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QBO Complete Comprehensive Overview - Latest

  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)
  • IAP
  • Tax Preparer
  • QIAL
QBO Complete Comprehensive Overview - Latest

8 Credits

$80

Subject Area

Accounting

Webinar Qualifies For

8 CPE credit of Accounting for all CPAs

8 CPE credit for Certified Management Accountants (CMA)

8 CPE credit for Certified Internal Auditors (CIA)

8 CPD credit (Verifiable) for Canadian CPAs

8 CPE credit for Qualification in Internal Audit Leadership (QIAL)

8 CPE credit for Internal Audit Practitioner (IAP)

8 CE credit of Computer Technology for Maryland Tax Preparers

8 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

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

Click Here

Course Description

Session 1- QBO: BUILD RIGHT CHART OF ACCOUNTS - BASE FOR ACCOUNTING AND READING FINANCIAL STATEMENT

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.

This online CPE webinar covers the following key topics in session 1:

  • What is a Chart of Accounts (COA)?
  • How the COA maps to report?
  • Modifying the COA
  • Chart of Accounts vs. Products and Services

This session of this online CPE course will be very insightful 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.


Session 2- QBO: BANKING FEED AND RECONCILING - MAKE RULES & AUTOMATE

Eliminate manual data entry!

One of the best features 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 Online CPE Webinar covers the following Key Topics in session 2:

  • 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.

Session 3- CREDIT CARDS IN QBO - SEAMLESS PAYMENTS FROM CLIENT

QuickBooks® Payments is Intuit merchant service, integrated into your QuickBooks. These days, anyone can take credit cards; your customers will pay more quickly! A Credit Card gives the holder an option to borrow funds for purchases or for paying bills. You can set up your credit card account in QuickBooks Desktop to help you keep track of the charges and the payments made for the expense.

This Online CPE Webinar covers the following Key Topics in session 3:

  • Taking credit cards for your customer payments and using credit cards for your own purchases.
  • Merchant services options including Square, PayPal, QuickBooks®Payments, and ACH payment processing. 
  • Swiping a credit card on a smartphone, then learn how to manage the transaction in your accounting software.
  • Nuances of managing your own corporate credit card balances with main cards and sub cards.

This session of this online CPE course will be very insightful for : 

  • Anyone who uses credit cards to pay for business expenses
  • Anyone who would like to be able to accept credit cards for customer payments
  • Bookkeepers and Accountants who wish to brush up on their skills.


Session 4- QBO Mobile App - Paperless, Convenient & Easy to Use

Use the QuickBooks Online Mobile App when you don’t have your computer with you. Take payments from customers, categorize expenses, take pictures of receipts.

Use QuickBooks Online from your car, onsite with a client, or while waiting in line. The QBO Mobile App connects to your QuickBooks Online account, even if you don’t have your computer with you. Take payments from customers right from your phone. Categorize expenses on the fly. Take pictures of receipts. Bookkeeping has never been so easy and fun.

QuickBooks®Online is the perfect software to use on a smartphone or tablet while you’re providing services to clients. The Mobile App has features the website doesn’t! Reduce paperwork by creating Estimates and Invoices onsite, with signatures. Eliminate after-the-fact accounting by using your camera to take pictures of receipts. Use third-party apps to keep track of employee timecards and schedules. In this hands-on workshop, we’ll demonstrate the specific workflow steps you’ll use to do your bookkeeping while in the field with your customers. The more you can do on the fly, the less you have to do in the office!


Session 5- PRACTICAL QB TRAINING - YEAR-END CLOSING, ANALYSIS, BEING TAX/AUDIT READY

Tax time approaches! It’s the end of your fiscal year. You know you should be doing things to get your books in shape and even get ready for your books to be audited. But you’re not exactly sure what those things are. Sound familiar? Help is here for you!

We’ll show you the 10 steps you need to do to get your books ready for your accountant to do your taxes. Not only will you close your books, but we’ll show you how to analyze your business to help it grow next year.

These 10 steps will help you to understand : 

  • Who are your best customers?
  • What are your best sellers?
  • Who owes you money, and who do you owe?
  • Customizing your reports and memorize your favorites for future use.


This online CPE course will prove very helpful to Business owners, employees hoping to gain deeper insight into the health of the business & to Bookkeepers, Accountants who wish to brush up on their skills.

Learning Objectives

  • To identify ways of Creating new accounts and editing existing accounts.
  • To recognize the function of the Chart of Accounts.
  • To identify the classification of transactions through the Bank Feed to save time on manual data entry.
  • To recognize which transactions you should NOT import automatically.
  • To recall how to manage corporate credit card accounts with multiple cards for employees.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Business Owner
  • Certified Management Accountant
  • Chief Accounting Officer
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • QB Pro Advisor
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • VP Accounts
  • Young CPA

Testimonial

4.3

(23)
46%
35%
15%
4%
0%

MC

Excellent information and most relevant topic.

CB

N/A

AR

I thought most of the materials were elementary for a CPA - designed more for a business user. I thought I would learn more that was relavent to my job.

GW

The presenter, while knowledgeable, is very difficult to listen to. Knowing she has much to share, perhaps she might consider a voice coach. Or, because her voice is so tense, maybe some relaxation routine prior to recording. The tension makes her voice gravely and almost grating.

JF

Definitely not relevant to me as a bookkeeper. I wanted to learn more about QBO as we just started using it at my firm, but this webinar was directed more towards small business owners who wanted to do their own bookkeeping. A good 3 hours of the course was spent going over what different accounts on the balance sheet/income statement were for. Definitely not what I thought the course would be. The instructor was good, the information was just not relevant to me. Also, I have tried on three different computers to hear the audio. Every time I have to call in on my phone, and then it kept cutting in and out.