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Webinar

QuickBooks ONLINE: Monthly Closeouts and Year-End Cleanups

Friday, April 4, 2025
1-3 p.m. Central
2 CPE (2 technical)

Course code: 25WX-0073
View pricing

Online registration is not available due to server maintenance. Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to register.


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.

Major subjects

  • 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.

Learning objectives

  • 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

Who should take this program?

  • CPAs and accountants

Pricing

Standard Member Fee $89.00
checkmark Standard Nonmember Fee $89.00
Our records indicate you are a nonmember. If you register, you will be charged $89.00 (Standard Nonmember Fee). Members: Please log in to receive member fee.

Online registration is not available due to server maintenance. Please call 952-831-2707 between 7:30 a.m. and 4:30 p.m. Central to register.

More program information

Instructor Dawn Brolin
Location Online
Area
of study
Information technology
Field(s)
of study
Accounting - Technical (2.0)
Level Basic
Format Group Internet Based
Sponsor CPA Crossings, LLC
NASBA ID#: 108744
Prerequisites Prereq. None
Advance
prep
None
Cancellation
policy
Receive a full refund if you cancel at least four business days before the event start date.
Learn more

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