K2's Better Reporting With QuickBooks Online
Total Credits: 1 including 1 Accounting - Technical
- Average Rating:
- 16
- Categories:
- ACPEN Industry Institute | Accounting and Auditing
- Faculty:
- Thomas G. Stephens Jr., CPA.CITP, CGMA
- Course Levels:
- Intermediate
- Duration:
- 1 Hour
- License:
- Product Setting: Expires 30 day(s) after program date.
Description
Presently, over seven million businesses use QuickBooks Online. However, these businesses often struggle to get the reports they need. In some cases, they are limited because of their chosen subscription. However, necessary reports are available in other cases, yet users do not know how to access them. Join us in this session to learn about better reporting options in QuickBooks Online.
In this session, you will learn how to create and customize your reports in QuickBooks Online. You will learn about Standard, Custom, and Management reports. You will also learn about the new Spreadsheet Sync tool that allows you to create customized reports, including multi-company reports in Excel. If you use QuickBooks Online and want to improve reporting, this session is for you!
Basic Course Information
Learning Objectives- Differentiate between report types in QuickBooks Online
- List the steps necessary to create custom reports
- Identify how Management Reports differ from traditional reports
- Specify how to use the new Spreadsheet Sync feature in QBO
Major Subjects
- The types of reports available in QuickBooks Online, by subscription level
- Customizing reports to meet your needs
- Spreadsheet Sync in QuickBooks Online Advanced
Course Materials
Important CPE Credit Instructions_READ BEFORE WEBCAST UPDATED (442.7 KB) | Available after Purchase |
K2's 2024 Better Reporting With QuickBooks Online Handout (1.3 MB) | Available after Purchase |
Faculty

Thomas G. Stephens Jr., CPA.CITP, CGMA Related Seminars and Products
Shareholder
K2 Enterprises
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-nine years, Tommy has presented over 3,200 educational sessions to over 82,000 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 AICPA and the Georgia Society of Certified Public Accountants. Additionally, he is a past member of the Institute of Internal Auditors.
Dates
Sat, Apr 12, 2025 - 02:00pm to 02:57pm CDT
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Tue, Apr 29, 2025 - 09:00am to 09:57am CDT
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Fri, May 02, 2025 - 01:00pm to 01:57pm CDT
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Mon, May 19, 2025 - 02:00pm to 02:57pm CDT
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Thu, Jun 12, 2025 - 09:00am to 09:57am CDT
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Thu, Jul 03, 2025 - 11:00am to 11:57am CDT
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Thu, Jul 10, 2025 - 09:00am to 09:57am CDT
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Thu, Aug 07, 2025 - 09:00am to 09:57am CDT
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Thu, Aug 14, 2025 - 11:00am to 11:57am CDT
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Thu, Sep 04, 2025 - 09:00am to 09:57am CDT
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Thu, Sep 25, 2025 - 11:00am to 11:57am CDT
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Thu, Oct 02, 2025 - 09:00am to 09:57am CDT
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Thu, Oct 30, 2025 - 09:00am to 09:57am CDT
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Thu, Nov 06, 2025 - 11:00am to 11:57am CST
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Wed, Nov 26, 2025 - 09:00am to 09:57am CST
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Thu, Dec 18, 2025 - 11:00am to 11:57am CST
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Thu, Jan 22, 2026 - 09:00am to 09:57am CST
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Thu, Jan 29, 2026 - 11:00am to 11:57am CST
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Thu, Feb 19, 2026 - 09:00am to 09:57am CST
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Thu, Mar 12, 2026 - 11:00am to 11:57am CDT
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Thu, Mar 19, 2026 - 09:00am to 09:57am CDT
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Thu, Apr 16, 2026 - 09:00am to 09:57am CDT
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Thu, Apr 23, 2026 - 11:00am to 11:57am CDT
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Thu, May 14, 2026 - 09:00am to 09:57am CDT
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Additional Info
Basic Course Information
Prerequisites Basic understanding of small business reporting needs and tools, including QuickBooks OnlineAdvanced Preparation None
Designed For
QuickBooks Online users seeking to improve reporting processes
Original Recording Date
05/01/2024
Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 02/01/2024
Additional Information
Complaint Resolution PolicyPlease contact Anne Taylor for any complaints. anne.taylor@acpen.com, (972-377-8199).
Official Registry Statement
Business Professionals' Network, Inc. is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
Instructional Delivery Method
Group Internet Based
Course Registration Requirements
Online Registration
Refund/Cancellation Policy
Please contact the ACPEN help desk 1-877-602-9877 or help@acpen.com if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer.
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