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Live Webcast Replay

K2's 2024 Better Reporting With QuickBooks Online

Total Credits: 1 including 1 Accounting - Technical

Average Rating:
ACPEN Industry Institute |  Accounting and Auditing
Thomas G. Stephens Jr., CPA.CITP, CGMA
Course Levels:
1 Hour
Product Setting: Expires 30 day(s) after program date.

Please Note: Programs with a ☾ insignia begin after 5pm or air on the weekend.


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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


Thomas G. Stephens Jr., CPA.CITP, CGMA's Profile

Thomas G. Stephens Jr., CPA.CITP, CGMA Related Seminars and Products


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-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.


Wed, Aug 07, 2024 - 11:00am to 11:57am EDT
Sat, Aug 24, 2024 - 12:00pm to 12:57pm EDT
Thu, Sep 05, 2024 - 02:00pm to 02:57pm EDT
Tue, Sep 17, 2024 - 07:00pm to 07:57pm EDT
Tue, Oct 01, 2024 - 10:00am to 10:57am EDT
Wed, Oct 16, 2024 - 11:00am to 11:57am EDT
Fri, Nov 15, 2024 - 12:00pm to 12:57pm EST
Wed, Nov 27, 2024 - 02:00pm to 02:57pm EST
Wed, Dec 04, 2024 - 03:00pm to 03:57pm EST
Fri, Dec 13, 2024 - 10:00am to 10:57am EST
Mon, Dec 23, 2024 - 11:00am to 11:57am EST
Sat, Dec 28, 2024 - 12:00pm to 12:57pm EST
Wed, Jan 08, 2025 - 02:00pm to 02:57pm EST
Tue, Jan 21, 2025 - 03:00pm to 03:57pm EST
Tue, Feb 04, 2025 - 07:00pm to 07:57pm EST
Sat, Feb 22, 2025 - 11:00am to 11:57am EST
Thu, Mar 06, 2025 - 12:00pm to 12:57pm EST
Fri, Mar 21, 2025 - 02:00pm to 02:57pm EDT
Sat, Apr 12, 2025 - 03:00pm to 03:57pm EDT
Tue, Apr 29, 2025 - 10:00am to 10:57am EDT
Fri, May 02, 2025 - 02:00pm to 02:57pm EDT
Mon, May 19, 2025 - 03:00pm to 03:57pm EDT

Additional Info

Basic Course Information

Prerequisites Basic understanding of small business reporting needs and tools, including QuickBooks Online
Advanced Preparation  None
Designed For

QuickBooks Online users seeking to improve reporting processes


Original Recording Date



Yellow Book No
Course Developer K2 Enterprises
Date Added to Catalog 02/01/2024

Additional Information

Complaint Resolution Policy

Please contact Anne Taylor for any complaints., (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:

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 if you wish to cancel your attendance for a previously purchased webcast and are requesting a refund or transfer. 



Overall:      4.9

Total Reviews: 7