Course Details

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Course Description

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:

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?

Why You Should Attend ?

  • 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

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

About Presenter

A natural teacher, Alicia earned her Master of Arts in Teaching, but instead of turning to the public schools, she developed computer curricula. She blends the skills of technology, the art of communication, the patience of a trainer, the wisdom of a business consultant, and the detailed eye of an obsessive-compulsive to bring you the finest in business solutions.


Founded by Jamie Pollock and Alicia Katz Pollock, Royalwise is an Apple, Microsoft, and Intuit-certified computer training and support company. We are certified to train and support all Apple products, Microsoft Office, QuickBooks on any platform. As a member of the Apple Consultants Network, we are certified by Apple to support all desktop machines running OS X and mobile devices running iOS. We have vast experience with iPads and iPhones, and how to configure and utilize iCloud to sync your data seamlessly.

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

Reviews

4.6
(29)
69%
24%
7%
0%
0%
  • DC
    Dianne Carrington , Bookkeeper
    Mar 16th 2020
    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!
AJ
Anisha Jessop , Bookkeeper
NA

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 through its website: www.NASBARegistry.org.

upcoming Live CPE Webinars

Basis Calculations for Partners & LLC Members
Wednesday, April 01, 2020 | 10:30 AM EDT View Details/Register
HANDLE IRS AUDIT, APPEALS, COLLECTION & LITIGATION (LATEST 2019)
Wednesday, April 01, 2020 | 10:30 AM EDT View Details/Register
Annuity Basics with 2020 updates
Wednesday, April 01, 2020 | 12:00 PM EDT View Details/Register
SEC Enforcement of Accounting and Reporting Regulation
Wednesday, April 01, 2020 | 01:00 PM EDT View Details/Register
Time Management in “The Cloud” Using Gmail/Google
Wednesday, April 01, 2020 | 01:00 PM EDT View Details/Register
10 Secrets the Credit Card Processing Industry Doesn't Want You to Know
Wednesday, April 01, 2020 | 02:00 PM EDT View Details/Register
Fiduciary Income Tax Refresher and Latest Update 2020
Wednesday, April 01, 2020 | 02:30 PM EDT View Details/Register
Winning Tax Season With Better Workflow Management
Wednesday, April 01, 2020 | 03:00 PM EDT View Details/Register
CIRCULAR 230 ETHICS (UPDATED 2019)
Wednesday, April 01, 2020 | 04:00 PM EDT View Details/Register
MAXIMIZE YOUR SAVINGS POTENTIAL THROUGH HEALTH SAVINGS ACCOUNTS (HSAS)
Thursday, April 02, 2020 | 10:30 AM EDT View Details/Register
Form W-4 and Other Payroll and Form 1099 Updates
Thursday, April 02, 2020 | 01:00 PM EDT View Details/Register
How Accountants can use automation to overcome manual data entry and increase efficiency
Thursday, April 02, 2020 | 02:00 PM EDT View Details/Register
Sales Tax in the Post Wayfair Environment
Thursday, April 02, 2020 | 02:30 PM EDT View Details/Register
The Coronavirus Impact on Accounting and Financial Reporting: What Every CPA Should Know
Thursday, April 02, 2020 | 03:00 PM EDT View Details/Register
S Corporation Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Friday, April 03, 2020 | 09:00 AM EDT View Details/Register
  • Cost FREE
  • CPE Credits 2
  • Subject Area Accounting
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Bookkeeper Accountant CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm Accounting Firm CPA (Industry) Young CPA CPA in Business Tax Accountant (Industry)
  • Handout Material Download

upcoming Live CPE Webinars

Basis Calculations for Partners & LLC Members
Wednesday, April 01, 2020 | 10:30 AM EDT View Details/Register
HANDLE IRS AUDIT, APPEALS, COLLECTION & LITIGATION (LATEST 2019)
Wednesday, April 01, 2020 | 10:30 AM EDT View Details/Register
Annuity Basics with 2020 updates
Wednesday, April 01, 2020 | 12:00 PM EDT View Details/Register
SEC Enforcement of Accounting and Reporting Regulation
Wednesday, April 01, 2020 | 01:00 PM EDT View Details/Register
Time Management in “The Cloud” Using Gmail/Google
Wednesday, April 01, 2020 | 01:00 PM EDT View Details/Register
10 Secrets the Credit Card Processing Industry Doesn't Want You to Know
Wednesday, April 01, 2020 | 02:00 PM EDT View Details/Register
Fiduciary Income Tax Refresher and Latest Update 2020
Wednesday, April 01, 2020 | 02:30 PM EDT View Details/Register
Winning Tax Season With Better Workflow Management
Wednesday, April 01, 2020 | 03:00 PM EDT View Details/Register
CIRCULAR 230 ETHICS (UPDATED 2019)
Wednesday, April 01, 2020 | 04:00 PM EDT View Details/Register
MAXIMIZE YOUR SAVINGS POTENTIAL THROUGH HEALTH SAVINGS ACCOUNTS (HSAS)
Thursday, April 02, 2020 | 10:30 AM EDT View Details/Register
Form W-4 and Other Payroll and Form 1099 Updates
Thursday, April 02, 2020 | 01:00 PM EDT View Details/Register
How Accountants can use automation to overcome manual data entry and increase efficiency
Thursday, April 02, 2020 | 02:00 PM EDT View Details/Register
Sales Tax in the Post Wayfair Environment
Thursday, April 02, 2020 | 02:30 PM EDT View Details/Register
The Coronavirus Impact on Accounting and Financial Reporting: What Every CPA Should Know
Thursday, April 02, 2020 | 03:00 PM EDT View Details/Register
S Corporation Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Friday, April 03, 2020 | 09:00 AM EDT View Details/Register