K2's Efficient Automation Solutions Using QuickBooks Online Advanced
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Virtual
3.00 Credits
Member Price $139.00
Non-Member Price $189.00
Overview
You could pay $0 for this course!
"Transform business operations and reduce manual workload through powerful automation tools and strategies. This comprehensive course reveals how organizations can leverage QuickBooks Online Advanced’s automation features for both workflow and advanced reporting, alongside integration platforms like Zapier and Microsoft Power Automate. Participants will discover practical solutions for automating bills, payments, invoices, scheduled reports, and vendor management while learning to implement custom workflows that streamline daily operations and enhance productivity.
Business leaders and accounting professionals will gain hands-on experience with automation tools that revolutionize reporting processes and stakeholder communication. The course combines QuickBooks Online Advanced’s native capabilities with broader integration strategies, demonstrating how to utilize Integration Platform as a Service (iPaaS) solutions and third-party tools to create seamless connections between accounting systems and other business applications. Participants will walk away with actionable strategies to reduce manual data entry, minimize errors, and create more efficient processes that save both time and resources. This practical approach to automation empowers organizations to scale operations without increasing overhead costs."
Firms/companies with fewer than 50 staff can be reimbursed up to 100% of the cost of training and firms/companies with 50-100 employees can be reimbursed up to 50% of the cost of training. You must register for the course and apply for reimbursement through the Workforce Training Express Fund website a minimum of three weeks prior to the start of the course to be eligible. The course code for this program is C-15311. To learn more, click here or contact Julia Ekelund at jekelund@masscpas.org.
Leader(s):
Leader Bios
Steve Yoss, K2 Enterprises
Stephen M. Yoss, Jr., CPA, MS is a certified public accountant, the partner, and principal of Devmatics, LLC, a continuing education instructor for financial professionals, and a licensed pyrotechnician. While his interests and skills are varied, they all share a common thread—his love for and skill in finding technology-based solutions.
Non-Member Price $189.00
Member Price $139.00