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K2’s 2023 Advanced QuickBooks Tips And Techniques

Total Credits: 4 including 4 Computer Software & Applications - Non-technical

Average Rating:
ACPEN Industry Institute |  Industry |  Technology
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
4 hours
Product Setting: Expires 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


QuickBooks remains one of the leading accounting solutions for small and growing businesses and Intuit has added numerous advanced features to the application over the past few releases. In this seminar, you will learn how to take advantage of many of QuickBooks’ new and advanced features to solve important issues. For example, you will learn advanced inventory management techniques, including the ability to change the default costing methodology in QuickBooks, and implementing lot and serial number tracking. You will also learn how to build complete sets of financial statements in Excel that link in real-time to underlying QuickBooks data files and how to create multi-company financial statements. Additionally, you will learn how to put the Client Data Review feature to work to streamline the process of identifying and correcting errors and closing accounting periods in QuickBooks.

Knowing how to take advantage of the advanced tools and features available can determine your level of success when working with QuickBooks. Take advantage of this opportunity to learn about QuickBooks’ “deep” features so that you maximize your effectiveness with the application.

Basic Course Information

Learning Objectives


  • Identify techniques for handling advanced reporting issues, including the QuickBooks Statement Writer, linking QuickBooks data into other applications via Open Database Connectivity, and multi-company reporting
  • Manage inventory more effectively in QuickBooks, including using Items, changing inventory costing methodologies, creating Assembly items, adjusting inventory quantities and valuations, and list the advantages associated with QuickBooks’ Advanced Inventory add-in
  • Differentiate between key techniques for exchanging QuickBooks data with others, including QuickBooks Accountants' Copy feature, Portable Company Files, and backup files
  • Utilize QuickBooks Client Data Review feature to streamline the process of cleaning up QuickBooks data files and closing accounting periods

Major Subjects
  • Tips for improving efficiency with QuickBooks and QuickBooks Online
  • Better reporting when working in QuickBooks environments
  • Tips for cleaning up QuickBooks and QuickBooks Online instances
  • Managing inventory more effectively when working with QuickBooks and QuickBooks Online

Course Materials


Thomas G. Stephens Jr., CPA.CITP, CGMA's Profile

Thomas G. Stephens Jr., CPA.CITP, CGMA Related Seminars and Products


K2 Enterprises

Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.

During his professional career, Tommy has gained valuable experience in a variety of positions, including:

  • Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
  • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
  • Serving as a Chief Financial Officer for an international engineering organization; and
  • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.

In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.

Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.


Sat, Mar 09, 2024 - 12:00pm to 03:37pm MST
Fri, Mar 29, 2024 - 02:00pm to 05:37pm MDT
Thu, Apr 04, 2024 - 08:00am to 11:37am MDT
Wed, Apr 17, 2024 - 10:00am to 01:37pm MDT
Fri, May 10, 2024 - 12:00pm to 03:37pm MDT
Thu, May 30, 2024 - 02:00pm to 05:37pm MDT
Tue, Jun 04, 2024 - 04:00pm to 07:37pm MDT
Mon, Jun 10, 2024 - 10:00am to 01:37pm MDT
Wed, Jun 19, 2024 - 12:00pm to 03:37pm MDT
Sat, Jul 13, 2024 - 01:00pm to 04:37pm MDT
Mon, Jul 29, 2024 - 03:00pm to 06:37pm MDT
Mon, Aug 05, 2024 - 07:00am to 10:37am MDT
Fri, Aug 23, 2024 - 09:00am to 12:37pm MDT
Mon, Sep 09, 2024 - 11:00am to 02:37pm MDT
Wed, Sep 25, 2024 - 01:00pm to 04:37pm MDT
Fri, Oct 11, 2024 - 03:00pm to 06:37pm MDT
Sat, Oct 26, 2024 - 07:00am to 10:37am MDT
Wed, Nov 06, 2024 - 09:00am to 12:37pm MST
Fri, Nov 22, 2024 - 11:00am to 02:37pm MST
Sat, Dec 07, 2024 - 01:00pm to 04:37pm MST
Wed, Dec 18, 2024 - 03:00pm to 06:37pm MST
Fri, Dec 27, 2024 - 07:00am to 10:37am MST
Thu, Jan 09, 2025 - 05:00pm to 08:37pm MST
Wed, Jan 29, 2025 - 11:00am to 02:37pm MST
Fri, Feb 07, 2025 - 01:00pm to 04:37pm MST
Thu, Feb 20, 2025 - 05:00pm to 08:37pm MST
Tue, Mar 11, 2025 - 07:00am to 10:37am MDT
Sat, Mar 29, 2025 - 09:00am to 12:37pm MDT
Tue, Apr 08, 2025 - 11:00am to 02:37pm MDT
Thu, Apr 17, 2025 - 05:00pm to 08:37pm MDT
Sat, May 03, 2025 - 03:00pm to 06:37pm MDT
Thu, May 22, 2025 - 07:00am to 10:37am MDT

Additional Info

Basic Course Information

Original Recording Date 2023
Date Added to Catalog 8/22/2023
Prerequisites Fundamental knowledge of QuickBooks and QuickBooks Online
Advanced Preparation None
Designed For Accounting and financial professionals who want to learn about advanced features and techniques associated with QuickBooks and QuickBooks Online
Course Developer K2 Enterprises
Yellow Book No

Additional Information

Instructional Delivery Method Group Internet Based
Complaint Resolution Policy Please contact Anne Taylor for any complaints., (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website:
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration



Overall:      4.8

Total Reviews: 8