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QuickBooks Online: The Period-End Closing Process

QUICKBOOKS ONLINE: THE PERIOD-END CLOSING PROCESS

Cost Free
CPE Credits 2.0 hours
CE Credits 0.0 hours
Course Level Beginner
Instructional Method Group Internet Based
Prerequisites None
Advanced Preparation None
Course Description

The period-end closing process is an important part of the accounting cycle and serves as a cutoff point for transactions while enabling accountants to generate accurate and consistent financial statements. During this webinar, we will walk through the period-end closing process, from gathering source documents to setting the closing date to lock the period. We’ll touch on important facets of the period-end close such as reviewing reports in QuickBooks to tie out the trial balance, types of transactions that can be utilized to adjust balances, and when a journal entry should be used. 

Learning Objectives:


  • Identify steps to complete a period-end close

  • Recognize the importance of verifying balances to source documents

  • List reports in QuickBooks that support balances on the Trial Balance

  • Summarize other types of documents needed to verify balances

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.
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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 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.