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Quickbooks for Desktop PC Exploring the Interface - For Beginners

  • Accountant
  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • IAP
  • QIAL
  • Maryland Tax Prep.
  • CBA/MCBA
  • CFIRS
  • CWS
  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Course Description

QuickBooks is accounting software that offers several versions designed to fit the needs of most small or medium-sized businesses. All versions of QuickBooks offer tools for routine accounting that simplify tracking income and expenses; more advanced versions provide features for managing contractors, setting prices, or tracking inventory. This QuickBooks CPE webinar for beginners teaches small business owners and bookkeepers to use QuickBooks Desktop on a PC including setup, daily data entry, reports, and other processes.

This online CPE webinar covers the following key topics:

  • Choosing the right version of QuickBooks for your needs, and how to set it up.
  • Overview of different QuickBooks’ features
  • Accessing different reports within QuickBooks.
  • Track your daily sales income and all your expenses. 
  • Generating instant Profit and Loss reports and Balance Sheets for taxes.

If you want to learn more about QuickBooks, we have customized certificate courses for you: Beginners | Advanced | Comprehensive.

Learning Objectives

  • To recognize the importance of good record-keeping
  • To identify when do you need a bookkeeper and when can you do it yourself?
  • To recognize the common bookkeeping mistakes business owners make
  • To identify ways of Setting up QuickBooks
  • To recall the QuickBooks Preferences

Recommended For

This QuickBooks CPE course is recommended for CPAs, CMAs, CAOs, CEOs, CFOs, Business Owners, and Other Accounting Professionals desiring to learn about QuickBooks.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bookkeeper
  • Chief Accounting Officer
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Maryland Tax Preparers
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 3.5 CPD Credit of Accounting for Chartered Professional Accountant (CPA Canada)
  • 3.5 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
  • 3.5 CPE Credit of Computer Software and Applications for Certified Management Accountants (CMA)
  • 3.5 CPE Credit of Information Technology for Certified Internal Auditors (CIA)
  • 3 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01039-22-O)
  • 3.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 3.5 CE Credit for Certified Wealth Strategist (CWS)
  • 3.5 General Credit for Accountant/Bookeeper
  • 3.5 CPE Credit of Computer Software and Applications for Certified Valuation Analyst (CVA)
  • 3.5 CPE Credit for Internal Audit Practitioner (IAP)
  • 3.5 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
  • 3.5 CPE Credit of Computer Software and Applications for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)

Additional details

  • Course Level :
    Basic
  • Credits :
    3.5
  • Instructional Method :
    Group Internet Based
  • Pre-requisites :
    None
  • Advance Preparation :
    None

IRS APPROVED

MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478

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.

NASBA APPROVED

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.

Presenter

About Presenter

Alicia Pollock, MAT,ACN,MOS

Advisor, Royalwise Solutions

Alicia is a QuickBooks® Elite ProAdvisor, a member of the Intuit Trainer/Writer Network, and was recently named Top 10 ProAdvisor by Insightful Accountant.

With a Masters in Teaching, a collection of certifications, several published books, & decades of business consulting experience, Alicia is a skilled & patient QuickBooks coach.

About Company

Royalwise Solutions

royalwise.com/

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

FAQs content

  • 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.

Ratings and Review

4.1

30 Ratings

Excellent

11

Very Good

14

Average

4

Poor

0

Terrible

1

FH

Frank Hajek, CPA (US)

Aug 13th, 2020

This is the first time I understand the Quickbooks program. I appreciate the instructor preparedness of the information. I would definitely recommend the instructor.This course was brilliantly offered with a very knowledgeable and engaging presenter

TW

Terry Wheatley

Sep 12th, 2020

This course was brilliantly offered with a very knowledgeable and engaging presenter which delivered a Fantastic, clear and Completely understandable webinar which felt very much productive.

EM

Erica Monzyk, CPA (US)

Dec 15th, 2021

This course had a lot of valuable info.

JF

Jaclyn Funk, CPA Student

May 10th, 2021

Webinar timed out and I had to log back in. Hope this did not impact my attendance.

PO

Phyllis Odle, EA

Sep 14th, 2020

I really felt that the duration of the webinar is not really that apt for the lectures, i feel there should be more run time for webinar sinc the webinar has a lot of great and good information to improve the use of all the tools available in QBO

Quickbooks for Desktop PC Exploring the Interface - For Beginners

$35

3.5 Credits

Subject Area

Accounting

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