MYCPE ONE

QBO Complete Comprehensive Overview - Latest 8.5 Credits 8.5 Credits

Sep 26, 2023, 10:00 AM EDT

QBO Complete Comprehensive Overview - Latest 8.5 Credits 8.5 Credits

  • Rating

    4.5

  • Published on

    January, 1970

  • Subject Area

    Accounting

Learning mode

Live Webinar
  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate
Sep 26, 2023, 10:00 AM EDT

Access to this course is included with a MYCPE ONE subscription.

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AI Review Summary

Generated by AI based on all course reviews

Learning Objectives

  • To identify ways of Creating new accounts and editing existing accounts.
  • To recognize the function of the Chart of Accounts.
  • To identify the classification of transactions through the Bank Feed to save time on manual data entry.
  • To recognize which transactions you should NOT import automatically.
  • To recall how to manage corporate credit card accounts with multiple cards for employees.

Course Overview

QuickBooks Online Accountant is a tool designed for Accountants and Bookkeepers to work efficiently for their clients. It is designed to identify errors quickly. It also provides tools to correct client errors and record adjustments. QuickBooks Online Accountant tool is also used to manage your practice with tools for project management, client requests, and integration with Pro-Tax Online for efficient tax preparation. With multiple advantages such as banking feed, seamless payments from the client, mobile application, etc. QuickBooks is one of the popular choices of accountants and bookkeepers to serve clients with the best efficiency.

This class will provide an opportunity to learn bookkeeping terms like Accounts Receivable and Accounts Payable. By the end of this course, you’ll know how to read a Balance Sheet and a Profit and Loss report, as well as how to structure your Chart of Accounts so it supports your unique business workflow. This course will also help you understand the industry-standard accounts that you need but also provide you the flexibility to create accounts that reflect your unique circumstances.

An amazing feature of QuickBooks is to connect a bank account and credit cards with your accounts. This banking feed allows you to pull in your transactions and classify them automatically with features like rules. Effectively using this feature can solve your loads of accounting entries into minutes of smart work, providing you a chance to move forward with the process of finalizations and other supporting client services.

Setting up credit card accounts in the accounting system itself to track the transaction accurately and implementing its effects into accounts instantaneously is possible. QuickBooks this service not only provides a seamless card payment option for clients but also helps with tracking transactions as well. 

QuickBooks Mobile App provides the best accounting features and on-the-go reporting experience at your fingertips. Availing the benefits of mobility and recording transactions with mobile camera features, this is the new way to account for transactions. Reduced paperwork and access to third-party apps keep track of things that you want to keep a check on – including employee timecards and schedules. This online CPE course will cover all the features and how you can use them effectively with QuickBooks Mobile applications. 

The tax time rush is real for accounting and tax professionals. This course covers 10 steps to get your books ready for tax working for accountants. By following these steps, you will not only be closing your books but also showing how to analyze your business to have growth.

This online CPE course is recommended for business owners, employees hoping to gain deeper insights into the health of the business, and accountants who wish to brush up on their skills.

This comprehensive CPE webinar on QuickBooks Online covers the following key topics:

  • What is a Chart of Accounts (COA)?
  • How do the COA maps report?
  • Modifying the COA
  • Chart of Accounts vs. Products and Services
  • How to add bank accounts
  • How to import transactions
  • How to categorize expenses
  • How to attach receipts
  • How to do bank reconciliations.
  • Take credit cards for your customer payments and use credit cards for your purchases.
  • Merchant services options include Square, PayPal, QuickBooks Payments, and ACH payment processing. 
  • Swiping a credit card on a smartphone, then learn how to manage the transaction in your accounting software.
  • Nuances of managing your corporate credit card balances with main cards and sub cards.
  • Who are your best customers?
  • What are your best sellers?
  • Who owes you money, and who do you owe?
  • Customize your reports and memorize your favorites for future use.

If you are interested in our accounting courses, you might be interested in Accounting and Auditing courses. 

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 8.5 CPE Approved
Accounting for Chartered Professional Accountant in Canada 8.5 CPD Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 8.5 CPE Approved
Accounting for Iowa Licensed Public Accountant (IA-LPA) 8.5 CPE Approved
Accounting for Maine Licensed Public Accountant (ME-LPA) 8.5 CPE Approved
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 8.5 CPE Approved
Accounting for Chartered Professional Accountant in Canada 8.5 CPD Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 8.5 CPE Approved
Accounting for Iowa Licensed Public Accountant (IA-LPA) 8.5 CPE Approved
Accounting for Maine Licensed Public Accountant (ME-LPA) 8.5 CPE Approved

Additional Information

Credits

8.5

Course Level

Basic

Instructional Method

QAS Self Study

Group Internet Based

Pre-requisites

None

Advance Preparation

None

NASBA APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

MY-CPE LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

About Instructor

Alicia Pollock, MAT

Alicia Pollock | MAT,ACN

Advisor, Royalwise Solutions

  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

Recently named one of America's Top 50 Women in Accounting, Alicia is a leading expert in QuickBooks Online training with a Masters in Teaching and decades of business consulting. 

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses accepted by NASBA and other professional organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. Our courses qualify for credits with NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other professional organizations.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars accepted by NASBA and other Professional Organizations?

MY-CPE LLC courses are accepted for continuing education credit by various professional certification programs, including NASBA, IRS, CFP Board, and HRCI. MY-CPE LLC is also recognized by SHRM to offer Professional Development Credits (PDCs) for SHRM-CP® and SHRM-SCP® recertification activities.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are accepted for compliance and reporting purposes with NASBA, IRS, CFP Board, HRCI, SHRM (for PDCs), Payroll Org, FP Canada, and 25+ other professional organizations.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

Excellent (62%)

Very Good (29%)

Average (8%)

Poor (1%)

Terrible (1%)

SH

Suriani Hostetler, CPA (US)

5

Great course and very clearly presented by Ms Pollock. Format used was adequate for someone with intermediate to advanced level of QBO, so I was glad that I could follow most of her more advanced examples. I have used QBO for a few years and considered myself quite proficient, but I still learnt many things in the course, as well as options to do things more efficiently and thoroughly. Thank you!

DL

Debra Lynch, CPA (US)

5

8.5 Credits is a long class. I found the presenter very easy to listen to, even in such a long class. By comparison, I've attended classes where 1 hour was very uncomfortable. I valued the knowleged, delivery and ease of the process. Excellent presention!

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QBO Complete Overview

Inclusions

  • Multiple Credits

    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting

    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker

    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault

    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders

    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access

    Mobile App Access

    The MYCPE ONE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support

    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

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