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Get access to all Certification Programs only @$199/annually.

Key Highlights

Build a strong foundation of essential skills in QuickBooks.

Continuing Education approved courses for Multiple Qualifications

On-Demand Courses

Individual Certificates for each Module

Courses authored by Subject Matter Experts

Shareable Certificate on LinkedIn

What You’ll learn

This QuickBooks fundamental course is aimed to serve the needs of individuals to have an introductory knowledge of accounting in practice. It covers a wide range of topics and tools that will have you up and running with a strong foundation of QuickBooks Online. It will support you to create and manage the accounting for day-to-day transactions with essential skills. Irrespective of whether you are an aspiring accountant or an experienced practitioner,  this course can be a useful addition to your skills.

Get Deeper Understanding of:
  • Managing key functions available in QuickBooks.

  • Creating accounts, and editing Chart of Accounts.

  • Customize invoices, receipts, and estimates.

  • Using Bank Feed for entering bank transaction

  • Creating and running rep

Recommended For:
  • The QuickBooks Fundamental Certification course is designed to support the requirements of the professionals such as CPAs who desire to take advantage of QuickBooks online and its product efficiency.

  • The certification can be of great value for aspiring accountants to take advantage of the technology and avoid risks.

  • It can be a great opportunity to take advantage of the certification for managers, business owners, consultants, other professionals, and others who want to explore powerful functions, strategies, and pointers to ease their accounting.

Why take QuickBooks Fundamental Certification (QBFC) with myC

Resources included
  • Handout PDFs for every Module
  • Glossary/Key Terms for every modul
  • Q&A directly with instructors.
Career Opportunities
  • Accountant
  • Bookkeeper
  • Executive Accounts & Finance
  • Manager Accounts
  • QuickBooks Specialist
  • Accounts Associate
Value Addition to your skills
  • Attention to detail
  • Time Management
  • Financial Reporting
  • Problem-solving skills
  • Presenting financial information
  • Reporting Management

Module

Module Name

Duration

QBO: Build Right Chart of Accounts - Base for Accounting and Reading Financial Statement

2.5 Hours

  • To identify the function of the Chart of Accounts
  • To identify ways of Creating new accounts and editing existing accounts
  • To recall Equity, Liability, Assets, & Bank accounts
Instructor
Alicia Pollock
Alicia Pollock

Intuit Trainer/Writer Network, Elite-level QuickBooks ProAdvisor , Royalwise Solutions

Reconciling in QBO

2 Hours

  • To explore connecting your bank accounts and classify transactions through the Bank Feed to save time on your QuickBooks.
  • To review which transactions you should NOT import automatically, and workarounds for bank feed issues.
  • To discuss tips and tricks while reconciling that will save time and frustration; and how to troubleshoot stray transactions and know how to remove them.
Instructor
Alicia Pollock
Alicia Pollock

Intuit Trainer/Writer Network, Elite-level QuickBooks ProAdvisor , Royalwise Solutions

Banking Center in QBO

3 Hours

  • To know how to connect your bank accounts and credit cards to your QuickBooks Online.
  • To explore customizing the banking feed's options, and using the Banking Feed to create transfers and credit card payments.
  • To create simple and complex rules, and identify using App Transactions to import e-commerce and Amazon transactions.
Instructor
Alicia Pollock
Alicia Pollock

Intuit Trainer/Writer Network, Elite-level QuickBooks ProAdvisor , Royalwise Solutions

Projects, Progress Invoicing, and Job Costing in QBO

3.5 Hours

  • To practice using QuickBooks Online: Projects, Progress Invoicing & Job Costing. 
  • To review Standard Legal Notices in the context of Projects, Progress Invoicing, and Job Costing. 
  • To discuss settings, progress invoicing, and project management in QuickBooks Online. 
Instructor
Alicia Pollock
Alicia Pollock

Intuit Trainer/Writer Network, Elite-level QuickBooks ProAdvisor , Royalwise Solutions

Credit cards in QBO - Seamless Payments from Client

1 Hour

  • To explore how to add credit cards to your Chart of Accounts. 
  • To manage corporate credit card accounts with multiple cards for employees. 
  • To recognize how to accept expenses from the credit card bank feed. 
Instructor
Alicia Pollock
Alicia Pollock

Intuit Trainer/Writer Network, Elite-level QuickBooks ProAdvisor , Royalwise Solutions

Instructors

Testimonials

Disclaimer

Certificate awarded upon the successful completion of the myCPE Advanced Certification Program is proof that user has successfully undergone the training and passed the quiz. This certificate marks completion of the said courses and learning activities and completion of the review quiz to earn continuing educational credits for specific qualification mentioned. This advance certificate program is not approved by any educational institution, training institute or regulatory body.

Ratings and Review

4.6

22 Ratings

Excellent

14

Very Good

7

Average

1

Poor

0

Terrible

0

LK

Laxmikant Kabra, CPA Student, Tax Professional, Masters (Accountancy), QB Pro Advisor

Jan 7th, 2024

Thank you Alicia for so much insightful training on Quick Books Online

RB

Rutvik Barot

Jan 9th, 2024

It was great!!

SR

Sidharthan R, CMA, CPA (US)

Jan 6th, 2024

Overall the experience was good that it was indeed an informative session. Thankyou.

Frequently Asked Questions

This certificate course will cover the key essentials of QuickBooks to ensure its skillful applications. It will cover a beginner's guide to import data, create a chart of accounts, categorizing and reconciling them in desktop and online interface versions. Constructive use of the banking feed and reconciliation, making rules, application of automation, payments with key recommendations, will help you in saving hours of time and boosting productivity. 

With over 30 years of rich experience from speaker Alicia Katz Pollock, this certification will enable you to learn essential skills for QuickBooks and its application. This course will help you to apply these skills to be faster, better, and stronger, for your business, as well as career. The speaker expertly blends deep subject matter expertise and patient guidance to provide an easy and fun online learning environment!.

Certificate course is created by a qualified and experienced instructor(s). myCPE Certificate Courses includes Self-study Courses. Most of the courses are in the form of On-demand Videos. The Self-study Video courses in Certificate courses may be Live recorded presentations converted into Self Study (On-Demand Videos).

You can take your time and attend the course at your own pace. You can take exam unlimited time. So, don’t worry, if you are not able to pass an exam. You will be getting a chance to attend the exam again.

After completion of each course of this Certification Programs, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits and you can also add it as an additional designation.

Once you register you will have complete access to all the courses of this Certification Programs. The self-study format allows you to access the material online 24x7 and study at your own pace.

As per NASBA guidelines, you have one year from date of purchase of your certificate to complete each program. After completion of each course, you can attend final exam any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.

Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.

Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast forwarded the video or tried to manually move the progress bar of the video. System wouldn’t capture your watch time. So please, let the video go on its own. However, being on-demand video you can pause and play and whenever you want and you can watch it in pieces. It will pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.

A Self-study course is a recorded video (If it’s a recording of a live course you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward. If you fast forward, we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study course, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.

The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the course and answered all the polling questions.

MY-CPE LLC is PCI Compliant - Approved. myCPE uses a secure payment gateway (Stripe.com) to process your payment details. This payment gateway is in accordance with the PCI-DSS Compliance. Therefore, your payment details are secure through SSL encryption. CLICK HERE to view our PCI compliance certificate. Once you have register for the package and paid for it you shall not be granted any refund unless you are not able to access courses for any reason etc.

"For some, Continuous Education is a compliance that helps them to renew their licenses. For some, it’s a worthwhile learning experience that keeps them and their firm up-to-date by taking valuable insights from continuing education courses / courses. At myCPE, we believe in providing quality continuing education beyond CPE credits. myCPE, the first ever web & mobile CPE/CE platform has launched a path-breaking social initiative “1 Credit = 1 Meal” under which we donate one meal to an underprivileged for each credit earned by a professional on our Platform. Check out our “1 Credit = 1 Meal” Timeline."