K2's QuickBooks for Accountants

The QuickBooks platform is a robust environment with features and capabilities that many users are unaware of or do not know how to utilize effectively. This course helps you get more out of QuickBooks Desktop and QuickBooks Online and resolve the issues that even experienced QuickBooks users struggle with, such as locking down prior periods. This program starts fast with a chapter covering the top issues accountants face with QuickBooks. The day continues with practical guidance and solutions designed to help accountants get the most out of QuickBooks for themselves or their clients. You will learn about issues, such as setting up a new company, configuring and customizing QuickBooks preferences, and enabling system security and password protection features. Also, you will learn how to lock down transactions in prior periods, the audit trail, customizing reports, exporting reports to Excel, and extending QuickBooks’ usefulness with tools such as the Fixed Asset Manager and Loan Manager.

Learning Objectives

Identify appropriate responses to common QuickBooks user issues, such as closing accounting periods, eliminating payables and receivables from cash-basis financial statements, purging old transactions from QuickBooks, voiding checks in prior periods, viewing underlying debit and credit entries, and recommended end-of-period procedures
List new features added to recent versions of QuickBooks and QuickBooks Online and apply these features; additionally, differentiate between the different products in the QuickBooks family
Define appropriate procedures for setting up client data files in QuickBooks including converting data from other accounting applications, creating data files, using templates, entering beginning balances, establishing user access and security rights and privileges, and establishing preferences
Work with various QuickBooks Lists, including entering and editing list data, techniques for managing lists, and importing and exporting list data
Identify techniques for creating reports and analyzing data in QuickBooks, including creating and customizing Reports, and exporting reports to Excel
Utilize QuickBooks tools to enhance management control, including budgeting and forecasting, depreciating fixed assets, and tracking loans and notes payableIdentify situations where QuickBooks Online may be an appropriate solution for a business currently using or considering using QuickBooks

Major Topics

New features in QuickBooks Desktop and Online
Enhancing internal controls in QuickBooks-based environments
Improving financial and operational reporting when using QuickBooks and QuickBooks Online
Best practices for setting up companies

CPE Credits Available

8 CPE Credits

4: Accounting&Auditing
4: General

Things to Know About This Course

Course Level

Intermediate

Prerequisites

Fundamental knowledge of basic QuickBooks and QuickBooks Online operations

Advanced Preparation

None

Intended Audience

Accountants and other business and financial professionals who use or support clients who use QuickBooks or QuickBooks Online

February 16, 2026