Quickbooks for Desktop PC | QBO CPE

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Course Description
Course Qualification
Presenter
FAQ

Course Description

Overview

Why is Bookkeeping Important?

2 mins
The Pareto Principle: The 80/20 Rule

6 mins
Entering Historical Transaction

25 mins
Setting up Bank feed from Bank feed Center

75 mins
Navigating Customer Information from Customer Center

99 mins
Entering Invoice Details in QuickBooks

123 mins
How to print checks in QuickBooks

148 mins

Course Description

QuickBooks is accounting software that offers several versions designed to fit the needs of most small or medium-sized businesses. All versions of QuickBooks offer tools for routine accounting that simplify tracking income and expenses; more advanced versions provide features for managing contractors, setting prices or tracking inventory. This QuickBooks webinar for beginners teaches small business owners and bookkeepers to use QuickBooks Desktop on a PC including setup, daily data entry, reports and other processes.

This webinar would cover :

Choosing the right version of QuickBooks for your needs, and how to set it up.
Overview of different QuickBooks’ features
Accessing different reports within QuickBooks.
Track your daily sales income and all your expenses.
Generating instant Profit and Loss report and Balance Sheet for taxes.

Learning Objectives

To recognize the importance of good record keeping
To identify when do you need a bookkeeper and when can you do it yourself?
To recognize the common bookkeeping mistakes business owners make
To identify ways of Setting up QuickBooks
To recall the QuickBooks Preferences

Who Should Attend?

Accountant
Accounting Firm
Accounting Managers
Accounting Practice Owners
Accounts Director
Bookkeeper
Chief Accounting Officer
CPA - Mid Size Firm
CPA - Small Firm
CPA in Business
Entrepreneurial Accountant
Entrepreneurial CPA
Senior Accountant
Staff of Accounting Firm
Tax Accountant (Industry)
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 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
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 CPE Credit of Financial accounting for Certified Valuation Analyst (CVA)

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

4.5

16 Ratings

Excellent

Very Good

Average

Poor

Terrible

Alan Pickett, CPA (US)

Feb 8th, 2022

n/a

Michelle Brasiel, CPA (US)

May 24th, 2022

This was a great course. My only complaint would be the screen needs to be a little clearer when looking at the QB. Maybe interactive next time? Thank you.

Joan Abell, CPA (US)

Sep 14th, 2021

Very good -presentation!

Bradley Hall, CPA (US)

Dec 29th, 2020

Very good.

Leslie Hamilton, CPA (US)

Oct 27th, 2020

Outstanding presenter! Very informative webinar. Highly recommend. I didn't take this as a test prep, but only to become familiar with software features/functionality. I appreciate the information. Thank you!