K2's Accountant's Guide to QuickBooks Online

Overview

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.

Highlights

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

Prerequisites

Fundamental understanding of accounting software used by small businesses

Designed For

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

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

Preparation

None

Credits

Level

Code

Vendor

Fields of Study

Leader(s):

Brian Tankersley, Brian Tankersley is a consultant who, K2 Enterprises

Leader Bios

Brian Tankersley, Brian Tankersley is a consultant who, K2 Enterprises

Brian F. Tankersley, CPA, CITP, CGMA, is the Technology Editor for The CPA Practice Advisor magazine. He has over 30 years of professional experience, including accounting, auditing, technology, and education, including 20 years as a CPE discussion leader. He teaches courses nationally through K2 Enterprises since 2005 and currently works with Yaeger CPA Review. Tankersley is a Certified Information Technology Professional, a Chartered Global Management Accountant and makes his home in Farragut, Tenn.

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