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Live Webcast Replay

K2’s Advanced QuickBooks Tips and Techniques


Total Credits: 4 including 4 Computer Software & Applications - Non-technical

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Category:
ACPEN INDUSTRY |  Industry |  Technology
Faculty:
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
Advanced
Duration:
4 hours
License:
Access for 30 day(s) after program date.

Dates


Description

QuickBooks remains one of the leading accounting solutions for small and growing businesses and Intuit has added numerous advanced features to the application over the past few releases. In this seminar, you will learn how to take advantage of many of QuickBooks’ new and advanced features to solve important issues. For example, you will learn advanced inventory management techniques, including the ability to change the default costing methodology in QuickBooks, and implementing lot and serial number tracking. You will also learn how to build complete sets of financial statements in Excel that link in real-time to underlying QuickBooks data files and how to create multi-company financial statements. Additionally, you will learn how to put the Client Data Review feature to work to streamline the process of identifying and correcting errors and closing accounting periods in QuickBooks.

Knowing how to take advantage of the advanced tools and features available can determine your level of success when working with QuickBooks. Take advantage of this opportunity to learn about QuickBooks’ “deep” features so that you maximize your effectiveness with the application.

Basic Course Information

Learning Objectives

 

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

Major Subjects
  • Computer Software & Applications
  • Technology for CPAs
  • Quickbooks

Course Materials

Faculty

Thomas G. Stephens Jr., CPA.CITP, CGMA's Profile

Thomas G. Stephens Jr., CPA.CITP, CGMA Related seminars and products

Shareholder

K2 Enterprises


Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant.

During his professional career, Tommy has gained valuable experience in a variety of positions, including:

  • Working as an auditor and technology consultant for an Atlanta-based public accounting firm;
  • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company;
  • Serving as a Chief Financial Officer for an international engineering organization; and
  • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses.

In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada.

Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.


Dates

Thu, Aug 12, 2021 - 09:00am to 12:43pm CDT
Tue, Aug 24, 2021 - 01:00pm to 04:43pm CDT
Thu, Sep 09, 2021 - 09:00am to 12:43pm CDT
Tue, Sep 28, 2021 - 01:00pm to 04:43pm CDT
Thu, Oct 14, 2021 - 09:00am to 12:43pm CDT
Tue, Oct 26, 2021 - 01:00pm to 04:43pm CDT
Thu, Nov 11, 2021 - 09:00am to 12:43pm CST
Tue, Nov 23, 2021 - 01:00pm to 04:43pm CST
Thu, Dec 09, 2021 - 11:00am to 02:43pm CST
Tue, Dec 28, 2021 - 01:00pm to 04:43pm CST
Wed, Jan 05, 2022 - 09:00am to 12:43pm CST
Mon, Jan 17, 2022 - 01:00pm to 04:43pm CST
Wed, Feb 02, 2022 - 11:00am to 02:43pm CST
Mon, Feb 21, 2022 - 01:00pm to 04:43pm CST
Wed, Mar 02, 2022 - 09:00am to 12:43pm CST
Mon, Mar 21, 2022 - 01:00pm to 04:43pm CDT
Wed, Apr 06, 2022 - 11:00am to 02:43pm CDT
Mon, Apr 18, 2022 - 01:00pm to 04:43pm CDT
Wed, May 04, 2022 - 09:00am to 12:43pm CDT
Mon, May 16, 2022 - 01:00pm to 04:43pm CDT
Wed, Jun 01, 2022 - 09:00am to 12:43pm CDT
Mon, Jun 20, 2022 - 01:00pm to 04:43pm CDT

Additional Info

Basic Course Information

Original Recording Date 2021
Date Added to Catalog 6/24/2021
Prerequisites Fundamental knowledge of QuickBooks
Advanced Preparation None
Designed For Accounting and financial professionals who want to learn about advanced features and techniques associated with QuickBooks
Course Developer K2 Enterprises
Yellow Book No

Additional Information

Instructional Delivery Method Group Internet Based
Complaint Resolution Policy Please contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Refund/Cancellation Policy Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
Course Registration Requirements Online Registration

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