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Categorizar y Codificar: Conozca su Plan Contable en QuickBooks

CATEGORIZAR Y CODIFICAR: CONOZCA SU PLAN CONTABLE EN QUICKBOOKS

Cost Free
Presentation Length 1.0 hour

Recorded DateDecember 9, 2024
CPE:Not available
(archived webinars do not offer CPE credits)
Subject AreaAccounting
Course LevelBasic
Course Description

Este webinar está enfocado en el mundo de las cuentas y subcuentas, analizando la estructura y funcionalidad del plan de cuentas dentro de QuickBooks. La interpretación y gestión competente de categorías y códigos son esenciales para una contabilidad precisa y consistente. Esta clase ayudará a los participantes a adquirir habilidades para utilizar esta herramienta fundamental de manera efectiva en su gestión financiera.

Objetivos de Aprendizaje:


  • Reconocer las funciones, el propósito y la estructura del plan de cuentas

  • Describir cómo categorizar y asignar transacciones de manera efectiva a las categorías adecuadas, evitando errores que podrían distorsionar los informes financieros

  • Resumir cómo crear y modificar cuentas de acuerdo con las necesidades específicas de un negocio o actividad para un plan contable que se adapte y refleje fielmente la realidad económica

Not logged
PLEASE NOTE: ARCHIVED WEBINARS DO NOT QUALIFY FOR CPE
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Qbenespanol

Vanessa's superpower is to inspire Hispanic entrepreneurs to create a living legacy with their businesses by combining strategic plans, bulletproof processes, and strong finances with their passion and material talent. Destroying the kryptonite of small business, which is the lack of knowledge, Vanessa presents the correct tools and methods for businesses to grow and expand. Her main focus has always been helping business owners streamline their financial management processes through education and the application of technology.

As a Latina Entrepreneur for more than 17 years and Wonder Mom, Vanessa recognizes the importance of providing learning opportunities and financial solutions for the rapidly growing Spanish-speaking small business community. She received the prestigious award of Top ProAdvisor of the Year for her expertise and certifications. She is the creator and producer of Conferencia F.I.T., a conference on Finance, Innovation, and Technology for the Hispanic Community. Content Creator for the Firm of The Future, CPA Academy, Insightful Accountant, and Intuit Trainer Writer Network member. Named Top App-Ologist for the Top 100 ProAdvisors. Advanced Certified ProAdvisor on QuickBooks Online and QuickBooks Desktop.

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As the owner of Accounts Pro and CM Accounting Solutions, Inc. for over 25 years, I have dedicated myself to providing exceptional accounting services and transformative business coaching. My commitment to continuous growth has been the cornerstone of my business’s success.

Early on, I recognized the need to empower the Spanish-speaking community in financial literacy. Through seminars, my online bookkeeping academy, and valuable content, I’ve shared my expertise and helped entrepreneurs thrive.

Being a thinking partner to my clients and students is an honor. I strive to build lasting relationships based on trust, guiding them through their entrepreneurial journeys with innovative solutions.

In addition to my professional work, I’ve had the privilege of speaking at events like Scaling New Heights and QuickBooks Connect and serving as an educator for CPA Academy and Latino Tax Fest.

Outside of work, I find joy in being a grandmother, mother, and wife. I also prioritize my health through CrossFit, ballroom dancing, hiking, and yoga. Growth, contribution, and building meaningful relationships define my life.
 

About Our Presenter

Qbenespanol
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Preparate para de una vez y por todas desarrollar tu emprendimiento contable de la mano de QuickBooksEnEspanol.com. No mas frustraciones ni atrasos. No mas reportes erroneos ni procesos sin sentido.

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