K2’s QuickBooks For Accountants
Live Virtual Seminar
8.00 Credits
Member Price $255.00
Price will increase by $50 on 8/2
Non-Member Price $365.00
Price will increase by $50 on 8/2
Overview
QuickBooks Desktop and QuickBooks Online users often struggle to work efficiently with these applications. If you’re looking for better ways to work in QuickBooks, plan to participate in this session to improve your QuickBooks skills.
Highlights
- New features in QuickBooks Desktop and Online
- Enhancing internal controls in QuickBooks-based environments
- Improving financial and operational reporting when using QuickBooks and QuickBooks Online
- Best practices for setting up companies
Prerequisites
Fundamental knowledge of basic QuickBooks and QuickBooks Online operations
Designed For
Accountants and other business and financial professionals who use or support clients who use QuickBooks or QuickBooks Online
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 Desktop 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
- Identify techniques for making reports and analyzing data in QuickBooks, including creating and customizing reports and exporting reports to Excel
- Identify situations where QuickBooks Online may be an appropriate solution for a business currently using or considering using QuickBooks
Preparation
None
Leader(s):
Leader Bios
Brian Tankersley, K2 Enterprises LLC
Brian Tankersley is a CPA and consultant based in Knoxville, Tennessee. Brian is a frequent speaker at continuing education courses on auditing and technology for the American Institute of CPAs and K2 Enterprises, and is a senior faculty member with Becker Professional Review. Brian writes and publishes a nationally recognized blog on accounting and technology (http://blog.bftcpa.com). Tankersley’s areas of practice include accounting systems, taxation, IT consulting, and general business consulting. Prior to forming his own firm Brian practiced in public accounting with both international and local firms, as well as industry. His financial experience includes accounting & auditing, accounting system implementations, tax returns, financial analysis, inventory costing, and audits of public and private companies. Brian’s non-financial experience includes retail, wholesale, and manufacturing industry experience, technology strategy, technology management, systems implementation, technical training and documentation. Brian is both a Certified Public Accountant and Certified Information Technology Professional, and has bachelors degrees in both Accounting and Finance, cum laude, from the University of Tennessee. Mr. Tankersley has served on numerous board of directors and in leadership roles for both his church and in professional organizations. Brian is a member of the Tennessee Society of CPAs, the American Institute of CPAs, and the Information Technology Section of the American Institute of CPAs. He has also served as an officer and director for numerous area community and professional organizations. Brian, his wife Janette, and their four year old son make their home in Farragut, Tennessee. Entered 06/28/2006
Non-Member Price $365.00
Member Price $255.00