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QuickBooks Online

  • ITEM SKU
    8630
  • CPE Hours
    14
  • Full Course Price
    $89.50
Exam Questions: 70
Course Level: Basic
Pages: 476 | Content: 452, Supplemental: 24
NASBA Area of Study: Computer Software and Applications
Not Acceptable for: Enrolled Agents
Version: 8630

This course will walk you through the basic setup of this wildly popular online accounting software. It will provide detailed guidance on key features so that you can confidently work with all aspects of QuickBooks Online, including creating invoices, recording sales, paying bills, managing inventory, processing payroll, preparing tax returns, and so much more. PLEASE NOTE: The ONLINE Software Subscription is NOT included in the course. Not accepted for Enrolled Agents. All course material provided. No prerequisites. Course level: Basic.

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Course Information

Table of Contents
  • Setting the Stage in QuickBooks
  • Billing Like a Star, Collecting Like a Pro
  • Bagging Expenses, Chilling Bills, and Paying the Tabs
  • Tackling Payroll Chores
  • Handling Bank Accounts, Deposits, and Transfers
  • Exploring QuickBooks Reports
  • Implementing Apps and Automation
  • Managing Users, Multicurrency, and Custom Fields
  • Reducing Manual Data Entry
  • Monitoring Inventory and Managing Purchase Orders
  • Tracking with Classes, Locations, and Projects
  • Formulating Budgets
  • Mastering the Admin Tools in QuickBooks Advanced
  • Generating Custom Reports and Charts
  • Unlocking Advanced Tools and Taming Tasks
  • Animating Your Data with Spreadsheet Sync
  • Assembling Your Client and Team Roster
  • Overhauling Books with Accountant Tools and Templates
  • Taming the Herd with Practice Tools
  • Unleashing Your Data in Excel
  • Automating QuickBooks Analysis with Power Query
  • Ten Common Journal Entries
  • Ten-Plus Cool Chrome Shortcuts
  • Ten Things QuickBooks Won’t Tell You
Objectives
  • To identify how to permanently delete an account from the chart of accounts
  • To recall the two item types that can be created in any QuickBooks Online company
  • To recognize the only field required to save a basic new vendor record
  • To identify the dollar threshold that determines whether a vendor is considered a 1099-eligible contractor
  • To recall how to undo a reconciliation
  • To identify what happens when you click on a suspicious-looking number within a report
  • To identify the three ways that Intuit Assist can generate a transaction
  • To recall how a QuickBooks admin deactivates a user
  • To recall how to enable billable time entries
  • To recall how to enable inventory tracking and purchase orders
  • To identify how many combined classes and locations a Plus subscription can create
  • To identify who can create budgets
  • To recall the three manual backup type options in QuickBooks Online
  • To recall how many built-in visuals can be added at once using Quick Add Charts
  • To recognize the purpose of ASC 606
  • To recognize how to launch the Spreadsheet Sync add-in
  • To recognize who is able to force a transfer of primary admin rights away from the current primary admin
  • To recognize the two starting options when creating a new chart of accounts template
  • To recall how many years of client requests the Requests page archives
  • To recall when the plus and minus buttons appear within a PivotTable
  • To recognize how to get started with Power Query
  • To recognize the ten most common journal entries
  • To identify various keyboard shortcuts
  • To recognize what to do if a feature you rely on seems to have disappeared from QuickBooks

PLEASE NOTE: CPE credit measurement is based on NASBA Registry and QAS guidelines of one credit for every 50 minutes. Credit calculation may vary in different states — check with your State Board of Accountancy. Unless otherwise noted in the specific course description, no advanced preparation is required in order to register or complete any PES CPE course. Use of materials or services provided by Professional Education Services, LP ("PES") are governed by the Terms and Conditions stated on PES' website www.mypescpe.com. PES provides these courses with the understanding that it is not providing any accounting, legal, or other professional advice and assumes no liability whatsoever in connection with its use. PES has used diligent efforts to provide quality information and material to its customers, but does not warrant or guarantee the accuracy, timeliness, completeness, or currency of the information contained herein. Ultimately, the responsibility to comply with applicable legal requirements falls solely upon the individual licensee, not PES. PES encourages you to contact your state Board for the latest information and to confirm or clarify any questions or concerns you have regarding your duties or obligations as a licensed professional.