MYCPE ONE

Accounting Tech Conference- 2023 Innovations using Quickbooks

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Conference Overview

Discover the cutting-edge wonders of QuickBooks, where the latest innovations empower businesses to conquer financial challenges and achieve unparalleled success!

QBO's latest innovations epitomize efficiency and accuracy. From receipt capture and automated expense categorization to automated sales tax calculations, the system streamlines financial processes, reducing manual work and minimizing errors.

This virtual event is tailored for QuickBooks users, industry experts, and practitioners looking to gain invaluable insights, exchange knowledge, and explore innovative approaches to optimize their use of QuickBooks for enhanced efficiency and business success.

At this CPE QB Conference, we bring together a wealth of experts, from thought leaders to seasoned professionals, to share their expertise and experiences with QuickBooks. Whether you are a small business owner, financial manager, or accounting professional, you'll find tailored sessions covering advanced features, integrations, automation, reporting, troubleshooting, and optimization strategies that can elevate your QuickBooks experience to new heights.

Connect with like-minded individuals from various industries, expand your professional network, and gain valuable insights that will revolutionize how you use QuickBooks in your organization. 

Don't wait! Stay ahead of the curve, and register now to secure your spot at QB Conferences.

Completed

Continuing Education Credits

The sessions of the conference qualifies for

Qualification Credits Subject Area
CPA (US) 2 Accounting
CPA (US) 2 Taxes
Accountant/Bookkeeper/Tax Professionals 2 Accounting
Accountant/Bookkeeper/Tax Professionals 2 Taxes
EA 2 Information Technology
CPA in Canada 2 Accounting
CRTP 2 All
ORTP 2 All
Maryland Tax Preparer 2 Computer technology
DE LPA 2 Accounting
DE LPA 2 Taxes
LTC 2 All
IA LPA 2 Accounting
IA LPA 2 Taxes
ME LPA 2 Accounting
ME LPA 2 Taxes

Sessions

Oct 17th, 2023

Speakers:
Speaker Name
Alicia Pollock

Advisor
Royalwise Solutions

  • 4.6
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In an era where collaboration and efficiency reign supreme, the integration of QuickBooks with third-party applications stands as a game-changing strategy. 

But you’re forced to choose between the comfort and familiarity of QuickBooks Desktop or the convenience and integration options of QuickBooks Online. It’s like being stuck between a rock and a hard place – neither option seems like the perfect fit.

You can still use QuickBooks Desktop, while also enjoying seamless integration with your favorite business applications.

Get ready to break free from the limitations and take your productivity to new heights. Stay tuned to learn more about how you can find the perfect fit and say goodbye to the forced switch to QuickBooks Online.

QuickBooks Online is amazing general ledger software, but it’s not meant to be all things to all people. Instead, it’s designed to be your central hub that integrates with external apps to create a customized seamless accounting experience that fits your unique workflow perfectly. 

Join Alicia Katz Pollock to learn how to integrate third-party apps with your clients’ QBO to streamline your processes.

Learning Objectives

  • To identify the purpose of third-party apps in the QuickBooks ecosystem.
  • To list the steps in the implementation.
  • To describe how to address change management.
  • To discuss best practices for a smooth experience.

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Speakers:
Speaker Name
Esther Friedberg Karp

Founder
CompuBooks Business Services

  • 4.5
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Are you ready to unlock the true potential of QuickBooks Online and its seamless integration with a multitude of apps? 

Introducing our transformative session meticulously designed to empower participants with the essential knowledge and skills needed to harness automation features and revolutionize their financial management.

In today's dynamic business landscape, efficiency is paramount. Our comprehensive course delves deep into the world of QuickBooks automation, equipping you with the tools to streamline your operations, enhance accuracy, and significantly boost productivity. Through practical strategies and hands-on insights, you'll master the art of automating repetitive tasks and gain the expertise to extract maximum value from QuickBooks' automation capabilities. 

Key Topics Covered in this QBO Course:

  • Introduction to QuickBooks Automation: Understand the concept of automation and its benefits in the context of financial management using QuickBooks.
  • Customizing QuickBooks for Automation: Learn how to configure QuickBooks settings and preferences to enable automation features and customize the software according to specific business needs.
  • Automating Data Entry: Explore techniques to automate data entry processes, including importing data from external sources, setting up recurring transactions, and utilizing bank feeds for automatic transaction matching.
  • Streamlining Accounts Payable and Receivable: Discover methods to automate accounts payable and receivable processes, such as setting up automatic payment reminders, generating recurring invoices, and integrating payment methods.
  • Automating Reporting and Analysis: Learn how to leverage QuickBooks' reporting capabilities to automate financial reporting, create customized reports, and schedule reports to be automatically generated and distributed.
  • Integrating Third-Party Apps and Tools: Understand how to integrate QuickBooks with third-party applications and tools to enhance automation further.
  • Advanced Automation Techniques: Identify advanced automation techniques, including using QuickBooks' batch transactions, memorized transactions, and custom rules for automating complex workflows. This course will also touch on app integrators, such as Zapier.

Join this CPE session, you'll be armed with the tools to drive efficiency, accuracy, and productivity within QuickBooks Online and its integrated apps.

Learning Objectives

  • To identify in-product methods of streamlining data entry and increasing accuracy and efficiency in QuickBooks Online.
  • To discover additional strategies for reducing manual entry provided by apps that integrate with QuickBooks Online.
  • To specify how to create powerful reports that can be provided automatically to stakeholders in a QuickBooks Online company.

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

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2:00 PM - 2:30 PM EDT

Break

Speakers:
Speaker Name
Jane Ryder

Owner
Ryder Professional Group, Inc.

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Whether you're dealing with corporate entities or self-employed sole proprietors, understanding how to harness the power of QuickBooks or QuickBooks Online (QBO) for tax return preparation is essential.

In this CPE Session, we embark on a comprehensive exploration of the intricacies involved in preparing business tax returns. Whether you're dealing with entities or sole proprietors, this session equips you with invaluable insights into the process, especially when working with financial statements generated from QuickBooks or QuickBooks Online (QBO).

This course will cover examples that vividly illustrate the entire tax return preparation process. We delve into the nitty-gritty details, covering everything from combining and detailing to adjusting and tying out income tax components meticulously. By the end of this session, you'll possess the knowledge and expertise needed to prepare tax returns that are not just complete, but also impeccably accurate.

Moreover, we'll focus on best practices for structuring the chart of accounts, recognizing that this decision-making process becomes even more critical post the Tax Cuts and Jobs Act (TCJA). You'll gain a deeper understanding of how to effectively categorize expenses and balance sheet items, ensuring that your tax returns meet all the necessary requirements and regulations.

One of the key highlights of this session is our exploration of working with your client's QuickBooks files, their reports, and their bookkeepers. You'll learn strategies and techniques to collaborate seamlessly with your clients, ensuring a smooth and efficient tax return preparation process. 

Join this CPE QuickBooks Session and take your tax preparation skills to new heights, armed with knowledge and practical know-how that can make a significant difference in your professional journey.

Learning Objectives

  • To discuss best practices for structuring the chart of accounts for expense and balance sheets.
  • To discuss complete examples combining, detailing, adjusting, and tying out income tax components.
  • To develop strategies for working with the client's QB file, their reports, and their bookkeepers.
  • To know how to record ERC refunds in QuickBooks.

Other Details

Subject Area

-

Course Level

Basic

Instuctional Method

Group Internet Based

Pre-requisites

-

Advance Preparation

-

Session Speakers

Alicia Pollock, MAT
Alicia Pollock

Advisor
Royalwise Solutions

Oct 17th, 2023

View More
Esther Friedberg Karp
Esther Friedberg Karp

Founder
CompuBooks Business Services

Oct 17th, 2023

View More
Jane Ryder
Jane Ryder

Owner
Ryder Professional Group, Inc.

Oct 17th, 2023

View More

Reviews and Ratings

out of 5

ratingratingratingratingrating
16 ratings

Excellent

Very Good

Average

Poor

JP

James Painter, Consultant
4 ratingratingratingratingrating

Good.

CB

Carolyn Barsuhn, Owner
4 ratingratingratingratingrating

Over all an easy experience.

CC

Carole Catallo, CFO/Controller
4 ratingratingratingratingrating

I found the teaching effective and useful.

LS

Leah Sammons, Staff Accountant
4 ratingratingratingratingrating

I especially enjoyed Jane Ryder's presentation.

MO

Martha Osorio, Owner
4 ratingratingratingratingrating

The program was interesting. I updated myself on several concepts. I really liked the last speaker

CS

Cynthia Sollars, Owner
4 ratingratingratingratingrating

Only problem was the issues at the end of the conference related to technology. Kept sending polls until past time for the session to be done. Answered all the polls

VV

Vicki Vermeer, Owner
4 ratingratingratingratingrating

There were some technical issues but the instructor was good. I didn't receive an automated email to do the evaluation either so I had to find out why. Never had this happen before.

SAK

Scott Alexander King, Owner
4 ratingratingratingratingrating

Much of the final presenter was irrelevant to me from a Canadian perspective. I also found some of the direction to be unprofessional and inappropriate (ie: suggesting to adjust balances from the Balance Sheet without direction from your client) which may have been taken as direction by inexperienced Bookkeepers. The balance of the presenters provided useful and relevant tips, tricks and direction on the use of QB and associated APPS.

JR

Judita Raulickis, Owner
5 ratingratingratingratingrating

.

RH

Richard Hamiprodjo, CFO/Controller
5 ratingratingratingratingrating

Great course

RV

ROHIN VOHRA, Owner
5 ratingratingratingratingrating

great experience

KH

Khandakar Hossain, Owner
5 ratingratingratingratingrating

Learned lot of new things.

Frequently Asked Questions

Virtual conference with MYCPE ONE is enveloped around a theme or subject or driven towards a particular audience, and is designed to be more collaborative; with a tremendously interactive agenda, panel discussions, and gives an option to all participants being able to turn their web cameras on and participate more actively. Virtual conference offers multiple sessions over a longer time frame of more than 8 hours. Virtual conferences help build a community or initiate networking opportunities.

MYCPE ONE is seamlessly integrated with ZOOM for conducting continuing education events. Please ensure that you check the system requirements before the event starts. The system requirements are :

  • An internet connection – broadband wired or wireless (3G or 4G/LTE)
  • Speakers and a microphone (required in case of interactive sessions) – Built-in, USB plug-in, or wireless Bluetooth
  • A webcam or HD webcam - built-in, USB plug-in (required in case of interactive sessions)
  • CLICK HERE to view the System Requirements for Zoom.

There is an official break scheduled for this workshop/events. Other than the scheduled break, the in-session breaks shall be available at discretion of the speaker.

The MYCPE ONE virtual events are designed to impart education around a specific theme or subject from a basic to an advanced level, which is why we do not recommend you to leave the event in between. However, if you had to leave the event because of some unforeseen circumstances, you would be granted the credits for the sessions that you attended completely and wherein you answered all the polling questions.

The recording of the event can be made available to you, on request. You can reach out to us at support@my-cpe.com or can also let us know through live chat support if you need a recording for this event. However, the recording shall not be available for Continuing Education Credits.


During every conference the chat panel shall always be open. You can mention the issue faced by you in the chat panel and our moderator will take it up for resolution shortly. You can also reach out to our support team in the live chat support or at support@my-cpe.com