K2's Collaboration Tools And Best Practices

K2's Collaboration Tools And Best Practices

K2’s Collaboration Tools And Best Practices

Information Technology
2 CPE Credits
Course - K2's Collaboration Tools And Best Practices
25c-colltbp
In-Person, Webinar
Live
Intermediate
100 Minutes
Topics Learning Objectives Description Compliance

Major Topics

  • The primary drivers of collaboration
  • Who are the leading collaboration technology providers
  • Why collaboration sometimes fails
  • Best practices to facilitate collaboration
  • Today’s leading collaboration providers and tools

Learning Objectives

  1. List at least three drivers for today’s collaboration needs
  2. Differentiate between key technology providers in the field of collaboration
  3. Specify examples of policies and procedures that can enhance collaborative efforts
  4. Name key benefits and risks associated with collaboration

Description

Collaboration remains one of today’s hottest topics. Technology has fueled today’s collaboration options, and work-from-anywhere environments virtually demand collaboration platforms. In this session, you will learn today’s best tools and practices to facilitate more effective collaboration in your organization.

In this session, you will learn about today’s mainstream collaboration platforms – Microsoft 365, Google Workspace, and Zoho – and how these options are similar and differ. You will also learn about other collaboration options, including Slack, Zoom, and Webex, and you can incorporate these tools into your collaboration environments. Further, you will learn about some of the best practices and procedures that must be in place to optimize your collaborative environments and experiences.

Compliance Information

Business professionals seeking to create or enhance collaboration in their work environments None Information Technology 2 Credits January 1, 2025
Topics

Overview

Collaboration remains one of today’s hottest topics. Technology has fueled today’s collaboration options, and work-from-anywhere environments virtually demand collaboration platforms. In this session, you will learn today’s best tools and practices to facilitate more effective collaboration in your organization.

In this session, you will learn about today’s mainstream collaboration platforms – Microsoft 365, Google Workspace, and Zoho – and how these options are similar and differ. You will also learn about other collaboration options, including Slack, Zoom, and Webex, and you can incorporate these tools into your collaboration environments. Further, you will learn about some of the best practices and procedures that must be in place to optimize your collaborative environments and experiences.

Course Details

  • Tips for improving efficiency with QuickBooks and QuickBooks Online
  • Better reporting when working in QuickBooks environments
  • Tips for cleaning up QuickBooks and QuickBooks Online instances
  • Managing inventory more effectively when working with QuickBooks and QuickBooks Online

  1. Identify techniques for handling advanced reporting issues, including the QuickBooks Statement Writer, QuickBooks Online Management Reports, linking QuickBooks data into other applications via Open Database Connectivity, and multi-company reporting
  2. Manage inventory more effectively in QuickBooks, including using Items, changing inventory costing methodologies, creating Assembly items, adjusting inventory quantities and valuations, and listing the advantages associated with QuickBooks’ Advanced Inventory feature
  3. Differentiate between various techniques for exchanging QuickBooks data with others, including QuickBooks Accountants’ Copy feature, Portable Company Files, and backup files
  4. Utilize QuickBooks’ Client Data Review feature to streamline the process of cleaning up QuickBooks data files and closing accounting periods

Intended Audience — Accounting and financial professionals who want to learn about advanced features and techniques associated with QuickBooks and QuickBooks Online

Advanced Preparation — None

Field of Study — Computer Software and Applications

Credits — 4 Credits

IRS Program Number –

Published Date – November 2, 2022

Revision Date –

Course Authors

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