Quickbooks for Acupuncturists with Leah Karpelson, L.Ac., 1.5 NCCAOM PDAs


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    Quickbooks for Acupuncturists with Leah Karpelson, L.Ac.

    Record date: July 18th, 2020

    Length:  1 hour 28 minutes

    Approved for 1.5 NCCAOM PDAs (recording only)

    Purchase includes the recording with lifetime access

    It is highly recommended to get the DESKTOP version of Quickbooks, NOT the online version.

    No refunds

    Complete this webinar and start using Quickbooks today to get your accounting under control!  Quickbooks is the most commonly used accounting software today. This online video course will provide a basic introduction to using QuickBooks so you can accurately handle the bookkeeping for your practice.  Topics will include setting up items, tracking income and expenses, creating reports, invoices and receipts, and managing your customers’ balances.  This webinar is designed to make setting up and using Quickbooks as easy as possible.  No more waiting until the last minute, gathering up receipts and making a quasi-spreadsheet.   Now you can utilize the power of Quickbooks to make your accounting much simpler, faster, and more accurate.  And you accountant will appreciate it too!

    Course objective:

    Accounting basics:

    • Correct accounting practices save a lot of time and energy
    • Understanding the profit and loss statement
    • What is income
    • What are expenses?
    • Creating a sample profit and loss statement
    • Understanding the difference between invoices and receipts

    QuickBooks walk through:

    • Setting up company
    • Creating a client list
    • Creating a service list
    • Adding a bank account
    • Creating an opening balance
    • Entering expenses
    • Accessing the customer center
    • Creating invoices and receipts to record income
    • Receiving payments
    • Recording deposits
    • Recording merchant fees in the same deposit as income
    • Accessing reports (profit & loss)
    • Entering Sales Tax

    Leah Karpelson, D.Ac., L.Ac., is a 2011  graduate of the New England School of Acupuncture, holds a doctorate in Acupuncture, and is owner of Point Balance LLC.  Prior to practicing acupuncture, Leah was a book keeper and tax preparer for an accounting firm from 2006-2012.  Given her combination of experience and education, Leah is uniquely positioned to provide training in Quickbooks accounting for acupuncturists and other health care providers.


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