Scaling New Heights

Advanced Training for Accounting Professionals

Tricky Transactions - Keep the Data in the Data File

Speaker(s): Megan Tarnow

Learn how to capture information on tricky transactions and pull the information you need out of QB without relying on outside schedules. Items to be covered will include In-Kind Contributions, Prepaid Expenses, Vendor Refunds, and Deferred Revenue, among others.

Learning Objectives: 

  • Review principles around use of the data file
  • How you can tweak them to capture the information you need more