Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
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.
Note: You must have access to a QBO subscription to fully participate in the course.
Topics Include:
- 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
Schedule
- July 22, 2025, 1:00 p.m. - 5:00 p.m.
- July 23, 2025, 1:00 p.m. - 5:00 p.m.
Key Takeaways
Upon completion of this course, you will be able to:
- 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.
Who Will Benefit
Business professionals desiring a deeper understanding of how to work efficiently and effectively with QuickBooks Online.
How to Access the Course
This course is a live webinar. You must attend the live course to receive verifiable CPD hours. We recommend you join five minutes prior to the scheduled starting time. To get the full experience of this interactive course, use a computer that has video and microphone capabilities.
Electronic material can be accessed one week prior to the course and should be downloaded in advance.
Registration, cancellation, withdrawal and all other CPA Ontario PD policies can be found here.
Speaker(s)
K2E Canada Inc, and its US partner K2 Enterprises is the pre-eminent provider of technology-focused continuing professional education to accountants and other professionals in Canada and the United States. We offer seminars on Excel, Word, PowerPoint, Outlook, Access, cloud computing, Adobe Acrobat, budgeting, business analytics, internal controls, paperless office, and other technology related topics.