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Learning Objectives

• To identify ways of Creating new accounts and editing existing accounts.
• To recognize the function of the Chart of Accounts.
• To identify the classification of transactions through the Bank Feed to save time on manual data entry.
• To recognize which transactions you should NOT import automatically.
• To recall how to manage corporate credit card accounts with multiple cards for employees.

Course Description

QuickBooks Online Accountant is a tool designed for Accountants and Bookkeepers to work efficiently for their clients. It is designed to identify errors quickly. It also provides tools to correct client errors and record adjustments. QuickBooks Online Accountant tool is also used to manage your practice with tools for project management, client requests, and integration with Pro-Tax Online for efficient tax preparation. With multiple advantages such as banking feed, seamless payments from the client, and mobile application, etc. QuickBooks is one of the popular choices of accountants and bookkeepers to serve clients with the best efficiency.

This class will provide an opportunity 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. This course will also help you understand the industry-standard accounts that you need but also provide you the flexibility to create accounts that reflect your unique circumstances.

An amazing feature of QuickBooks is to connect a bank account and credit cards with your accounts. This banking feed allows you to pull in your transactions and classify them automatically with features like rules. Effectively using this feature can solve your loads of accounting entries into minutes of smart work, providing you a chance to move much forward to the process of finalizations and other supporting client services.

Setting up credit card accounts in the accounting system itself to track the transaction accurately and implementing its effects into accounts instantaneously is possible. QuickBooks’ this service not only provides a seamless card payment option for the clients but also helps with tracking the transactions as well. 

QuickBooks Mobile App provides the best accounting features and on-the-go reporting experience at your fingertips. Availing the benefits of mobility and recording transaction with mobile camera features, this is the new way to accounting transactions. Reduced paperwork and access to third-party apps keep track of things that you want to keep a check on – including employee timecards and schedules. This online CPE course will cover all the features and how you can use them effectively with QuickBooks Mobile applications. 

The tax time rush is real for accounting and tax professionals. This course covers 10 steps to get your books ready for tax working for accountants. By following these steps, you will not only be closing your books but also show how to analyze your business to have growth.

This online CPE course is recommended for business owners, employees hoping to gain deeper insights into the health of the business, and accountants who wish to brush up on their skills.

This comprehensive CPE webinar on QuickBooks Online covers the following key topics:

• What is a Chart of Accounts (COA)? How the COA maps to report? Modifying the COA
• Chart of Accounts vs. Products and Services
• How to add bank accounts, import transactions, categorize expenses, attach receipts, and do bank reconciliations?
• Taking credit cards for your customer payments and using credit cards for your own purchases.
  
• Merchant services options including Square, PayPal, QuickBooks® Payments, and ACH payment processing. 
• Swiping a credit card on a smartphone, then learn how to manage the transaction in your accounting software.
• Nuances of managing your own corporate credit card balances with main cards and sub cards.
• Who are your best customers, best sellers?
• Who owes you money, and who do you owe?
• Customize your reports and memorize your favorites for future use.

If you are interested in our accounting courses, you might be interested in Accounting and Auditing courses. 

Overview

• All About the Chart of Accounts Class

  1 mins
• Liabilities

  31 mins
• Products and Services

  51 mins
• Modifying the COA

  90 mins
• The Opening Balance Equity Entry

  130 mins
• Understanding the Artificial Intelligence

  153 mins
• Do NOT "Add" Product and service Expenses

  178 mins
• Automatically Add to Books

  213 mins
• How do you reconcile?

  230 mins
• How to Use the Swiper

  269 mins
• Create Estimates on the spot

  300 mins
• Make sure your transactions are categorized properly

  371 mins