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April 30, 2018
4:00PM - 6:00PM ET


Specialized Knw and Apps
Fundamental understanding of basic QuickBooks operations

Course Description

For many accountants, QuickBooks remains an enigma; the apparent facility of this popular software often results in end-user errors. Fortunately, QuickBooks' numerous tools designed specifically for accountants can help prevent errors and inconsistencies and also facilitate quick clean-ups of client data files. In this session, you will learn how to take advantage of these features.

Additional topics covered in this fast-paced session include how to prevent and detect account balance changes in prior periods, using the Client Data Review feature to quickly correct and close a set of books, and how to work with the Audit Trail to identify suspicious transactions. In addition, you will learn how to enter batches of transactions--including those entered into Excel--into QuickBooks, how to work with the Accountants' Copy feature, and how to export and send journal entries to clients for importing.

Finally, you will also learn how to use QuickBooks File Manager to minimize the confusion surrounding different user IDs and passwords associated with working with multiple data files. In sum, if you work with QuickBooks in any capacity, you simply cannot afford to miss this session which is sure to help you prevent and detect errors in QuickBooks while simultaneously reducing the amount of time you spend in the application.


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
Feb 8, 2016
Fundamental understanding of basic QuickBooks operations

Compliance Information

IRS Provider #: 0MYXB
CTEC Provider #: 2071
Qualifies for CA Fraud: No

Learning Objectives

Upon completing this session, you should be able to:

  • Identify accountant-centric features in QuickBooks to work more efficiently and effectively in the application
  • Prevent and detect transactions that do not belong in accounting periods that are considered closed
  • Enhance internal control with QuickBooks' Audit Trail
  • Utilize features such as Accountant's Copy and QuickBooks' File Manager to work more efficiently with third-party data files

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