QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups

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  • Location
    • Your Computer
      Your Space
      ISCPA / CPA Crossing Webinar, ID 00000
  • Credits
    • 2.00
  • Credit Type(s)
    • Accounting (2.00)
  • Prerequisites
    • None

  • Vendor
    • CPA Crossings
  • Level
    • Basic
  • Fields of Study
    • Accounting
  • Message
    • Virtual Experience

Description

The process of closing out the books every month can make year-end accounting a breeze! But isn't this time consuming? Not when you know the steps to take on a monthly basis. We'll show you what to do in QuickBooks Online as well as what you can do monthly to ensure a tax return that will stand up again an IRS audit. This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during the event.
  • Presented by Dawn W. Brolin, CPA, CFE
  • Designed For

    CPAs and Accountants

    Objectives

    After attending the presentation you will be able to...

    • Streamline monthly and year-end cleanup and closing process for clients using QuickBooks Online
    • Gain tools to provide more timely and detailed financial reporting on a monthly, quarterly and year-end basis
    • Effectively communicate with your clients regarding their financial position and performance through reporting

    Highlights

    The major topics that will be covered in this class include:

    • The beginning steps to evaluate, close out and clean up QuickBooks Online files monthly and at year-end for accurate reporting and tax return preparation.
    • Learn why substantiating the numbers in QuickBooks Online on both the Profit & Loss Statement, as well as the Balance Sheet can ensure an accurate tax return that will stand up against an IRS audit.

    Advanced Prep

    None

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    Leaders

    CPA Crossing Panel

    No Biography Available

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