March 9, 2023


4 Total CPE Credits


K2’s Advanced QuickBooks Tips and Techniques

  • Instructor

    Thomas Stephens

Learning Objectives


  • Identify techniques for handling advanced reporting issues, including the QuickBooks Statement Writer, linking QuickBooks data into other applications via Open Database Connectivity, and multi-company reporting
  • Manage inventory more effectively in QuickBooks, including using Items, changing inventory costing methodologies, creating Assembly items, adjusting inventory quantities and valuations, and list the advantages associated with QuickBooks’ Advanced Inventory add-in
  • Differentiate between key techniques for exchanging QuickBooks data with others, including QuickBooks Accountants' Copy feature, Portable Company Files, and backup files
  • Utilize QuickBooks Client Data Review feature to streamline the process of cleaning up QuickBooks data files and closing accounting periods

Major Topics

  • Computer Software & Applications
  • Technology for CPAs
  • Quickbooks

CPE Credits Available

Total CPE
Computer Software & Applications

Things to Know About This Course

Course Level

  • Advanced


Fundamental knowledge of QuickBooks

Advanced Preparation


Intended Audience

Accounting and financial professionals who want to learn about advanced features and techniques associated with QuickBooks



This event has ended.