MYCPE ONE

QuickBooks: Tricky & Complex Situations for Advanced Learners 3 Credits 2.5 Credits

May 20, 2026, 12:30 PM EDT

QuickBooks: Tricky & Complex Situations for Advanced Learners 3 Credits 2.5 Credits

  • Rating

    4.5

  • Reviewed on

    February, 2025

  • Subject Area

    Accounting

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May 20, 2026, 12:30 PM EDT

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AI Review Summary

Generated by AI based on all course reviews

Learning Objectives

  • To identify how to add situation-specific accounts to the Chart of Accounts.
  • To recognize how to manage a Line of Credit.
  • To recall how to separate Loan payments for principal, interest, and debt protection insurance.
  • To recognize how to process Bounced Checks, both your customers and your own.
  • To recall how to track Bartering, so you can track your true income and your expenses even though no money has changed hands.

Course Overview

When something goes wrong with QuickBooks Online, the consequences can be pretty dire. Luckily, many common problems are easy to fix once you know about them. QuickBooks is a crucial tool for businesses. It helps organizations manage their money, pay their employees, and pay their bills. But QuickBooks Online is also a fairly complex application. This complexity means that QuickBooks Online is prone to having problems.

It’s one thing to master routine bookkeeping techniques, but it’s completely something else to use for rare business situations. In this special QuickBooks Online CPE class, we’ll look at everyday business transactions like Loans and Lines of Credit.

This online CPE webinar covers the following key topics:

  • How do you track Bartering to stay IRS-compliant?
  • How do you book bounced checks, either on your own or from a customer?
  • What do you do when a daily credit card batch is negative?
  • What are the options when taking client deposits on work to be performed?
  • How do you make corporate credit cards work?

This QuickBooks CPE webinar will help professionals to help with tricky and complex situations.

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 3 CPE Approved
Chartered Professional Accountant in Canada 3 CPD Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Approved
Accounting for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Approved
Accounting for Maine Licensed Public Accountant (ME-LPA) 3 CPE Approved
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Chartered Professional Accountant in Canada 2.5 CPD Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Approved
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Approved
Accounting for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Approved

Additional Information

Credits

3

Credits

2.5

Course Level

Advanced

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE 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. 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: www.nasbaregistry.org.

Explore CPA CPE Courses with MY-CPE. Our online offerings make it easy for you to fulfill your CPA CPE requirements. With a broad selection of topics taught by experienced professionals, you can enjoy flexible scheduling and self-paced learning. Say goodbye to traditional methods and begin your path to professional growth with us today!

About Instructor

Alicia Pollock, MAT

Alicia Pollock | MAT,ACN

Advisor, Royalwise Solutions

  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

Recently named one of America's Top 50 Women in Accounting, Alicia is a leading expert in QuickBooks Online training with a Masters in Teaching and decades of business consulting. 

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course 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 professional organizations for compliance and reporting purposes.

How are credits reported to governing bodies?

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.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn credits through live webinars?

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.

Are the live webinars accepted by NASBA and other Professional Organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with live webinar courses?

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.

How can I access my webinar completion certificates?

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 accepted for compliance and reporting purposes with NASBA, IRS, CFP Board, HRCI, SHRM (for PDCs), Payroll Org, FP Canada, and 25+ other professional organizations.

How are credits reported to governing bodies?

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.

Reviews and Ratings

out of 5

Excellent (58%)

Very Good (34%)

Average (8%)

Poor

Terrible (1%)

DC

Dianne Carrington, Others

5

I really appreciate the education you provide. Hunt-and-peck "Google-search" learning is wonderful, but to have one presenter/one topic with a presenter who is so patient and clearly expresses the concepts and application of the principals is a joy!

ZS

Zalak Sathwara, Others

5

Tricky Situations in QuickBooks Online: This course covers practical bookkeeping workflows for complex transactions, including loans, lines of credit, barter transactions, bounced checks, customer deposits, negative batches, and vendor credits.

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Inclusions

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    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting

    Certifications & Reporting

    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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