CPAacademy.org | USING QUICKBOOKS ONLINE TO TRACK TIME & EXPENSES

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Sponsored by

Self-Study CPE

6 STEPS TO AN EXTRA 100K FOR YOUR BOOKKEEPING FIRM
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UNLOCKING FINANCIAL EFFICIENCY WITH RAMP
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INTRODUCTION TO FIRMTAMER PRACTICE MANAGEMENT SOFTWARE: LIVE DEMO
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BILL SPEND & EXPENSE: THE POWER OF CLIENT ADVISORY SUCCESS AT PARABLE ACCOUNTING
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BILL DEMO: STREAMLINE CASH FLOW WITH INSIGHTS & FORECASTING
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USING QUICKBOOKS ONLINE TO TRACK TIME & EXPENSES

Cost Free

CPE Credits 1.0 hour

Subject Area 1.0 - Computer Software and Applications

CE Credits 0.0 hours

Course Level Basic

Instructional Method Group Internet Based

Prerequisites None

Advanced Preparation None

Who Should Attend Bookkeeper
CPA - small firm
CPA - medium firm
Other

Series: Bookkeeper

Course Description

In this session, you will learn all of the functionality within QuickBooks Online that pertains to Billable Time from Time Sheets and billable expenses from bills and credit card charges. You will learn how to using time and expenses to Customers & Sub-customers (Also known as "Jobs" or "Projects") and pick wether or not they are to be marked as "billable" in order to be used in an invoice in the future. Lastly, you will learn how to monitor and create all the reports needed relating to billable and/or un-billable time and expenses

Learning Objectives:

Understand how to use a Time Sheet in QuickBooks Online and learn the pivotal role it has for tracking employee or contractor time

Learn how to create invoices from billable time and expenses

Learn how to set price and markup deriving from time and expense cost

Hector Garcia, CPA

Hector Garcia, CPA
Principal Accountant and QuickBooks Trainer
hector@qbkaccounting.com
(954) 414-1524

Hector is a CPA practicing as an Accountant and QuickBooks Trainer/Consultant in Davie, Florida, at his firm Quick Bookkeeping & Accounting LLC. Before working in public accounting, Hector worked in the accounting & financial departments of several fortune 500 companies, including Best Buy, Circuit City, Bank of America, and Wells Fargo. Hector’s passion is in training; it comes from his successful career in which he applied his philosophy of continuous learning and sharing experiences with co-workers. Currently, Hector teaches QuickBooks and Excel in his Doral, Florida training center almost every weekend. Hector is married with four children, and lives in Weston, Florida. Hector is fluent in Spanish and English.

Additional Materials

TSheets Research

TSheetsPROs

Track and Schedule Employee Time

Webinar Technical FAQs

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.

Handout Materials

Presentation Slides

NASBA Approved

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 Sponsor

TSheets is a time tracking application designed and engineered for companies across multiple industries that need to track, manage and report time. Utilizing web-based, cloud computing technology that integrates with multiple platforms, smartphones and software programs, TSheets provides a customizable alternative to paper timesheets and punch cards to streamline HR and IT roles for businesses of all sizes—from freelance shops to corporations employing tens of thousands.