February 9, 2024


4 Total CPE Credits


Webinar (CA): K2's Advanced QuickBooks Tips and Techniques

  • Instructor

    Thomas Stephens, Jr

Learning Objectives

• Identify techniques for handling advanced reporting issues, including the QuickBooks Statement Writer, QuickBooks Online Management Reports, linking QuickBooks data into other applications via Open Database Connectivity and multi-company reporting
• Manage inventory more effectively in QuickBooks, including using Items, changing inventory costing methodologies, creating Assembly items, adjusting inventory quantities and valuations and listing the advantages associated with QuickBooks' Advanced Inventory feature
• Differentiate between various techniques for exchanging QuickBooks data with others, including QuickBooks Accountants' Copy feature, Portable Company Files and backup files
• Utilize QuickBooks Client Data Review feature to streamline the process of cleaning up QuickBooks data files and closing accounting periods

Major Topics

• Tips for improving efficiency with QuickBooks and QuickBooks Online
• Better reporting when working in QuickBooks environments
• Tips for cleaning up QuickBooks and QuickBooks Online instances
• Managing inventory more effectively when working with QuickBooks and QuickBooks Online

CPE Credits Available

Total CPE
Computer Software & Applications

Things to Know About This Course

Course Level

  • Advanced


Fundamental knowledge of QuickBooks and QuickBooks Online

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

Accounting and financial professionals who want to learn about advanced features and techniques associated with QuickBooks and QuickBooks Online


California CPA Education Foundation

Register For This Event

  • COCPA Member

    $ 159 159
  • COCPA Non-Member

    $ 209 209
    Your Price

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