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Selfemployed qb

QUICKBOOKS SELF-EMPLOYED IN YOUR PRACTICE

Cost Free
Presentation Length 1.5 hours

Recorded DateFebruary 28, 2018
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaComputer Software and Applications
Course LevelBasic
Who Should AttendBookkeeper
CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm
Series: Bookkeeper, CFOs and Controllers, Women in Accounting
Course Description

This webinar is designed for accounting professionals that would like to learn more about the QuickBooks Self-Employed product and how they can incorporate it into their practice. You will learn about the unique features in QBSE that can help self-employed clients keep track of their business income and expenses and manage the unique accounting needs of a self-employed individual. Features include the ability to categorize personal verses business expenses in a single account, mileage tracking, invoicing (including QuickBooks Payments!) and the ability to project estimated tax payments. You’ll also learn best practices to set up and work with clients using QuickBooks Self-Employed.

Learning Objectives

  • Describe the characteristics of a typical QuickBooks Self-Employed user.

  • Identify the features of QuickBooks Self-Employed.

  • Set up a new QuickBooks Self-Employed Account.

  • Record transactions in QuickBooks Self-Employed.

  • Identify best practices when working with clients using QuickBooks Self-Employed

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Testimonials

Clover Broderick-Straker (Professional tax & Bookkeeping Services)

"This webinar has given me the tools to help more Schedule C clients and to better keep records for the clients consistently organized, which provides efficiency, accuracy and great time management."
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Andy Darwesh (Compusoft)

"Very Knowledgeable - Great!!!"
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Jane, AZ

"Amazing presentation of the program at all levels. Packed with information in an organized fashion with loads of examples demonstrated. Loved the questions from other attendees and the presenter's helpful answers. A must-see presentation for anyone working with QB online products and clients!"
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Carolyn, TN

"This webinar was actually lead by another presenter. Bryce Fornay. Bryce shared his experiences as a user of the product when describing the various feature. Other cpaacdemy presenters did a marvelous job answers the questions promptly while Bryce lead the session."
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John, GA

"I enjoyed the presentation and program makes it easier to keep track of business expenses if double entry accounting is not needed."
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Desiree, TX

"I liked the 1.5 hour webinar, it was a good amount of time to adequately demo the QB for Self Employed"
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Bruce, GA

"Heather did a great job at explaining Quick Books for consideration. Awesome job."
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Shelia, OK

"I believe that QBAO and QBSE would benefit me greatly in meeting my client needs."
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PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
Linkedin

Heather D. Satterley, CPA, EA

Woodard
Director of Education and Media
hsatterley@woodard.com

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Heather is the Director of Education and Media at Woodard. She has over 25 years of experience as an accounting professional, educator, national trainer, and writer. She is also the co-host of The Appy Hour with Liz and Heather.

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.