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QBO for Accountants -Tips and Tricks Course

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

Published: September, 2021

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Exploring the Interface
    11 mins
  • Making User Accounts
    50 mins
  • The Banking Center
    91 mins
  • Working with Vendors
    141 mins
  • Keyboard Shortcut
    167 mins
  • The Search Box
    186 mins
  • The Bank Feed Rules
    204 mins
  • Reconciliation Tips and Tricks
    207 mins

Course Description

Accountants and Bookkeepers! Get the most out of your QuickBooks Online for Accountants (QBOA)s experience with 5 CPE hours of hot tips, cool tricks, and QBOA troubleshooting techniques.

3.5 CPE of QuickBooks Online for Accountants (QBOA) tips and tricks!

  • Back door shortcuts,
  • Interface tricks, and
  • Accountant-only tools that allow you to cut your client work in half.

Make more money for doing less by taking advantage of Alicia's tips that you may not discover on your own.

Many Accountants and Bookkeepers are making the move to QuickBooks® Online, but others aren't ready yet. The interface is different so it can be hard to find the features you need. This class will introduce you to QBOA, the version for Accountants. We’ll answer your questions, show you where to find your familiar tools, and introduce all the timesaving tips and tricks that make QBO®  easier to use than the desktop version.  

We’ll also explore the benefits that come with your free ProAdvisor account: practice management tools, certification training and exams, the Work Center for task management, and software discounts.

Learning Objectives

  • The difference between QBOA for Accountants and the client's QBO
  • Opening QBO in multiple windows, and other browser tricks
  • Super-cool features not in Desktop
  • QuickBooks Payments merchant processing
  • 3rd party apps including T-Sheets and Expensify

Recommended For

This Online QuickBooks CPE webinar is recommended for CPAs, CITP, CMA, Tax Preparers, and any other accounting and tax professionals who wants to help their clients with increased QuickBooks efficiency

    Who Should Attend?

    • Accountant
    • Accounting Firm
    • Accounting Managers
    • Accounting Practice Owners
    • Bookkeeper
    • Cloud Accountants
    • CPA (Industry)
    • CPA - Mid Size Firm
    • CPA - Small Firm
    • CPA in Business
    • Enrolled Agent
    • Entrepreneurial Accountant
    • Entrepreneurial CPA
    • QB Pro Advisor
    • Senior Accountant
    • Staff of Accounting Firm
    • Tax Accountant (Industry)
    • VP Accounts
    • 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 Accounting & Auditing for Certified Management Accountants (CMA)
    • 3 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. 00521-21)
    • 3.5 CPE Credit of Financial Accounting for Certified Internal Auditors (CIA)
    • 3.5 CPE Credit of Financial accounting 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 Financial accounting for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
    • 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

    Additional details

    • Course Level :
      Basic
    • Credits :
      3.5
    • Instructional Method :
      QAS Self Study
    • 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

    4.2

    11 Ratings

    Excellent

    2

    Very Good

    9

    Average

    0

    Poor

    0

    Terrible

    0

    MB

    Mark Benedict, CPA (US)

    Sep 10th, 2021

    The review questions were way out of order with the video. Had to do a lot of guessing because the material wasn't covered until much later.

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