Course Details

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ADDITIONAL DATES

Dec 09, 2020 | 10:00 AM EST 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

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.
  • You must attend complete webinar and respond to all polling questions asked during the webinar. CPE is issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here :https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you are Canadian Chartered Professional Accountant (CPA) many of our courses qualifies for your verifiable CPD requirements you will get your certificate for the program. You can check a tab of “Webinar Qualifies for” for the same.However please do verify with respective regulatory body about the eligibility for the same.
  • Many of our courses are approved by “CFP Board” for CE credits of certified financial Planner(CFP). Please check a tab of “Webinar Qualifies for” to verify whether webinar qualifies for CE credits for CFP or not.

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
(202)
66%
29%
5%
0%
0%
  • WB
    William Boucher , CPA
    Mar 16th 2020
    Alicia makes you feel full of confidence and knowledge and ready to take the exam and help your client!! Highly recommended!!
DS
Donald Sotherland , CPA
I enjoyed the presenter because she went through the Quickbooks with ease. She knew the system very well and that was extremely comforting and helpful.
DC
Dianne Carrington , Bookkeeper
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
I like Alicia's step by step approach to explain the tricky situation on quickBooks. Her explanation was enough to give us an idea of the subject matter.
LC
Laura Coniglione-Lee , CPA
A must watch for Quickbooks Online users!
MT
Mark Templin
Excellent!

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

BEST TAX RETURN WORKSHOP - PARTNERSHIPS & LLCS (FORM 1065) - 2020 Updates
Tuesday, November 24, 2020 | 10:00 AM EST View Details/Register
Annual Federal Tax Update - Individuals (Form 1040)
Tuesday, November 24, 2020 | 10:00 AM EST View Details/Register
QBO Complete Comprehensive Overview - Latest 2020
Tuesday, November 24, 2020 | 10:00 AM EST View Details/Register
Qualified Business Income (QBI) Deduction (IRC §199A) Detailed Study, Analysis,Calculations,Case Studies, Ins & Outs (Latest)
Tuesday, November 24, 2020 | 08:00 AM PST View Details/Register
Fraud Update - Latest 2020
Tuesday, November 24, 2020 | 08:00 AM PST View Details/Register
Effective Management Accounting
Tuesday, November 24, 2020 | 03:00 PM EST View Details/Register
Individual Tax Update 2020
Tuesday, November 24, 2020 | 03:00 PM EST View Details/Register
Schedule C - Form 1040 (2020)
Tuesday, November 24, 2020 | 03:30 PM EST View Details/Register
SOX Internal Controls for Accounts Payable
Tuesday, November 24, 2020 | 04:00 PM EST View Details/Register
S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
How to deal effectively with IRS Examinations and Criminal Investigations?
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
Winning the Fraud Battle in the 21st Century: Prevention and Detection
Wednesday, November 25, 2020 | 10:30 AM EST View Details/Register
Tactical and Strategic Roth Conversions in 2020 after the Secure Act (Latest Update)
Wednesday, November 25, 2020 | 10:30 AM EST View Details/Register
QBO: Banking Feed and Reconciling - Make Rules & Automate
Wednesday, November 25, 2020 | 11:00 AM EST View Details/Register
  • Cost $20
  • CPE Credits 2
  • CPD Credits 2
  • Subject Area Accounting
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Bookkeeper Accountant QB Pro Advisor CPA - Small Firm CPA - Mid Size Firm Accounting Firm CPA (Industry) Young CPA CPA in Business Tax Accountant (Industry) Accounting Practice Owners Senior Accountant Accounts Director Cloud Accountants Entrepreneurial Accountant Accounting Managers
  • Handout Material Download

upcoming Live CPE Webinars

BEST TAX RETURN WORKSHOP - PARTNERSHIPS & LLCS (FORM 1065) - 2020 Updates
Tuesday, November 24, 2020 | 10:00 AM EST View Details/Register
Annual Federal Tax Update - Individuals (Form 1040)
Tuesday, November 24, 2020 | 10:00 AM EST View Details/Register
QBO Complete Comprehensive Overview - Latest 2020
Tuesday, November 24, 2020 | 10:00 AM EST View Details/Register
Qualified Business Income (QBI) Deduction (IRC §199A) Detailed Study, Analysis,Calculations,Case Studies, Ins & Outs (Latest)
Tuesday, November 24, 2020 | 08:00 AM PST View Details/Register
Fraud Update - Latest 2020
Tuesday, November 24, 2020 | 08:00 AM PST View Details/Register
Effective Management Accounting
Tuesday, November 24, 2020 | 03:00 PM EST View Details/Register
Individual Tax Update 2020
Tuesday, November 24, 2020 | 03:00 PM EST View Details/Register
Schedule C - Form 1040 (2020)
Tuesday, November 24, 2020 | 03:30 PM EST View Details/Register
SOX Internal Controls for Accounts Payable
Tuesday, November 24, 2020 | 04:00 PM EST View Details/Register
S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
How to deal effectively with IRS Examinations and Criminal Investigations?
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
Winning the Fraud Battle in the 21st Century: Prevention and Detection
Wednesday, November 25, 2020 | 10:30 AM EST View Details/Register
Tactical and Strategic Roth Conversions in 2020 after the Secure Act (Latest Update)
Wednesday, November 25, 2020 | 10:30 AM EST View Details/Register
QBO: Banking Feed and Reconciling - Make Rules & Automate
Wednesday, November 25, 2020 | 11:00 AM EST View Details/Register