K2's Advanced QuickBooks Tips and Techniques - VIRTUAL


Fundamental knowledge of QuickBooks and QuickBooks Online


  • 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


  • 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

Register Now

Materials are generally available 3 days in advance of an event. Once you have downloaded the manual, we are unable to cancel your registration.

Event Code:


4 CPE Credits
Computer Software & Applications: 4 Credits


Member Price:
$194 $219
Non-member Price:
$244 $269
Register by May 4th for Early Bird Pricing.

Registration is open through 05/17.

Thursday, May 18th

2:00pm to 5:30pm
(Check-In 1:30pm)

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Brian Tankersley