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Live Webcast Replay

K2’s 2023 QuickBooks for Accountants


Total Credits: 8 including 4 Accounting - Technical, 4 Computer Software & Applications - Non-technical

Average Rating:
   12
Categories:
ACPEN Industry Institute |  Industry |  Accounting and Auditing
Faculty:
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
Intermediate
Duration:
8 hours
License:
Product Setting: Expires 30 day(s) after program date.

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


Description

The QuickBooks platform is a robust environment with features and capabilities that many users are unaware of or do not know how to utilize effectively.  This course helps you get more out of QuickBooks Desktop and QuickBooks Online and resolve the issues that even experienced QuickBooks users struggle with, such as locking down prior periods.  This program starts fast with a chapter covering the top issues accountants face with QuickBooks.  The day continues with practical guidance and solutions designed to help accountants get the most out of QuickBooks for themselves or their clients. You will learn about issues, such as setting up a new company, configuring and customizing QuickBooks preferences, and enabling system security and password protection features.  Also, you will learn how to lock down transactions in prior periods, the audit trail, customizing reports, exporting reports to Excel, and extending QuickBooks’ usefulness with tools such as the Fixed Asset Manager and Loan Manager.  

 

Basic Course Information

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 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
  • Work with various QuickBooks Lists, including entering and editing list data, techniques for managing lists, and importing and exporting list data
  • Identify techniques for creating reports and analyzing data in QuickBooks, including creating and customizing Reports, and exporting reports to Excel
  • Utilize QuickBooks tools to enhance management control, including budgeting and forecasting, depreciating fixed assets, and tracking loans and notes payableIdentify situations where QuickBooks Online may be an appropriate solution for a business currently using or considering using QuickBooks

Major Subjects
  • 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

Course Materials

Faculty

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

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

Shareholder

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.


Dates

Mon, Mar 18, 2024 - 07:00am to 02:37pm MDT
Sat, Apr 06, 2024 - 08:00am to 03:37pm MDT
Wed, Apr 24, 2024 - 09:00am to 04:37pm MDT
Fri, May 03, 2024 - 10:00am to 05:37pm MDT
Mon, May 13, 2024 - 07:00am to 02:37pm MDT
Fri, Jun 07, 2024 - 08:00am to 03:37pm MDT
Wed, Jun 12, 2024 - 09:00am to 04:37pm MDT
Mon, Jun 24, 2024 - 10:00am to 05:37pm MDT
Tue, Jul 09, 2024 - 08:00am to 03:37pm MDT
Wed, Jul 31, 2024 - 10:00am to 05:37pm MDT
Fri, Aug 16, 2024 - 12:00pm to 07:37pm MDT
Fri, Aug 30, 2024 - 02:00pm to 09:37pm MDT
Tue, Sep 03, 2024 - 05:00pm to Wed, Sep 04, 2024 - 12:37am MDT
Sat, Sep 21, 2024 - 10:00am to 05:37pm MDT
Fri, Oct 04, 2024 - 12:00pm to 07:37pm MDT
Tue, Oct 15, 2024 - 02:00pm to 09:37pm MDT
Mon, Nov 11, 2024 - 08:00am to 03:37pm MST
Tue, Nov 26, 2024 - 10:00am to 05:37pm MST
Tue, Dec 03, 2024 - 05:00pm to Wed, Dec 04, 2024 - 12:37am MST
Thu, Dec 12, 2024 - 02:00pm to 09:37pm MST
Sat, Dec 21, 2024 - 08:00am to 03:37pm MST
Tue, Jan 07, 2025 - 10:00am to 05:37pm MST
Thu, Jan 16, 2025 - 12:00pm to 07:37pm MST
Sat, Feb 15, 2025 - 02:00pm to 09:37pm MST
Fri, Feb 28, 2025 - 08:00am to 03:37pm MST
Fri, Mar 07, 2025 - 10:00am to 05:37pm MST
Tue, Mar 25, 2025 - 05:00pm to Wed, Mar 26, 2025 - 12:37am MDT
Fri, Apr 04, 2025 - 02:00pm to 09:37pm MDT
Sat, Apr 26, 2025 - 08:00am to 03:37pm MDT
Thu, May 01, 2025 - 10:00am to 05:37pm MDT
Tue, May 13, 2025 - 12:00pm to 07:37pm MDT

Additional Info

Basic Course Information

Original Recording Date

2023

 


Date Added to Catalog 8/22/2024
Prerequisites Fundamental knowledge of basic QuickBooks and QuickBooks Online operations
Advanced Preparation None
Designed For Accountants and other business and financial professionals who use or support clients who use QuickBooks or 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. anne.taylor@acpen.com, (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: www.nasbaregistry.org
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration

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Overall:      4.5

Total Reviews: 12