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VIN CE Course 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 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 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 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.
  1. 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.
  2. Each enrollee must be able to receive emails from and addresses. Email is our major form of communication with participants; personal emails are highly recommended rather than clinic/hospital email addresses.
  3. 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.
  4. For further assistance call 800-846-0028 ext. 797 or email 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:
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  |  |  530.756.4881  |  Fax: 530.756.6035
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