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Webcast

Accountant’s Guide to QuickBooks Online

Learn to set up QuickBooks Online, process transactions, and implement controls.

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$392.00

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Without FlexCast, you must start with enough time to finish. (1 Hr/Credit)

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CPE Credits

4 Credits: Computer Software & Applications
4 Credits: Accounting
Course Level
Intermediate
Format
Webcast

Course 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.

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Learning Objectives

Upon completion of this course, participants will be able to:

  • 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
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Course Specifics

Course ID
WC1224386399
Revision Date
June 6, 2024
Prerequisites

Fundamental understanding of accounting software used by small businesses

Advanced Preparation

None

Compliance Information

NASBA Provider Number: 103220

CFP Notice: Not all courses that qualify for CFP® credit are registered by Western CPE. If a course does not have a CFP registration number in the compliance section, the continuing education will need to be individually reported with the CFP Board. For more information on the reporting process, required documentation, processing fee, etc., contact the CFP Board. CFP Professionals must take each course in it’s entirety, the CFP Board DOES NOT accept partial credits for courses.

Meet The Experts

Thomas G. (Tommy) Stephens, Jr. Headshot
K2 Enterprises (Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA)

Thomas G. (Tommy) Stephens, Jr., CPA, CITP, CGMA, received a Bachelor of Science in Business Administration (Major in Accounting) from Auburn University in 1985. In 1994, Mr. Stephens opened his public accounting practice in the metropolitan Atlanta area. In his practice, Mr. Stephens provided accounting, tax, and consulting services to individuals and a wide variety of small and emerging businesses. He developed a successful consulting practice providing installation and support services of small business accounting software. Additionally, he has authored and presented continuing professional education courses to accounting and finance professionals. Mr. Stephens has lectured nationally on subjects such as internal controls for …

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