K2's Accountant's Guide To QuickBooks Online

K2's Accountant's Guide To QuickBooks Online

K2’s Accountant’s Guide To QuickBooks Online

Course - K2's Accountant's Artificial Intelligence Conference
Topics Learning Objectives Description Compliance

Major Topics

  • 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

Learning Objectives

  1. Identify and access the appropriate QBO subscription for an organization
  2. List the steps necessary to set up a QBO company
  3. Differentiate between the reporting options in QBO
  4. List the fundamental processes for recording transactions in QBO
  5. Identify examples of automation opportunities in QBO
  6. List examples of vital internal controls to enable in QBO

Description

QuickBooks Online’s (QBO) market share continues to expand, and the Cloud-based accounting platform now dominates the small business market. Yet, most accounting and financial professionals have not participated in any formal training on the Cloud-based accounting service. Thus, they are unaware of many of the tool’s available features and do not work with QuickBooks Online as efficiently and effectively as they should.

This course teaches you how to set up QBO and convert QuickBooks Desktop files into a QBO instance. You will learn how to process all types of transactions, including accounts payable, accounts receivable, bank feeds, inventory, and payroll. Further, you will learn how to implement appropriate internal controls and how to capitalize on advanced features such as workflow management and management reports. Join us in this session to learn how to set up QBO properly and take full advantage of all it offers while avoiding common errors and mistakes.

Compliance Information

Business professionals desiring a deeper understanding of how to work efficiently and effectively with QuickBooks Online None Accounting, Computer Software and Applications 8 Credits January 1, 2024

Overview

QuickBooks Online’s (QBO) market share continues to expand, and the Cloud-based accounting platform now dominates the small business market. Yet, most accounting and financial professionals have not participated in any formal training on the Cloud-based accounting service. Thus, they are unaware of many of the tool’s available features and do not work with QuickBooks Online as efficiently and effectively as they should.

This course teaches you how to set up QBO and convert QuickBooks Desktop files into a QBO instance. You will learn how to process all types of transactions, including accounts payable, accounts receivable, bank feeds, inventory, and payroll. Further, you will learn how to implement appropriate internal controls and how to capitalize on advanced features such as workflow management and management reports. Join us in this session to learn how to set up QBO properly and take full advantage of all it offers while avoiding common errors and mistakes.

Course Details

  • 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

  1. Identify and access the appropriate QBO subscription for an organization
  2. List the steps necessary to set up a QBO company
  3. Differentiate between the reporting options in QBO
  4. List the fundamental processes for recording transactions in QBO
  5. Identify examples of automation opportunities in QBO
  6. List examples of vital internal controls to enable in QBO

Intended Audience — Business professionals desiring a deeper understanding of how to work efficiently and effectively with QuickBooks Online

Advanced Preparation — None

Field of Study — Accounting, Computer Software and Applications

Credits — 8 Credits

IRS Program Number

Published Date – January 1, 2024

Revision Date

Course Authors

No items found