myCPE

QuickBooks for Advanced Learners Information - Analysis and Better Decisions 7.5 Credits

QuickBooks for Advanced Learners Information - Analysis and Better Decisions 7.5 Credits

  • Alicia Pollock

    MAT,ACN,MOS

  • Rating

    4.4

  • Reviewed on

    February, 2025

  • Subject Area

    Accounting

Learning mode

On Demand
  • 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

Learning Objective

  • To recall the new features in QBO for projects.
  • To recognize how to track change orders, and Progress invoice in QBO for projects.
  • To identify different type of reports which are available at each subscription level of QuickBooks®.
  • To identify ways of reading a A/R and A/P reports, Profit & Loss report, Cash Flow report, and Balance Sheet.
  • To recognize how you can add situation-specific accounts to the Chart of Accounts.
  • To explore how you can manage a Line of Credit,  separate out Loan payments for principal, interest, and debt protection insurance.

Course Overview

In years past, conventional wisdom said that QuickBooks® Desktop (QBDT) was better suited to construction, while QuickBooks® Online (QBO®) was best used for service-based businesses. While that used to be true, the latest enhancements to QBO have eliminated that distinction. The new Project Center and Labor Costing tools now mean that project-based businesses now have powerful job costing tools, a slick new interface providing an at-a-glance dashboard overview of the financial status of any customer job, and handy one-click reports. QuickBooks Online's new Projects Center has the tools you need for construction and other project management bookkeeping. QBO helps with cost accounting, including time & materials contracts, and percentage of completion, and at-a-glance profitability reports.

This CPE webinar for CPAs is specific to construction and project-based jobs and covers the following Key Topics:

  • Estimates
  • Progress Invoicing
  • Change orders
  • Taking Deposits
  • Receiving Partial Payments
  • Billing for time and materials
  • Job Costing

QuickBooks has gained immense popularity in recent years among small and medium business owners due to the ease it provides for keeping the accounts and managing the finances. The app has many uses, only if you know how to use it, you will greatly benefit from it. QuickBooks houses many pre-created reports for your convenience, but if you wish you can create your Customized Reports in QuickBooks Desktop and mail them as well. In this webinar, we will show how to customize reports in QuickBooks Online Reports including:

  • Profit and loss statement (P&L)
  • Balance Sheet
  • Accounts Payable
  • Accounts Receivable
  • Products
  • Services
  • Cash flow

The more you slice and dice your data, the better decisions you can make to help your business grow. We’ll help you customize the reports to pull the data your clients need, memorize the favorites for future use, and even email clients every month automatically!

It’s one thing to master routine bookkeeping techniques, but it’s completely something else to use for rare business situations. In this special QuickBooks® Online class, we’ll look at everyday business transactions like Loans and Lines of Credit.

This online CPE webinar on Accounting will talk about more complex situations such as:

  • How do you track Bartering to stay IRS-compliant? 
  • How do you book bounced checks, either your own or from a customer? 
  • What do you do when a daily credit card batch is negative? 
  • What are the options for when to take client deposits on work to be performed? 
  • How do you make corporate credit cards work?

This online CPE webinar will be most suitable for Business owners and employees hoping to gain deeper insight into the health of their business and also for Bookkeepers/Accountants who wish to brush up on their skills.

On Demand Credits for All Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 7.5 CPE Approved
Office Productivity: Accounting Software for CPA in Canada 7.5 CPD Eligible
Financial Accounting for Certified Internal Auditors (CIA) 7.5 CPE Eligible
Financial Reporting for Certified Management Accountants (CMA) 7.5 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 7.5 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 7.5 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 7.5 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 7.5 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 7.5 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 7.5 CPD Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 7.5 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 7.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 7.5 CPE Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 7.5 CPE Eligible
Accounting for CIPM 7.5 PL Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 7.5 CE Eligible

Additional Information

Credits

7.5

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 (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.

Dive into the world of CPA CPE courses with MY-CPE. Our online courses are here to help you complete your CPA CPE credits seamlessly. We cover a wide range of topics delivered by professional subject matter experts. Forget the traditional way of learning with flexible scheduling and learn at your own pace. Join us and start your journey toward professional growth today!

About Instructor

Live CPE/CPD Webinars for Candian CPAs, CIA by Alicia Pollock's

Alicia Pollock , MAT,ACN,MOS

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

  • 4.5
  • rating
  • rating
  • rating
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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.

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. 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.

Reviews and Ratings

out of 5

Excellent

Very Good

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VL

Vivian Lee, CPA (US)

5

With options for self-paced learning, users can complete courses at their own convenience, balancing their professional and personal commitments. Live webinars and interactive sessions also provide opportunities for real-time interaction and networking with peers and instructors.

RM

Robin Magaha, CPA (US)

5

The presenter was very knowledgeable and detailed. I learned a lot.

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    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

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    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.

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