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QuickBooks Online Advanced Part 2: Report & Inventory Management

QUICKBOOKS ONLINE ADVANCED PART 2: REPORT & INVENTORY MANAGEMENT

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 4, 5, 6, and 7 of QuickBooks Online Advanced Certification. Module 4 identifies how QuickBooks Online’s report features can be used to create customized reports that highlight key areas of company performance. Module 5 introduces the features available in QuickBooks Online to set up, track and manage inventory, including inventory and valuation adjustments. starts with the fundamentals of a multicurrency set up in QuickBooks Online and progresses to appropriate workflows, adjustments, and troubleshooting. Module 6 looks at the inner workings of QuickBooks Online’s automated taxation system and how it uses data to calculate state and local tax liabilities. Module 7 explores some of the more advanced methods of recording transactions QuickBooks Online has to offer, such and recording bounced checks and customer and vendor prepayments.

Learning Objectives:


  • Identify the steps to create scheduled reports

  • Recognize the role of Performance Center charts in QuickBooks Online

  • Recall the uses and limitations of tagging in QuickBooks Online

  • Evaluate the key functionality of inventory management in QuickBooks Online

  • Summarize when and how to purchase, sell, and adjust inventory

  • Determine how to move a client from manual to hybrid sales tax and configure agencies and tax rates

  • State the key considerations when managing sales tax in QuickBooks Online

  • Describe how to add additional agencies to the Sales Tax Center

  • Recognize how to create tax-only transactions and adjustments

  • Define how to record a bounced check or report of insufficient funds and any related fees in QuickBooks Online

  • Design best practices when handling vendor prepayments and deposits in QuickBooks Online

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.
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CPAacademy.org (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: www.nasbaregistry.org.

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About Our Presenter

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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.