QuickBooks for Advanced Learners Information - Analysis and better Decisions

  • Accountant
  • CPA/ABV
  • CPA (CA)
  • CPA/CFF
  • CFE
  • CGFM
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • CFA
  • IAP
  • QIAL
  • CIPM
  • CBA/MCBA
  • FPAC
  • CFIRS
  • CWS

Published: January, 2022

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

  • Course Description
  • Course Qualification
  • Presenter
  • FAQ

Course Description

Overview

  • Define products and services
    13 mins
  • Project bookkeeping
    36 mins
  • Estimates on an iPad app
    52 mins
  • Track time on a task
    79 mins
  • Job costing payroll and overhead using kournal entries
    94 mins
  • Quizzes in the class
    110 mins
  • Statement of cash flows
    171 mins
  • Why not under the table?
    216 mins
  • The new bill payment
    250 mins

Course Description

In years past, conventional wisdom said that QuickBooks® Desktop (QBDT) was better suited to construction, while QuickBooks® Online (QBO®) was best used for service-based businesses. While that used to be true, the latest enhancements to QBO have eliminated that distinction. The new Project Center and Labor Costing tools now mean that project-based businesses now have powerful job costing tools, a slick new interface providing an at-a-glance dashboard overview of the financial status of any customer job, and handy one-click reports. QuickBooks Online new Projects Center has the tools you need for construction and other project management bookkeeping. QBO helps with cost accounting, including time & materials contracts, and percentage of completion, and at-a-glance profitability reports.

This CPE webinar for CPAs is specific to construction and project-based jobs and covers following Key Topics:

  • Estimates
  • Progress Invoicing
  • Change orders
  • Taking Deposits
  • Receiving Partial Payments
  • Billing for time and materials
  • Job Costing

QuickBooks has gained immense popularity in recent years among small and medium business owners due to the ease it provides for keeping the accounts and managing the finances. The app has many uses, only if you know how to use it, you will be greatly benefited by it. QuickBooks houses many pre-created reports for your convenience, but if you wish you can create your own Customized Reports in QuickBooks Desktop and mail them as well. In this webinar we will show how to customize reports in QuickBooks Online. Reports include:

  • Profit and loss statement (P&L)
  • Balance Sheet
  • Accounts Payable
  • Accounts Receivable
  • Products
  • Services
  • Cash flow

The more you slice and dice your data, the better decisions you can make to help your business grow. We’ll help you in customize the reports to pull the data your clients need, memorize the favorites for future use, and even email to clients every month automatically!

It’s one thing to master routine bookkeeping techniques, but it’s completely something else to use it for rare business situations. In this special QuickBooks® Online class, we’ll look at everyday business transactions like Loans and Lines of Credit.

This online CPE webinar on Accounting will talk about more complex situations such as:

  • How do you track Bartering to stay IRS-compliant? 
  • How do you book bounced checks, either your own or from a customer? 
  • What do you do when a daily credit card batch is negative? 
  • What are the options when to take client deposits on work to be performed? 
  • How do you make corporate credit cards work?

This online CPE webinar will be most suitable for Business owners and employees hoping to gain deeper insight into the health of their business and also for Bookkeepers/Accountants who wish to brush up on their skills. 

Learning Objectives

  • To recall the new features in QBO for projects.
  • To recognize how to track change orders in QBO for projects.
  • To Identify how to do Progress invoicing in QBO for projects.
  • To identify different type of reports which are available at each subscription level of QuickBooks®.
  • To identify ways of reading a Profit & Loss report, Cash Flow report, and Balance Sheet.
  • To identify ways of reading A/R and A/P reports.
  • To recognize how you can add situation-specific accounts to the Chart of Accounts.
  • To explore how you can manage a Line of Credit.
  • To identify how to separate out Loan payments for principal, interest, and debt protection insurance.
  • To recognize processing Bounced Checks, both your customers’ and your own.
  • To explore how you can track Bartering, so you can track your true income and your expenses even though no money has changed hands.

Recommended For

  • This online CPE webinar on Accounting is recommended for CPA (US), CFE, CPA/CITP, CMA, Tax Preparer, CIA, CGMA, PCP and Any Other Accounting Professional at any level who desire to help their clients to better serve with QuickBooks knowledge 
  • This Online CPD webinar on Accounting is recommended for CPAs in Canada who wants to help their clients with improved QuickBooks applications. 
  • This online CPE webinar for Accountants is also recommended for Businesses who work in the field, Businesses that write estimates or bid on jobs, take deposits for work to be performed, take partial payments as work is completed, and want to determine which services and customers make the most profit and also to Bookkeepers and Accountants who wish to brush up on their skills.

Who Should Attend?

  • Accountant
  • Accounting Firm
  • Accounting Managers
  • Accounts Director
  • Bookkeepers & Accountants & Tax Preparers
  • Certified Management Accountant (CMA)
  • Certified Public Accountant (CPA)
  • Cloud Accountants
  • CPA (Industry)
  • CPA - Mid Size Firm
  • CPA - Small Firm
  • Senior Accountant
  • Staff of Accounting Firm
  • Young CPA

Course Qualification

Webinar Qualifies For

  • 6 CPE Credit of Financial Reporting for Certified Management Accountants (CMA)
  • 6 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
  • 6 CPD Credit of Accounting for Chartered Professional Accountant (CPA Canada)
  • 6 CE Credit for Certified Fiduciary & Investment Risk Specialist (CFIRS)
  • 6 CE Credit for Certified Wealth Strategist (CWS)
  • 6 General Credit for Accountant/Bookeeper
  • 6 CPE Credit of Financial Accounting for Certified Internal Auditors (CIA)
  • 6 CPE Credit of Financial accounting for Certified Valuation Analyst (CVA)
  • 6 CPE Credit for Internal Audit Practitioner (IAP)
  • 6 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
  • 6 CPE Credit of Financial accounting for Certified Business Appraiser/Master Certified Business Appraiser (CBA/MCBA)
  • 6 CPD Credit of Financial Reporting for Accredited in Business Valuation (ABV)
  • 6 CPD Credit of Financial Reporting for Certified Financial Forensics (CFF)
  • 6 CPE Credit of Accounting for Certified Fraud Examiner (CFE)
  • 6 CPE Credit for Certified Government Financial Manager (CGFM)
  • 6 PL Credit for Chartered Financial Analyst (CFA)
  • 6 PL Credit for Certificate In Investment Performance Measurement (CIPM)
  • 6 CRE Credit for Certified Corporate FP&A Professional (FPAC)

Additional details

  • Course Level :
    Basic
  • Credits :
    6
  • Instructional Method :
    QAS Self Study
  • Pre-requisites :
    None
  • Advance Preparation :
    None

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.

Presenter

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

royalwise.com/

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

FAQs content

  • To receive Continuing Education credit for the event, you must register for the webcast prior to the start of each program.
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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.
  • You can manage your continuing education certificates and credits through your certificate dashboard which is available when you are logged in to your account (LOGIN)
  • 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.
  • myCPE Courses are taken by : CPA | CMA | CFE | CIA | CPA(Yellow Book)| CFP | CFA | CPA (Govt.) | EA | CRTP | MRTP | ORTP | ABV | CITP | CVA | PFS | CFF and others.

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