November 22, 2022


8 Total CPE Credits


K2's QuickBooks for Accountants

Learning Objectives

  • Identify appropriate responses to common QuickBooks user issues, such as closing accounting periods, eliminating payables and receivables from cash-basis financial statements, purging old transactions from QuickBooks, voiding checks in prior periods, viewing underlying debit and credit entries, and recommended end-of-period procedures
  • List new features added to recent versions of QuickBooks and QuickBooks Online and apply these features; additionally, differentiate between the different products in the QuickBooks family
  • Define appropriate procedures for setting up client data files in QuickBooks, including converting data from other accounting applications, creating data files, using templates, entering beginning balances, establishing user access and security rights and privileges, and establishing preferences
  • Identify techniques for making reports and analyzing data in QuickBooks, including creating and customizing reports and exporting reports to Excel
  • Identify situations where QuickBooks Online may be an appropriate solution for a business currently using or considering using QuickBooks

Major Topics

  • QuickBooks user issues
  • New features of QuickBooks and QuickBooks Online
  • Client data files in QuickBooks
  • Reports and analyzing data

CPE Credits Available

Total CPE

Things to Know About This Course


Fundamental understanding of basic QuickBooks operations

Advanced Preparation


Intended Audience

Accounting and financial professionals who use or support clients who use QuickBooks


California Society of CPAs

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