November 22, 2022


Webinar


2 Total CPE Credits

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QuickBooks DESKTOP- Monthly Closeouts and Year-End Cleanups

Learning Objectives

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

  • Streamline the monthly and year-end cleanup and closing process for clients using QuickBooks Desktop
  • Provide more timely and detailed financial reporting on a monthly, quarterly and year-end basis
  • Increase effective communication regarding client's financial position and performance through reporting

Major Topics

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

  • Examine the process of closing out the accounting financials every month in your QuickBooks Desktop version and why this practice can make life so much easier at the end of the year.
  • Learn the beginning steps to evaluate, close out, and clean up QuickBooks files monthly and at year-end for accurate reporting and tax return preparation.
  • Identify why substantiating the numbers in QuickBooks 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.

CPE Credits Available

2
Total CPE
2
Accounting & Auditing

Things to Know About This Course

Course Level

  • Basic

Prerequisites

None

Advanced Preparation

None

Intended Audience

CPAs, Accountants

Provider

CPA Crossings

This event has ended.