January 5, 2024


8 Total CPE Credits


Webinar (CA): K2's QuickBooks for Accountants

  • Instructor

    Thomas Stephens, Jr

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 Desktop 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
• Identify techniques for making reports and analyzing data in QuickBooks, including creating and customizing reports and exporting reports to Excel
• Identify 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

Total CPE
Computer Software & Applications

Things to Know About This Course

Course Level

  • Intermediate


Fundamental knowledge of basic QuickBooks and QuickBooks Online operations

Advanced Preparation

This webinar is produced by CalCPA. You will receive your login link/instructions and Certificate of Attendance directly from this third-party vendor. It is important that you review your COCPA confirmation for details on receiving your login instructions and COA from said vendor.

Intended Audience

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


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 299 299
  • COCPA Non-Member

    $ 399 399
    Your Price

Please login to register.