K2's QuickBooks For Accountants
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Virtual
8.00 Credits
Member Price $309.00
Non-Member Price $459.00
Overview
You could pay $0 for this course!
This qualifies for reimbursement through the State Workforce Training Express Fund. Firms/companies with fewer than 100 staff will receive 100% reimbusement, and firms/companies with over 100 staff will receive 50% reimbursement. You must register for this course and apply for reimbursement through the Workforce Training Express Fund website three weeks in advance to be eligible. The course code for this program is C-2985. To learn more click here or contact Julia Ekelund at jekelund@mscpaonline.org.
Highlights
- 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
Prerequisites
Fundamental knowledge of basic QuickBooks and QuickBooks Online operations
Designed For
Accountants and other business professionals who use or support clients who use QuickBooks or QuickBooks Online
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
Preparation
None
Leader(s):
Leader Bios
Brian Tankersley, 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 30 years of professional experience, including accounting, auditing, technology, and education, has been with K2 Enterprises since 2005.
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 48 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.
Non-Member Price $459.00
Member Price $309.00