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QuickBooks Online And 10 Best Accounting Practices For Business

  • May 06, 2021 Thursday | 12:00 PM ET | 11:00 AM CT | 09:00 AM PT | Duration: 60 Minutes
  • Product Code: WEB0076

Webinar Instruction will be emailed on your registered email address 3 days prior to webinar | Web Download / e-Transcript will be shared in 7 working days from the date of webinar

Tax filling is coming to end. Are you ready to learn more about QuickBooks? In this 60-minute interactive virtual conference is designed to help you understand the features, functions and benefits of QuickBooks Online for Accounting Professionals, CPA and small business owners as well as assist you in implementing accounting best practices to manage your business finances including COVID-19 Funds and Forgiveness. QuickBooks is popular accounting software often used by small and medium sized businesses (SME). QuickBooks follows the FASB (Financial Accounting Standards Board) guidelines for keeping records. It supports both cash and accrual methods of accounting. 

Use QuickBooks Online more efficiently! You’ll understand how to avoid (and fix) common errors in QBO bank feeds, how to properly classify transactions, and best practices for recordkeeping. The best way to learn QuickBooks is to learn from with the best users of the software. QuickBooks Online Rock Star Alicia Katz Pollock is a Top 100 ProAdvisor and an accomplished author with several tutorial books with the aim of introducing the software and getting users comfortable in using it

Session Highlights:

  • Customizing your settings
  • Refining your Chart of Accounts
  • Creating your products and services
  • Managing your vendors list
  • Meals vs. owner draws
  • Using undeposited funds
  • Proper use of the banking feed
  • Maintaining supporting documentation
  • Reconciling properly
  • Getting help when you need it
  • Keeping your company data safe and clean
  • Providing insight on your financial status
  • Saving time.
  • Leading you to better relationships with customers and vendors.
Who will Benefit:
  • CPA
  • Tax Professionals
  • Payroll Professionals
  • Accounting Professionals
  • Finance Professionals
  • Business Owners

1. Are your providing Online Continuing Education Credits?

We are approved to provide CPE/CE credits to Tax Professionals

  • IRS
  • NASBA

2. When are the continuing education credits reported to the IRS, HRCI, NASBA and other regulatory bodies ?

We reports the educational credits to the respective licensing/regulatory bodies in 5 business days.

3. What should I do if I can’t log my account?

The credentials to log into your account is your EMAIL ADDRESS & PASSWORD used during account creation.

  • If you’ve forgotten your password, please go to the login page and click on the ‘Forgot Password.’ Then enter your registered email id to receive the password reset email. Click on the link given in the email to enter your new password.
  • If the face any challenge, please reach out to us via email support@pro2learn.com or contact our support team through live chat support. Our support line is 1-937-865-8027.Our support team is available Monday to Friday from 09:00 AM – 06:00 PM EST/EDT

4. How can I view /access the courses that I have registered for?

When you register for any of our webinars/product, you receive will the instruction 24 hours prior to the conference. Also, the instructions are avilable in your account under ‘My Webinars’ section.

5. How can I cancel my registration?

You can cancel your registration to by email at support@pro2learn.com.  If you cancel your registration for the paid webinar, the amount shall be credited back in your payment method within 7 business days.

6. How can I download the learning materials/Handouts available for the webinars/Seminar?

The conference materials are available 4 hours prior to the webinar. You can download it from the webinar page or by logging to your account.

7. What are the system requirements to attend a live webinar?

Our seamlessly integrated with ZOOM, WebX and, Goto for delivering continuing education webinars. The system requirements are :

  • An internet connection – broadband wired or wireless
  • Speakers and a microphone – built-in, USB plug-in, or wireless Bluetooth

8. What are CPE Package Courses?

Our package courses are the bundles of various continuing education courses which have been specially designed to meet your continuing education requirements for a particular Qualification.

9. What is web download and transcript?

  • The web download is the recording of the webinar. You will receive a link to download and save the webinar on your computer and watch it anytime and multiple times.
  • The transcript is the detailed written material presented during the webinar.

10. What is an On demand session?

On demand session is when we conduct the webinar as per your available dates after the live training. You will get access to the training for 24 hours.

11. How do I access a previously purchased webinar, self-study course, Web Download, or package?

To access a course that you have already purchased, all you must have to create/log in to your account. Click on the "Log In" button in the top right of the screen. Once you are logged in, you will have immediate access to all your purchased CPE courses, packages and other self-service or you can write on support@pro2learn.com.

12. I took a webinar, where is my certificate?

We will email your certificate within 3 working days of the end of the webinar, or you can login your account at www.pro2learn.com. If you don’t receive the email within 3 working days of the end of the webinar, check your spam/junk folder. If it’s not there, we recommend that you send us an email at support@pro2learn.com or connect over the online chatroom.

Download Summit Material

Mentors

Speakers
Charles K. Montecino
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Robert S. Barnett
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Dr. Jim Castagnera
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Mark Wickersham
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Garrett Wasny
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Andrew Seifert
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William A. Levinson
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Wayne J. Miller
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VICTORIA M. HERNANDEZ
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Vicki M. Lambert
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Susan Fahey Desmond
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Steven G. Siegel
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Stephanie Thomas
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Robert S. Keebler
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Robert E. McKenzie
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Paul Flogstad
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Patrick McCormick, JD, LLM
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Patrick A. Haggerty
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Nick Preusch CPA
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Ms. Haleh C. Naimi
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Monica Haven
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Miles Hutchinson
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Michael A. Ferragamo MD, FACS
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Mary Schaeffe
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Mark Schwartz
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Margie Faulk
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Laura Thessin, CPA, MBA
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Laura A. Dixon
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Klaralee R. Charlton
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Keith Schiller
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Karla Brandau
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Joe Keenan, MBA, CSP
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Jerald L Henderson PhD
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Janette Levey Frisch
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James J. Rigos
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J. Patrick Garverick
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Eric L. Green
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Dr. Susan Strauss
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Dr. Robert K Minniti
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Dr. James S. Dunnick
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Diane L. Dee
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Dayna J Reum
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David Miklas
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David H. Ringstrom
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Allison M. McLeod CPA
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Alicia Katz Pollock
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Daniel J. Pilla
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