The
QuickBooks Chart of Accounts structures your business according to accounting
principles. Your general ledger includes assets, liabilities, equity, income,
and expenses. Take this class 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.
Your Chart of Accounts is the backbone of your business. It has two
functions: outlining what the IRS wants to see for taxes and allowing you to
generate your P&L and Balance Sheet reports. There are industry-standard
accounts you need, but you also have the flexibility to create accounts that
reflect your unique circumstances. It’s impossible to start using QuickBooks®
without customizing your Chart of Accounts. This class will explain the
fundamentals.
Highlights of the webinar :
What is a Chart of Accounts (COA)?
How the COA maps to reports ?
Modifying the COA
Chart of Accounts vs. Products and Services
Recommended for :
Business owners and employees who want to understand the “business behind the business”
Students and job-seekers will boost their employment marketability
Entrepreneurs and new business owners who are just getting started, and want to make sure they have solid business knowledge so that they can succeed
Bookkeepers and Accountants who wish to brush up on their skills.
Learning Objectives
To identify the function of the Chart of Accounts
To identify ways of Creating new accounts and editing existing accounts
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 through its website: www.NASBARegistry.org.
MY-CPE LLC (Sponsor Id#: GEHNZ) has entered into an agreement with the Internal Revenue Service, to meet the requirements of 31 Code of Federal Regulations, section 10.6(g), covering maintenance of attendance records, retention of program outlines, qualifications of instructors, and length of class hours. This agreement does not constitute an endorsement by the IRS as to the quality of the program or its contribution to the professional competence of the enrolled individual. Credit earned by attendees with a PTIN will be reported directly to the IRS as required of all providers. To ensure your CPE hours are reported, update your profile in My Account to include your PTIN number. Please note: IRS CE is only mandatory for EAs and ERPAs. For all other tax return preparers, CE is voluntary
A natural teacher, Alicia earned her Master of Arts in Teaching, but instead of turning to the public schools, she developed computer curricula. She blends the skills of technology, the art of communication, the patience of a trainer, the wisdom of a business consultant, and the detailed eye of an obsessive-compulsive to bring you the finest in business solutions.
Founded by Jamie Pollock and Alicia Katz Pollock, Royalwise is an Apple, Microsoft, and Intuit-certified computer training and support company. We are certified to train and support all Apple products, Microsoft Office, QuickBooks on any platform. As a member of the Apple Consultants Network, we are certified by Apple to support all desktop machines running OS X and mobile devices running iOS. We have vast experience with iPads and iPhones, and how to configure and utilize iCloud to sync your data seamlessly.
FAQ
To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
Our courses meet the global Continuing Professional Development (CPD-IES7) Standard for Chartered Accountants with International Education Standard 7 (IES 7) set by The International Federation of Accountants (IFAC), the International Accounting Education Standards Board (IAESB) and the Association of Chartered Certified Accountants (ACCA). Based on our accreditation by existing IFAC members and affiliates, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
As an accredited provider of Continuing Professional Education in the United States, myCPE online learning platform, courses, and webinars meet the requirements set forth by the Institute of Management Accountants (IMA), an IFAC Member Organization, as well as the National State Boards of Accountancy (NASBA) and the Institute of Internal Auditors (IIA), both IFAC Affiliates. As well as it has been approved by NASBA, Internal Revenue Service (IRS), Certified Financial Planner Board (CFP Board), California Tax Education Council (CTEC), Society of Human Resource Professional (SHRM), Human Resource Certification Institute (HRCI) and many more.Therefore, we believe learners can count their professionally relevant, verifiable learning activities on myCPE, including taking on demand courses and attending live webinars, toward fulfillment of their verifiable continuing education requirement as CPD-IES7 requirements. However, if there is any question, we recommend that the individual learner confirm with his/her professional licensing organization before taking myCPE courses for CPD-IES7 credit.
myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.
Refund/Cancellation Policy
For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).
Testimonial
4.5
(160)
61%
30%
7%
0%
2%
MM
Michael Marshall ,
Nov 9th 2020
This was great. It was well presented. I have clients that hesitate to get started with QBO and commit to the ongoing fees and I have clients that used desktop and don't like that they need to upgrade to new years/versions but the QBO option is worse in their mind. This presented the options well and issues to consider
JC
John Catanzaro ,
Oct 22nd, 2020
This was an excellent informational webinar about the differences, pros and cons, and offerings of QBO and QB Desktop versions! I have always wanted a good comparison of the ups and downs of both programs and this webinar was the perfect ticket for that information. THANKS!!
TN
Tony Navarro ,
Sep 8th, 2020
Such great webinar is a great learning experience that helps decipher the capabilities of both Desktop and online QuicBooks versions and how they can be for a great help to serve clients and streamline the work of accounting professionals.
AT
Alec Taylor ,
Aug 24th, 2020
This was a good presentation on automating processes. This is something we should all do on a regular basis, but we get resistance from others or so used to the current process that we fail to improve our work product. Great food for thought and, hopefully, change!
BP
Brian Price ,
Aug 5th, 2020
Wow ! this webinar was the best for my learning of Quickbooks online. Alicia is knowledgeable that I could understand in details. Gonna take the test and hopefully I will be one of the online member soon. Thank you Alicia !
BW
Brenda Williams ,
Aug 5th, 2020
Alicia was a super-effective presenter and exhibited not only her knowledge of QBO but her true desire to share her knowledge...the mark of a true teacher. I look forward for more opportunities to learn from her.
