myCPE
myCPE

QuickBooks: Tricky & Complex Situations for Advanced Learners 3 Credits

QuickBooks: Tricky & Complex Situations for Advanced Learners 3 Credits

  • Alicia Pollock

    MAT,ACN,MOS
  • Rating

    4.5
  • Reviewed on

    January, 2024
  • Subject Area

    Accounting

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate

Learning Objective

  • 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 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.

Course Overview

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 for rare business situations. In this special QuickBooks Online CPE class, we’ll look at everyday business transactions like Loans and Lines of Credit.

This online CPE webinar covers the following key topics:

  • How do you track Bartering to stay IRS-compliant?
  • How do you book bounced checks, either on your own or from a customer?
  • What do you do when a daily credit card batch is negative?
  • What are the options when taking client deposits on work to be performed?
  • How do you make corporate credit cards work?

This QuickBooks CPE webinar will help professionals to help with tricky and complex situations.

On Demand Credits for All Qualifications

Nano Credits for All Qualifications

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 3 CPE Approved
Accounting for CPA in Canada 3 CPD Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 3 CPE Approved
Accounting for CPA in Canada 3 CPD Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 3 CPE Approved
Accounting for CPA in Canada 3 CPD Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 3 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 3 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 3 CPE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Accounting for CPA in Canada 2.5 CPD Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Eligible

Additional Information

Credits

3

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.

Explore CPA CPE Courses with MY-CPE. Our online offerings make it easy for you to fulfill your CPA CPE requirements. With a broad selection of topics taught by experienced professionals, you can enjoy flexible scheduling and self-paced learning. Say goodbye to traditional methods and begin your path to professional growth with us today!

About Instructor

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

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

  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

Recently named one of America's Top 50 Women in Accounting, Alicia is a leading expert in QuickBooks Online training with a Masters in Teaching and decades of business consulting. She offers a range of tailored resources from self-paced courses to personalized coaching.

Her signature Q.U.E.S.T. training portal enables accounting firms to scale efficiently and reduce turnover, solidifying her as a transformative industry figure.

Known for her patience and commitment, Alicia simplifies QuickBooks for clients, helping them achieve their financial management goals with ease.

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.

Reviews and Ratings

out of 5

Excellent

Very Good

Average

Poor

Terrible

DC

Dianne Carrington, Others
5

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!

AR

Ann Randall, CPA (US)
5

I thought this was very good. I think Alicia is one of the best trainers I've experienced. There was a glitch in the tape so a few minutes were repeated in the middle

Recommended Courses

QuickBooks Online: Accrual vs Cash Basis

Jan 13, 09:30 AM ET

  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA
QuickBooks Online: Setting Up a Company

Jan 16, 09:30 AM ET

  • CFE
  • CGFM
  • CPA (US)
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Excel Accountant: QuickBooks Detailed Analysis

Jan 17, 09:00 AM ET

  • CFE
  • CGFM
  • CPA (US)
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Projects, Progress Invoicing, and Job Costing in QBO

Jan 17, 10:00 AM ET

  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA
Setting up Chart of Accounts in QBO

Jan 20, 09:00 AM ET

  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA
Running Reports in QBO to Analyze Growth

Jan 21, 09:00 AM ET

  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA
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.

Exclusive mobile
app for our unlimited
access subscribers

This course is included with,

Individual Subscription

Gain access to everything required for compliance, skill enhancement, and staying ahead of industry trends—all included in the Individual subscription. Here’s what you get:

  • 13,000+ Hours of NASBA-Approved Content
  • 500+ Emerging Subject Areas
  • 50+ State- Specific Ethics Courses
  • 100+ Conferences with Access to Industry Events
  • 250+ FastTrack Compliance Packages

    Pre-selected courses for quick compliance

  • Exclusive Mobile App Access
  • Access to Professional Communities

    Connect with like-minded professionals on Teams.

Trusted by 250,000+ Professionals

trust pilot review google review
Unlimited Access

Ready to Get Started?

Sign up today and begin your learning journey immediately!

card
$299$199 For 12 Months
stripe

Start Your Subscription

$299$199/year

Secure unlimited access

Click Here
Subscribed
Theo purchased a subscription.
Subscribed
Elizabeth purchased a subscription.
Subscribed
GARRETT purchased a subscription.
Subscribed
Priscilla purchased a subscription.
Subscribed
Thomas purchased a subscription.
Subscribed
Christopher purchased a subscription.
Subscribed
Donna purchased a subscription.
Subscribed
cameron purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Oluwadamilola purchased a subscription.
Subscribed
Haiqing purchased a subscription.
Subscribed
Shashu purchased a subscription.
Subscribed
Anthony purchased a subscription.
Subscribed
Khaled purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Otto purchased a subscription.
Subscribed
Sandra purchased a subscription.
Subscribed
RICHARD purchased a subscription.
Subscribed
Nirali purchased a subscription.
Subscribed
Jurgita purchased a subscription.
Subscribed
Shelby purchased a subscription.
Subscribed
Randi purchased a subscription.
Subscribed
Vanny purchased a subscription.
Subscribed
Bradley purchased a subscription.
Subscribed
Michelle purchased a subscription.
Subscribed
Erica purchased a subscription.
Subscribed
Jason purchased a subscription.
Subscribed
Kristen purchased a subscription.
Subscribed
Christopher purchased a subscription.
Subscribed
Lillian purchased a subscription.
Subscribed
Jieyun purchased a subscription.
Subscribed
Tolu purchased a subscription.
Subscribed
Delinda purchased a subscription.
Subscribed
barbara purchased a subscription.
Subscribed
Glenda purchased a subscription.
Subscribed
Stephanie purchased a subscription.
Subscribed
Larry purchased a subscription.
Subscribed
Dwayne Hannah purchased a subscription.
Subscribed
Kristine purchased a subscription.
Subscribed
Rita purchased a subscription.
Subscribed
Therese purchased a subscription.
Subscribed
jenifer purchased a subscription.
Subscribed
Karissa purchased a subscription.
Subscribed
Josh purchased a subscription.
Subscribed
Mrugesh purchased a subscription.
Subscribed
Harish purchased a subscription.
Subscribed
Miriam purchased a subscription.
Subscribed
Ahmad purchased a subscription.
Subscribed
APRIL purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
CARRIE purchased a subscription.
Subscribed
Allison purchased a subscription.
Subscribed
Mathieu purchased a subscription.
Subscribed
LaQuesha purchased a subscription.
Subscribed
Janice purchased a subscription.
Subscribed
Brianna purchased a subscription.
Subscribed
Rasheea purchased a subscription.
Subscribed
Kira purchased a subscription.
Subscribed
Robert purchased a subscription.
Subscribed
Laura purchased a subscription.
Subscribed
Marc purchased a subscription.
Subscribed
Vicky purchased a subscription.
Subscribed
Barak purchased a subscription.
Subscribed
Barbara purchased a subscription.
Subscribed
Emma purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Emily purchased a subscription.
Subscribed
Zarouhie purchased a subscription.
Subscribed
Murtaza purchased a subscription.
Subscribed
Graylin purchased a subscription.
Subscribed
Vicki purchased a subscription.
Subscribed
Aubrey purchased a subscription.
Subscribed
Jin purchased a subscription.
Subscribed
Kirk purchased a subscription.
Subscribed
Joanne purchased a subscription.
Subscribed
Beth purchased a subscription.
Subscribed
George purchased a subscription.
Subscribed
Angela purchased a subscription.
Subscribed
katrin purchased a subscription.
Subscribed
Howard purchased a subscription.
Subscribed
Karla purchased a subscription.
Subscribed
Maureen purchased a subscription.
Subscribed
Audra purchased a subscription.
Subscribed
Robert purchased a subscription.
Subscribed
Jie purchased a subscription.
Subscribed
George purchased a subscription.
Subscribed
Ashok purchased a subscription.
Subscribed
Rachel purchased a subscription.
Subscribed
Alice purchased a subscription.
Subscribed
Vishal purchased a subscription.
Subscribed
Carolyn purchased a subscription.
Subscribed
Pilar purchased a subscription.
Subscribed
Stephanie purchased a subscription.
Subscribed
Sally purchased a subscription.
Subscribed
Jenny purchased a subscription.
Subscribed
KATHLEEN purchased a subscription.
Subscribed
Atacan purchased a subscription.
Subscribed
Young Seo purchased a subscription.
Subscribed
Nicholas purchased a subscription.
Subscribed
Bette purchased a subscription.