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K2’s QuickBooks for Accountants


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

Average Rating:
   5
Category:
ACPEN Industry Institute |  Industry |  Accounting and Auditing
Faculty:
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
Intermediate
Duration:
8 hours
License:
Access for 30 day(s) after program date.

Dates


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.  

Despite the product’s user-friendly design, the most common QuickBooks problems involve recording transactions incorrectly.  Adequate training is necessary to prevent these and other issues. Help your company or client put the power of QuickBooks to work the right way. Register for this professional educational seminar today!

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
  • Accounting
  • Quickbooks

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

Thu, Aug 12, 2021 - 09:00am to 04:42pm EDT
Tue, Aug 24, 2021 - 11:00am to 06:42pm EDT
Thu, Sep 09, 2021 - 09:00am to 04:42pm EDT
Tue, Sep 28, 2021 - 11:00am to 06:42pm EDT
Thu, Oct 14, 2021 - 09:00am to 04:42pm EDT
Tue, Oct 26, 2021 - 11:00am to 06:42pm EDT
Thu, Nov 11, 2021 - 09:00am to 04:42pm EST
Tue, Nov 23, 2021 - 11:00am to 06:42pm EST
Thu, Dec 09, 2021 - 09:00am to 04:42pm EST
Tue, Dec 28, 2021 - 11:00am to 06:42pm EST
Wed, Jan 05, 2022 - 09:00am to 04:42pm EST
Mon, Jan 17, 2022 - 11:00am to 06:42pm EST
Wed, Feb 02, 2022 - 09:00am to 04:42pm EST
Mon, Feb 21, 2022 - 11:00am to 06:42pm EST
Wed, Mar 02, 2022 - 09:00am to 04:42pm EST
Mon, Mar 21, 2022 - 11:00am to 06:42pm EDT
Wed, Apr 06, 2022 - 09:00am to 04:42pm EDT
Mon, Apr 18, 2022 - 11:00am to 06:42pm EDT
Wed, May 04, 2022 - 09:00am to 04:42pm EDT
Mon, May 16, 2022 - 11:00am to 06:42pm EDT
Wed, Jun 01, 2022 - 09:00am to 04:42pm EDT
Mon, Jun 20, 2022 - 11:00am to 06:42pm EDT

Additional Info

Basic Course Information

Original Recording Date 2021
Date Added to Catalog 6/24/2021
Prerequisites Fundamental understanding of basic QuickBooks operations
Advanced Preparation None
Designed For Accounting and financial professionals who use or support clients who use QuickBooks  
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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