Seminar
Live WebinarOverview level
K2's After QuickBooks, What's Next
★★★★★
4.8 · 19 attendee ratings
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.
Learning objectives
Upon completing this course, you should be able to:
- 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
Major topics
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
Who this is for
Business professionals seeking to transition from QuickBooks desktop accounting platforms
Prerequisites: Basic understanding of accounting software, including QuickBooks
What's included
Every registration comes with the course materials — yours to keep.
- Course handout PDF
Course details
- Recommended CPE credit
- 2 — Computer Software and Applications
- Field of study
- Computer Software and Applications
- Program level
- Overview
- Delivery method
- Group Internet Based
- Prerequisites
- Basic understanding of accounting software, including QuickBooks
- Advance preparation
- None
- Length
- 1h 40m
- Course number
- 25c-qbnext
- Provider
- K2 Enterprises
CPE Today (Devmatics, LLC) 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 (Sponsor ID 167619). 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, nasbaregistry.org. For information about our refund, complaint, and program cancellation policies, see Company Policies or contact [email protected].
Every way to take this course
How to attend this course
This course isn’t sold on its own — it’s offered exclusively at these events. One registration covers the event: you attend this course on its scheduled day, plus everything else the event offers.
Oct
21
Client Excellence: Communication, Tools & Tech Skills
Seminar · Oct 19–22, 2026
· Online · this course runs Oct 21, 2026 · event offers up to 25 credits
$175/day
View event
Your instructor
Brian Tankersley
Speaker & Author · K2 Enterprises · ★ 4.5 instructor rating
Brian Tankersley is a consultant who advises US firms and companies on accounting technology issues. Mr. Tankersley is a frequent speaker at continuing education courses for K2 Enterprises, and publishes a nationally recognized blog on accounting and technology (www.cpatechblog.com). He has also served as the technology editor for a major accounting industry publication. Mr. Tankersley has over 25 years of...
Full profile →Attendee feedback
4.8
19 attendee ratings
Attendee reviews
★★★★★
“Very good!”
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