10 Best Practices in QuickBooks Online 1 Credit
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Dec 11, 2024 | 09:30 AM
ET
After working with hundreds of business owners and bookkeeping professionals, we have seen all kinds of crazy bookkeeping. In this CPE Course, we will distill those bad habits down into the top 10 mistakes people make in QuickBooks Online.
This one-hour course highlights the Top 10 best practices that you should follow to save time and money. We’ll start with words of wisdom about setting up your account and dialing in your chart of accounts and products & services. Then, we’ll look at recordkeeping, from receipts to understanding what qualifies as a tax-deductible expense. We’ll finish by looking at some of QBO’s “quirks” so you know how to use the software properly.
It's important to implement these best practices at the beginning of your QuickBooks file. It’s a lot more expensive and time-consuming to fix a file than to get trained to do it right in the first place!
Key topics covered:
Join this CPE Course and learn how to use QuickBooks more effectively! We will also discuss how to avoid (and fix) common mistakes in QBO bank feeds, properly classify transactions, and best practices for recordkeeping.
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Advance Preparation
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MY-CPE LLC (Sponsor Id#: 143597) 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.
Alicia is a QuickBooks® Elite ProAdvisor, a member of the Intuit Trainer/Writer Network, and was recently named Top 10 ProAdvisor by Insightful Accountant.
With a Masters in Teaching, a collection of certifications, several published books, & decades of business consulting experience, Alicia is a skilled & patient QuickBooks coach.
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To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
JF
This was one of the best QBO courses I have taken, both self-study and webinar format. I picked up a number of tips I will definitely incorporate.
KL
Alicia is the best! Her down home style of presentation of sometimes difficult ideas is easy to follow. I love her classes!
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We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
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