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QuickBooks Online – Advanced Features And Functions
Length: 1 Hour
With approximately two million small businesses now running QuickBooks Online (QBO), accounting professionals must recognize that Cloud-based accounting is here to stay and begin to understand some of the advanced features in QBO that can help small businesses succeed. In this session, you will learn about many of the advanced features available in QBO such as inventory management, audit trails, customized reports, importing and exporting data, bank feeds, and linking QBO data directly into Excel. If you are not using QBO to its’ fullest or are a bit curious about the advanced features available in the service, then you should make plans to participate in this session to learn more about what QBO can do for small businesses.
Learning Objectives:
- Configure QBO to take advantage of advanced security features
- Manage inventory effectively, including choosing between costing options
- Import and export data to/from QBO
- Utilize bank feeds to streamline recording and reconciling transactions
- Create ODBC connections to link QBO data into Excel for reporting and analysis
- Customize QBO-based reports and set-up automatic report distribution schedules
Major Subjects:
- Computer Software & Applications
Randy Johnston, MS, Shareholder, K2 Enterprises
Randy Johnston is a nationally recognized educator, consultant, and writer with over 40 years experience in Strategic Technology Planning, Accounting Software Selection, Paperless, Systems and Network Integration, Business Continuity and Disaster Recovery Planning, Business Development and Management, Process Engineering and outsourced managed services.
Brian Tankersley, CPA.CITP, CGMA, K2 Enterprises
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 25 years of professional experience, including accounting, auditing, technology, and education, and has been with K2 Enterprises since 2005, and he is also one of the national instructors for Yaeger CPA Review.
