QuickBooks Online – Deep Dive
Oct 26 @ 1:00 pm EDT - 3:00 pm EDT
During this course, we will take a deep dive into areas of QuickBooks Online such as Payroll, Bank Feeds, Sales Tax, and Reporting. Participants can expect to navigate these areas and learn best practice for set up and use.
- Payroll offerings that integrate with QB Online
- Setting up QuickBooks Payroll
- Set up and utilize Bank Feeds
- Troubleshoot Banking Center issues
- Working with Bank Rules
- Reconcile accounts
- Turned on during company set-up process
- Sales Tax Center
- Updating Customer and Products and Services
Additional Information on Transactions
- Benefits of QB Online Reports
- Differences in reporting capabilities by subscription level
- Common report settings and browser modifications
- Functionality of Grouped Reports
- QuickBooks Labs
- Browser Tabs and Bookmarks
- QuickBooks Desktop App
- Locating 3rd-Party Apps
Difficulty Level: Intermediate
Class Length: 2 hours
Delivery: Group-Internet Based
Recommended CPE: 2.0
Advanced Prep: None
Field of Study: Specialized Knowledge and Applications
Prerequisite: This course is designed for accounting professionals, ProAdvisors and IT consultants who currently have, or plan to have small business clients who use QuickBooks Desktop or would like to learn more about working with QuickBooks Desktop software.
Mendelson Consulting, Inc. 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: www.learningmarket.org.
For information regarding refund, complaint resolution, and program cancellation policies, please contact Mendelson at 1-954-447-0250.
Cancellation Policy: We reserve the right to change a course location, dates and/or postpone courses. Customers will be notified in advance as early as possible of any changes. The customer will be credited 100% of any course fees paid against a future course or, if requested, in the event the customer is unable to attend a course due to any location or date changes. However, we are not liable for any additional costs incurred including travel charges or any consequential damages due to any changes in the course. Mendelson may cancel courses for low attendance or due to unforeseen weather conditions up to 3 days prior to the start date. Should your course be cancelled by Mendelson, you will be offered a future event or a full refund.
Refund Policy: There are no refunds unless Mendelson makes a date or location change to the course where the customer is no longer able to attend. Substitutions will be accepted at any time prior to the beginning of the course. NO refund or credits will be issued for participants that fail to attend any days of the course. Mendelson may cancel courses for low attendance or due to unforeseen weather conditions up to 3 days prior to the start date. Should your course be cancelled by Mendelson, you will be offered a future event or a full refund. Any refund with respect to cancellation of course where an alternative option cannot be provided by Mendelson, would be processed within 30 days from date of request.
Complaint Resolution Policy: Mendelson will make every effort to resolve complaints regarding NASBA compliance within a reasonable amount of time and in a confidential manner.