Guide to QuickBooks Online Accounting CPE Course

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The Beginner's Guide to QuickBooks Online

Learning Objectives

To discuss the different versions of QuickBooks Online.
To analyze how to write invoices and sales receipts for customers.
To investigate QuickBooks Payments, the built-in merchant services.
To analyze how to pay vendors.
To discuss how to use the Banking Feed for fast data entry.
To conclude whether you should start from scratch or import an existing file.
To analyze how to manage paper receipts.
To review reports for tax prep, and understand your business activity.
To discuss how multi-user access works, including your accountant.
To analyze unique features and innovations that make running your company easier than ever.

Course Description

Are you a business owner starting with QuickBooks for the first time?

Or a long-time QuickBooks for Desktop user thinking about converting?

Join Alicia Pollock in this CPE course for the tour of QuickBooks Online, Intuit’s most popular bookkeeping software. Because it’s cloud-based, it’s easy to use. And there are 5 versions so you can choose the right level of features for your company’s unique needs.

QuickBooks Online is designed to meet the basic needs of an organization and supplemented with apps to customize the system.

This software application is constantly updated with new features!

QuickBooks Online is a web-based accounting application that can be used on Windows or Mac computers, smartphones, and tablets that can access the internet.

In this CPE webinar, we’ll learn about the different options, see basic customer and vendor workflows for daily operations, talk about considerations for importing existing files or starting over from scratch, and show off the unique features and innovations that make running your company easier than ever.

Getting started with QuickBooks Online will be the best decision you’ll ever make in growing your company.

Overview

Why I recommend QBO

6 mins
Concerned about subscriptions?

14 mins
QuickBooks cash flow & Envelopes

28 mins
Want to see this again?

43 mins
Membership program

45 mins

Webinar Qualifies For

1 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
1 General Credit of Accounting for Accountant/Bookkeeper/Tax Professionals
1 CPD Credit of Accounting for CPA in Canada
1 CPE Credit of Financial Accounting for Certified Internal Auditors (CIA)
1 CPE Credit of Accounting for Certified Fraud Examiner (CFE)
1 CPE Credit of Financial Reporting for Certified Management Accountants (CMA)
1 CPE Credit of Financial accounting for Certified Valuation Analyst (CVA)
1 CPD Credit of Financial Reporting for Accredited in Business Valuation (ABV)
1 CPD Credit of Financial Reporting for Certified Financial Forensics (CFF)
1 PL Credit of Accounting for Chartered Financial Analyst (CFA)
1 CPE Credit of Accounting for Certified Government Financial Manager (CGFM)
1 CPE Credit of Accounting for Internal Audit Practitioner (IAP)
1 CPE Credit of Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA)
1 CE Credit of Financial accounting concepts for Certified FP&A Professional (FP&A)
1 CPE Credit of Accounting for Qualification in Internal Audit Leadership (QIAL)
1 PL Credit of Accounting for CIPM

About Instructor

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.

Additional Information

Duration

1 Hour

Course Level

Basic

Instructional Method

QAS Self Study

Pre-requisites

None

Advance Preparation

None

FAQ’s

Click Here to View

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.

Ratings and Review

4.2

Excellent

Very Good

Average

Poor

Terrible

Linda Cunningham, CPA (US)

Easy to understand

Cheree Peterson, CPA (US)

Great info, insight and meaningful info/expertise...but too much of the class was spent promoting her services and promoting services of the sponsor. Would have been great if this was optional to watch that part.

Susan Lapanne, CFE, CPA (US), CGMA

Good introduction for those of us with vintage QBO desktop experience long ago.

Conner Mitchell, CPA (US)

Very good to learn the basics of QBO.

Danny Monk, CPA (US)

A little too much selling of instructors classes and products

1 Credit

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Subject Area

Accounting

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The Beginner's Guide to QuickBooks Online

Course Details

Learning Objectives

Course Description

Overview

Qualifies for

Webinar Qualifies For

Presenter Details

About Instructor

Alicia Pollock, MAT,ACN,MOS

Other Details

Additional Information

1 Hour

Basic

QAS Self Study

None

None

FAQ’s

NASBA APPROVED

Ratings and Review

4.2

Linda Cunningham, CPA (US)

Cheree Peterson, CPA (US)

Susan Lapanne, CFE, CPA (US), CGMA

Conner Mitchell, CPA (US)

Danny Monk, CPA (US)

Subject Area

Unlimited Access Plan

Inclusions

Recommended Webinars

QuickBooks to Tax: Working with Client Reports for A Complete and Accurate Tax Return

Integrating QuickBooks with Third-Party Applications for Seamless Workflows

Reconciling in QBO