K2's What's New With QuickBooks

K2's What's New With QuickBooks

K2’s What’s New With QuickBooks

Computer Software and Applications
1 CPE Credits
Course - K2's What's New With QuickBooks
25c-newqb
In-Person, Webinar
Live
Update
50 Minutes
Topics Learning Objectives Description Compliance

Major Topics

  • Licensing issues
  • Pricing updates
  • New and improved features
  • Transitioning from QuickBooks Desktop to QuickBooks Online

Learning Objectives

  1. List examples of key new features in QuickBooks Desktop, Online, and Enterprise Solutions
  2. Identify changes in the licensing agreements across the QuickBooks platform
  3. Cite examples of similarities and differences in features and functions across the QuickBooks platform

Description

QuickBooks Desktop, Online, and Enterprise Solutions remain three of the most widely used accounting applications in use today. However, each platform continues to experience major changes across several fronts. Feature sets, licensing requirements, and price changes all impact users at unprecedented levels. Further, competition continues to emerge in the small business accounting battleground, adding confusion to the options existing QuickBooks and QuickBooks Online users may have. In this session, you will learn about many of the changes impacting QuickBooks Desktop, Online, and Enterprise users, and you can manage these changes for the benefit of your company or your clients.

Compliance Information

Business professionals seeking to stay abreast of key developments associated with QuickBooks Desktop, Online, and Enterprise Solutions None Computer Software and Applications 1 Credits January 1, 2025
Topics

Overview

QuickBooks Desktop, Online, and Enterprise Solutions remain three of the most widely used accounting applications in use today. However, each platform continues to experience major changes across several fronts. Feature sets, licensing requirements, and price changes all impact users at unprecedented levels. Further, competition continues to emerge in the small business accounting battleground, adding confusion to the options existing QuickBooks and QuickBooks Online users may have. In this session, you will learn about many of the changes impacting QuickBooks Desktop, Online, and Enterprise users, and you can manage these changes for the benefit of your company or your clients.

Course Details

  • Understanding the best types of visualizations to use in specific situations
  • Creating compelling visualizations using Excel
  • Adding interactivity to your Excel-based visualizations

  1. Identify the types of visualizations that you should use to communicate specific messages
  2. List the steps to creating compelling visualizations in Excel and other Microsoft Office applications
  3. Identify options for creating interactive visualizations
  4. Utilize Sparklines and Conditional Formatting to enhance visualizations in Excel
  5. Identify options for linking Excel-based data and visualizations into Word and PowerPoint

Intended Audience — CPAs and other accounting, financial, and business professionals who want to learn how to create more effective charts and visualizations in Excel

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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