K2's After QuickBooks, What's Next

K2's After QuickBooks, What's Next

K2’s After QuickBooks, What’s Next

Computer Software and Applications
1 CPE Credits
Course - K2's After QuickBooks
25c-qbnext
In-Person, Webinar
Live
Overview
50 Minutes
Topics Learning Objectives Description Compliance

Major Topics

  • Transitioning from QuickBooks Pro and Premier – challenges and opportunities
  • Overview and comparison of leading accounting software solutions
  • Implementation strategies and best practices for modern accounting platforms

Learning Objectives

  1. Evaluate and compare the features, integrations, and add-on solutions offered by platforms such as Xero, Zoho Books, and FreshBooks
  2. Identify key steps in the transition process from legacy QuickBooks systems to newer, Cloud-based accounting tools
  3. Create a roadmap for advising clients on selecting and implementing the most suitable accounting platform for their needs
  4. Identify key differences between QuickBooks Pro and Premier and their potential replacements

Description

Accounting professionals face a critical technological shift with the discontinuation of QuickBooks Pro and Premier sales in 2024. This course explores the transition to modern platforms, including QuickBooks Online, Xero, Zoho Books, FreshBooks, and more. Participants will gain insights into key features, integration capabilities, add-on solutions, and payroll and reporting functionalities. Learn strategies for seamless implementation and discover how to guide clients effectively through this change. Comparative tables and expert insights will equip you to make informed recommendations for your practice or small business. Attend this session and learn more about platforms available for small businesses.

Compliance Information

Business professionals seeking to transition from QuickBooks desktop accounting platforms None Computer Software and Applications 1 Credits January 1, 2025
Topics

Overview

Accounting professionals face a critical technological shift with the discontinuation of QuickBooks Pro and Premier sales in 2024. This course explores the transition to modern platforms, including QuickBooks Online, Xero, Zoho Books, FreshBooks, and more. Participants will gain insights into key features, integration capabilities, add-on solutions, and payroll and reporting functionalities. Learn strategies for seamless implementation and discover how to guide clients effectively through this change. Comparative tables and expert insights will equip you to make informed recommendations for your practice or small business. Attend this session and learn more about platforms available for small businesses.

Course Details

  • Common security weaknesses that occur with hardware and software at home and in the office
  • Malware, ransomware, data breach, and incident response tips
  • Internal control failures which result in the theft of assets or unauthorized manipulation of data

  1. List at least three major security incidents reported in the headlines in the last year, and explain at least one major internal control design or operation flaw that allowed the hack to occur
  2. Select the correct definitions for common security terms such as attack surface, vulnerability, exploit, social engineering, phishing, malware, heuristics, biometrics, and multi-factor authentication (MFA)
  3. List at least three best practices learned by reviewing the control failures cited in the case studies

Intended Audience — Business professionals seeking to optimize their home network solution

Advanced Preparation — None

Field of Study — Information Technology

Credits — 2 Credits

IRS Program Number –

Published Date – January 1, 2025

Revision Date –

Course Authors

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