QBO Complete Comprehensive Overview - Latest 8.5 Credits
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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, and 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 to 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.Â
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.Â
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:
If you are interested in our accounting courses, you might be interested in Accounting and Auditing courses.Â
| License details | Credits | Status |
|---|---|---|
| Accounting for Certified Public Accountants (CPA-US) | 8.5 CPE | Approved |
| Accounting for CPA in Canada | 8.5 CPD | Eligible |
| Accounting for Delaware Licensed Public Accountant (DE-LPA) | 8.5 CPE | Eligible |
| Accounting for Iowa Licensed Public Accountant (IA-LPA) | 8.5 CPE | Eligible |
| Accounting for Maine Licensed Public Accountant (ME-LPA) | 8.5 CPE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Accounting for Certified Public Accountants (CPA-US) | 8.5 CPE | Approved |
| Accounting for CPA in Canada | 8.5 CPD | Eligible |
| Accounting for Delaware Licensed Public Accountant (DE-LPA) | 8.5 CPE | Eligible |
| Accounting for Iowa Licensed Public Accountant (IA-LPA) | 8.5 CPE | Eligible |
| Accounting for Maine Licensed Public Accountant (ME-LPA) | 8.5 CPE | Eligible |
Credits
8.5
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC (Sponsor Id#: 143597) 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.
Explore CPA CPE Courses with MY-CPE. Our online offerings make it easy for you to fulfill your CPA CPE requirements. With a broad selection of topics taught by experienced professionals, you can enjoy flexible scheduling and self-paced learning. Say goodbye to traditional methods and begin your path to professional growth with us today!
Alicia Pollock , MAT,ACN,MOS
Intuit Trainer/Writer Network, Elite-level QuickBooks ProAdvisor, Royalwise Solutions
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. She offers a range of tailored resources from self-paced courses to personalized coaching.
Her signature Q.U.E.S.T. training portal enables accounting firms to scale efficiently and reduce turnover, solidifying her as a transformative industry figure.
Known for her patience and commitment, Alicia simplifies QuickBooks for clients, helping them achieve their financial management goals with ease.
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. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
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 approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
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 regulatory bodies 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.
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. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
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 approved by NASBA and other regulatory bodies?
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
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 recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies 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.
DL
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!
JCB
The speaker, Alica Pollock, is extremely knowledgeable on all the nuances of using QBO. She also is very organized and keeps you interested in the entire course.
Feb 24, 10:00 AM ET
Feb 25, 10:00 AM ET
Feb 26, 09:00 AM ET
Feb 27, 09:00 AM ET
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Mar 03, 10:00 AM ET
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Inclusions
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
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
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 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
Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.
Mobile App Access
The myCPE 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
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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| Subscription Inclusions | Silver | Gold |
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13,000+ Hrs of CPE approved Content
Largest content library covering all aspects of professional development. |
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500+ Emerging Subject Areas
Wide range of subject areas tailored to meet diverse learning needs of all the department of the firm. |
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50+ State- Specific Ethics Courses
Stay compliant with ethics requirements for every state. |
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50+ State Compliance Packages
Pre-selected courses for quick compliance, saving time and effort. |
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100+ Advanced Certification Programs
Expert-led programs to build advanced expertise and strengthen your career credentials. |
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AICPA Eligibility Programs (CFF, ABV, PFS)
Pre-Packaged Eligibility Courses for AICPA designations such as PFS, ABV, and CFF, offering CPE credits upon completion. |
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Compliance Tracker and Credit Vault
Store all your certificates in one place, stay compliance-ready with ease, and track your progress effortlessly using the built-in credit tracker. |
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Instant Certification and Fast Reporting
Instant reporting to IRS, CFP Board, and other governing bodies. |
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Access to Communities
Join communities tailored to your specific interests and areas of expertise. |
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