CPE Packages (Incl. Ethics) for Multiple States and Qualifications Available. Price $4/credit - CLICK HERE to view.

QBO: Build Right Chart of Accounts - Base for Accounting and Reading Financial Statement

4.3 (4)

Alicia Katz Pollock, MAT,ACN,MOS

Royalwise Solutions

Wednesday, May 19, 2021 | 10:00 AM EDT

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

2.5 Credits

$20

Subject Area

Accounting

Webinar Qualifies For

2.5 CPE credit of Accounting for all CPAs

2.5 CPE credit for Certified Management Accountants (CMA)

2.5 CPD credit (Verifiable) for Canadian CPAs

2.5 CPE credit for Certified Fraud Examiners (CFEs)

2.5 CPD credit (Verifiable) for Certified Valuation Analyst (CVA)

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

passive activity loss limitations: working with the complex pal rules & real estate tax issues

(1)

Aug 02, 2021 | 09:00 AM EDT View Details

auditing remotely: using current technologies, techniques and methodologies to ensure proper audits during covid-19 pandemic

(1)

Aug 02, 2021 | 09:30 AM EDT View Details

corporate external financial reporting decisions

(1)

Aug 02, 2021 | 10:00 AM EDT View Details

everything you need to know about partnerships

(2)

Aug 02, 2021 | 10:00 AM EDT View Details

basis calculations & distributions for pass-thru entity owners schedule k-1 analysis (latest)

(7)

Aug 02, 2021 | 10:00 AM EDT View Details

excel accountant: pivot tables for data analysis

(1)

Aug 02, 2021 | 10:00 AM EDT View Details

quickbooks: tricky & complex situations for advance learners

(31)

Aug 02, 2021 | 10:00 AM EDT View Details

12 powerful tax saving strategies for your small business owner clients

(6)

Aug 02, 2021 | 10:00 AM EDT View Details

fraud update - latest

(7)

Aug 02, 2021 | 11:00 AM EDT View Details

yellow book boot camp – introduction to nfp and governmental accounting & auditing

Aug 02, 2021 | 11:00 AM EDT View Details

best overview on individual tax updates latest (basic)

Aug 02, 2021 | 11:00 AM EDT View Details

cash and kids: momentum on child tax credit

Aug 02, 2021 | 11:00 AM EDT View Details

s corps: crucial insights: why you should pick s over c, traps in s corp qualification, and more

(3)

Aug 02, 2021 | 11:30 AM EDT View Details

merchant account nightmares: the shady world of credit card processing fees

(47)

Aug 02, 2021 | 12:00 PM EDT View Details

fraud/anti-corruption awareness, prevention and detection

(102)

Aug 02, 2021 | 12:00 PM EDT View Details

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

Click Here

Additional Dates

Aug 04, 2021 | 10:00 AM EDT Register

Course Description

The QuickBooks Chart of Accounts structures your business according to accounting principles. Your general ledger includes assets, liabilities, equity, income, and expenses. Take this online CPE cource to learn bookkeeping terms like Accounts Receivable and Accounts Payable. By the end of this Online Webinar, 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 online CPE course will explain the fundamentals.

This Online CPE Webinar covers the following Key Topics:

  • 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
  • To recall Equity accounts
  • To recall Liability accounts
  • To recall Asset & Bank accounts

Who Should Attend?

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

Testimonial

Array
(
    [no_of_record] => 4
    [average] => 4.2500
)
 

4.3

(4)
25%
75%
0%
0%
0%

ED

She gave a lot of Great Info With Quick Books and Scheduling And Budget Planning and How Many you can do at one time