myCPE
myCPE

QBO Complete Comprehensive Overview - Latest 8.5 Credits

Sep 26, 2023, 10:00 AM ET

QBO Complete Comprehensive Overview - Latest 8.5 Credits

  • Alicia Pollock

    MAT,ACN,MOS
  • Rating

    4.4
  • Reviewed on

    January, 2024
  • Subject Area

    Accounting

Select your learning mode

  • Access the course at your convenience
  • Take the assessment test
  • Get your certificate
  • Attend the live interactive session
  • Answer the polling questions
  • Get your certificate
Sep 26, 2023, 10:00 AM ET

Learning Objective

  • 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.

Course Overview

QuickBooks Online Accountant is a tool designed for Accountants and Bookkeepers to work efficiently for their clients. It is designed to identify errors quickly. It also provides tools to correct client errors and record adjustments. QuickBooks Online Accountant tool is also used to manage your practice with tools for project management, client requests, and integration with Pro-Tax Online for efficient tax preparation. With multiple advantages such as banking feed, seamless payments from the client, and mobile application, etc.. QuickBooks is one of the popular choices of accountants and bookkeepers to serve clients with the best efficiency.

This class will provide an opportunity 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. This course will also help you understand the industry-standard accounts that you need but also provide you the flexibility to create accounts that reflect your unique circumstances.

An amazing feature of QuickBooks is to connect a bank account and credit cards with your accounts. This banking feed allows you to pull in your transactions and classify them automatically with features like rules. Effectively using this feature can solve your loads of accounting entries into minutes of smart work, providing you a chance to move forward to the process of finalizations and other supporting client services.

Setting up credit card accounts in the accounting system itself to track the transaction accurately and implementing its effects into accounts instantaneously is possible. QuickBooks this service not only provides a seamless card payment option for clients but also helps with tracking transactions as well. 

QuickBooks Mobile App provides the best accounting features and on-the-go reporting experience at your fingertips. Availing the benefits of mobility and recording transactions with mobile camera features, this is the new way to account for transactions. Reduced paperwork and access to third-party apps keep track of things that you want to keep a check on – including employee timecards and schedules. This online CPE course will cover all the features and how you can use them effectively with QuickBooks Mobile applications. 

The tax time rush is real for accounting and tax professionals. This course covers 10 steps to get your books ready for tax working for accountants. By following these steps, you will not only be closing your books but also showing how to analyze your business to have growth.

This online CPE course is recommended for business owners, employees hoping to gain deeper insights into the health of the business, and accountants who wish to brush up on their skills.

This comprehensive CPE webinar on QuickBooks Online covers the following key topics:

  • What is a Chart of Accounts (COA)? How is the COA map report? Modifying the COA
  • Chart of Accounts vs. Products and Services
  • How to add bank accounts, import transactions, categorize expenses, attach receipts, and do bank reconciliations?
  • Taking credit cards for your customer payments and using credit cards for your 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 corporate credit card balances with main cards and sub cards.
  • Who are your best customers, and best sellers?
  • Who owes you money, and who do you owe?
  • Customize your reports and memorize your favorites for future use.

If you are interested in our accounting courses, you might be interested in Accounting and Auditing courses

On Demand Credits for All Qualifications

Nano Credits for All Qualifications

On Demand Credits for All Qualifications

Live Webinar Credits for All Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 8.5 CPE Approved
Accounting for CPA in Canada 8.5 CPD Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 8.5 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 8.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 8.5 CPE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 8.5 CPE Approved
Accounting for CPA in Canada 8.5 CPD Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 8.5 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 8.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 8.5 CPE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 8.5 CPE Approved
Accounting for CPA in Canada 8.5 CPD Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 8.5 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 8.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 8.5 CPE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 8.5 CPE Approved
Accounting for CPA in Canada 8.5 CPD Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 8.5 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 8.5 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 8.5 CPE Eligible

Additional Information

Credits

8.5

Course Level

Basic

Instructional Method

QAS Self Study
Group Internet Based

Pre-requisites

None

Advance Preparation

None

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.

Explore CPA CPE Courses with MY-CPE. Our online offerings make it easy for you to fulfill your CPA CPE requirements. With a broad selection of topics taught by experienced professionals, you can enjoy flexible scheduling and self-paced learning. Say goodbye to traditional methods and begin your path to professional growth with us today!

About Instructor

Live CPE/CPD Webinars for Candian CPAs, CIA by Alicia Pollock's
Alicia Pollock , MAT,ACN,MOS

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

  • 4.5
  • rating
  • rating
  • rating
  • rating
  • rating

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.

On Demand FAQs

What is Self Study (QAS)?

Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn CPE credits through self-study?

To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.

Are the self-study courses approved by NASBA and other regulatory bodies?

Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.

What are the requirements to maintain compliance with self-study courses?

To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.

How can I access my course completion certificates?

After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Live Webinar FAQs

What is a Live Webinar Group Internet-Based Credit?

A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.

How do I earn credits through live webinars?

To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.

Are the live webinars approved by NASBA and other regulatory bodies?

Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.

What are the requirements to maintain compliance with live webinar courses?

To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.

How can I access my webinar completion certificates?

After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.

How are credits reported to governing bodies?

We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.

Reviews and Ratings

out of 5

Excellent

Very Good

Average

Poor

Terrible

DL

Debra Lynch, CPA (US)
5

8.5 Credits is a long class. I found the presenter very easy to listen to, even in such a long class. By comparison, I've attended classes where 1 hour was very uncomfortable. I valued the knowleged, delivery and ease of the process. Excellent presention!

JCB

John C Blecka, CPA (US)
5

The speaker, Alica Pollock, is extremely knowledgeable on all the nuances of using QBO. She also is very organized and keeps you interested in the entire course.

Recommended Courses

Credit cards in QBO - Seamless Payments from Client

Dec 27, 09:30 AM ET

  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA
Banking Center in QBO

Dec 30, 09:00 AM ET

  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA
Reconciling in QBO

Dec 31, 03:30 PM ET

  • CPA (US)
  • IA LPA
  • ME LPA
  • DE LPA
1099 Wizard in QBO

Jan 01, 10:00 AM ET

  • CPA (US)
  • Maryland Tax Preparer
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
QBOA For Proadvisors

Jan 02, 09:00 AM ET

  • CFE
  • CGFM
  • CPA (US)
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
E-Commerce in QuickBooks Online

Jan 03, 10:00 AM ET

  • CFE
  • CGFM
  • CPA (US)
  • FPAC
  • IA LPA
  • ME LPA
  • DE LPA
Inclusions
  • Multiple Credits
    Multiple Credits

    Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.

  • Certifications & Reporting
    Certifications & Reporting

    We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.

  • Credit Tracker
    Credit Tracker

    Track and manage your compliance across all 50 states and over 100 designations. Our Credit Tracker keeps your CPE credits and compliance requirements always up-to-date.

  • Certificate Vault
    Certificate Vault

    Certificate Vault to upload, manage, and access certificates earned from various sources and an integrated credit tracker, allowing users to monitor and manage their credits conveniently for compliance.

  • Compliance Reminders
    Compliance Reminders

    Stay current with our automated reminder system. Receive timely alerts for your CPE requirements, ensuring you never miss a deadline.

  • Mobile App Access
    Mobile App Access

    The myCPE Mobile App allows you to learn on the go, providing access to educational content on Android and Apple iOS devices. You can learn anytime and anywhere, making it convenient for busy schedules.

  • Live Support
    Live Support

    Our support team is available via live chat, email, and phone from 9 AM to 5 PM ET. We're here to help with any questions or issues, ensuring you have a seamless experience.

Exclusive mobile
app for our unlimited
access subscribers

This course is included with,

Individual Subscription

Gain access to everything required for compliance, skill enhancement, and staying ahead of industry trends—all included in the Individual subscription. Here’s what you get:

  • 13,000+ Hours of NASBA-Approved Content
  • 500+ Emerging Subject Areas
  • 50+ State- Specific Ethics Courses
  • 100+ Conferences with Access to Industry Events
  • 250+ FastTrack Compliance Packages

    Pre-selected courses for quick compliance

  • Exclusive Mobile App Access
  • Access to Professional Communities

    Connect with like-minded professionals on Teams.

Trusted by 250,000+ Professionals

trust pilot review google review
Unlimited Access

Ready to Get Started?

Sign up today and begin your learning journey immediately!

card
stripe
$299$199 For 12 Months

Start Your Subscription

$299$199/year

Secure unlimited access

Click Here
Subscribed
Jennifer purchased a subscription.
Subscribed
Janice purchased a subscription.
Subscribed
Nicholas purchased a subscription.
Subscribed
Susan purchased a subscription.
Subscribed
Stephanie purchased a subscription.
Subscribed
Kristi purchased a subscription.
Subscribed
Tirena purchased a subscription.
Subscribed
Karli purchased a subscription.
Subscribed
TAN purchased a subscription.
Subscribed
Anita purchased a subscription.
Subscribed
Peter purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Detra purchased a subscription.
Subscribed
Michelle purchased a subscription.
Subscribed
Amit purchased a subscription.
Subscribed
Cristilyn purchased a subscription.
Subscribed
Monica purchased a subscription.
Subscribed
Barbara purchased a subscription.
Subscribed
Chris purchased a subscription.
Subscribed
Krystal purchased a subscription.
Subscribed
George purchased a subscription.
Subscribed
Breanna purchased a subscription.
Subscribed
Clyde purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Anthony purchased a subscription.
Subscribed
Floyd purchased a subscription.
Subscribed
Gregory purchased a subscription.
Subscribed
Sean purchased a subscription.
Subscribed
Alton purchased a subscription.
Subscribed
Joy purchased a subscription.
Subscribed
Kathryn purchased a subscription.
Subscribed
Tianshu purchased a subscription.
Subscribed
Chun Ting purchased a subscription.
Subscribed
Marc purchased a subscription.
Subscribed
Marina purchased a subscription.
Subscribed
Jennifer purchased a subscription.
Subscribed
Tonya purchased a subscription.
Subscribed
Reid purchased a subscription.
Subscribed
Matthew purchased a subscription.
Subscribed
Andrea purchased a subscription.
Subscribed
Xinchen purchased a subscription.
Subscribed
Erin purchased a subscription.
Subscribed
Debra purchased a subscription.
Subscribed
Xi purchased a subscription.
Subscribed
Carmine purchased a subscription.
Subscribed
Jeanne purchased a subscription.
Subscribed
John purchased a subscription.
Subscribed
Susan purchased a subscription.
Subscribed
Trevor purchased a subscription.
Subscribed
Marc purchased a subscription.
Subscribed
Matthew purchased a subscription.
Subscribed
Fulmer purchased a subscription.
Subscribed
Patrick purchased a subscription.
Subscribed
Kitty purchased a subscription.
Subscribed
Martin purchased a subscription.
Subscribed
Abdulelah purchased a subscription.
Subscribed
jessica purchased a subscription.
Subscribed
Stuart purchased a subscription.
Subscribed
Hyungchoul purchased a subscription.
Subscribed
Brianna purchased a subscription.
Subscribed
Eda purchased a subscription.
Subscribed
Linda purchased a subscription.
Subscribed
Monica purchased a subscription.
Subscribed
Genevieve purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Laura purchased a subscription.
Subscribed
Denise purchased a subscription.
Subscribed
Paul purchased a subscription.
Subscribed
charles purchased a subscription.
Subscribed
Joshua Miller purchased a subscription.
Subscribed
Ann Marie purchased a subscription.
Subscribed
Paul purchased a subscription.
Subscribed
Sarah purchased a subscription.
Subscribed
Dominik purchased a subscription.
Subscribed
Suzanne purchased a subscription.
Subscribed
David purchased a subscription.
Subscribed
Anthony purchased a subscription.
Subscribed
Kenneth purchased a subscription.
Subscribed
Linas purchased a subscription.
Subscribed
Wayne purchased a subscription.
Subscribed
Thomas purchased a subscription.
Subscribed
Osman purchased a subscription.
Subscribed
Kimberly purchased a subscription.
Subscribed
Angela purchased a subscription.
Subscribed
Jessica purchased a subscription.
Subscribed
Thonda purchased a subscription.
Subscribed
Jason purchased a subscription.
Subscribed
daniel purchased a subscription.
Subscribed
Louanne purchased a subscription.
Subscribed
Joel purchased a subscription.
Subscribed
Corinne purchased a subscription.
Subscribed
Janae purchased a subscription.
Subscribed
Donna purchased a subscription.
Subscribed
Lin purchased a subscription.
Subscribed
Neil purchased a subscription.
Subscribed
Rebecca purchased a subscription.
Subscribed
Cindy purchased a subscription.
Subscribed
Gil purchased a subscription.
Subscribed
Alison purchased a subscription.