August 21, 2025


Live Webcast


8 CPE

K2's QuickBooks for Accountants

August 21, 2025
Live Webcast
8 CPE

K2's QuickBooks for Accountants

  • View Bio

    Instructor

    Brian
    Tankersley

    View Bio

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 Desktop 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

  • New features in QuickBooks Desktop and Online
  • Enhancing internal controls in QuickBooks-based environments
  • Improving financial and operational reporting when using QuickBooks and QuickBooks Online
  • Best practices for setting up companies

CPE Credits Available

8 CPE
4
Accounting
4
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate

Prerequisites

Fundamental knowledge of basic QuickBooks and QuickBooks Online operations

Advanced Preparation

None

Intended Audience

Accountants and other business professionals who use or support clients who use QuickBooks or QuickBooks Online

Provider

K2 Enterprises

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