QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups

Wednesday, March 12, 2025
Webcast or Webinar, Online
2:30 PM - 4:30 PM (opens at 2:00 PM) EST
2Credits
Accounting and Auditing

Registration is Open

Members
$89.00 Regular Price
Non-Members
$119.00 Regular Price

CPE PowerPass Users

Click the "Apply PowerPass" button to use your PowerPass for the applicable course below.
$40.00 Members / $56.00 Non-Members
Course Type: Webcast
Course Code: 24/CX47928
Level: Basic
Vendor: CPA Crossings, LLC
Field of Study: Accounting

Overview:

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.

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.

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.

Designed For:

CPAs and Accountants

Prerequisites:

None