that integrates seamlessly with Enterprise Solutions, eliminating redundant data entry.
Learning Objectives:
- Understand the benefits of accepting credit cards
- How credit card processing works
- What Merchant Services can offer your business
Course Level: All
Recommended CPE: No
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
-
How to Hire and Inspire the Right People more info
How to Hire and Inspire the Right People
Session Description:
What is the most important tool to achieve sustainable growth, profit and peace of mind? Your people. How much time, effort and knowledge do you invest in finding and keeping the right people? If you are like most mid-sized companies, probably not as much as you would like. Most companies rely on unstructured interviews, gut feelings and compensation to find and keep people. During this session, you will learn best practices from decades of research on how to design the selection process (and not just rely on your gut).
Learning Objectives:
- Recognize the importance of HR in growing your business
- Understand what QuickBooks and the Employee Organizer can do for your HR team
- Design recruiting and selection tests that match the position you are hiring for
- Use proper interviewing techniques to standardize selection
Course Level: Basic
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: Basic understanding of QuickBooks
Advance Preparation: None
Delivery Method: Group-Live
-
Maximizing Multi-User Performance
Session Description:
Make sure that you are maximizing the performance of Enterprise Solutions by learning how to configure the application, your network and your computers for maximum speed. If speed in your multi-user environment is on your mind, this session is a must. We will teach you how to start right by troubleshooting your system and then show you how to set up your network for optimal performance. By the end of this session, you will have a full tool kit for optimizing Enterprise Solutions in a multi-user environment.
Learning Objectives:
- Setup your network for optimal multi-user performance
- Discuss known issues and workarounds
Course Level: Intermediate to Advanced
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: Basic understanding of how QuickBooks is installed and configured in your business
Advance Preparation: None
Delivery Method: Group-Live
-
Panel: New Intuit Offerings
Session Description:
Attend this session and learn about new offerings from Intuit. Hear directly from product managers and customers about how these products work and how they can help you improve your business operations. There will also be time to break into small groups to get your questions answered and solicit your feedback.
-
Practice Lab: Crystal Reports
Session Description:
Head to this lab if you want extra practice with Crystal Reports. An expert will be on-hand to guide you every step of the way. This lab is limited to 40 attendees.
Who Should Attend:
This hands-on session is designed for attendees who participated in the session Advanced Report Customization Using Crystal Reports.
-
Town Hall
Session Description:
Town Halls are your opportunity to give us direct feedback on how we are serving your current needs and what we can do better to help you run your business. These open-forum sessions are also a great place to network and exchange best practices with other attendees. To maximize their effectiveness, each Town Hall will be limited to 25 attendees.
-
Town Hall for ProAdvisors | Recommended for ProAdvisors
Session Description:
Give us your feedback on how we are serving your current needs and what we can do better to help you manage your practice with mid-market clients. During this open-forum session for ProAdvisors, we will discuss specific topics provided by attendees.
-
Tricky Transactions — Purchasing
Session Description:
Ever wonder how to enter those tricky purchasing transactions or how to track prepaid expenses, vendor deposits, and trade A/R and A/P balances? This session is designed to help you enter these transactions gracefully and easily. We will show you workaround principles that you can apply to your own tricky transactions. Plus, we will teach you some time saving tricks to help you automate data entry.
Learning Objectives:
- Enter tricky purchasing transactions that require workarounds
- Learn workaround principles you can apply to many tricky purchasing transactions
- Automate repeating purchasing transactions
Course Level: Intermediate
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
-
Using Terminal Services with Enterprise Solutions more info
Using Terminal Services with Enterprise Solutions
Session Description:
Does your company operate in multiple locations? Do all your locations need to communicate seamlessly and use the same QuickBooks data? Learn about Terminal Services and how this solution may be right for your company. We will help you assess Terminal Services and understand how to do a basic setup and troubleshooting of Terminal Services. You will walk away with some clear tips and next steps to help manage your multiple business locations.
Learning Objectives:
- Understand benefits of Terminal Server
- How to do a basic setup of Terminal Service
- Be able to troubleshoot performance of Enterprise Solutions on Terminal Server
- Help your company decide if Terminal Server is right for you
Course Level: Intermediate
Recommended CPE: Yes, 1.5 credits
CPE Field of Study: Specialized Knowledge and Applications
Prerequisites: Recommend attendance at Optimizing Multi-User Performance session
Advance Preparation: None
Delivery Method: Group-Live
-
What's New in Enterprise Solutions
Session Description:
Learn about new features and enhancements in Enterprise Solutions. This is a session you won’t want to miss!
Learning Objectives:
- Overview of all new functionality included in the latest version of Enterprise Solutions
- Tools to quickly assess the financial state of your business
Course Level: All
Recommended CPE: No
Prerequisites: None
Advance Preparation: None
Delivery Method: Group-Live
|
| Recommended for ProAdvisors
| Session does not repeat
|
| 4:30 PM |
Conference Adjourns |
|
