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The Beginner's Guide to QuickBooks Online

  • CPA (CA)
  • CIA
  • CMA
  • CPA (US)
  • CVA
  • IAP
  • QIAL

Published: November, 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

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

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.

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.

Recommended For

  • This online CPE webinar is recommended for CMA, CPA, CIA, IAP, QIAL, CVA, and other professionals who are interested in mastering their knowledge about QuickBooks Online and who want to learn how to use it effectively.

Who Should Attend?

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

Course Qualification

Webinar Qualifies For

  • 1 CPE Credit for Qualification in Internal Audit Leadership (QIAL)
  • 1 CPE Credit for Internal Audit Practitioner (IAP)
  • 1 CPD Credit for Chartered Professional Accountant (CPA Canada)
  • 1 CPE Credit for Certified Valuation Analyst (CVA)
  • 1 CPE Credit of Accounting for Certified Public Accountants (CPA-US)
  • 1 CPE Credit for Certified Management Accountants (CMA)
  • 1 CPE Credit of Accounting & Auditing for Certified Internal Auditors (CIA)

Presenter

About Presenter

Alicia Katz Pollock, MAT,ACN,MOS

Intuit Trainer/Writer Network, Diamond-level QuickBooks ProAdvisor Royalwise Solutions

QuickBooks Online Rock Star Alicia Katz Pollock is a Top 100 ProAdvisor and an accomplished author with several tutorial books on Amazon. With a master’s degree in teaching, 30+ years of tech industry experience, and a mile-long list of professional certifications, Alicia expertly blends deep subject matter expertise and patient guidance to provide an easy and fun online learning environment!

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.
  • Continuing Education Credit Certificate is available to all eligible participants within 24 hours of each webinar.
  • You must attend complete live webinar and respond to all polling questions asked during the webinar. Credits would be issued on 50 minute credit hour basis.
  • Polling feature Not supported: If you are logging in through browser or web portal in the browser (zoom.us) it doesn’t support the polling feature. Please be advised the current polling feature can only be supported via Zoom desktop and mobile app. You can check the same here : https://support.zoom.us/hc/en-us/articles/203749865-Polling-for-webinars
  • This event may be a recorded rebroadcast of a live event done in past and the instructor will be available to answer your questions during/after the webinar.
  • If you still face the polling problem please don’t panic and provide your response in the chat and we shall consider the same for processing for credits. You can download Zoom by clicking on the mentioned link : https://zoom.us/download
  • 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.

Ratings and Review

4.2

27 Ratings

Excellent

9

Very Good

14

Average

3

Poor

1

Terrible

0

CM

Conner Mitchell, CPA (US)

Dec 28th, 2021

Very good to learn the basics of QBO.

CC

Christina Capron, CPA (US)

Dec 22nd, 2021

While the first part was informative and exactly what I was looking for, I did not appreciate having to sit through 20 minutes of advertising. If the system had stopped counting time at that point so I could take the final exam, I probably still would have listened to it while I was taking the exam but I don't know why I had to listen to an extra 20 min (that's almost 50% more) w no additional benefit for a 1 hr class.