UPCOMING WORKSHOPS & SEMINARS

QUICKBOOKS ONLINE 2024 YEAR END PROCEDURES WEBINAR

From W2s to 1099s to closing out your books, this online webinar covers all of the vital information you need to successfully navigate year end and prepare for the upcoming new year. Registration includes access to on demand webinar recordings and all related handouts and reference materials (including a handy checklist for year end tasks).

In addition to year end procedures, we will also cover:

  • New 2024 sick and safe time rules for Minnesota and how to track in QBO

  • Minimum wage and OT requirements

  • Overview of reasonable compensation for S Corp owners

  • EFTPS enrollment guidelines

  • Information on upcoming family and medical leave benefits for 2026

Webinar agenda includes:

Year end payroll returns and forms - what you need to prepare, how to access and download reports, how and when to amend returns, deadlines and due dates

1099 reporting - what you need to prepare, how to determine 1099 eligibility, how to prepare and file 1099s, deadlines and due dates

Records retention - what records you need to keep and for how long, methods for retaining records, tips for recordkeeping with QBO

QBO Year end closeout - how to close out the books for year end, what reports to run for your tax accountant, where to find year end reports

PLEASE NOTE: 2024 WILL BE AVAILABLE AS A PRE-RECORDED WEBINAR ONLY. CHECK BACK FOR MORE DETAILS AND REGISTRATION INFORMATION IN EARLY NOVEMBER.

NEW SERIES - QuickBooks Online Savvy User

QuickBooks Online has many features to help you quickly and efficiently manage your business financial data. This new online class series explores a number of the features to help you work more efficiently and get the most out of your QBO program.

Series consists of four one-hour webinars to explore features by topic:

Session 1 - Time Saving Tips and Tricks in QBO: Learn quick keyboard shortcuts, how to use search functions to easily find what you need, look up past activity using journals and audit reports, how to set up and use recurring transactions, and much more!

Session 2 - Creating and Customizing Reports: Learn what reports are readily available, how you can customize and memorize reports, and how to set up and use tags, classes and locations. You will also get an introduction to using the new Performance Center and Charts in QBO.

Session 3 - Expense Tracking and Payment Features: Learn how to use receipt and mileage tracking features, how to access QuickBooks Payments and manage your merchant account, and how you can use the Melio app for both vendor and customer payments.

Session 4 - Payroll and Time Tracking Features: Learn about time-saving payroll features, options for tracking time and activity, new employee benefits available through QuickBooks and much more!

** Live webinars will include a question and answer session at the end; recorded webinars will also be available for those who cannot attend live sessions.

Upcoming dates, times and registration information will be available soon! Please check back.