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QuickBooks: Tricky Situations

4.6 (213)

Alicia Katz Pollock, MAT,ACN,MOS

Royalwise Solutions

Thursday, July 02, 2020 | 01:00 PM EDT

  • CPA Canada
  • CPA
  • Tax Preparer
  • CFE

2 Credits


Subject Area


Upcoming Webinars

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?

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

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Bookkeeper
  • CPA (Industry)
  • CPA - Large Firm
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Tax Accountant (Industry)
  • Young CPA


    [no_of_record] => 213
    [average] => 4.5915




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.


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.


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


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.


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


Good one.