QuickBooks: Tricky & Complex Situations for Advance Learners

4.6 (203)

Alicia Pollock, QB Pro Advisor

Royalwise Solutions

Friday, November 20, 2020 | 11:00 AM EST

  • CPA
  • CMA
  • CPA(Canada)

Credits: 2 CPE | 2 CPD

$20

Subject Area

Accounting

Webinar Qualifies For

2 CPE credit of Accounting for all CPAs

2 CPD credit (Verifiable) for Canadian CPAs

2 General Educational credit for Tax Professionals / Bookkeepers / Accountants

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Additional Dates

Jan 28, 2021 | 09:30 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

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

Testimonial

4.6

(203)
66%
29%
5%
0%
0%

WB

Alicia makes you feel full of confidence and knowledge and ready to take the exam and help your client!! Highly recommended!!

DS

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.

AJ

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.

VR

This was mostly a review course for me, but I did learn a few new things.