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QuickBooks ONLINE - Monthly Closeouts and Year-End Cleanups

  • 06/15/2023
  • 3:00 PM - 5:00 PM
  • Webinar - CPA Crossings



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.

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
                          Program Content:

                                        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

                                                                                      Level: Basic

                                                                                      InstructorDawn W. Brolin, CPA, CFE

                                                                                      Developer: Powerful Accounting, Inc

                                                                                      CPE Credits:  2

                                                                                      Area of Study: Accounting

                                                                                      Prerequisite: None

                                                                                      Visit Us:

                                                                                      3100 South Columbia Road
                                                                                      Suite 500
                                                                                      Grand Forks, ND 58201

                                                                                      Contact Us: 

                                                                                       (701) 775-7111
                                                                                      or (877) 637-2727

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