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Quickbooks for Desktop PC Exploring the Interface - For Beginners

  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)
  • Maryland Tax Prep.

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

Click Here
  • 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 Sheet for taxes.


Click here to access CPE courses on Accounting and Auditing.

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 CE Credit of Computer Software and Applications for Tax Professionals
  • 3.5 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 3 CPE Credit of Computer Software and Applications for Certified Public Accountants (CPA-US)
  • 3.5 CPE Credit for Certified Management Accountants (CMA)
  • 3.5 CPD Credit for Certified Information Technology Professionals (CITP)

Presenter

About Presenter

Alicia Katz Pollock, MAT,ACN,MOS

Intuit Trainer/Writer Network, Diamond-level QuickBooks ProAdvisor Royalwise Solutions

QuickBooks Online Rock Star Alicia Katz Pollock is a Top 100 ProAdvisor and an accomplished author with several tutorial books on Amazon. With a master’s degree in teaching, 30+ years of tech industry experience, and a mile-long list of professional certifications, Alicia expertly blends deep subject matter expertise and patient guidance to provide an easy and fun online learning environment!

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

4.3

22 Ratings

Excellent

10

Very Good

9

Average

2

Poor

0

Terrible

1

AS

Anna Shkrabaliuk, CPA (US)

Dec 17th, 2020

Great program

AF

Amber Froman

Nov 13th, 2020

Loved it! It created a great foundation for building on. Alicia kept a good pace so that you aren't getting lost in the material and with just enough repetition to really help drive it home. I'm ready for a "Beginner Part 2" or a "Becoming a Bookkeeper" webinar!

EM

Erica Monzyk, CPA (US)

Dec 14th, 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.

AP

Alexander Peter, Attorney, CPA (US)

Mar 31st, 2021

To introduce a computer program is a challenge. However, you need to make it interactive to not lose your audience, e.g. have the audience do a certain operation themselves. Furthermore, there were no slides at all other than the handout. A computer program intro must switch between theoretical handout / slides and program itself and interaction. The presenter failed here completely. Furthermore, the presenter's screen was blurred and not legible at my end.

Quickbooks for Desktop PC Exploring the Interface - For Beginners

$35

3.5 Credits

Subject Area

Accounting

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