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QuickBooks: Tricky & Complex Situations For Advanced Learners

  • Accountant
  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • IAP
  • QIAL
  • Maryland Tax Prep.
  • CBA/MCBA
  • CFIRS
  • CWS

Published: January, 2022

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Why not under the table?
    7 mins
  • Set up QBO
    22 mins
  • Car Loans
    41 mins
  • Loan Principal
    49 mins
  • Monthly Interest Payments
    62 mins

Course Description

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 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 taking 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

Course Qualification

Webinar Qualifies For

  • 1.5 CPD Credit of Accounting for Chartered Professional Accountant (CPA Canada)
  • 1.5 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
  • 1.5 CPE Credit of Computer Software and Applications for Certified Management Accountants (CMA)
  • 1.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 1.5 CE Credit for Certified Wealth Strategist (CWS)
  • 1.5 General Credit for Accountant/Bookeeper
  • 1.5 CPE Credit of Information Technology for Certified Internal Auditors (CIA)
  • 1.5 CPE Credit of Computer Software and Applications for Certified Valuation Analyst (CVA)
  • 1.5 CPE Credit for Internal Audit Practitioner (IAP)
  • 1.5 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
  • 1.5 CPE Credit of Computer Software and Applications for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 1 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00986-22-S)

Additional details

  • Course Level :
    Basic
  • Credits :
    1.5
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary.

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.

Presenter

About Presenter

Alicia Pollock, MAT,ACN,MOS

Advisor, Royalwise Solutions

Alicia is a QuickBooks® Elite ProAdvisor, a member of the Intuit Trainer/Writer Network, and was recently named Top 10 ProAdvisor by Insightful Accountant.

With a Masters in Teaching, a collection of certifications, several published books, & decades of business consulting experience, Alicia is a skilled & patient QuickBooks coach.

About Company

Royalwise Solutions

royalwise.com/

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

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be 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
  • 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 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
  • Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

Ratings and Review

3.9

14 Ratings

Excellent

4

Very Good

6

Average

3

Poor

0

Terrible

1

AS

Adam Starling, CPA (US)

May 12th, 2022

Super confusing, too fast for the number of issued she wanted to cover and the quiz questions focused on the minutia rather than the underlying principles.

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