QBO Complete Comprehensive Overview - Latest 2020 (Chart of Accounts,Bank Feed and Reconciling, Credit Cards, Mobile, Year Closing, Analysis & Being Tax/Audit Ready) 8 Credits 8 Credits
Learning mode
Session 1- QBO: BUILD RIGHT CHART OF ACCOUNTS - BASE FOR ACCOUNTING AND READING FINANCIAL STATEMENT
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.
Highlights of the webinar :Â
Recommended for :Â
Session 2-Â QBO: BANKING FEED AND RECONCILING - MAKE RULES & AUTOMATE
Eliminate manual data entry!
One of the best features in QuickBooks®Online is the ability to connect your bank accounts and credit cards. The Banking Feed allows you to pull in your transactions and classify them automatically, instead of entering everything in by hand. Automation features like Rules do some work for you. The new Receipt Capture will even scan your paper receipts and attach them to your expenses. But the banking feed has some interesting quirks you need to know about. If you use it right, you can reduce your data entry to almost nothing but if you use it wrong, you double your income and code your expenses wrong.
Highlights of the webinar :
Once you’re up to date, we’ll also show you how to do bank reconciliations to reconcile your accounts at the end of the month so that you can have confidence in your reports.
Session 3-Â CREDIT CARDS IN QBO - SEAMLESS PAYMENTS FROM CLIENT
QuickBooks® Payments is Intuit merchant services, integrated into your QuickBooks. These days, anyone can take credit cards; your customers will pay more quickly! A Credit Card gives the holder an option to borrow funds for purchases or for paying bills. You can set up your credit card account in QuickBooks Desktop to help you keep track of the charges and the payments made for the expense.
Highlights of the webinar :
Recommended for :Â
Session 4-Â QBO Mobile App - Paperless, Convenient & Easy to Use
Use the QuickBooks Online Mobile App when you don’t have your computer with you. Take payments from customers, categorize expenses, take pictures of receipts.
Use QuickBooks Online from your car, onsite with a client, or while waiting in line. The QBO Mobile App connects to your QuickBooks Online account, even if you don’t have your computer with you. Take payments from customers right from your phone. Categorize expenses on the fly. Take pictures of receipts. Bookkeeping has never been so easy and fun.
QuickBooks®Online is the perfect software to use on a smartphone or tablet while you’re providing services to clients. The Mobile App has features the website doesn’t! Reduce paperwork by creating Estimates and Invoices onsite, with signatures. Eliminate after-the-fact accounting by using your camera to take pictures of receipts. Use third-party apps to keep track of employee timecards and schedules. In this hands-on workshop, we’ll demonstrate the specific workflow steps you’ll use to do your bookkeeping while in the field with your customers. The more you can do on the fly, the less you have to do in the office!
Session 5-Â PRACTICAL QB TRAINING - YEAR END CLOSING, ANALYSIS, BEING TAX/AUDIT READY
Tax time approaches! It’s the end of your fiscal year. You know you should be doing things to get your books in shape and even get ready for your books to be audited. But you’re not exactly sure what those things are. Sound familiar? Help is here for you!
We’ll show you the 10 steps you need to do to get your books ready for your accountant to do your taxes. Not only will you close your books, but we’ll show you how to analyze your business to help it grow next year. These 10 steps will help you to understand :Â
Recommended for Business owners, employees hoping to gain deeper insight into the health of the business & to Bookkeepers, Accountants who wish to brush up on their skills.
| License details | Credits | Status |
|---|---|---|
| Certified Public Accountants (CPA-US) | 8 CPE | Approved |
| CPA in Canada | 8 CPD | Eligible |
| Certified Management Accountants (CMA) | 8 CPE | Eligible |
| Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. 00521-21) | 8 CE | Approved |
| Certified Information Technology Professionals (CITP) | 8 CPD | Eligible |
| Certified Wealth Strategist (CWS) | 8 CE | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 8 CE | Eligible |
| Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. 00521-21) | 8 CE | Approved |
| License details | Credits | Status |
|---|---|---|
| Certified Public Accountants (CPA-US) | 8 CPE | Approved |
| CPA in Canada | 8 CPD | Eligible |
| Certified Management Accountants (CMA) | 8 CPE | Eligible |
| Federal Tax Related Matters for Oregon Registered Tax Preparers (ORTP) (Approval No. 00521-21) | 8 CE | Approved |
| Certified Information Technology Professionals (CITP) | 8 CPD | Eligible |
| Certified Wealth Strategist (CWS) | 8 CE | Eligible |
| Certified Fiduciary and Investment Risk Specialist (CFIRS) | 8 CE | Eligible |
| Federal Tax Related Matters for Maryland Tax Preparer (MRTP) (Approval No. 00521-21) | 8 CE | Approved |
Credits
8
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 (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 aintenance 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.
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.
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.
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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.
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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.
DL
8.5 Credits is a long class. I found the presenter very easy to listen to, even in such a long class. By comparison, I've attended classes where 1 hour was very uncomfortable. I valued the knowleged, delivery and ease of the process. Excellent presention!
JCB
The speaker, Alica Pollock, is extremely knowledgeable on all the nuances of using QBO. She also is very organized and keeps you interested in the entire course.
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