Content Provider
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Self-Study CPE
View Details/Register
View Details/Register
Selfemployed qb


Cost Free   CPE Credits 1.5 hours   Subject AreaSpecialized Knowledge & Applications  Course LevelBasic  Instructional MethodGroup Internet Based  PrerequisitesNone  Advanced PreparationNone  Who should attend? Bookkeeper
CFO / Controller
CPA - small firm
CPA - medium firm
CPA - large firm 
Series: QuickBooks Online, Bookkeeper, Courses for CFOs and Controllers 
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


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:

Handout Materials
Presentation Slides
Frequently Asked Questions
  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • Multiple attendees: In order to receive CPE for multiple attendees, ensure that at least one person signs up for the webinar. At the completion of the webinar a proctor form is provided. Alternatively, you may also login to your account following the webinar and click on the MY ACCOUNT button where you will find a link to the proctor letter.


NASBA Approved

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:

CPAwebengage Inc. 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

Quickbooks logo preferred rgb
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.