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QBO Fundamentels Learning - Including Introduction to Accounting/Bookkeeping - For Beginners

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Alicia Katz Pollock, MAT,ACN,MOS

Royalwise Solutions

Monday, August 24, 2020 | 08:00 AM PDT

  • CPA

7 Credits

$70

Subject Area

Accounting

Webinar Qualifies For

7 CPE credit of Accounting for all CPAs

7 CPD credit (Verifiable) for Canadian CPAs

7 General Educational credit for Tax Professionals / Bookkeepers / Accountants

Upcoming Webinars

Course Description

Session-1 Accounting & Bookkeeping
Entrepreneurs and new business owners are experts in their field and have a passion for what they do…but if they were good at bookkeeping, they would have become bookkeepers! This class is a great introduction to the business behind business. What do you need to know about bookkeeping in order to succeed? We’ll look at: The importance of good record-keeping, saving receipts, bookkeeping software, taking credit cards, and how to know when you need a bookkeeper.

Session-2 QuickBooks® Online Fundamentals
Learn how to manage your company's daily workflow using QuickBooks Online. We’ll start with choosing the right version of QBO for your needs, and teach you how to set it up. Then we’ll take a look at all of QuickBooks’ features, and help you determine what steps will give you the reports you want. Learn to track your daily sales income and all your expenses. By keeping good records, you’ll have an instant Profit and Loss report and Balance Sheet for taxes. This will give you an overview of:

  • Choosing the right version of QBO for your needs,
  • How to set it up.
  • A detailed look at all of QuickBooks’ features.
  • Help you determine what steps will give you the reports you want.
  • Learn to track your daily sales income and all your expenses.
  • By keeping good records, you’ll have an instant Profit and Loss report and Balance Sheet for taxes.

This webinar is a great source of learning for students, job-seekers, professionals who are new to Quickbooks looking to 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. Seasoned users looking to glean essential nuggets of information to make using QuickBooks easier and faster than before. Bookkeepers and Accountants who wish to brush up on their skills.

Learning Objectives

  • Web-based systems including QBO® and Xero
  • Writing Estimates and turning them into invoices
  • Using a smartphone to take credit cards
  • Tracking mileage using QBO
  • Exploring the world of QuickBooks® Apps for timecards, tracking expenses, and managing inventory.
  • Saving receipts
  • The importance of good record-keeping.
  • Creating your Products and Service Items list.
  • Common bookkeeping mistakes business owners make.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Bookkeeper
  • Chief Accounting Officer
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Tax Accountant (Industry)
  • Tax Firm
  • Tax Managers
  • Tax Practitioners
  • Tax Preparer
  • Tax Pros
  • VP Accounts
  • Young CPA

Testimonial

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