QuickBooks: Setting Up a Chart of Accounts

Course Details

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ADDITIONAL DATES

Jul 08, 2020 | 09:00 AM EDT Register
Jul 15, 2020 | 09:00 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 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.

Why You Should Attend ?

  • 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

  • The function of the Chart of Accounts
  • Creating new accounts and editing existing accounts
  • Equity accounts
  • Liability accounts
  • Asset & Bank accounts

About Presenter

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.

FAQ

  • To receive CPE credit for the event, you must register for the webcast prior to the start of each program.
  • CPE is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete webinar and respond to all polling questions asked during the webinar. CPE is issued on 50 minute credit hour basis.
  • This event may be a rebroadcast of a live event and the instructor will be available to answer your questions during/after the webinar.

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128

In case any of the course or live webinars gets cancelled we would be refunding you the entire amount (if paid).

Reviews

4.5
(2)
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  • DC
    Dianne Carrington , Bookkeeper
    Mar 2nd 2020
    Probably an inappropriate aside ... I told my spouse, "If you see my head on the desk, I'm probably asleep (I absolutely love bookkeeping/accounting - but the delivery can be mind numbing), so just wake me. 10 minutes into Alicia and my head nodding affirmations and giggles, the question was asked, "Can I listen in, I know you love accounting?"
ED
Erin Daiber , CPA
She gave a lot of Great Info With Quick Books and Scheduling And Budget Planning and How Many you can do at one time

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.

upcoming Live CPE Webinars

QuickBooks: Progress Invoicing and Job Costing
Tuesday, July 07, 2020 | 09:00 AM EDT View Details/Register
Cares Act Comprehensive Update (COVID-19)
Tuesday, July 07, 2020 | 09:00 AM EDT View Details/Register
TAX-FREE RETIREMENT - POWERFUL STRATEGY OF INFINITE BANKING
Tuesday, July 07, 2020 | 12:00 PM EDT View Details/Register
Presenting in Teams Do’s and Don’t’s
Tuesday, July 07, 2020 | 12:00 PM EDT View Details/Register
Money Talks – Don’t Let it Walk – Prevent & Detect Cash Fraud
Tuesday, July 07, 2020 | 12:00 PM EDT View Details/Register
THE REBOUND: WILL WE RECOVER? 5 WAYS FIRMS CAN USE AUTOMATION TO QUICKLY SCALE UP POST PANDEMIC
Tuesday, July 07, 2020 | 01:00 PM EDT View Details/Register
SAS 134 - New AICPA Auditors Report
Tuesday, July 07, 2020 | 01:00 PM EDT View Details/Register
Estate Planning for IRAs Payable to Trusts After the Secure Act
Tuesday, July 07, 2020 | 02:30 PM EDT View Details/Register
Innocent Spouse Relief
Tuesday, July 07, 2020 | 03:00 PM EDT View Details/Register
ETHICS FOR TAX PROFESSIONALS (LATEST 2020)
Tuesday, July 07, 2020 | 03:30 PM EDT View Details/Register
Creating Error-Free Excel Spreadsheets
Tuesday, July 07, 2020 | 04:00 PM EDT View Details/Register
QuickBooks: Setting Up a Chart of Accounts
Wednesday, July 08, 2020 | 09:00 AM EDT View Details/Register
Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know
Wednesday, July 08, 2020 | 09:00 AM EDT View Details/Register
Basis Calculations for Partners & LLC Members
Wednesday, July 08, 2020 | 10:00 AM EDT View Details/Register
Understanding & Adopting the New Revenue Recognition Standard
Wednesday, July 08, 2020 | 11:00 AM EDT View Details/Register
  • Cost $20
  • CPE Credits 2
  • Subject Area Accounting
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Bookkeeper Accountant CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm CPA (Industry) Young CPA CPA in Business Tax Accountant (Industry) Senior Accountant Accounting Managers
  • Handout Material Download

upcoming Live CPE Webinars

QuickBooks: Progress Invoicing and Job Costing
Tuesday, July 07, 2020 | 09:00 AM EDT View Details/Register
Cares Act Comprehensive Update (COVID-19)
Tuesday, July 07, 2020 | 09:00 AM EDT View Details/Register
TAX-FREE RETIREMENT - POWERFUL STRATEGY OF INFINITE BANKING
Tuesday, July 07, 2020 | 12:00 PM EDT View Details/Register
Presenting in Teams Do’s and Don’t’s
Tuesday, July 07, 2020 | 12:00 PM EDT View Details/Register
Money Talks – Don’t Let it Walk – Prevent & Detect Cash Fraud
Tuesday, July 07, 2020 | 12:00 PM EDT View Details/Register
THE REBOUND: WILL WE RECOVER? 5 WAYS FIRMS CAN USE AUTOMATION TO QUICKLY SCALE UP POST PANDEMIC
Tuesday, July 07, 2020 | 01:00 PM EDT View Details/Register
SAS 134 - New AICPA Auditors Report
Tuesday, July 07, 2020 | 01:00 PM EDT View Details/Register
Estate Planning for IRAs Payable to Trusts After the Secure Act
Tuesday, July 07, 2020 | 02:30 PM EDT View Details/Register
Innocent Spouse Relief
Tuesday, July 07, 2020 | 03:00 PM EDT View Details/Register
ETHICS FOR TAX PROFESSIONALS (LATEST 2020)
Tuesday, July 07, 2020 | 03:30 PM EDT View Details/Register
Creating Error-Free Excel Spreadsheets
Tuesday, July 07, 2020 | 04:00 PM EDT View Details/Register
QuickBooks: Setting Up a Chart of Accounts
Wednesday, July 08, 2020 | 09:00 AM EDT View Details/Register
Fundamentals of Income Taxation of Trusts & Form 1041 Planning: What Every Advisors Needs to Know
Wednesday, July 08, 2020 | 09:00 AM EDT View Details/Register
Basis Calculations for Partners & LLC Members
Wednesday, July 08, 2020 | 10:00 AM EDT View Details/Register
Understanding & Adopting the New Revenue Recognition Standard
Wednesday, July 08, 2020 | 11:00 AM EDT View Details/Register