Quickbooks Online for Accountants Work Centre - Managing you Practice 1 Credit 1 Credit
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Intuit has introduced new Practice Management tools inside QuickBooks® Online for Accountants (QBOA). QBOA Practice Management is a cloud-based solution designed to be the one place for accountants to effortlessly and seamlessly manage workflow, client communications and daily operations. We’ve heard the same tales from accounting professionals when it comes to managing their practice: anecdotes of missed deadlines and the fear that something will fall through the cracks.
Practice Management reduces the number of tools accountants need to manage their practice to just one. This solution is designed to eliminate the disjointed experience of manual tracking, and provide a unified view of work that delivers visibility across all initiatives. With Practice Management, users can easily create and assign tasks directly within QBOA, which are then automatically marked as complete, once they are finished. Since QBOA is also directly connected to the applications accountants use to perform work, the software will leverage data and user behavior patterns to automate overhead and identify work that needs to get done, eliminating the need for accountants to discover and enter tasks manually.
QuickBooks Online for Accountants (QBOA) new practice management tools include:
Join this webinar to learn about the Work Center to track deadlines, to-do lists, and delegate tasks, Shared Documents, My Accountant to communicate with clients, and Slack integration
| License details | Credits | Status |
|---|---|---|
| Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| CPA in Canada | 1 CPD | Eligible |
| Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
| Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1 CPE | Eligible |
| License details | Credits | Status |
|---|---|---|
| Certified Public Accountants (CPA-US) | 1 CPE | Approved |
| CPA in Canada | 1 CPD | Eligible |
| Certified Valuation Analyst (CVA) | 1 CPE | Eligible |
| Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) | 1 CPE | Eligible |
Credit
1
Course Level
Basic
Instructional Method
QAS Self Study
Group Internet Based
Pre-requisites
None
Advance Preparation
None
MY-CPE LLC, 1600 Highway 6 south, suite 250, sugar land, TX, 77478
MY-CPE LLC 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.com.
Alicia Pollock, MAT , ACN
Intuit Trainer/Writer Network, Elite-level QuickBooks ProAdvisor, Royalwise Solutions
Recently named one of America's Top 50 Women in Accounting, Alicia is a leading expert in QuickBooks Online training with a Masters in Teaching and decades of business consulting.
What is Self Study (QAS)?
Self Study QAS (Quality Assurance Service) is a NASBA and other regulatory bodies approved program designed for Professionals to complete their Continuing Professional Education credits through self-paced, interactive courses that meet the highest standards of quality and compliance. We are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn CPE credits through self-study?
To earn CPE credits, you must complete the self-study course, pass the required assessments, and submit the necessary documentation. Credits are awarded based on the completion of course hours and successfully passing the assessments.
Are the self-study courses approved by NASBA and other regulatory bodies?
Yes, all our self-study courses are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the rigorous standards for quality and educational content set by these organizations.
What are the requirements to maintain compliance with self-study courses?
To maintain compliance, you must follow the guidelines set by NASBA and other regulatory bodies, which include completing the course within the specified timeframe, passing the assessments, and keeping accurate records of your learning activities.
How can I access my course completion certificates?
After successfully completing a self-study course and passing the assessments, you can access and download your course completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
What is a Live Webinar Group Internet-Based Credit?
A Live Webinar Group Internet-Based Credit is an interactive, real-time online seminar where professionals can earn Continuing Education credits by participating in live sessions led by experts in various fields. These sessions meet the standards set by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies.
How do I earn credits through live webinars?
To earn credits, you must attend the entire live webinar, actively participate in any polls or questions, and complete any required evaluations or assessments. Credits are awarded based on your attendance and participation in the live session.
Are the live webinars approved by NASBA and other regulatory bodies?
Yes, all our live webinars are approved by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies, ensuring they meet the high standards for quality, interactivity, and educational content set by these organizations.
What are the requirements to maintain compliance with live webinar courses?
To maintain compliance, you must adhere to the guidelines set by NASBA and other regulatory bodies, which include attending the full duration of the webinar, participating in interactive elements, and completing any post-webinar evaluations or assessments.
How can I access my webinar completion certificates?
After successfully attending a live webinar and fulfilling all participation requirements, you can access and download your completion certificates from your account dashboard on our platform. These certificates are recognized by NASBA, IRS, CFP Board, HRCI, SHRM, Payroll Org, FP Canada, and 25+ other regulatory bodies for compliance and reporting purposes.
How are credits reported to governing bodies?
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days – the fastest in the industry.
JK
I thought is was really good but I was not successful with the final quiz until multiple tries??!!!
CM
Great course! Instructor's screen was a tiny bit blurry but I was still able to see it.
Jul 01, 09:00 AM ET
Jul 02, 03:00 PM ET
Jul 03, 09:00 AM ET
Jul 04, 09:30 AM ET
Jul 07, 02:00 PM ET
Jul 08, 09:30 AM ET
Inclusions
Multiple Credits
Earn continuing education credits with flexibility. Choose from live webinars, on-demand courses, e-books, or podcasts to fit your learning style and schedule.
Certifications & Reporting
We issue instant credit certificates, ensuring they are valid for presentation to governing bodies. Typically, we report IRS, CTEC, CFP, IDFP, IWI, VBOA Ethics credits within 7 days - fastest in the industry.
Credit Tracker
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