Content Provider
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Self-Study CPE
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Free cpe webinars
QuickBooks Online Advanced Part 1: Troubleshoot and Optimize


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.
Cost Free
CPE Credits 3.5 hours
CE Credits 0.0 hours
Course Level Advanced
Instructional Method Group Internet Based
Prerequisites QuickBooks Online 2018 Certified
Advanced Preparation None
Course Description

This session covers Module 1, 2 and 3 of QuickBooks Online Advanced Certification. Module 1 explains the different ways transactions can be categorized and highlights how QuickBooks Online can be optimized to deliver the business-critical information every client need. Module 2  introduces some of the more advanced features used in QuickBooks Online including billable expenses and time, as well as creating delayed charges. Module 3 examines how banking feeds work with QuickBooks Online and identifies best practices to troubleshoot common issues that compromise reconciliations.

Learning Objectives: 

  • Recognize how to optimize class tracking and related reports in QuickBooks Online

  • Recall how projects functionality can be used to track profitability

  • Define a billable expense and the features that facilitate their management and tracking

  • Justify when and how to set up, record, and invoice billable time

  • Determine how to utilize price rules

  • Summarize the benefits of setting budgets

  • Evaluate the best practice for troubleshooting problems with bank feeds

  • Identify the best practice when working with bank rules in QuickBooks Online

  • List the steps to troubleshoot a beginning balance successfully if previously reconciled transactions are deleted or changed

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 Approved (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: 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Quickbooks logo preferred rgb
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.