QBO FOR ACCOUNTANTS -TIPS AND TRICKS COURSE

1 Credit = 1 Meal
Community Objective Mealionaire Program 1 Credit = 1 Meal Timeline
Login
create an account

Forgot Password ?

QBO FOR ACCOUNTANTS -TIPS AND TRICKS COURSE

4.1 (14)

Presenter :Alicia Pollock, QB Pro Advisor

You have completed only 0% of the video. Please continue watching the video.
Please don’t fast forward or alter the cursor of the video. You must watch entire video to get your CPE credits.

Before starting this self study progarm, please go through the Instructional Document.

Download

Course Details

Overview of Topics

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.

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.

Webinar Qualifies for

3.5 CPE credit of Canadian CPAs
3.5 CPE credit of Accounting for all CPAs
3.5 General Educational credit for Tax Professionals/Bookkeepers/Accountants

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

About Presenter

Alicia Pollock, QB Pro Advisor

Advisor,Royalwise Solutions

alicia@royalwise.com

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.

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.

Review Questions

Question 1 : 00:15
Question 2 : 00:30
Question 3 : 00:45
Question 4 : 01:00
Question 5 : 01:15
Question 6 : 01:30
Question 7 : 01:46
Question 8 : 02:00
Question 9 : 02:15
Question 10 : 02:30
Question 11 : 02:45

Review Questions
Final Quiz

A number of concerns accountant have about using QBOA are because of:
- Lack of understanding the QuickBooks software
  A number of concerns accountant have about using QBOA are because of lack of training.
- Unfamiliarity with the QuickBooks software
  A number of concerns accountant have about using QBOA are because of lack of training.
- Lack of training
  A number of concerns accountant have about using QBOA are because of lack of training.
- None of the above
  A number of concerns accountant have about using QBOA are because of lack of training.
Which of the following is feature of The Accountant’s Toolbox?
- The Audit Trail
  Reclassify transaction is one of the feature of The Accountant’s Toolbox.
- QuickBooks Labs
  Reclassify transaction is one of the feature of The Accountant’s Toolbox.
- Bank Feed
  Reclassify transaction is one of the feature of The Accountant’s Toolbox.
- Reclassify Transactions
  Reclassify transaction is one of the feature of The Accountant’s Toolbox.
How does experimental features in QuickBooks help the user?
- Experimental features usually make life better.
  In QuickBooks experimental features usually make life better.
- Experimental features usually make life better.
  In QuickBooks experimental features usually make life better.
- Experimental features can reduce the cost.
  In QuickBooks experimental features usually make life better.
- None of the above.
  In QuickBooks experimental features usually make life better.
Which one of the following feature is part of QuickBooks Labs?
- Alternative Navigation Views
  Alternative Navigation Views, Company Templates, and Import Word Invoices are part of QuickBooks Labs.
- Company Templates
  Alternative Navigation Views, Company Templates, and Import Word Invoices are part of QuickBooks Labs.
- Import Word Invoices
  Alternative Navigation Views, Company Templates, and Import Word Invoices are part of QuickBooks Labs.
- All of A, B, and C.
  Alternative Navigation Views, Company Templates, and Import Word Invoices are part of QuickBooks Labs.
Which of the following is included in the company templates for accountants in QuickBooks?
- Company Settings
  Company templates for accountants includes company settings, products & services, and chart of accounts in QuickBooks.
- Products and services
  Company templates for accountants includes company settings, products & services, and chart of accounts in QuickBooks.
- All of A, B, and D.
  Company templates for accountants includes company settings, products & services, and chart of accounts in QuickBooks.
- Chart of Accounts
  Company templates for accountants includes company settings, products & services, and chart of accounts in QuickBooks.
In QuickBooks online, audit trail provides which one of the following information?
- Who made change
  In QuickBooks online, audit trail provides details as to who made the change, when change was made, and comparison of before and after.
- When change was made
  Any report can be customized in QuickBooks. You can modify them so that they have additional columns by Class, by month, or by Product/Service.
- Comparison of before and after change
  Any report can be customized in QuickBooks. You can modify them so that they have additional columns by Class, by month, or by Product/Service.
- All of the above
  Any report can be customized in QuickBooks. You can modify them so that they have additional columns by Class, by month, or by Product/Service..
Which one of the following feature is not in the navigation in QuickBooks?
- Unmark billable expenses
  Unmark billable expenses feature is not in the navigation in QuickBooks.
- QuickBooks Lab
  Unmark billable expenses feature is not in the navigation in QuickBooks.
- Audit Trails
  Unmark billable expenses feature is not in the navigation in QuickBooks.
- All of the above
  Unmark billable expenses feature is not in the navigation in QuickBooks.
Which one of the following is true?
- QuickBooks cannot take backup.
  QuickBooks can take backup.
- QuickBooks online cannot take backup.
  QuickBooks online can take backup.
- QuickBooks can take backup of transactions, but it is not advisable.
  The speaker recommends taking transaction backup in QuickBooks right after taxes.
- It is recommended that you take backup of daily transactions right after taxes.
  It is recommended that you take backup of daily transactions right after taxes.
In QBO, you can use the description, amount or bank text to set which one of the following?
- Transaction type
  In QBO, you can use the description, amount or bank text to set transaction type, payee, and category.
- Payee
  In QBO, you can use the description, amount or bank text to set transaction type, payee, and category.
- Account category
  In QBO, you can use the description, amount or bank text to set transaction type, payee, and category.
- All of A, B, and C.
  In QBO, you can use the description, amount or bank text to set transaction type, payee, and category.
Which one of the following are ways to open multiple windows in QuickBooks online?
- Right click to open a menu item in a new tab
  There are two ways to open multiple windows in QuickBooks online: Right click to open a menu item in a new tab; and save a set of tabs in a chrome QBO user account.
- Save a set of tabs in a chrome QBO user account
  There are two ways to open multiple windows in QuickBooks online: Right click to open a menu item in a new tab; and save a set of tabs in a chrome QBO user account.
- Both A and B
  There are two ways to open multiple windows in QuickBooks online: Right click to open a menu item in a new tab; and save a set of tabs in a chrome QBO user account.
- None of the above
  There are two ways to open multiple windows in QuickBooks online: Right click to open a menu item in a new tab; and save a set of tabs in a chrome QBO user account.
Which key board shortcut key is used to change date in QuickBooks?
- +
  The + or – is the key board short cut key used to change date in QuickBooks.
- -
  The + or – is the key board short cut key used to change date in QuickBooks.
- + or -
  The + or – is the key board short cut key used to change date in QuickBooks.
- None of the above
  The + or – is the key board short cut key used to change date in QuickBooks.

Minimum 70% Questions answer should be right.

In QuickBooks Online the audit trail is ___ by default.
- Off
- Hidden
- On
- None of the above
The following facility is not available to the normal user account:
- Undoing reconciliations
- Search box
- Search box
- Deleting unbilled expenses
Which web-browser is recommended for backing up QBO in the webinar?
- Google Chrome
- Microsoft Edge
- Safari
- Internet Explorer
Which backup software can take incremental backups for backing up QBO?
- Backup Pro
- Chronobooks
- Full-backup
- To-do Backup
In ______, you can only use the description to rename the payee or set the account.
- QBDT
- QBO
- QuickBooks
- None of the above.
Which one of the following is true for using QBO to convert QBES files?
- You cannot convert QBES files.
- You cannot convert QBES files using QBO.
- You can convert simple QBES files by importing into QBO and then exporting it back.
- None of the above
Which one of the following is the shortcut for date in QuickBooks?
- T
- X
- Z
- None of the Above
Every amount field is a _____ in QuickBooks.
- Description box
- Notepad
- Mini Calculator
- All of the above.
________ opens keyboard shortcuts list in QuickBooks Online.
- Ctrl + /
- Ctrl + K
- Ctrl + K + S
- Alt + /
_____ opens a menu item in a new tab.
- Click
- Ctrl + Click
- Right Click
- None of the above
Which key should be used to move from field to field in QuickBooks online?
- Enter
- Ctrl
- Tab
- Alt
To search for something on a long page of data:
- Check details manually
- Go to file and search function on QuickBooks Online
- Use web browser’s find function (Ctrl-F or Cmd-F)
- None of the above
Which feature is recommended during reconciliations or in long reports?
- QuickBooks Lab’s Audit Trail function
- Accounts Reports’ Reclassification function
- Browser’s Find function
- None of the above
All the same Accountant’s tools that you are used to in QBDT are located at _______ in QBO.
- The Accountant’s Tool Box
- The box
- The Tools
- None of the above
Which one of the following is the benefit of adding client to wholesale billing?
- To get your client cheapest rates
- To get an additional revenue stream for you
- To issue them monthly bills using QB payments and recurring sales receipts
- All of the above
What is more powerful than QBDT in Bank Feed Rules?
- QuickBooks Online Pricing (QOP)
- QuickBooks Online Login (QOL)
- QuickBooks Online Business (QOB)
- QuickBooks Online (QBO)
QBDT stands for:
- QuickBooks Date
- QuickBooks Data
- QuickBooks Desktop
- QuickBooks Drive Tool
What is the key feature of Chronobooks providing incremental backups?
- Roll back to a specific date
- Roll back to a specific time
- Roll back to a specific time and date
- None of the above

FAQ

myCPE self-study courses are online.
The self-study format allows you to access the material online 24/7 and study at your own pace.
As per NASBA guidelines, you have one year from date of registration to complete each program.
Complete your final exam at any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.
Course have minimum passing score of 70% and test takers will not be provided feedback on failed exams.
These are Live recorded presentations converted into Self Study (On-Demand Videos).

Refund/Cancellation Policy

For more information regarding refund, complaint and program cancellation policies, please contact our offices at 646-688-5128
Please email to help@my-cpe.com in case of any self study program queries.

Reviews

4.1

(14)

43%

29%

21%

CJ

caramin johnson , CPA

Oct 1st 2020

1

caramin johnson , CPA

Oct 1st, 2020

Stephanie Jebode , ACCT./BK, EA

Sep 30th, 2020

I would have liked to have known that I was paying for and watching a recording that was taped over a year ago. It was also very difficult to follow along with the materials. Although everything seemed to be in the materials, it was not presented in order. I would have liked the materials to show more actual screenshots from QBO.

Nichole Linville , QBA

Sep 30th, 2020

The program was supposed to be 210 minutes long, it ended very abruptly just under 180 minutes. The last section was repeated so the final 15 minutes were duplicated and therefore some of the topics that said they would be covered were not.

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.

On-Demand Webinars

IRC 199A: 2 YEARS IN – KEY OVERLOOKED PLANNING INITIATIVES

Wednesday, November 11, 2020 View Details/Register

PASSIVE LOSS ISSUES WITH SCHEDULE K-1S

Wednesday, November 11, 2020 View Details/Register

IRS TAX PRACTICE & PROCEDURE INTRODUCTION

Friday, November 06, 2020 View Details/Register

BEST TAX RETURN WORKSHOP ON Partnerships & LLCs (FORM 1065) - 2020 UPDATES

Friday, November 06, 2020 View Details/Register

ITEMIZED DEDUCTION UPDATES - WITH EXAMPLES & CASE STUDIES

Thursday, November 05, 2020 View Details/Register

COVER YOUR ASSETS: FRAUD AND INTERNAL CONTROLS

Monday, November 02, 2020 View Details/Register

Excel Accountant: CREATING ERROR-FREE EXCEL SPREADSHEETS

Monday, November 02, 2020 View Details/Register

HOW TO ANALYZE YOUR CLIENT’S TAX SITUATION

Monday, November 02, 2020 View Details/Register

BEST TAX RETURN WORKSHOP ON S CORPORATION (1120S) - 2020 Updates

Friday, October 30, 2020 View Details/Register

IRS PENALTIES, ABATEMENTS, AND REASONABLE CAUSE

Wednesday, October 28, 2020 View Details/Register

YELLOW BOOK BOOT CAMP - NFP AND GOVERNMENTAL ACCOUNTING & AUDITING UPDATE

Wednesday, October 28, 2020 View Details/Register

IS IT DEDUCTIBLE: COMMONLY ASKED IRS DEDUCTIONS (UPDATED 2020)

Wednesday, October 28, 2020 View Details/Register

YELLOW BOOK BOOT CAMP – INTRODUCTION TO NFP AND GOVERNMENTAL ACCOUNTING & AUDITING

Monday, October 26, 2020 View Details/Register

Ethics for Wyoming CPAs

Friday, October 09, 2020 View Details/Register

CPA & ACCOUNTANTS: WHAT YOU SHOULD KNOW ABOUT CREDIT CARD SURCHARGING & IT'S LEGALITY

Thursday, October 22, 2020 View Details/Register

Cost $35
CPE Credits 3.5
CPD Credits 3.5
Subject Area Accounting
Course Level Basic
Instructional Method QAS Self Study
Prerequisites None
Advanced Preparation None
Published Date September 22 ,2020
Who should attend? Enrolled Agent Bookkeeper Accountant QB Pro Advisor 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 Cloud Accountants Entrepreneurial Accountant Accounting Managers Staff of Accounting Firm
Handout Material Download
Key Terms Download

On-Demand Webinars

IRC 199A: 2 YEARS IN – KEY OVERLOOKED PLANNING INITIATIVES

Wednesday, November 11, 2020 View Details/Register

PASSIVE LOSS ISSUES WITH SCHEDULE K-1S

Wednesday, November 11, 2020 View Details/Register

IRS TAX PRACTICE & PROCEDURE INTRODUCTION

Friday, November 06, 2020 View Details/Register

BEST TAX RETURN WORKSHOP ON Partnerships & LLCs (FORM 1065) - 2020 UPDATES

Friday, November 06, 2020 View Details/Register

ITEMIZED DEDUCTION UPDATES - WITH EXAMPLES & CASE STUDIES

Thursday, November 05, 2020 View Details/Register

COVER YOUR ASSETS: FRAUD AND INTERNAL CONTROLS

Monday, November 02, 2020 View Details/Register

Excel Accountant: CREATING ERROR-FREE EXCEL SPREADSHEETS

Monday, November 02, 2020 View Details/Register

HOW TO ANALYZE YOUR CLIENT’S TAX SITUATION

Monday, November 02, 2020 View Details/Register

BEST TAX RETURN WORKSHOP ON S CORPORATION (1120S) - 2020 Updates

Friday, October 30, 2020 View Details/Register

IRS PENALTIES, ABATEMENTS, AND REASONABLE CAUSE

Wednesday, October 28, 2020 View Details/Register

YELLOW BOOK BOOT CAMP - NFP AND GOVERNMENTAL ACCOUNTING & AUDITING UPDATE

Wednesday, October 28, 2020 View Details/Register

IS IT DEDUCTIBLE: COMMONLY ASKED IRS DEDUCTIONS (UPDATED 2020)

Wednesday, October 28, 2020 View Details/Register

YELLOW BOOK BOOT CAMP – INTRODUCTION TO NFP AND GOVERNMENTAL ACCOUNTING & AUDITING

Monday, October 26, 2020 View Details/Register

Ethics for Wyoming CPAs

Friday, October 09, 2020 View Details/Register