Saving Your Clients from Themselves: Finding and Fixing Top QBO Mistakes with Cathy Iconis, CPA

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[1.0 CPE Credit]

About this webinar

At this time of year, you never know what kind of landmine you’re stepping on when it comes to your client’s files. In this one hour webinar, Cathy Iconis, CPA will show how to find the most common mistakes that your clients make and how to fix them.

 

Course Objectives:

-Learn how to uncover and correct bank feed issues like wrong matches and misuse of rules.

-Learn how to discover and fix revenue issues like double-counting revenue and applying payments to the wrong invoice.

-Understand how to find expense issues like overstated expenses from duplication and misapplication of payments.

-Review a bank reconciliation, uncover lingering problems and learn how to fix mistakes.

-Learn the proper workflows for revenue and expense transactions in QBO.

 

About your instructor

Cathy Iconis, CPA is the eight-time recipient of the prestigious 40 Under 40 Award, given annually by CPA Practice Advisor. As the founder of QBOchat, Cathy has created a place for QuickBooks Online Users and Accountants to learn about QuickBooks Online and connect with other users.

She is on the mission to help users fall in love with QuickBooks Online like she did 10 years ago.

 

IMPORTANT INFORMATION ABOUT CPE:

Participants will earn 1.0 CPE credit.

Field of Study: Computer Software and Applications- Non-Technical

Prerequisites: None

Advanced Preparation: None

Program Level: Beginner

Delivery Method: Group Live Webinar

Refunds and Cancellations: Requests for refunds must be received five days prior to the webinar and are subject to a $25 cancellation fee. No refunds will be granted less than five days prior to the webinar. For more information regarding refund, complaint and/or program cancellation policies, please email amanda@elefanttraining.com.

NASBA LogoElefant, LLC 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.NASBARegistry.org.