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Free cpe webinars
QuickBooks Online Advanced Part 3: Period End & Complex Conversion
Part 3 of 3
Computer Software and Applications

QUICKBOOKS ONLINE ADVANCED PART 3: PERIOD END & COMPLEX CONVERSION

This webinar is on the Intrado platform. You can join 15 minutes prior to the scheduled start time. After you select the Intrado link, please make sure to fill in the registration questions on the right side of the page in order to join. Your CPE certificate will be issued by Intuit following the webinar.
Register
Cost Free
CPE Credits 3.5 hours
Subject Area 3.5 - Computer Software and Applications
CE Credits 0.0 hours
Course Level Advanced
Instructional Method Group Internet Based
Prerequisites QuickBooks Online 2018 Certified
Advanced Preparation None
Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm
Other
Small Business Owner
Series: Bookkeeper, QuickBooks Online, Women in Accounting
Course Description

This session covers Module 8 and 9 QuickBooks Online Advanced Certification. Module 8 looks at the key activities that ProAdvisors are likely to perform when working with a client’s QuickBooks Online company at end of the period. Module 9 outlines the most important considerations and steps when planning a conversion from Desktop or from other systems to QuickBooks Online.

Learning Objectives:


  • List the key considerations when working with multicurrency and currency lists

  • Identify common problems with multicurrency adjustments

  • Determine the best practices identifying and troubleshooting issues with Undeposited Funds

  • Outline the best practices when working with the Write Off functionality in QuickBooks Online

  • Practice how to batch-reclassify transactions in QuickBooks Online Accountant

  • Recall the steps to identify and troubleshoot over or understated A/R or A/P

  • Describe considerations when using the QuickBooks Data Conversion Tool

  • Evaluate when to start a new QuickBooks company by entering beginning balances

  • Recognize when and how to purge data in QuickBooks Online

Additional Materials
Advanced Categorization
Advanced Features
Advanced Banking.
Frequently Asked Questions
  • To receive CPE credit, you must register for the webinar before it starts.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • To receive CPE for multiple attendees, at least one person must sign up for the webinar. The post-webinar email contains a link to instructions for the proctor letter. Alternatively, you may log in to your account following the webinar and click on the MY ACCOUNT button to find a link to instructions. For paid courses, payment needs to be made for each attendee before credit will be issued.
Nasba

NASBA Approved

CPAacademy.org (Sponsor Id#: 111889) 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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.