K2's After QuickBooks, What's Next?

Overview

Accounting professionals face a critical technological shift with the discontinuation of QuickBooks Pro and Premier sales in 2024. This course explores the transition to modern platforms, including QuickBooks Online, Xero, Zoho Books, FreshBooks, and more. Participants will gain insights into key features, integration capabilities, add-on solutions, and payroll and reporting functionalities. Learn strategies for seamless implementation and discover how to guide clients effectively through this change. Comparative tables and expert insights will equip you to make informed recommendations for your practice or small business. Attend this session and learn more about platforms available for small businesses.

Highlights

• Transitioning from QuickBooks Pro and Premier – challenges and opportunities
• Overview and comparison of leading accounting software solutions
• Implementation strategies and best practices for modern accounting platforms

Prerequisites

Basic understanding of accounting software, including QuickBooks

Designed For

Business professionals seeking to transition from QuickBooks desktop accounting platforms

Objectives

• Identify key differences between QuickBooks Pro and Premier and their potential replacements
• Evaluate and compare the features, integrations, and add-on solutions offered by platforms such as Xero, Zoho Books, and FreshBooks
• Identify key steps in the transition process from legacy QuickBooks systems to newer, Cloud-based accounting tools
• Create a roadmap for advising clients on selecting and implementing the most suitable accounting platform for their needs

Preparation

None

Notice

This course is provided by a third-party vendor. Please note that login instructions will not be available in the ‘My Upcoming CPE’ section of the NESCPA website. Instead, the login instructions will be sent directly to you via email by ACPEN. Upon completing the course, your hours will be recorded in the ‘My CPE Tracker’ section of the NESCPA website.