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

  • Powerful new functions and features in Excel, such as XLOOKUP and Dynamic Arrays
  • How to use “legacy” features and functions such as AGGREGATE
  • Creating effective forecasts in Excel

  1. Identify conditions in which the FORECAST.ETS function is preferable to the FORECAST function
  2. List examples of best practices for constructing formulas in Excel spreadsheets
  3. Identify situations in which each of the following functions might be useful: SUMIFS, SWITCH, and STOCKHISTORY
  4. Distinguish between the XLOOKUP function and legacy Excel functions such as VLOOKUP, HLOOKUP, INDEX, and MATCH
  5. Cite examples of when using Dynamic Arrays would be useful
  6. Differentiate between Excel’s AGGREGATE and SUBTOTAL functions

Intended Audience — Business professionals who work with Excel and want to extend their knowledge of advanced features and functions to become more accurate, effective, and efficient with spreadsheets

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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