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QuickBooks Year-End Cleanup: 2024 2 Credits

QuickBooks Year-End Cleanup: 2024 2 Credits

  • Alicia Pollock

    MAT,ACN,MOS
  • Rating

    4.5
  • Published on

    August, 2024
  • Subject Area

    Accounting

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Answer the polling questions
  • Get your certificate

Learning Objective

  • Identify incorrectly categorized transactions and the steps to correct them.
  • Recall the steps to confirm that bank balances are accurate.
  • Recall the tasks to close out owner equity.
  • Identify the steps to adjust inventory totals for the year.
  • Identify which Reports to run for business analysis and taxes.
  • Recall the year-end closing actions to perform on your file.

Course Overview

Wave goodbye to that year-end stress and brace yourself for a tax season as smooth as a freshly brewed latte. If you're a business owner, accountant, or bookkeeper, you know that 'Year-End Cleanup' isn't just a catchy phrase—it's a practical, hands-on training that helps you get your books in order and sets you up for a smoother tax season. Trust me, you'll thank yourself later.

Picture yourself confidently submitting your financials to your accountant, free from the worry of misplaced decimals or rogue expenses. We don't just hand you a checklist; we empower you with a toolkit of essential skills. From reclassifying those wandering expenses to reconciling your bank accounts with precision, consider these challenges conquered.

But the benefits don't stop there. This course is a stepping stone to the future. Analyze your business’s financial health, strategize for success, and stay on top of your accounts. Want to know who still owes you money before the year ends? We’ve got you covered. Want to ensure you're not the one left owing? Even better.

Key topics covered:

  • Year-End Bookkeeping Checklist
  • Transaction Categorization Review
  • Bank Reconciliation Troubleshooting
  • Equity Account Closing
  • Depreciation Entries Creation
  • Book Closing Procedures
  • Data Backup Implementation

So, if you're ready to turn the annual dread of tax season into a celebration of business acumen, you don't want to miss this CPE Course.

Say yes to a year-end that rings in a new year but a new level of business prowess. Unlock a new era of financial mastery this tax season and turn the page to a stress-free tax season!


Dive into the world of CPA CPE Courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

  • 2 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
  • 2 General Credit of Accounting for Accountant/Bookkeeper/Tax Professionals
  • 2 CPD Credit of Accounting for CPA in Canada
  • 2 CPE Credit of Accounting for Iowa Licensed Public Accountant (IA-LPA)
  • 2 CPE Credit of Accounting for Maine Licensed Public Accountant (ME-LPA)
  • 2 CPE Credit of Accounting for Delaware Licensed Public Accountant (DE-LPA)

  • 2 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
  • 2 General Credit of Accounting for Accountant/Bookkeeper/Tax Professionals
  • 2 CPD Credit of Accounting for CPA in Canada
  • 2 CPE Credit of Accounting for Iowa Licensed Public Accountant (IA-LPA)
  • 2 CPE Credit of Accounting for Maine Licensed Public Accountant (ME-LPA)
  • 2 CPE Credit of Accounting for Delaware Licensed Public Accountant (DE-LPA)

Additional Information

Credits

2

Course Level

Basic

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 (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.

About Instructor

Live CPE/CPD Webinars for Candian CPAs, CIA by Alicia Pollock's
Alicia PollockMAT,ACN,MOS

Intuit Trainer/Writer Network, Elite-level QuickBooks ProAdvisor, Royalwise Solutions

  • 4.5
  • rating
  • rating
  • rating
  • rating
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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.

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. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

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 approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

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 regulatory bodies 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. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

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 approved by NASBA and other regulatory bodies?

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.

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 recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies 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.

Ratings and Review

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DC

Dianne Carrington, Others

A great platform without hiccups, relevant topics and extremely competent instructor. Her love for teaching and accounting jump from the screen

CHL

Cheryl Hines Ladson, EA

The "QuickBooks: Year-End Procedures" class was an invaluable experience. The combination of an expert instructor, comprehensive content, and practical exercises provided a rich learning environment. This course has undoubtedly elevated my professional capabilities and will positively impact my work as we approach the year-end financial period.

Inclusions
  • Multiple Credits
    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.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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