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Friday, April 24, 2026 Live Webcast

Accountant’s Guide To QuickBooks Online (X4-7118186)

12:00 PM - 8:00 PM EDT
webcast

Vendor Platform

4 CPE Credits in AA
4 CPE Credits in SK

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.

DESIGNED FOR

Business professionals desiring a deeper understanding of how to work efficiently and effectively with QuickBooks Online

BENEFITS

• 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

HIGHLIGHTS

• Understanding your QBO subscription and licensing options

• Recording routine and non-routine transactions in QBO

• Importing and exporting data to/from QBO

• Creating effective reports

• Describing the process for integrating third-party applications with QBO

• Troubleshooting issues with QBO reports and data

COURSE LEVEL

Intermediate

PREREQUISITES

Fundamental understanding of accounting software used by small businesses

ADVANCE PREPARATION

None

INSTRUCTOR

Thomas Stephens

Thomas G. Stephens, CPA, CITP, CGMA

K2 Enterprises

Thomas G. (Tommy) Stephens, Jr., CPA.CITP, CGMA Shareholder, K2 Enterprises Woodstock, Georgia tommy@k2e.com Thomas G. Stephens, Jr., received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. Upon graduation, Mr. Stephens began working for an Atlanta-based public accounting firm. After earning his designation as a Certified Public Accountant, Mr. Stephens worked for BellSouth Corporation in Atlanta as an Internal Auditor. After two years as an auditor, he was promoted to Staff Manager and then Operations Manager of the Internal Audit Group. In 1991, he transferred to the Comptrollers’ department of BellSouth and served as Manager of the Cost Accounting organization. While working full-time at BellSouth Corporation, Mr. Stephens also attended graduate school, earning a Masters of Science (Major in Finance) from Georgia State University in 1992. Mr. Stephens left BellSouth in 1994 and opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provides accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. Additionally, in 1995 he began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, Mr. Stephens affiliated with K2 Enterprises and in 2007 he joined the firm as a partner. To date, he has lectured nationally 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-two years, Mr. Stephens has presented over 2,100 educational sessions to over 61,000 participants nationwide. Presently, Mr. Stephens resides in Woodstock, Georgia where, in addition to his association with K2 Enterprises, he provides consulting services to small businesses and CPA firms. In addition to an active professional career, Mr. Stephens enjoys an active personal life as well. He and Michelle – his wife of thirty-one years – have two children. His hobbies include snow skiing, fishing, and running. Additionally, Mr. Stephens maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants and is a past member of the Institute of Internal Auditors.

PRICING

$225.00 - Member

$275.00 - Nonmember

Register Today


Note: Online pre-registration will close on April 24 at 11:30 AM.

ADDITIONAL OPTIONS

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COURSE DEVELOPER

ACPEN