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QBO Complete Comprehensive Overview - Latest

  • Accountant
  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • IAP
  • QIAL
  • MRTP
  • CWS

Published: August, 2021

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Before starting this self study program, please go through the instructional document.

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description


  • 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

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

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.

Recommended For

  • This online CPE course is recommended for CPAs, CMAs, and other professionals who are interested in mastering their knowledge about QuickBooks.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounting Practice Owners
  • Accounts Director
  • Certified Management Accountant (CMA)
  • Chief Accounting Officer
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • CPA in Business
  • Entrepreneurial Accountant
  • Entrepreneurial CPA
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 8.5 CPD Credit of Accounting for Chartered Professional Accountant (CPA Canada)
  • 8.5 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
  • 8.5 CPE Credit of Computer Software and Applications for Certified Management Accountants (CMA)
  • 8 CE Credit of Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-00955-22-S)
  • 8.5 CPE Credit of Financial Accounting for Certified Internal Auditors (CIA)
  • 8.5 CPE Credit for Internal Audit Practitioner (IAP)
  • 8.5 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
  • 8.5 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 8.5 CE Credit for Certified Wealth Strategist (CWS)
  • 8.5 General Credit for Accountant/Bookkeeper/Tax Professionals
  • 8.5 CPE Credit of Computer Software and Applications for Certified Valuation Analyst (CVA)
  • 8.5 CPE Credit of Computer Software and Applications for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)

Additional details

  • Course Level :
  • Credits :
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
  • Advance Preparation :


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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:


About Presenter

Alicia Pollock, MAT,ACN,MOS

Intuit Trainer/Writer Network, Elite-level QuickBooks ProAdvisor, 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

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.


FAQs content

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  • 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.
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  • 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.
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Ratings and Review


6 Ratings



Very Good









Elaine Tcherneshoff

Sep 24th, 2022

Instructor has vast knowledge of QBO however some accounting concepts mentioned were inaccurate. She should stick to just teaching the system.

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