K2’s Accountant’s Guide To QuickBooks Online
Accounting, Computer Software and Applications
8 CPE Credits
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Major Topics
- Creating effective reports
- Describing the process for integrating third-party applications with QBO
- Troubleshooting issues with QBO reports and data
- Understanding your QBO subscription and licensing options
- Recording routine and non-routine transactions in QBO
- Importing and exporting data to/from QBO
Learning Objectives
- Identify and access the appropriate QBO subscription for an organization
- List the steps necessary to set up a QBO company
- Differentiate between the reporting options in QBO
- List the fundamental processes for recording transactions in QBO
- Identify examples of automation opportunities in QBO
- 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
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
- Creating effective reports
- Describing the process for integrating third-party applications with QBO
- Troubleshooting issues with QBO reports and data
- Understanding your QBO subscription and licensing options
- Recording routine and non-routine transactions in QBO
- Importing and exporting data to/from QBO
- Identify and access the appropriate QBO subscription for an organization
- List the steps necessary to set up a QBO company
- Differentiate between the reporting options in QBO
- List the fundamental processes for recording transactions in QBO
- Identify examples of automation opportunities in QBO
- 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, Accounting
Credits — 8 Credits
IRS Program Number –
Published Date – January 1, 2024
Revision Date –