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

Course Details

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ADDITIONAL DATES

Sep 25, 2020 | 08:00 AM PDT Register

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.

Webinar Qualifies for

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

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.

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.
  • 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).

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.

upcoming Live CPE Webinars

QBO: Build Right Chart of Accounts - Base for Accounting and Reading Financial Statement
Tuesday, September 22, 2020 | 09:00 AM EDT View Details/Register
Advanced Excel Skills for Accountants
Tuesday, September 22, 2020 | 09:00 AM EDT View Details/Register
CPAs and Financial Planners Understanding Critical Concepts of Trusts and Estates
Tuesday, September 22, 2020 | 09:00 AM EDT View Details/Register
Qualified Business Income (QBI) Deduction (IRC §199A) Detailed Study, Analysis,Calculations,Case Studies, Ins & Outs (Latest)
Tuesday, September 22, 2020 | 10:00 AM EDT View Details/Register
Sales Tax in the Post Wayfair Environment
Tuesday, September 22, 2020 | 10:30 AM EDT View Details/Register
BEST TAX RETURN WORKSHOP - PARTNERSHIPS & LLCS (FORM 1065)
Tuesday, September 22, 2020 | 08:00 AM PDT View Details/Register
Individual International Tax Issues - Comprehensive Coverage
Tuesday, September 22, 2020 | 08:00 AM PDT View Details/Register
NEW FORM 941, FORM 7200, ERC, TAX CREDITS UNDER FFCRA, & OTHER PAYROLL UPDATES IN COVID-19
Tuesday, September 22, 2020 | 11:00 AM EDT View Details/Register
ACCOUNTANTS & CPA FIRMS - 4 STEPS TO GAIN, RETAIN & EXPAND HIGH VALUE CLIENTS
Tuesday, September 22, 2020 | 12:00 PM EDT View Details/Register
Where Do They Go Wrong? – Using Risk Assessment to Improve Audit Effectiveness
Tuesday, September 22, 2020 | 12:00 PM EDT View Details/Register
Business Activity Taxes – Where are businesses and their owners required to file and pay state income taxes?
Tuesday, September 22, 2020 | 12:30 PM EDT View Details/Register
REGULATORY ETHICS GUIDEBOOK FOR CPAs: AICPA CODE OF PROFESSIONAL CONDUCT
Tuesday, September 22, 2020 | 01:30 PM EDT View Details/Register
Guide to Depreciation Under The TCJA 2020
Tuesday, September 22, 2020 | 01:30 PM EDT View Details/Register
CARES Act Changes and Benefits Affecting Real Estate Owners
Tuesday, September 22, 2020 | 02:00 PM EDT View Details/Register
Understanding Fraud, The Basics
Tuesday, September 22, 2020 | 02:00 PM EDT View Details/Register
  • Cost $70
  • CPE Credits 7
  • CPD Credits 7
  • Subject Area Accounting
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Tax Practitioners Bookkeeper Accountant CPA - Small Firm CPA - Mid Size Firm Accounting Firm Tax Pros CPA (Industry) Tax Firm Young CPA CPA in Business Entrepreneurial CPA Tax Accountant (Industry) Accounting Practice Owners Senior Accountant VP Accounts Accounts Director Chief Accounting Officer Entrepreneurial Accountant Tax Managers Accounting Managers Tax Preparer Staff of Accounting Firm
  • Handout Material Download

upcoming Live CPE Webinars

QBO: Build Right Chart of Accounts - Base for Accounting and Reading Financial Statement
Tuesday, September 22, 2020 | 09:00 AM EDT View Details/Register
Advanced Excel Skills for Accountants
Tuesday, September 22, 2020 | 09:00 AM EDT View Details/Register
CPAs and Financial Planners Understanding Critical Concepts of Trusts and Estates
Tuesday, September 22, 2020 | 09:00 AM EDT View Details/Register
Qualified Business Income (QBI) Deduction (IRC §199A) Detailed Study, Analysis,Calculations,Case Studies, Ins & Outs (Latest)
Tuesday, September 22, 2020 | 10:00 AM EDT View Details/Register
Sales Tax in the Post Wayfair Environment
Tuesday, September 22, 2020 | 10:30 AM EDT View Details/Register
BEST TAX RETURN WORKSHOP - PARTNERSHIPS & LLCS (FORM 1065)
Tuesday, September 22, 2020 | 08:00 AM PDT View Details/Register
Individual International Tax Issues - Comprehensive Coverage
Tuesday, September 22, 2020 | 08:00 AM PDT View Details/Register
NEW FORM 941, FORM 7200, ERC, TAX CREDITS UNDER FFCRA, & OTHER PAYROLL UPDATES IN COVID-19
Tuesday, September 22, 2020 | 11:00 AM EDT View Details/Register
ACCOUNTANTS & CPA FIRMS - 4 STEPS TO GAIN, RETAIN & EXPAND HIGH VALUE CLIENTS
Tuesday, September 22, 2020 | 12:00 PM EDT View Details/Register
Where Do They Go Wrong? – Using Risk Assessment to Improve Audit Effectiveness
Tuesday, September 22, 2020 | 12:00 PM EDT View Details/Register
Business Activity Taxes – Where are businesses and their owners required to file and pay state income taxes?
Tuesday, September 22, 2020 | 12:30 PM EDT View Details/Register
REGULATORY ETHICS GUIDEBOOK FOR CPAs: AICPA CODE OF PROFESSIONAL CONDUCT
Tuesday, September 22, 2020 | 01:30 PM EDT View Details/Register
Guide to Depreciation Under The TCJA 2020
Tuesday, September 22, 2020 | 01:30 PM EDT View Details/Register
CARES Act Changes and Benefits Affecting Real Estate Owners
Tuesday, September 22, 2020 | 02:00 PM EDT View Details/Register
Understanding Fraud, The Basics
Tuesday, September 22, 2020 | 02:00 PM EDT View Details/Register