I can’t log into my account:

The credentials to log into your my-CPE account is your email address used during account signup and the password. If you are still facing any issue, it could be a browser issue as well. We recommend using Google Chrome. If the issue persists, please reach out to us via email support@my-cpe.com or contact our support team through live chat support. Our support team is available Monday to Friday from 09:00 AM – 04:00 PM EST. If you signed up on myCPE and are not able to log into your account, please make sure that you’re entering your correct registered credentials. If you’re still facing issues with logging in, please try logging in through a different browser. If the issue persists, please drop an email to support@my-cpe.com or contact our support team through live chat support.

I’ve logged in my account but how to register for webinars?

Once you log into the account, simply scroll down to view the upcoming webinars. There is a Register Button against each webinar. Once you click on register, you will receive a prompt as well that you have registered for the webinar. Here’s a screenshot of the registration confirmation for your easy reference: In case you do not receive the prompt for a webinar you are trying to register, please contact our support team via email to support@my-cpe.com or through live chat support. Kindly note that for paid webinars, you will be redirected to a payment screen where you can pay using Visa, Mastercard or AMEX. Once payment is successful, you will be redirected back to the website with the registration confirmation. Once logged in, scroll down to see the list of upcoming webinars. Click on the register button for the webinar that you’re interested in to register yourself. If you’re still facing difficulty logging in, please contact our support team at support@my-cpe.com or contact our support team through live chat support.

Can I attend a webinar using my phone? If so, how?

Yes. You can attend a webinar using your phone however, you will be required to download an additional application called ‘GoToWebinar’ which is available on Google Play Store as well as the Apple App Store. Once the application is successfully installed, simply go to your mobile browser and log into your myCPE account like you would on a desktop. Go to the ‘My Webinars’ section and under the ‘Upcoming Webinars’ tab, go to the webinar you wish to attend and click ‘Join Webinar’. It will redirect to the ‘GoToWebinar’ application and you will be able to join the webinar as well as submit polling questions. You can log in using your phone. Go to my-cpe.com and log in the way you normally do on your computer. Go to the webinar you’ve registered for and click on the ‘Join Now’ button. Once clicked, it’ll prompt you to download the GoToWebinar application through which you can attend the webinar.

Is there any way to assure that I would be able to access the registered webinar?

When you register for any webinar, you receive an email confirmation with a link to join the webinar at the scheduled time. Also, the registered webinars are visible in you myCPE login in ‘My Webinars’ section and under the ‘Upcoming Webinars’ tab myCPE recommends that you check your digital device is compatible with the GoToWebinar software prior to attending the webinar.

How can I update/edit my account information?

To update or edit your account information, first, log into your account and then go to the My Account > My Dashboard > Profile. Here, you’ll be able to update your account information except for your email address. To change your email address, you will need to email us at support@my-cpe.com

How can I update my PTIN?

To update your PTIN, first, log into your account and then go to the My Account > My Dashboard > Profile. Here, you’ll be able to update your PTIN. PTIN is an 8-digit number followed by P. For example, P12345678 could be a valid PTIN number.

How many CPE credits do I need to earn?

The number of CPE credits required purely depends upon your board requirements. If you’re a CPA, you can click here to know more about it. If you’re an Enrolled Agent or a Tax Professional, go to this page.

What is the different between CPE and CE credits?

CPE credits are governed by NASBA regulations and CE credits are governed by IRS regulations. Enrolled Agents, Enrolled Retirement Plan Agents and other tax return preparers approved by IRS are required to obtain CE credits. CPE credits are required for CPAs. We are approved by NASBA and IRS for publishing webinars for CPE and/or CE credits. Not all webinars qualify for CPE and CE credits. Therefore, each webinar mentions how many CPE and/or CE credits is it eligible for.

To earn your CPE credits, you need to fulfill the attendance requirements laid down by NASBA. The guidelines state that the participant is required to remain logged into the webinar as per the NASBA minimum time requirements and answer all the poll questions. Only when both the conditions are fulfilled does a participant become eligible for the CPE credits. The following table contains the NASBA Minimum time requirements and no. of polling questions that need to be answered for available CPE credit. Kindly note that you will be required to complete an evaluation form before receiving your CPE credits:

When is CE reported to the IRS?

It is the responsibility of the webinar participant to provide a valid PTIN number on the myCPE account. Further, you also have to ensure that the webinar you are enrolled for is eligible for CE credits. It is important to note that to earn your credits, the time and polling requirement for the IRS CE and NASBA CPE are the same. Though, IRS does NOT issue partial credits. This means that the webinars of 90 minutes and 150 minutes would earn you only 1 CE and 2 CE, respectively. You will not earn 1.5 CE and 2.5 CE for the webinar. myCPE reports the details of CE credit to IRS at the IRS designated schedule – mostly at the end of the quarter.

I attended a webinar but it shows in the ‘Did not Attend’ section.

If you registered for the webinar and it shows that you didn’t attend, it could mean two things: 1) You didn’t answer all the polling questions 2) You haven’t filled and submitted your evaluation form. In both cases, you won’t be able to get your credits. In case you submitted your polling questions and evaluation form and still show the webinar in the ‘Did not Attend’ section, please submit your query to support@my-cpe.com or contact through our chat support on the website.

NASBA Fields of Study

myCPE is in compliance with NASBA’s latest guide on the CPE fields of study. All CPE-approved webinars on myCPE are approved by NASBA. We recommend checking with your State Board as it has the final authority on the approval of courses for CPE credit. An explanation of the changes to the Fields of Study is available at www.nasbaregistry.org

State CPE Requirements

As the state CPE requirements vary from state to state, we recommend CPAs to follow their state requirements. click here to find out about the CPE requirements.

How long does it take to receive an evaluation form?

The evaluation form will be sent to attendees in the next 24 hours after the webinar has ended. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the webinar and answer all the polling questions. Typically, it takes up to 24 hours for us to send an evaluation form. There could be a delay in cases where.

I didn’t receive an evaluation form email.

Please note that it takes up to 24 hours to send the evaluation form. If 24 hours have elapsed and you haven’t received an email, please check your Spam or Junk folder. It could also happen that your email server could’ve blocked our emails. In that case, you must whitelist our domain mycpewebinars.com. in order to receive our emails. If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.

How can I download my CPE Certificate after attending a webinar?

Within 24 hours of completion of your webinar, you shall receive an evaluation form via email. Once you have completed the evaluation form, you will be able to download the credit certificate from myCPE account under the ‘MY CERTIFICATE’ tab.

I don’t see a certificate in the ‘My Certificate’ tab. What should I do?

If you don’t see a certificate in the ‘My Certificate’ tab, it could be due to three reasons: 1) You haven’t filled and submitted your evaluation form. 2) You didn’t answer all the polling questions. 3) If you have submitted your evaluation form and answered all polling questions, there could be a technical error. In this case, please send us an email at support@my-cpe.com or reach out to us through chat support on our website.

I’m not getting reminder emails from myCPE.

In case you’re not receiving emails from myCPE, please check your Spam/Junk folder. If you’ve registered your professional id, your email server could be blocking the emails. In that case, you must whitelist our domain mycpewebinars.com.

I want to register for a Premium webinar but is it secure to make a payment?

myCPE uses a secure payment gateway (Stripe.com) to process your payment details. This payment gateway is in accordance with the PCI-DSS Compliance. Therefore, your payment details are secure through SSL encryption and are not stored by us.

How can I reset my password?

If you’ve forgotten your password, please go to the login page and click on the ‘Forgot Password.’ Then enter your registered email id to receive the password reset email. Click on the link given in the email to enter your new password. Kindly note that the password reset email link is only valid for 60 minutes from the receipt of the email. In case the time has elapsed, you will need to request a new password recovery link from the ‘Forgot Password’ link.

Is myCPE a board approved platform?

myCPE is a NASBA & IRS approved continuing education platform. It means that the courses on myCPE are approved by NASBA, IRS, CFP, CMA, CTEC, IIA and other state accountancy boards. Subsequently, CPE/CE Credits along with the certificates that you get, are NASBA & IRS approved.

How do I contact myCPE support?

Primarily, there are two ways you could contact our support team. The first one is through live chat support. You could drop a message on the chatbox on our site and the customer support executive will get in touch with you. Please note that the chat timings are 9:00 AM to 4:00 PM EST. The second method to contact our support team is through email. You could send an email to support@my-cpe.com for your queries and issues.

How do I become a speaker on myCPE?

It’s one of our fundamental objectives to bridge the gap between the speakers and professionals. Although there are certain guidelines for becoming a speaker on myCPE, we welcome new speakers with open arms. Please drop us an email at andy@my-cpe.com if you’re interested in becoming a speaker on myCPE.

Banking Feed and Reconciling in QuickBooks Online Best Practices

4.3 (7)

Alicia Katz Pollock, MAT,ACN,MOS

Royalwise Solutions

Thursday, August 05, 2021 | 10:00 AM EDT

CPA (Canada)
CPA/CITP
CMA
CPA (US)
Tax Preparer

2.5 Credits

$25

Subject Area

Accounting

Webinar Qualifies For

2.5 CPE credit of Accounting for all CPAs

2.5 CPE credit of Technology and Analytics for CMAs

2.5 CPD credit (Verifiable) for Canadian CPAs

2.5 CPD credit (Verifiable) for Certified Information Technology Professionals (CITP)

2 CE credit of Computer Technology for Maryland Tax Preparers

2.5 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

excel accountant - charts

(3)

Aug 03, 2021 | 12:30 PM EDT View Details

corporate planning, budgeting, and forecasting

Aug 03, 2021 | 01:30 PM EDT View Details

the fundamentals of peos: everything you need to know to find, refer and work with a professional employer organization

(85)

Aug 03, 2021 | 02:00 PM EDT View Details

niche strategy: grow your bottom line with high value clients

Aug 03, 2021 | 02:00 PM EDT View Details

cracking the corruption code

(3)

Aug 03, 2021 | 02:00 PM EDT View Details

retirement plan beneficiary disasters and how to avoid & fix them

(2)

Aug 03, 2021 | 02:00 PM EDT View Details

employment law issues must know for accountants

(6)

Aug 03, 2021 | 02:30 PM EDT View Details

sox identifying and documenting controls

Aug 03, 2021 | 03:00 PM EDT View Details

multistate tax compliance: where and when businesses are subject to state taxes

(111)

Aug 03, 2021 | 03:30 PM EDT View Details

the art of effective communication

(30)

Aug 03, 2021 | 03:30 PM EDT View Details

creating a development (fundraising) plan for your non-profit

Aug 04, 2021 | 09:00 AM EDT View Details

mastering irs representation

Aug 04, 2021 | 09:00 AM EDT View Details

what to do when you owe sales tax to the government

(36)

Aug 04, 2021 | 09:30 AM EDT View Details

financial economic sustainability performance

Aug 04, 2021 | 09:30 AM EDT View Details

smarter social security

(149)

Aug 04, 2021 | 10:00 AM EDT View Details

This Course is Also Available in Self Study (On-Demand)

Click Here

Course Description

Eliminate manual data entry!

In this continuing education webinar one of the best features of QuickBooks Online will be discussed.

One of the best feature in QuickBooks Online is the ability to connect your bank accounts and credit cards. The Banking Feed allows you to pull in your transactions and classify them automatically, instead of entering everything in by hand. Automation features like Rules do some work for you. The new Receipt Capture will even scan your paper receipts and attach them to your expenses, but the banking feed has some interesting quirks you need to know about. If you use it right, you can reduce your data entry to almost nothing but if you use it wrong, you double your income and code your expenses wrong.

This QuickBooks Online CPE Webinar covers the following Key Topics:

How to add bank accounts
How to import transactions
How to categorize expenses
How to attach receipts
How to do bank reconciliations.

Once you’re up to date, we’ll also show you how to do bank reconciliations to reconcile your accounts at the end of the month so that you can have confidence in your reports.

Click Here for More Webinars on Accounting | Automation | Financial Reporting, etc

Learning Objectives

To recognize how to connect your bank accounts to your QuickBooks®.
To recall how to import new transactions as they clear the bank.
To know how to import previous transaction history.
To learn how to classify transactions through the Bank Feed to save time on manual data entry.
To identify which transactions you should NOT import automatically.

Who Should Attend?

Accountant
Accounting Firm
Accounting Managers
Accounting Practice Owners
Accounts Director
Bookkeeper
Certified Information Technology Professionals
Certified Management Accountant
Cloud Accountants
CPA (Industry)
CPA - Large Firm
CPA - Mid Size Firm
CPA - Small Firm
CPA in Business
Entrepreneurial Accountant
Entrepreneurial CPA
Maryland Tax Preparers
QB Pro Advisor
Senior Accountant
Staff of Accounting Firm
Tax Accountant (Industry)
Young CPA

Testimonial

Array
(
    [no_of_record] => 7
    [average] => 4.2857
)

4.3

(7)

43%

14%

Thomas Lydick

Jun 4th 2021

Good experience.

Diana Mcdevitt, CPA (US)

Jul 6th, 2021

myCPE description is that this is an interactive participant session - however the only Q& A was with the presenter's audience and the questions that audience asked were not audible to webinar participants

QBO: Banking Feed and Reconciling - Make Rules & Automate

Subject Area

Accounting

Webinar Qualifies For

Upcoming Webinars

Course Description

Learning Objectives

Who Should Attend?

Additional details

NASBA APPROVED

About Presenter

Alicia Katz Pollock, MAT,ACN,MOS

About Company

Royalwise Solutions

FAQ

Refund/Cancellation Policy

Testimonial

4.3