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Live Webcast Replay

K2’S 2023 Hands-On With QuickBooks Online Accountant For Public Accounting

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

Average Rating:
ACPEN Industry Institute |  Industry |  Technology
Steven M. Yoss, Jr., CPA
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.


The number of accounting applications available today can be staggering for businesses with up to $15 million in annual revenue! In addition, cloud-based solutions such as QuickBooks Online, Xero, Accounting Power, and Wave are growing in breadth and depth. At the same time, traditional desktop and client-server applications continue to add more features, including hosted options. On top of all of this, financial reporting and other add-on solutions can further complicate your decision as to which tools you/your clients should use. In this course, we will take a deep look into setting up a Quickbooks Online Accountant (QBOA) account. We will examine all the various firm, staff, and client configuration options for getting this to work inside your organization. This session focuses specifically on the configuration options for the financial professional. QBO is an extensive application, requiring you to ensure you’ve correctly set up your firm and client files. Additionally, we will look at the various import/export functionality for getting your data into or out of QBO and some of the best 3rd party tools in the Intuit App Marketplace. Participants will leave this class supercharged with the knowledge of getting the most out of their QBOA subscription.


Basic Course Information

Learning Objectives
  • Outline the QuickBooks Online Accountant (QBOA) platform and the value to the CPA firm - specifically, all the unique features and functions of QBOA
  • Demonstrate the enhanced tools provided in QBOA such as client dashboard, accountant toolbox, and the document center
  • Creating firm user accounts and client accounts for use within QBO
  • Evaluate the different methods of importing and exporting accounting data to and from QBO
  • Evaluate the benefit and value of using the QBO thin client application on your Windows or Mac computer

Major Subjects
  • Computer Software
  • Public Accounting
  • Quickbooks Online Accountant (QBOA) 

Course Materials


Steven M. Yoss, Jr., CPA's Profile

Steven M. Yoss, Jr., CPA Related Seminars and Products


K2 Enterprises

Stephen M. Yoss, Jr., CPA, MS, is a certified public accountant, the senior technology strategist and partner of Devmatics, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions.

At age 10, Stephen began working with technology; he started his first IT company at just 13, which focused on designing web applications for local businesses. At 15, he began writing original computer code and has been designing and implementing technological solutions continuously since then.

Stephen is a graduate of Loyola Marymount University, with degrees in Accountancy and International Business. While at Loyola, he served the campus as student body president and as the student representative to the Board of Trustees. He has a Master’s of Science degree in Information Systems and Technology from Claremont Graduate University with a concentration in Geographic Information Systems.

In 2017, Stephen formed Devmatics, a company focused on helping organizations develop technology strategies to streamline their business operations. He specializes in taking on high-difficulty, mission-critical organizational issues that require technological expertise and an ability to find solutions to problems that no one else can answer. With all of his clients, he emphasizes the need to embrace technology at every opportunity and utilize the latest technological trends and breakthroughs in order to gain a competitive advantage while increasing efficiency and productivity.

Prior to starting Devmatics, Stephen worked as an accountant in his family’s practice, Yoss & Allen. At Yoss & Allen, he completely redesigned the firm’s technology practices and instituted a technological infrastructure to streamline the firm’s practices and allow them strategic flexibility. Many of the technologies, strategies, and concepts that Stephen uses himself (and consults companies on how to use) were designed, perfected, and implemented to help his family’s business and their clients. In addition to his time with Yoss & Allen, Stephen worked in New Zealand as a management accountant.

Since 2009, Stephen has also been teaching continuing professional education, providing written, webcast, in-house, and live instruction. He has presented to thousands of practitioners worldwide on topics such as cloud computing, mobile technology, Excel tips and best practices, data modeling and analysis, big data, information security, identity theft prevention, and more.

Stephen is also a professionally licensed pyrotechnician and works on major fireworks displays throughout the nation for Pyro Spectaculars, North America’s largest full-service fireworks display production company. He’s proud to have helped produce incredible displays, including the Macy’s July 4th Spectacular in New York City, the 75th Anniversary of the Golden Gate Bridge in San Francisco, KGB Skyshow in San Diego, and many more.

Whether it’s teaching in the classroom, consulting clients in a boardroom, or shooting a fireworks display, Stephen brings passion, hard work, value—and above all else—technological expertise to each of his clients. With an open, honest approach, he creates a unique strategy for each client specifically designed to benefit their needs and streamline their operations in order to create efficiency and maximize their financial potential.

Stephen calls Big Bear Lake, CA, home; when he’s not at the desk, in a boardroom, at the podium, or producing a fireworks display, he spends as much time as he can pursuing his other passions. He is an avid music lover and attends multiple festivals each year. At the Burning Man, Stephen helps setup and produce pyrotechnic displays for the city. In Big Bear Lake, he regularly volunteers his time to perform various community services. He’s also an avid outdoorsman and regularly carves out time to scuba dive, camp, hike, and photograph both close to home with family and friends and on his many travels.


Thu, Feb 29, 2024 - 02:00pm to 05:40pm MST
Sat, Mar 02, 2024 - 07:00am to 10:40am MST
Wed, Mar 13, 2024 - 09:00am to 12:40pm MDT
Fri, Mar 22, 2024 - 12:00pm to 03:40pm MDT
Wed, Apr 03, 2024 - 02:00pm to 05:40pm MDT
Sat, Apr 13, 2024 - 07:00am to 10:40am MDT
Mon, Apr 22, 2024 - 09:00am to 12:40pm MDT
Thu, May 02, 2024 - 12:00pm to 03:40pm MDT
Thu, May 09, 2024 - 02:00pm to 05:40pm MDT
Thu, May 23, 2024 - 04:00pm to 07:40pm MDT
Wed, Jun 12, 2024 - 12:00pm to 03:40pm MDT
Sat, Jun 15, 2024 - 09:00am to 12:40pm MDT
Thu, Jun 20, 2024 - 02:00pm to 05:40pm MDT
Sat, Jun 29, 2024 - 07:00am to 10:40am MDT

Additional Info

Basic Course Information



Advanced Preparation


Designed For

Accountants and business professionals who are interested in improving their QuickBooks Online skills

Original Recording Date


Course Developer

K2 Enterprises 

Date Added to Catalog


Yellow Book


Additional Information

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:

Instructional Delivery Method

Group Internet Based

Course Registration Requirements

Online Registration

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. 



Overall:      4.5

Total Reviews: 46


Mark B - Houma, Louisiana

"Great course. Very informative"

Aisha A - Oranjestad, Non-US

"Great job!"