myCPE
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
  • Published on

    June, 2024
  • 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

Nano Credits for All Qualifications

On Demand Credits for All Qualifications

Live Webinar 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 Government Financial Manager (CGFM) 7.5 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 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
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 Government Financial Manager (CGFM) 7.5 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 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
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 Government Financial Manager (CGFM) 7.5 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 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
  • 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. 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.

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. 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.

Reviews and Ratings

out of 5

Excellent

Very Good

Average

Poor

Terrible

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.

Recommended Courses

QuickBooks Online: Setting Up a Company

Jan 16, 09:30 AM ET

  • CFE
  • CGFM
  • CPA (US)
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Excel Accountant: QuickBooks Detailed Analysis

Jan 17, 09:00 AM ET

  • CFE
  • CGFM
  • CPA (US)
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Projects, Progress Invoicing, and Job Costing in QBO

Jan 17, 10:00 AM ET

  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA
Setting up Chart of Accounts in QBO

Jan 20, 09:00 AM ET

  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA
Running Reports in QBO to Analyze Growth

Jan 21, 09:00 AM ET

  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA
QuickBooks Online (QBO) Mobile Application for Accountants

Jan 22, 09:00 AM ET

  • CPA (US)
  • IAP
  • QIAL
  • IA LPA
  • ME LPA
  • DE LPA
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 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.

Exclusive mobile
app for our unlimited
access subscribers

This course is included with,

Individual Subscription

Gain access to everything required for compliance, skill enhancement, and staying ahead of industry trends—all included in the Individual subscription. Here’s what you get:

  • 13,000+ Hours of NASBA-Approved Content
  • 500+ Emerging Subject Areas
  • 50+ State- Specific Ethics Courses
  • 100+ Conferences with Access to Industry Events
  • 250+ FastTrack Compliance Packages

    Pre-selected courses for quick compliance

  • Exclusive Mobile App Access
  • Access to Professional Communities

    Connect with like-minded professionals on Teams.

Trusted by 250,000+ Professionals

trust pilot review google review
Unlimited Access

Ready to Get Started?

Sign up today and begin your learning journey immediately!

card
$299$199 For 12 Months
stripe

Start Your Subscription

$299$199/year

Secure unlimited access

Click Here
Subscribed
Alli purchased a subscription.
Subscribed
Jamie purchased a subscription.
Subscribed
Katie purchased a subscription.
Subscribed
Maria purchased a subscription.
Subscribed
Marissa purchased a subscription.
Subscribed
Julie purchased a subscription.
Subscribed
Gregory purchased a subscription.
Subscribed
Benjamin purchased a subscription.
Subscribed
Jingyu purchased a subscription.
Subscribed
Danielle purchased a subscription.
Subscribed
Katie purchased a subscription.
Subscribed
Guillaume purchased a subscription.
Subscribed
Jeanmarie purchased a subscription.
Subscribed
Amel purchased a subscription.
Subscribed
Mary purchased a subscription.
Subscribed
Bing-Cheng purchased a subscription.
Subscribed
Shannon purchased a subscription.
Subscribed
Kayla purchased a subscription.
Subscribed
Honey purchased a subscription.
Subscribed
ROBERT purchased a subscription.
Subscribed
Steven purchased a subscription.
Subscribed
Paige purchased a subscription.
Subscribed
Laura Lee purchased a subscription.
Subscribed
Malcolm purchased a subscription.
Subscribed
Kevin purchased a subscription.
Subscribed
Yullyan purchased a subscription.
Subscribed
Allison purchased a subscription.
Subscribed
Margaret purchased a subscription.
Subscribed
Kevin purchased a subscription.
Subscribed
Haresh purchased a subscription.
Subscribed
Cristal purchased a subscription.
Subscribed
Roy purchased a subscription.
Subscribed
Teri purchased a subscription.
Subscribed
Austin purchased a subscription.
Subscribed
Chantell purchased a subscription.
Subscribed
ROCCO purchased a subscription.
Subscribed
Christine purchased a subscription.
Subscribed
Eric purchased a subscription.
Subscribed
Jonathan purchased a subscription.
Subscribed
Bourk purchased a subscription.
Subscribed
Kristie purchased a subscription.
Subscribed
Phoebe purchased a subscription.
Subscribed
beth purchased a subscription.
Subscribed
Wanda purchased a subscription.
Subscribed
Matthew purchased a subscription.
Subscribed
Bryan purchased a subscription.
Subscribed
Dawn purchased a subscription.
Subscribed
Thomas purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Lori purchased a subscription.
Subscribed
Price purchased a subscription.
Subscribed
Mark purchased a subscription.
Subscribed
Mark purchased a subscription.
Subscribed
Osbell purchased a subscription.
Subscribed
Tioluwani purchased a subscription.
Subscribed
Gregor purchased a subscription.
Subscribed
Lindsay purchased a subscription.
Subscribed
Tim purchased a subscription.
Subscribed
George purchased a subscription.
Subscribed
Diane purchased a subscription.
Subscribed
Nicole purchased a subscription.
Subscribed
Kerry purchased a subscription.
Subscribed
Tonia purchased a subscription.
Subscribed
RICHARD purchased a subscription.
Subscribed
Trent purchased a subscription.
Subscribed
Vanessa purchased a subscription.
Subscribed
Shaun purchased a subscription.
Subscribed
paul axberg purchased a subscription.
Subscribed
Corrie purchased a subscription.
Subscribed
Kaaviya purchased a subscription.
Subscribed
Adolfo purchased a subscription.
Subscribed
Jonathan purchased a subscription.
Subscribed
Charleen purchased a subscription.
Subscribed
Suzette purchased a subscription.
Subscribed
DIVYA purchased a subscription.
Subscribed
Michael purchased a subscription.
Subscribed
Christopher purchased a subscription.
Subscribed
Carole purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Kathleen purchased a subscription.
Subscribed
Gregory A purchased a subscription.
Subscribed
Whitney purchased a subscription.
Subscribed
In Yong purchased a subscription.
Subscribed
Theodore purchased a subscription.
Subscribed
Abdelaziz purchased a subscription.
Subscribed
RONALD purchased a subscription.
Subscribed
Terry purchased a subscription.
Subscribed
Adam purchased a subscription.
Subscribed
Shoua purchased a subscription.
Subscribed
Heather purchased a subscription.
Subscribed
Michele purchased a subscription.
Subscribed
Stephen purchased a subscription.
Subscribed
JOHN purchased a subscription.
Subscribed
Jairitza purchased a subscription.
Subscribed
Rosalyn purchased a subscription.
Subscribed
kharisma D Edwards purchased a subscription.
Subscribed
Kelly purchased a subscription.
Subscribed
Chipo purchased a subscription.
Subscribed
Pavel purchased a subscription.
Subscribed
Amanda purchased a subscription.