QuickBooks: Tricky & Complex Situations for Advance Learners

4.6 (212)

Alicia Katz Pollock, MAT,ACN,MOS

Royalwise Solutions

Thursday, April 15, 2021 | 10:00 AM EDT

  • CPA Canada
  • CPA
  • CFE

1.5 Credits

$15

Subject Area

Accounting

Webinar Qualifies For

1.5 CPE credit of Accounting for all CPAs

0.5 CPE credit for Certified Fraud Examiners (CFEs)

1.5 CPD credit (Verifiable) for Canadian CPAs

1.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Additional Dates

Apr 30, 2021 | 12:30 PM EDT Register

Course Description

When something goes wrong with QuickBooks, 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 is also a fairly complex application. This complexity means that QuickBooks is prone to having problems.

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

Then we’ll talk about more complex situations like 

  • How do you track Bartering to stay IRS-compliant?
  • How do you book bounced checks, either your own or from a customer?
  • What do you do when a daily credit card batch is negative?
  • What are the options when to take client deposits on work to be performed?
  • How do you make corporate credit cards work?
  • This webinar is only for those professionals who already have basic knowledge of QuickBooks and willing to have advance learning on QuickBooks.
  • Business owners and employees hoping to gain a deeper knowledge of how to perform common business transactions in their software
  • Bookkeepers and Accountants who wish to brush up on their skills

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 out 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

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bookkeeper
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • QB Pro Advisor
  • Senior Accountant
  • Tax Accountant (Industry)
  • Young CPA

Testimonial

4.6

(212)
65%
29%
5%
0%
0%

TA

Alicia is very thorough with Quickbooks and that is evident in the way she handles the software and Quickbooks is no easy software (that would be putting it mildly). Thank you Alicia and myCPE.

MC

I have been using QB since quite some time now and after attending this webinar I can surely say that it was insightful. I brushed up on my skills as well as learnt a few new things. Overall a helpful webinar.

KS

It was a value-packed webinar! Alicia provided valuable information in an interactive way. Thank you for sharing myCPE.

ST

The main aim of mine behind attending this webinar was to brush up on skills but I got more than what I asked for. Not just brushing up, the webinar gave me new skills as well. Thanks Alicia and myCPE for hosting such a wonderful webinar.

DB

The speaker was very skillful. She created the class exciting and easy to follow and learn. I am impressed with myCPE platform.

JLS

Good one.