PRAC115-0916: QuickBooks for Veterinary Professionals
The lectures for this course will be presented in a text format.
Enrollment is closed.
Presenter: Karen D. Osborne, CPA, MBA - Lacher McDonald & Co., CPAs
Course Open: September 7-October 1, 2016
Real Time Sessions (RTS): Wednesdays, September 14 and 21; 9:30-11:00 pm ET (USA)
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,
veterinary technicians/technologists, and veterinary support staff
actively 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,
veterinary technicians/technologists, and veterinary support staff.
This course has been submitted for RACE approval for veterinarians
and veterinary technicians/technologists.
This course has been submitted to VHMA for CVPM credit.
Course Information:
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 their chart
of accounts, properly enter transactions, and correctly format the financial
statements to maximize the information available in QuickBooks. Correct formatting
and data entry will allow more informed financial management decisions.
Week 1 (Real Time Session September 14, 2016):
Proper Setup
Presenter: Karen D. Osborne, CPA, MBA
Format: Text
Objectives: Upon completion of this session, the participant should be able to
- explain how using QuickBooks can benefit a veterinary practice.
- setup QuickBooks.
- setup the QuickBooks Chart of Accounts.
Week 2 (Real Time Session September 21, 2016):
Entering Transactions and Using QuickBooks
Presenter: Karen D. Osborne, CPA, MBA
Format: Text
Objectives: Upon completion of this session, the participant should be able to
- use the QuickBooks Vendor Menu.
- use the QuickBooks Banking Menu.
- select the appropriate items for entry in QuickBooks from the Practice Management Software.
- use the QuickBooks Reports Menu.
- use a variety of other useful QuickBooks features.
Successful completion (scoring 80% or better) on the end-of-course test is required
to earn a certificate of completion for the course.
To learn more about the requirements for earning a CE certificate, please refer to
Receiving Your CE Credit and Course Completion Certificate.
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 2014 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 Presenter:
Karen Osborne is a Certified Public Account and a manager in the veterinary consulting
division of Lacher McDonald and Co., CPAs. 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.
Total CE Credit: 3
Tuition: Member $63 ($57 early bird special if enrolled by August 24, 2016)
Non-Member $130 ($117 early bird special if enrolled by August 24, 2016)
All prices are listed in US dollars.
*To ensure participants are ready and prepared for classes,
enrollment will close on September 14, 2016 at 5 pm ET (USA)
or when the maximum number of participants is reached.
*For more information on how online CE works, see the
Participant Resource Center.
To Enroll:
Enrollment is closed.
- 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 800-846-0028 ext. 797 or email
CEonVIN@vin.com.
Please include the course title, your full name, and contact information in your correspondence.
"This program (RACE program number to be determined) has been submitted
for approval by AAVSB RACE to offer a total of 3 CE Credits, with a maximum
of 3 CE Credits being available to any individual
veterinarian or veterinary technician/technologist.
This RACE approval is for the subject matter categories of:
Non-Scientific-Practice Management/Professional Development
using the delivery method of Interactive-Distance: (Web-based, Teleconference or Audio-Conference).
This approval is valid in jurisdictions which recognize AAVSB RACE; however, participants are
responsible for ascertaining each board's CE requirements."
This course has been submitted for approval for continual education units toward CVPM requirements through VHMA.
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 office 800-846-0028 ext. 797
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 office at 800-846-0028 ext. 797.
*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
800-846-0028 or 530-756-4881; ext. 797
or direct line to VIN/VSPN from the United Kingdom: 01 45 222 6154
or direct line to VIN/VSPN from Australia: 02 6145 2357
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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