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Live Webcast Replay

K2’s Accountant’s Guide To QuickBooks Online


Total Credits: 8 including 4 Accounting - Technical, 4 Computer Software & Applications - Non-technical

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Categories:
ACPEN Industry Institute |  Industry |  Accounting and Auditing
Faculty:
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
Intermediate
Duration:
8 Hours
License:
Product Setting: Expires 30 day(s) after program date.

Dates
Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


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.

Basic Course Information

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


Major Subjects

• 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 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

Fri, Jun 13, 2025 - 11:00am to 07:00pm CDT
Mon, Jun 30, 2025 - 09:00am to 05:00pm CDT
Fri, Jul 25, 2025 - 11:00am to 07:00pm CDT
Wed, Jul 30, 2025 - 09:00am to 05:00pm CDT
Fri, Aug 15, 2025 - 11:00am to 07:00pm CDT
Sat, Aug 30, 2025 - 09:00am to 05:00pm CDT
Fri, Sep 05, 2025 - 11:00am to 07:00pm CDT
Fri, Sep 26, 2025 - 11:00am to 07:00pm CDT
Tue, Sep 30, 2025 - 09:00am to 05:00pm CDT
Fri, Oct 17, 2025 - 11:00am to 07:00pm CDT
Thu, Oct 30, 2025 - 09:00am to 05:00pm CDT
Fri, Nov 07, 2025 - 11:00am to 07:00pm CST
Fri, Dec 19, 2025 - 11:00am to 07:00pm CST
Tue, Dec 30, 2025 - 09:00am to 05:00pm CST
Fri, Jan 09, 2026 - 11:00am to 07:00pm CST
Fri, Jan 30, 2026 - 09:00am to 05:00pm CST
Fri, Jan 30, 2026 - 11:00am to 07:00pm CST
Fri, Feb 20, 2026 - 11:00am to 07:00pm CST
Sat, Feb 28, 2026 - 09:00am to 05:00pm CST
Fri, Mar 13, 2026 - 11:00am to 07:00pm CDT
Sat, Mar 28, 2026 - 09:00am to 05:00pm CDT
Fri, Apr 03, 2026 - 11:00am to 07:00pm CDT
Fri, Apr 24, 2026 - 11:00am to 07:00pm CDT
Tue, Apr 28, 2026 - 09:00am to 05:00pm CDT
Fri, May 15, 2026 - 11:00am to 07:00pm CDT
Thu, May 28, 2026 - 09:00am to 05:00pm CDT

Additional Info

Basic Course Information

Original Recording Date 2025
Date Added to Catalog 03/13/25
Prerequisites

Fundamental understanding of accounting software used by small businesses


Advanced Preparation None
Designed For

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


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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