myCPE
myCPE

QuickBooks Intermediate Certification (QBIC)

Gain a competitive edge with in-depth skill focused program

Last Updated

December, 2024

Accountant/Bookkeeper/Tax Professionals, CPA in Canada, CPA (US)
11 Hours 
On Demand
Included with Subscription

Why Professionals Trust Our Advance Certification Programs

  • Access to cutting-edge industry knowledge and practices.
  • Comprehensive training designed to meet professional needs.
  • Fulfill compliance requirements while acquiring valuable skills.
  • Ongoing updates to course content for relevant industry trends.
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certificate
certificate

What You’ll learn

Take your QuickBooks expertise beyond the basics with the QuickBooks Intermediate Certification (QBAC). This course is ideal for professionals who want to optimize their financial workflows and refine their QuickBooks Online skills. Gain a deeper understanding of handling complex transactions, automating payroll, managing vendor 1099 filings, and tracking sales tax accurately. By the end of this course, you’ll be equipped to enhance operational efficiency and ensure seamless financial management.

Get Deeper Understanding of:

  • Automating 1099 forms and vendor management.
  • Calculating and tracking multi-state sales tax in QBO.
  • Payroll reporting and how to reduce payroll errors.
  • Using QuickBooks Online for effective credit card reconciliation.
  • Customizing reports for tax preparation and financial insights.

Recommended For:

  • CPAs, Accountants, and bookkeeping professionals looking to enhance their QuickBooks knowledge beyond the basics, gaining expertise in automating processes, managing complex transactions, and ensuring tax compliance.
  • Finance professionals, small business owners, or consultants who want to optimize their use of QuickBooks Online to improve financial efficiency, streamline operations, and gain deeper insights into accounting practices.
  • Individuals familiar with basic QuickBooks features seeking to advance their skills and handle more intricate financial tasks with confidence and precision.

Why take the QuickBooks Intermediate Certification (QBIC) Course with MYCPE ONE?

Resources included

  • Handout PDFs for every Module
  • Glossary/Key Terms for every module
  • Q&A directly with instructors.

Career Opportunities

  • QuickBooks Online Specialist
  • Small Business Accountant
  • Financial Consultant for SMEs
  • Bookkeeping and Payroll Manager
  • Tax Preparation Assistant
  • Financial Operations Coordinator

Value Addition to your skills

  • Streamlined data organization and entry
  • Simple payroll management tools
  • Vendor and expense tracking basics
  • Bank reconciliation essentials
  • Accurate tax reporting setup
  • Foundational financial reporting skills

Courses

Course Title Time
1. The 1099 Wizard in QBO
1 Hour
  • Identify vendors eligible for receiving a 1099.
  • Utilize QBO’s Contractors Center to manage 1099 vendors and streamline filing.
  • Recognize when QBO’s 1099 tool may not suit your needs.
2. Sales Tax in QBO Class
1.5 Hours
  • Review state sales tax compliance requirements.
  • Explain how to set up customers and products for proper tax calculation.
  • Discuss how to collect and remit sales tax correctly to your state’s Department of Revenue.
3. QuickBooks Online Payroll Tax: Simplified and Efficient
1 Hour
  • Explain the benefits of QBO payroll services and strategies to overcome common challenges.
  • Implement internal controls to reduce payroll errors and ensure accuracy.
  • Calculate gross and net pay while reviewing federal and state payroll tax requirements.
4. Credit cards in QBO - Seamless Payments from Client
1 Hour
  • Analyze how to add credit cards to your Chart of Accounts and manage multiple corporate credit card accounts for employees.
  • Discuss separate personal and business expenses to maintain accurate financial records.
  • Accept expenses from the credit card bank feed and understand the differences between Square, PayPal, and QuickBooks Payments.
5. QuickBooks to Tax: Working with Client Reports for Complete and Accurate Tax Return
2 Hours
  • Discuss best practices for structuring the chart of accounts for expense and balance sheets.
  • Develop strategies for working with clients' QuickBooks files, reports, and bookkeepers.
  • Record ERC refunds in QuickBooks and handle income tax components effectively.
6. Budgeting in QBO
1 Hour
  • Create and manage budgets for your company, including by class or customer.
  • Base your budget on the prior year's data and use shortcuts for fast data entry.
  • Track progress with budget reports to ensure financial goals are met.
7. 10 Best Practices in QuickBooks Online
1 Hour
  • Recognize common errors that will prevent your QBO from getting cluttered with bad data
  • Identify common Banking and Reconciliation errors.
  • List best practices for managing receipts and meals.
8. QBOA For Proadvisors
2.5 Hours
  • Differentiate between QBO and QBOA, and access accountant-only tools for enhanced functionality.
  • Utilize tips, tricks, and automations to streamline data entry and file review.
  • Leverage ProAdvisor resources and practice management tools in QBOA to track and manage clients effectively.
Disclaimer : Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.

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Frequently Asked Questions

This certification covers a range of intermediate QuickBooks topics to enhance your financial management skills. You will dive deeper into handling 1099 vendors, setting up and tracking sales tax for accurate compliance, automating payroll tax processes, and leveraging credit card management features. The course also covers how to generate reports and organize complex transactions to streamline business operations. By completing this certification, you will be well-equipped to manage more sophisticated QuickBooks tasks with efficiency and accuracy.

This certification will enhance your ability to manage complex QuickBooks tasks, enabling you to handle 1099 vendors, payroll taxes, and sales tax with greater accuracy. You’ll learn how to automate routine tasks, streamline transactions, and integrate credit card management to save time and reduce errors. These skills are essential for professionals who have mastered the basics of QuickBooks and want to increase their efficiency and productivity in financial management. By earning this certification, you'll gain valuable expertise to support more advanced bookkeeping tasks and strengthen your role in any finance team.

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.
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