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
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.
About Presenter
Alicia Pollock, QB Pro Advisor
Advisor, Royalwise Solutions
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
myCPE self-study courses are online.
The self-study format allows you to access the material online 24/7 and study at your own pace.
As per NASBA guidelines, you have one year from date of registration to complete each program.
Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams.
These are Live recorded presentations converted into Self Study (On-Demand Videos).
Refund/Cancellation Policy
For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
Please email to help@my-cpe.com in case of any self study program queries.
Testimonial
4.6
(194)
66%
28%
5%
1%
0%
WB
William Boucher ,
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 ,
Mar 16th, 2020
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
Anisha Jessop ,
Mar 16th, 2020
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.
