Surgent's QuickBooks: Reconciling Balance Sheet Accounts Has Never Been Easier (QBBS)


Use QuickBooks to the full extent to create Balance Sheet Workpapers. Reduce the need for Excel spreadsheets and save time at month end and year end.
Save time reconciling accounts for financial statements and tax returns. Save hours by making some simple changes in the way you record transactions. Understand how QuickBooks records transactions to reduce data entry.


Thursday, December 3, 2020
Registration Time: 12:00pm
12:00pm – 2:00pm

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Course Type

On-line Live Vendors

CPE Credit

2.00 hours CPE credit

Field of Study

Auditing and Accounting

Level of Knowledge


Designed For

QuickBooks users in public accounting industry, government, and nonprofit organizations


Surgent McCoy CPE, LLC


Working knowledge of QuickBooks

Advanced Preparation



  • Identify and Correct File Issues
  • QuickBooks Cash Basis Calculations
  • Transaction Entry Tips & Tricks
  • Creating Balance Sheet Workpapers
  • Loan Amortization features included in QuickBooks


  • Save time reconciling accounts
  • Identify and adjust Cash Basis issues
  • Understand available strategies to record complex transactions.
  • Create Loan Amortization schedules from within QuickBooks
  • Avoid and correct “Out of Balance” Trial Balances


N/A (This is a webcast)
Member Fee $89.00
Non-Member Fee $89.00
Your Price $89.00

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