QuickBooks: Setting Up a Chart of Accounts

Course Details

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ADDITIONAL DATES

Nov 06, 2020 | 10:00 AM EDT Register
Nov 24, 2020 | 11:00 AM EDT Register

Course Description

The QuickBooks Chart of Accounts structures your business according to accounting principles. Your general ledger includes assets, liabilities, equity, income, and expenses. Take this class to learn bookkeeping terms like Accounts Receivable and Accounts Payable. By the end of this course, you’ll know how to read a Balance Sheet and a Profit and Loss report, as well as how to structure your Chart of Accounts so it supports your unique business workflow.

Your Chart of Accounts is the backbone of your business. It has two functions: outlining what the IRS wants to see for taxes and allowing you to generate your P&L and Balance Sheet reports. There are industry-standard accounts you need, but you also have the flexibility to create accounts that reflect your unique circumstances. It’s impossible to start using QuickBooks® without customizing your Chart of Accounts. This class will explain the fundamentals.

Why You Should Attend ?

  • Business owners and employees who want to understand the “business behind the business”
  • Students and job-seekers will 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
  • Bookkeepers and Accountants who wish to brush up on their skills.

Webinar Qualifies for

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

Learning objectives

  • The function of the Chart of Accounts
  • Creating new accounts and editing existing accounts
  • Equity accounts
  • Liability accounts
  • Asset & Bank accounts

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).

Reviews

4.5
(144)
60%
33%
6%
0%
2%
  • SH
    Sharon Hopkins , CPA
    May 30th 2020
    I am so glad I listened to the webinar. I am familiar with a chart of accounts. But this program gave some very useful tips.
KA
kathryn ayre , EA
Alicia Katz Pollock is a fantastic teacher: Very upbeat, knowledgeable and forward-thinking. I would highly recommend that everyone take her course.
JP
joel posin , CPA
THANK YOU. WELL DONE
MT
Mark Templin
Excellent!
DC
Dianne Carrington , Bookkeeper
Probably an inappropriate aside ... I told my spouse, "If you see my head on the desk, I'm probably asleep (I absolutely love bookkeeping/accounting - but the delivery can be mind numbing), so just wake me. 10 minutes into Alicia and my head nodding affirmations and giggles, the question was asked, "Can I listen in, I know you love accounting?"
GMJ
G. Mark Johnson , CPA
Well organized, good speed on the presentation. Thank you Alicia. These Webinars are really good to improve Quickbook skills. I recommend them to anyone who is in the business field and using Quickbooks on a regular basis.

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.

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Friday, October 23, 2020 | 11:00 AM EDT View Details/Register
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Friday, October 23, 2020 | 08:00 AM PDT View Details/Register
  • Cost $20
  • CPE Credits 2
  • Subject Area Accounting
  • Course Level Basic
  • Instructional Method group internet based
  • Prerequisites None
  • Advanced Preparation None
  • Who should attend? Bookkeeper Accountant CPA - Small Firm CPA - Mid Size Firm CPA - Large Firm CPA (Industry) Young CPA CPA in Business Tax Accountant (Industry) Senior Accountant Accounting Managers
  • Handout Material Download
  • HANDOUT MATERIAL 1 Download
  • HANDOUT MATERIAL 2 Download
  • HANDOUT MATERIAL 1 Download

upcoming Live CPE Webinars

Practical Guide to IRAs – Contributions & Distributions for Traditional, Roth, SEP & SIMPLE IRAs
Thursday, October 22, 2020 | 10:00 AM EDT View Details/Register
Complete CFO Guide on Analytics,Corporate Performance Management,Budgeting,Reporting
Thursday, October 22, 2020 | 10:00 AM EDT View Details/Register
Best Workshop on S Corporation (Form 1120S) Tax Return Review & Case Study (NEW)
Thursday, October 22, 2020 | 08:00 AM PDT View Details/Register
Tax Updates Latest (Business & Payroll)
Thursday, October 22, 2020 | 08:00 AM PDT View Details/Register
Your Client Has Not Filed a Tax Return for Many Years and Comes To You, Now What?
Thursday, October 22, 2020 | 03:30 PM EDT View Details/Register
PPPFA UPDATES (WITH LATEST GUIDANCE FROM SBA & FORM 3508S)
Thursday, October 22, 2020 | 04:00 PM EDT View Details/Register
Tactical and Strategic Roth Conversions in 2020 after the Secure Act (Latest Update)
Friday, October 23, 2020 | 09:00 AM EDT View Details/Register
BEST TAX RETURN WORKSHOP ON S CORPORATION (1120S)
Friday, October 23, 2020 | 10:00 AM EDT View Details/Register
Fundamentals Concept of Trusts & Estates for Planning & Compliance
Friday, October 23, 2020 | 10:00 AM EDT View Details/Register
DUTY TO REASONABLY ACCOMMODATE: THE ADA, TITLE VII & FMLA
Friday, October 23, 2020 | 10:00 AM EDT View Details/Register
Conversion of Historical data from different Accounting Software to QuickBooks Online
Friday, October 23, 2020 | 10:00 AM EDT View Details/Register
BEYOND WORKING REMOTELY – CASE STUDIES | BENEFITS | CHALLENGES FOR ACCOUNTING & TAX FIRMS
Friday, October 23, 2020 | 11:00 AM EDT View Details/Register
Partnership Preparation, Basis Calculations & Distributions–Form 1065 Schedule K & K-1 Analysis
Friday, October 23, 2020 | 08:00 AM PDT View Details/Register
QBO: Banking Feed and Reconciling - Make Rules & Automate
Friday, October 23, 2020 | 11:00 AM EDT View Details/Register
Mastering IRS Representation
Friday, October 23, 2020 | 08:00 AM PDT View Details/Register