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.
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
"Good presentation. Easy to understand & follow. Thank you."
"I got new tools to apply QBSE!!! Heather is a great teacher and speaker!"
"Heather Satterley is an excellent presenter. She was knowledgeable, enthusiastic and guided the presentation in an extremely informative manner. The info presented was very useful and will be a great help for new users of QuickBooks Self-Employed."
"Heather Satterley's presentation was very thorough and answered all the questions I would have had about this new updated product."
"This was my first introduction to QuickBooks Self-Employed. This class made me comfortable with encouraging its use to sole proprietor clients who do not have need for a more robust option at this time."
"The webinar was very interesting and helped strengthen my knowledge of QuickBooks."
Heather is founder of Satterley Training & Consulting, LLC - a consulting firm focused on helping accounting professionals learn and master the QuickBooks ecosystem and build their practice. Heather is an Advanced Certified ProAdvisor, a member of the exclusive Intuit Trainer/Writer Network, and is an enrolled agent licensed to practice before the IRS. Heather was named the Top QuickBooks Online ProAdvisor in 2017 and Top 100 ProAdvisor in 2014, 2015 & 2016 by Insightful Accountant. Twitter: @hsatterley LinkedIn: https://www.linkedin.com/in/heathersatterley/
CPAwebengage, Inc. (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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