K2's QuickBooks for Accountants
Thursday, Aug. 21, 2025
9 a.m.-4:30 p.m. Central
8 CPE (4 technical, 4 non-technical)
Course code: 25SR-P027
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Unlock the full potential of QuickBooks, whether you're using Desktop or Online, and tackle issues that stump even experienced users. Explore common challenges and practical solutions to help you optimize QuickBooks for both your practice and clients. Learn how to lock down transactions in prior periods, use the audit trail, customize reports and export to Excel and extend QuickBooks' usefulness with tools such as the fixed Asset Manager and Loan Manager.
Major subjects
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New features in QuickBooks Desktop and Online
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Internal controls in QuickBooks-based environments
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Financial and operational reporting
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Best practices for setting up companies
Learning objectives
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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
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Differentiate between the different products in the QuickBooks family
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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
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Identify techniques for making reports and analyzing data in QuickBooks, including creating and customizing reports and exporting reports to Excel
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Identify situations where QuickBooks Online may be an appropriate solution for a business currently using or considering using QuickBooks
Who should take this program?
- Accountants and other business and financial professionals who use or support clients who use QuickBooks or QuickBooks Online
Pricing
|
Standard Member Fee |
$375.00
|
 Standard Nonmember Fee |
$475.00
|
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