K2’s Accountant's Guide to QuickBooks Online
Live Virtual Seminar
8.00 Credits
Member Price $255.00
Price will increase by $50 on 6/4
Non-Member Price $365.00
Price will increase by $50 on 6/4
Highlights
- Understanding your QBO subscription and licensing options
- Recording routine and non-routine transactions in QBO
- Importing and exporting data to/from QBO
- Creating effective reports
- Describing the process for integrating third-party applications with QBO
- Troubleshooting issues with QBO reports and data
Prerequisites
Fundamental understanding of accounting software used by small businesses
Designed For
Business professionals desiring a deeper understanding of how to work efficiently and effectively with QuickBooks Online
Objectives
- Identify and access the appropriate QBO subscription for an organization
- List the steps necessary to set up a QBO company
- Differentiate between the reporting options in QBO
- List the fundamental processes for recording transactions in QBO
- Identify examples of automation opportunities in QBO
- List examples of vital internal controls to enable in QBO
Preparation
None
Leader(s):
Leader Bios
Lawrence McClelland, K2 Enterprises LLC
Lawrence (Mac) McClelland, an attorney and accounting professional, is an associate of K2 Enterprises of Hammond, Louisiana, and Network Management Group of Hutchinson, Kansas.
Mac was formerly the director of the Centre for Financial Studies at the University of Otago in Dunedin, New Zealand, where he lived and worked for seven years from 1990 to 1997. He was also a member of the faculty of the Advanced Business Programme, ranked in the top 100 MBA programs in the world by The Economist, specializing in business strategy and strategic management accounting.
He gained his practical experience in information systems with the National Aeronautics and Space Administration, and has an established practice in business and technology consulting. Mac has taught hundreds of continuing professional education seminars to accountants and business managers in the United States, New Zealand, Australia, Japan, and Southeast Asia. His presentations are highly rated, and he has won several awards for teaching excellence.
Mac has been published in leading business and practitioner journals, including Tax Ideas, Computers in Accounting, Journal of Accounting Education, Chartered Accountants Journal of New Zealand, and the top-rated Journal of Accounting Research.
Non-Member Price $365.00
Member Price $255.00