April 4, 2025


Webinar


2 CPE

QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups

April 4, 2025
Webinar
2 CPE

QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups

  • Instructor

    Dawn
    Brolin

Learning 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

Major Topics

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.

CPE Credits Available

2 CPE
2
Accounting

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Accounting

Advanced Preparation

None

Intended Audience

CPAs and Accountants

Provider

CPA Crossings, LLC

Register For This Event

  • ASCPA Member

    $ 89 89
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  • ASCPA Non-Member

    $ 139 139
    Your Price

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