K2’s Better Reporting With QuickBooks Online
Overview
With over 7 million businesses relying on QuickBooks Online, one thing is clear: excellent financial reporting isn't optional - it's essential. Yet many users struggle to access the insights they need, often limited by subscription tiers or simply unaware of the powerful tools at their fingertips-that's where this session comes in.
This session is your fast track to mastering QuickBooks Online's reporting capabilities. Whether you're a small business owner, accountant, or financial manager, you'll discover how to:
- Build and customize Standard, Custom, and Management Reports
- Leverage the new Spreadsheet Sync tool to create dynamic, multi-company reports in Excel
- Uncover hidden features that help you make smarter, faster decisions
If you're ready to transform your data into actionable insights and finally get the reports you need, this session is your game-changer.
Join us and take control of your QuickBooks Online reporting like never before!
Highlights
- The types of reports available in QuickBooks Online, by subscription level
- Customizing reports to meet your needs
- Spreadsheet Sync in QuickBooks Online Advanced
Prerequisites
Basic understanding of small business reporting needs and tools, including QuickBooks Online
Designed For
QuickBooks Online users seeking to improve reporting processes
Objectives
- Differentiate between report types in QuickBooks Online
- Select the steps necessary to create custom reports
- Identify how Management Reports differ from traditional reports
- Determine ways to use the Spreadsheet Sync feature in QBO
Preparation
None
Notice
This course is offered by a 3rd party vendor and will not be accessible in the My CPE Tracker section of the ISCPA website. Course access information will be emailed directly to you by Accounting Continuing Professional Education Network (ACPEN).
Leader(s):
Leader Bios
Thomas Stephens, Shareholder, K2 Enterprises LLC
Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.
During his professional career, Tommy has gained valuable experience in a variety of positions, including:
• Working as an auditor and technology consultant for an Atlanta-based public accounting firm; • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company; • Serving as a Chief Financial Officer for an international engineering organization; and • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally 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 twenty-five years, Tommy has presented over 2,900 educational sessions to over 73,000 participants throughout the United States and Canada.
Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
Non-Member Price $59.00
Member Price $39.00