QuickBooks Online: Setting Up a Company 1 Credit 1 Credit
Discover the essentials of QuickBooks Online (QBO) with our comprehensive course. Whether new to QBO or looking to enhance your skills, this online course covers everything from initial setup to advanced features.
Explore the advantages of using QuickBooks Online, including accessibility, automatic updates, integration with other apps, multi-user collaboration, and real-time financial reporting. Delve into practical, real-world insights on setting up a sample company, navigating the home dashboard, and utilizing critical features like bank accounts, income and expenses tracking, and profit-loss analysis.
Learn to optimize your accounting process with detailed guidance on tags and tag groups for enhanced tracking and reporting. Master the setup and management of your Chart of Accounts, including adding new accounts, importing data, and editing existing entries.
Major Topics Covered:
Seize the opportunity to streamline your financial management and unlock the full potential of QuickBooks Online. Enroll now to elevate your expertise and gain confidence in using QBO for efficient company management and financial reporting.
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
Dr. Knight's journey in the world of numbers began with a Bachelor’s degree in Accounting from LSU, followed by a Master of Science in Accountancy from the University of North Texas. His career took off at Deloitte and Touche, LLP, one of the prestigious Big Four accounting firms, where he not only honed his skills but also completed the CPA requirements.
With 15 years under his belt in the realms of accounting and financial analysis, Dr. Knight has mastered diverse areas including tax, financial reporting, financial analysis, and business management. His wealth of experience is matched by his passion for education.
In 2015, he achieved a Doctorate of Business Administration (DBA) and transitioned into academia. Today, he inspires the next generation of accountants and business professionals through his engaging courses at various colleges and universities.
Dr. Knight also conducts impactful training seminars and runs Accounting Hound, a website dedicated to accounting education. An accomplished author, he has published several journal articles and a book on basic accounting principles. Dr. Knight’s dynamic teaching style and extensive expertise make him a sought-after educator in the field of accounting and finance.
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.
KK
Looking to set up a new account on QBO and this was a basic overview. Been using QBO for a few years and still learned a few things.
DW
Excellent way to present very important details for setting up your company the best way!! Outstanding!!
May 06, 10:00 AM ET
May 07, 09:30 AM ET
May 08, 10:00 AM ET
May 09, 09:00 AM ET
May 12, 02:00 PM ET
May 13, 10:00 AM ET
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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15,000+ 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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Access to Practical Training Programs
Focused training with pre-built assessments for all levels to upskill your staff efficiently. |
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