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K2's Accountants Guide to Quickbooks Online


(Check-In 7:30am)

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DoubleTree by Hilton Billings

27 N 27th St
Billings, MT 59101

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8.00 Credits

Member Price $300.00

Price will increase by $50 after 5/16

Non-Member Price $350.00

Price will increase by $50 after 5/16


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.


  • 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

Designed For

Business professionals desiring a deeper understanding of how to work efficiently and effectively with Quickbooks Online.


  • 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
  • Identify examples of automation opportunities in QBO
  • List examples of vital internal controls to enable in QBO


Leader Bios

Tommy Stephens Jr, K2 Enterprises LLC

Thomas G. Stephens, Jr., CPA.CITP, CGMA Tommy Stephens received a Bachelor of Science in Business Administration degree (Major in Accounting) from Auburn University in 1985. In 1992, he earned a Master of Science degree (Major in Finance) from Georgia State University in Atlanta. Presently, Tommy is a Certified Public Accountant, a Certified Information Technology Professional, and a Chartered Global Management Accountant. During his professional career, Tommy has gained valuable experience in a variety of positions, including: • Working as an auditor and technology consultant for an Atlanta-based public accounting firm; • Leading an Internal Audit staff and managing a Cost Accounting team for a Fortune 500 company; • Serving as a Chief Financial Officer for an international engineering organization; and • Founding and managing his public accounting firm that provides accounting, tax, and consulting services to individuals and a variety of small and emerging businesses. In 1995, Tommy began authoring and presenting continuing professional education courses to accounting and finance professionals. In 2003, he affiliated with K2 Enterprises, and in 2007, he joined the firm as a partner. To date, he has lectured internationally on subjects such as internal controls for small businesses, technology strategies, computer hardware and software applications, tax strategies and compliance, and financial accounting standards and applications. Over the past twenty-five years, Tommy has presented over 2,700 educational sessions to over 70,000 participants throughout the United States and Canada. Presently, Tommy resides in Woodstock, Georgia, where he enjoys an active personal life with his wife. His hobbies include snow skiing, fishing, running, and other outdoor activities. Tommy maintains professional memberships with the American Institute of Certified Public Accountants and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.

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Non-Member Price $350.00

Member Price $300.00