K2's Accountants Guide to QuickBooks Online

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Instructor

Brian
Tankersley

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Brian Tankersley, CPA, CITP

Bio

Brian F. Tankersley, CPA,CITP
Director of Strategic Relationships, K2 Enterprises

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, writes for multiple accounting media outlets, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). Mr. Tankersley has over 25 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005. Brian started teaching CPA review courses in 1997, and currently works with Yaeger CPA Review.

Tankersley has been recognized eight times as one of the “Top 25 Thought Leaders in Public Accounting Technology” by Cygnus Business Media. Brian has made presentations in 47 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He has received numerous awards for his writing and speaking from state CPA societies. Brian has presented sessions at most major national accounting technology conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Summit, CCH Connections, and Thomson Reuters Synergy User Conference.

Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.

Brian and his family make their home in Farragut, Tennessee.

QuickBooks Online’s (QBO) market share continues to expand, and the Cloud-based accounting platform now dominates the small business market. Yet, most accounting and financial professionals have not participated in any formal training on the Cloud-based accounting service. Thus, they are unaware of many of the tool’s available features and do not work with QuickBooks Online as efficiently and effectively as they should.

This course teaches you how to set up QBO and convert QuickBooks Desktop files into a QBO instance. You will learn how to process all types of transactions, including accounts payable, accounts receivable, bank feeds, inventory, and payroll. Further, you will learn how to implement appropriate internal controls and how to capitalize on advanced features such as workflow management and management reports. Join us in this session to learn how to set up QBO properly and take full advantage of all it offers while avoiding common errors and mistakes.

Learning Objectives

Identify and access the appropriate QBO subscription for an organization
List the steps necessary to set up a QBO company
Differentiate between the reporting options in QBO
List the fundamental processes for recording transactions in QBO
Identify examples of automation opportunities in QBO
List examples of vital internal controls to enable in QBO

Major Topics

Understanding your QBO subscription and licensing options
Recording routine and non-routine transactions in QBO
Importing and exporting data to/from QBO
Creating effective reports
Describing the process for integrating third-party applications with QBO
Troubleshooting issues with QBO reports and data

CPE Credits Available

8 CPE

4: Accounting
4: Computer Software & Applications

Things to Know About This Course

Course Level

Intermediate

Prerequisites

Fundamental understanding of accounting software used by small businesses

Advanced Preparation

None

Intended Audience

Business professionals desiring a deeper understanding of how to work efficiently and effectively with QuickBooks Online

Provider

K2 Enterprises