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Just for Bookkeepers and Accountants

Bookkeeping's Tricky Situations Class

Alicia Pollock

Advanced bookkeeping training for complex transactions: loans, line of credit, barter, bounced checks, customer deposits, negative batches, and corporate cards.

Class Description

It’s one thing to master routine bookkeeping techniques, but it’s completely something else to use it for rare business situations. In this special QuickBooks® Online class, we’ll look at everyday business transactions like Loans and Lines of Credit.


Then we’ll talk about more complex situations:

How to you track Bartering to stay IRS-compliant? How do you book bounced checks, either your own or from a customer? What do you do when a daily credit card batch is negative? What are the options when to take client deposits on work to be performed? How do you make corporate credit cards work?


We'll also explore Recurring Transactions and other time-saving tips and tricks.


Instructional Level:

Intermediate through Advanced

Class Length

3 hours


  • Our "QuickBooks™ Online Fundamentals" video course, or
  • Prior knowledge of QuickBooks™ Online.


Who should take this class?

  • Business owners and employees hoping to gain deeper knowledge of how to perform common business transactions in their software
  • Bookkeepers and Accountants who wish to brush up on their skills


What You’ll Learn:

  • How to add situation-specific accounts to the Chart of Accounts
  • How to manage a Line of Credit
  • How to separate out Loan payments for principal, interest, and debt protection insurance
  • How to process Bounced Checks, both your customers’ and your own
  • How to track Bartering, so you can track your true income and your expenses even though no money has changed hands
  • What to do when your daily credit card batch is negative
  • How to manage client deposits and retainers on work to be performed
  • How to memorize transactions, so the next time you don’t need to remember what you did last time
  • Valuable tips and tricks to shave time off your daily tasks


Watch it again later

A recording of the webinar will be added to this course in two weeks so you can review it at your convenience.


Can't make this class?

Click here to watch the videos right now!

Here is the course outline:

1. Where to take the class

Tue., 11/12/19 @ 10am-1pm PST. Click the links below for instructions.

Please let us know how you will be attending!
How to connect to the Zoom webinar
Where to attend in person

2. Download the Handout

Download the handout that goes with the course.

Download the handout here

3. Watch the Videos: Bookkeeping's Tricky Situations

This is the recording of the class you attended. Watch and rewatch it until it all makes sense!

Practical QuickBooks: Tricky Situations

4. Take the Quiz

Take this quiz to demonstrate your mastery of the material. Pass the quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!

Tricky Situations Quiz Completion requirement


The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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