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Intermediate QuickBooks Online: Tricky Situations

October 26 @ 9:00 am - 12:00 pm



Intermediate QuickBooks Online: Tricky Situations - Watch Later - 2017-10-26$59.00(Class recording will be available within two weeks)
Intermediate QuickBooks Online: Tricky Situations - Webinar- 2017-10-26$59.00(We will send you the link)

Intermediate QuickBooks Online: Tricky Situations Class Description:

It’s one thing to know all of QBO’s menu items, but it’s something else entirely to use it for non-standard circumstances. In this workshop you’ll understand how to manage these common but confusing scenarios: Bartering, Bounced Checks (both your customers’ and your own), Creating Loan Splits, Negative Merchant Service Deposits, and options for managing Client Retainers and Deposits.

Instructional Level:


Course Length:

3 hours

What You’ll Learn:

  • Why you need to track barter trades, and how to do it
  • How to code bounced checks and associated bank fees
  • How to split loan payments so you can reconcile your principal
  • What to do when a credit card refund causes your daily deposit to be negative
  • 3 ways to track customer deposits and retainers


About Your Instructor:

Alicia Katz Pollock is an Intuit QuickBooks ProAdvisor, certified in QuickBooks and QuickBooks Online (QBO).

Attend via Webinar or Watch Later

You can attend and participate in our classes via webinar. When you register, choose “Webinar” as your ticket type. We’ll email you an access code and instructions for how to connect.

If you are unable to attend on this time & date, select the “Watch Later” option. After class is done, we’ll send you access information so that you can watch the content at your convenience. You are welcome to call us with your individual questions for a free 10-minute Q&A session.


October 26
9:00 am - 12:00 pm
Event Category:
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Take our classes in 3 different ways:

  • Live in person. Bring your own computer for hands-on learning.
  • Online via webinar. Attend from home or the office. You’ll be able to join in the conversation!
  • Watch later. All our classes are recorded, and this option allows you forever access…plus a 10-minute phone call to ask questions.

Click here to download our entire Course Guide. Don’t see the class you want on the schedule? Jamie and Alicia are also available for individual instruction and support. Contact us at 503-406-6550 or fill in this form and we’ll be happy to help.

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All classes are eligible for CPE credit!