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April 23, 2018
2:00PM - 6:00PM ET


Specialized Knw and Apps
Fundamental understanding of accounting software

Course Description

In quiet and not-so-quiet ways, QuickBooks Online has improved significantly and is now approaching 1.5 million subscribers, with the number of subscribers continuing to grow at approximately 40% per year. Yet many accountants have not yet explored the improved functionality available in QuickBooks Online and hold on to the perception that this cloud-based, collaborative accounting service is not a feature-rich tool on which they can run their own business or recommend to clients. In this session, you will learn the essentials regarding QuickBooks Online, so that you can make an informed decision about whether you should work with QuickBooks Online, and if you are already as subscriber, you will learn how to work more efficiently with your accounting solution.

Among the key topics covered in this session are understanding the advantages of cloud-based, collaborative accounting and the feature set found in each edition of QuickBooks Online so that you can determine if QuickBooks Online is a viable option for a business. Additionally, you will learn how to create an instance of QuickBooks Online and how to properly configure your account to achieve your desired results. Further, you will learn how to record and manage transactions in QuickBooks Online and how to take advantage of bank feeds for optimal efficiency. You will also learn how to generate the financial and operational reports you need to manage a business more efficiently, including creating and saving customized reports. In short, this four-hour program provides an in-depth 'A to Z' look at the critical aspects associated with QuickBooks Online, one of the most rapidly-growing accounting solutions in today's market. If you work in a small business or provide accounting services into this sector, can you really afford not to learn about QuickBooks Online?


K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Thomas (Tommy) G. Stephens, Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Administration (Major in Accounting) from Auburn University in 1985. In 1994, Mr. Stephens opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. He developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he has authored and presented continuing professional education courses to accounting and finance professionals. Mr. Stephens has lectured nationally 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 nineteen years, Mr. Stephens has presented in excess of 1,900 educational sessions to over 58,000 participants nationwide. Presently, Mr. Stephens resides in Woodstock, Georgia where he provides consulting services to small businesses and CPA firms. In addition to his professional career, Mr. Stephens enjoys an active personal life. He and his wife of thirty years, Michelle, have two children. His hobbies include snow skiing, fishing, and running. Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.

Course Specifics

Specialized Knw and Apps
Jan 31, 2016
Fundamental understanding of accounting software

Compliance Information

Qualifies for CA Fraud: No

Learning Objectives

Upon completing this session, you should be able to:

  • Identify the 'ideal fit' for QuickBooks Online users and the potential advantages of cloud-based, collaborative accounting;
  • Differentiate between the various QuickBooks Online service options;
  • Identify and utilize various features to improve the accounting function in small businesses;
  • Create customized financial and operational reports using QuickBooks Online; and
  • Convert existing QuickBooks desktop data into QuickBooks Online and download data from QuickBooks Online into the desktop version of QuickBooks.

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