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Alicia Pollock, QB Pro Advisor
Tuesday, February 09, 2021 | 10:00 AM EST
8 CPE credit of Accounting for all CPAs
8 CPE credit of External Financial Reporting Decisions for CMAs
8 CPD credit (Verifiable) for Canadian CPAs
8 CPD credit (Verifiable) of Data Analysis & Reporting Techniques for all CITP(AICPA)
8 CE credit of Computer Technology for Maryland Tax Preparers
8 General Educational credit for Tax Professionals / Bookkeepers / Accountants
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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.
Highlights of the webinar :
Recommended for :
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.
Highlights of the webinar :
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 services, 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.
Highlights of the webinar :
Recommended for :
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 :
Recommended for 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.
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
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.
Advisor, Royalwise Solutions
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.
RM
Rita Miller ,
Nov 9th 2020
This was one of the most amazing courses I have taken. I have been using Quickbooks desktop for over 20 years and Quickbooks online for at least 10 and my mantra is I hate QB Online. With what I learned here I have changed that mantra! I will be looking up this young man to see what else he can teach me.
MB
Melissa Buck ,
Jan 13th, 2021
A very detailed webinar covering more than what I bargained for. The presentation and pace was perfect. Overall, an enjoyable webinar wherein I gained a lot of knowledge. Thanks myCPE.
LP
Lisiate Paongo ,
Dec 23rd, 2020
Excellent presentation material and rich content made my day. I enjoyed my learning on myCPE. It was very engaging. I will use myCPE platform for earning CE credits. I will also recommend it to my colleagues.
AB
Amanda Blumhorst ,
Nov 30th, 2020
Nice Webinar.
JB
Jacqueline Bell
Nov 25th, 2020
Pace and information were spot on. It was a great presentation. I will recommend myCPE for great webinars like this one.
JO
John Ouellette ,
Oct 26th, 2020
I found Alicia on YouTube a few months back and was excited to see he was the speaker for this webinar. She always has great insight on how to use QBO effectively and great tips to teach you how to be a power user. I hope he gets to have a part 2 so she gives us more QBO tips and tricks.
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