Course Details

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ADDITIONAL DATES

Dec 01, 2020 | 10:00 AM EST Register

Course Description

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 : 

  • What is a Chart of Accounts (COA)?
  • How the COA maps to report?
  • Modifying the COA
  • Chart of Accounts vs. Products and Services

Recommended for : 

  • 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.

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 :

  • How to add bank accounts
  • How to import transactions
  • How to categorize expenses
  • How to attach receipts
  • How to do bank reconciliations. 

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 :

  • Taking credit cards for your customer payments and using credit cards for your own 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 own corporate credit card balances with main cards and sub cards.

Recommended for : 

  • Anyone who uses credit cards to pay for business expenses
  • Anyone who would like to be able to accept credit cards for customer payments
  • Bookkeepers and Accountants who wish to brush up on their skills.

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 : 

  • Who are your best customers?
  • What are your best sellers?
  • Who owes you money, and who do you owe?
  • Customizing your reports and memorize your favorites for future use.

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.

Learning objectives

  • 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.

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.
  • 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
  • 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
  • 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 are Canadian Chartered Professional Accountant (CPA) many of our courses qualifies for your verifiable CPD requirements you will get your certificate for the program. You can check a tab of “Webinar Qualifies for” for the same.However please do verify with respective regulatory body about the eligibility for the same.
  • Many of our courses are approved by “CFP Board” for CE credits of certified financial Planner(CFP). Please check a tab of “Webinar Qualifies for” to verify whether webinar qualifies for CE credits for CFP or not.

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

5
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  • RM
    Rita Miller , CPA
    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.
JO
John Ouellette , CGMA, CPA
I found Hector on YouTube a few months back and was excited to see he was the speaker for this webinar. He always has great incite 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 he give us more QBO tips and tricks.
ST
SHERI THOMAS , CPA
This is a webinar that fills a "void" you didn't even know you had until you see it! Alicia's presentation of helpful tips, tricks and shortcuts in QBO was straight-forward and has provided valuable information that will help QBO users streamline their work.!
MM
Marina Mendoza , ACCT./BK, CPA
great webinar! I learned alot about QBO

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.

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  • Cost $80
  • CPE Credits 8
  • CPD Credits 8
  • Subject Area Accounting
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Accountant CPA - Small Firm CPA - Mid Size Firm Accounting Firm CPA (Industry) Young CPA CPA in Business Entrepreneurial CPA Tax Accountant (Industry) Accounting Practice Owners Senior Accountant VP Accounts Accounts Director Cloud Accountants Chief Accounting Officer Accounting Managers Defense Contract Audit Agency(DCAA) Staff of Accounting Firm
  • Handout Material Download
  • QBO Complete Comprehensive Overview - Latest 2020 Download

upcoming Live CPE Webinars

S-Corp Preparation, Basis Calculations & Distributions – Form 1120S Schedule K & K-1 Analysis
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
Annual Federal Tax Update - C & S Corporations, Partnerships & LLCs (Forms 1120, 1120S & 1065)
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
How to deal effectively with IRS Examinations and Criminal Investigations?
Wednesday, November 25, 2020 | 10:00 AM EST View Details/Register
Winning the Fraud Battle in the 21st Century: Prevention and Detection
Wednesday, November 25, 2020 | 10:30 AM EST View Details/Register
Tactical and Strategic Roth Conversions in 2020 after the Secure Act (Latest Update)
Wednesday, November 25, 2020 | 10:30 AM EST View Details/Register
QBO: Banking Feed and Reconciling - Make Rules & Automate
Wednesday, November 25, 2020 | 11:00 AM EST View Details/Register
Best Workshop on Partnership & LLC (Form 1065) Tax Return Review & Case Study (NEW)
Wednesday, November 25, 2020 | 08:00 AM PST View Details/Register
How to not be an HR Failure – from an employment law perspective
Wednesday, November 25, 2020 | 11:00 AM EST View Details/Register
Detailed Workshop on IRS Audit, Representation, Resolution.
Wednesday, November 25, 2020 | 08:00 AM PST View Details/Register
Practical Guide To Fraud 2020: Including Cash, Inventory & General Frauds
Wednesday, November 25, 2020 | 08:00 AM PST View Details/Register
Crucial Insights for Real Estate: Part 3
Wednesday, November 25, 2020 | 11:00 AM EST View Details/Register
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Wednesday, November 25, 2020 | 12:00 PM EST View Details/Register
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Wednesday, November 25, 2020 | 12:30 PM EST View Details/Register
Business Tax Update 2020
Wednesday, November 25, 2020 | 01:00 PM EST View Details/Register
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Wednesday, November 25, 2020 | 01:30 PM EST View Details/Register