PRAC115-0113: QuickBooks for Veterinary Professionals
Enrollment is closed.
INSTRUCTOR(S): Karen D. Osborne, CPA, MBA, Lacher McDonald & Co., CPAs
COURSE OPEN: January 1-25, 2013
REAL TIME SESSIONS (RTS): Tuesdays, January 8 and 15, 2013; 9:30-11:00 pm ET (US)
Course RTS Times in Your Area:
World Clock Converter
Practice Sessions: In order to prepare you for a successful experience
in your CE course, we request you attend a Practice Session prior to the first
Real Time Session. Please arrive promptly at the start time; each Practice Session
is up to 1 hour in length.
For more information, please visit the
CE Practice Area.
Level and Prerequisites:
This
basic course will be open to veterinarians and staff
interested in using QuickBooks more efficiently and effectively.
It is highly recommended that you are either currently using QuickBooks
in your Practice or are familiar with the program.
VIN CE Course: Open to veterinarians and VSPN members.
This course has been RACE approved for veterinarians
and veterinary technicians.
Course Description:
This is an introductory course in the use of
QuickBooks with the
veterinary professional in mind. This course is designed to instruct
veterinarians, practice managers, office managers and bookkeepers how
to set up the Chart of Accounts, properly enter transactions, and
correctly format the financial statements to maximize the information
available in QuickBooks. This will allow more informed financial
management decisions.
This course consists of two (2) ninety (90) Real Time Session,
supplemental library materials, interactive message board discussions,
and a mandatory end-of-course test.
Successful completion (scoring 80% or better) on the end-of-course test is required
to earn a certificate of completion for the course.
Upon completion of this course, the participant should be able to
- Set up the Chart of Accounts
- Properly enter transactions
- Correctly format financial statements
Course Materials: Course materials will be available
in the course library prior to each Real Time Session.
Required Textbook(s):
There is no required textbook for this course.
Recommended Software:
You need to have access to, or a working knowledge of,
QuickBooks version 2010
or newer. If you have a prior version of QuickBooks or QuickBooks Online and are
interested in this course, please email
CEonVIN@vin.com for further information.
About the Instructors:
Karen Osborne is a Certified Public Accountant
and a manager in the veterinary consulting division of Lacher McDonald
and Co., CPA's. Lacher McDonald provides business consulting, tax,
and accounting services to companion animal practices across the country.
Karen currently works with many veterinary practices nationwide
providing a wide array of accounting and consulting services.
Course Outline:
Week 1 (Real Time Session January 8, 2013):
Proper Setup
Content:
- Why Should a Practice Use QuickBooks
- How Should QuickBooks be Used
- How to Setup QuickBooks
- Chart of Accounts
Week 2 (Real Time Session January 15, 2013):
Entering Transactions and Using Quickbooks
Content:
- Vendor Menu
- Banking Menu
- What Items to Enter from the Practice Management Software
- Useful Reports
- Other Useful QuickBooks Items
CE CREDITS: 3
Tuition: Member $60 ($54 early bird special if enrolled by December 18, 2012)
Non-Member $124 ($112 early bird special if enrolled by December 18, 2012)
*To ensure participants are ready and prepared for classes, enrollment will close when
the maximum number of participants is reached or at 5pm ET the day of the first
Real Time Session unless otherwise noted. If the first Real Time Session is on a
weekend, course enrollment will close on the Friday before the first Real Time Session.
*For more information on how online CE works, see the
Participant Resource Center.
TO ENROLL:
- Enrollment qualifications: VIN CE courses are open to
VIN member and non-member veterinarians. Veterinarians enrolling in a VSPN CE course
must be a VIN member. Veterinary support staff must be a VSPN member to enroll in a
VSPN CE or a VIN CE course open to VSPN member enrollment.
- Each enrollee must be able to receive emails from @vspn.org
and @vin.com addresses. Email is our major form of communication with participants;
personal emails are highly recommended rather than clinic/hospital email addresses.
- Each person is individually responsible for his/her own registration.
To ensure that all information received is secure and correct, please do not enroll
for a course on behalf of another individual.
- For further assistance call 1-800-700-INFO (4636) or email (VIN CE)
CEonVIN@vin.com or (VSPN CE)
VSPNCE@vspn.org.
Please include the course title, your full name, and contact information in your correspondence.
*Note:
"This course is RACE approved for 3 continuing education credits in jurisdictions
which recognize AAVSB RACE approval; however participants should be aware that some
boards have limitations on the number of hours accepted in certain categories and/or
restrictions on certain methods of delivery of continuing education."
Call VSPN/VIN CE at 1-800-700-4636 for further information.
(Attendees are encouraged to check with their licensing jurisdiction(s) for
information regarding recognition by their board).
Course withdrawal and refund policy: A complete refund of the paid course price will be
issued when your withdrawal request is received prior to the listed start date of the course.
If you wish to withdraw after the start date please contact the VIN/VSPN office 1-800-700-INFO (4636)
to discuss eligibility for a pro-rated refund.
* Note: To ensure rapid handling of your request for withdrawal, we recommend that you
call the VIN/VSPN office at 1-800-700-INFO (4636).
*For more information on VIN's upcoming CE courses, check the
VIN Course Catalog.
Katherine James, DVM, PhD, DACVIM (SAIM)
VIN Education Coordinator
VIN CE Services:
CEonVIN@vin.com
1-800-846-0028 or 1-530-756-4881 or direct line to VIN/VSPN from the United Kingdom: 01452226154
Andrea Pomposo (
Andrea@vin.com); ext 126
Debbie Friedler (
Debbie@vin.com); ext 756
Heather Schoffstall (
Heather@vin.com); ext 116
Jennifer Boyle (
JenniferB@vin.com); ext 169
Peggy Hall (
Peggy@vin.com; ext 195
800.700.4636 | CEonVIN@vin.com | 530.756.4881 | Fax: 530.756.6035
777 West Covell Blvd, Davis, CA 95616
Copyright 2002, Veterinary Information Network, Inc.
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