K2's Advanced QuickBooks Tips & Techniques Webcast [QBTT]

Nov 19, 2024
Time: 10:00am-1:30pm

Subject:

Computer Software & Applications

Credit Hours:

4.00

Price:

Member: $180.00
Non-member: $250.00

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Discussion Leader:

Brian F. Tankersley, CPA.CITP    more info

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 20 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005.
Tankersley has been recognized annually as one of the “Top 25 Thought Leaders in Public Accounting Technology” for 2011-2014 by Cygnus Business Media. Tankersley is also one of the principal authors of the Accounting Firm Operations and Technology Survey, which has been published annually for the last three years. Brian has made presentations in 46 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He received the Outstanding Discussion Leader Award from the Tennessee Society of CPAs in 2009 and 2013, and was recognized for writing the Article of the Year for the Tennessee CPA Journal in 2011. Brian has presented sessions at many national conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Insights, CCH Connections, and Thomson Reuters Synergy User Conference.
Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. He Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.
Brian and his family make their home in Farragut, Tennessee.

Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 20 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005.

Tankersley has been recognized annually as one of the “Top 25 Thought Leaders in Public Accounting Technology” for 2011-2014 by Cygnus Business Media.Tankersley is also one of the principal authors of the Accounting Firm Operations and Technology Survey, which has been published annually for the last three years. Brian has made presentations in 46 of the 50 US states and has served as a guest speaker for many professional accounting organizations across Canada. He received the Outstanding Discussion Leader Award from the Tennessee Society of CPAs in 2009 and 2013, and was recognized for writing the Article of the Year for the Tennessee CPA Journal in 2011. Brian has presented sessions at many national conferences, including AICPA TECH+/Practitioners Conference, The Sleeter Group’s Solutions Conference, Sage Insights, CCH Connections, and Thomson Reuters Synergy User Conference.

Brian is a certified public accountant (Tennessee), a certified information technology professional (CITP), and a Chartered Global Management Accountant (CGMA). He holds bachelor’s degrees in both Accounting and Finance, cum laude, from the University of Tennessee. He Tankersley also maintains numerous vendor software certifications, and is a member of the Tennessee Society of CPAs and the American Institute of CPAs.

Brian and his family make their home in Farragut, Tennessee.

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Website registration for this course closes on November 18, 2024. To register after this date please contact the society at akcpa@ak.net or 907-562-4334.

Full Description

K2s Advanced QuickBooks Tips & Techniques Webcast (QBTT)

November 19th, 2024 / 10:00 am 1:30 pm

Live Webcast / Zoom

The QuickBooks platform including the desktop and online environments is one of the leading accounting solutions for small and growing businesses. Further, Intuit has incorporated numerous advanced features and changes into the tools over the past few releases. This seminar will teach you how to use many new and advanced features in the desktop and online environments to help you solve critical issues. For example, you will learn advanced inventory management techniques, including changing the default costing methodology and implementing lot and serial number tracking. You will also learn how to build complete sets of financial statements in Excel that link in real-time to underlying QuickBooks data files and how to create multi-company financial statements. Additionally, you will learn how to use the Client Data Review feature to streamline how to identify and correct errors and close accounting periods in QuickBooks.

Knowing how to take advantage of the advanced tools and features available can determine your level of success when working with QuickBooks. So, take advantage of this opportunity to learn about QuickBooks deep features to maximize your effectiveness with QuickBooks.

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

Learning Objectives:
Upon completing this course, you should be able to:
- 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

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

CPE Credits: 4, Computer Software & Applications

Level of Knowledge: Advanced

Prerequisite: Fundamental knowledge of QuickBooks and QuickBooks Online

Acronym: QBTT

Discussion Leader: Brian F. Tankersley, CPA.CITP
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