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Self-Study CPE
TECH STACK IMPLEMENTATION - FOR REAL!
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AUTOMATE TIME-TRACKING TO SIMPLIFY PAYROLL
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INTRODUCTION TO QUICKBOOKS ONLINE FOR ACCOUNTANTS: PART TWO
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Self study cpe
Introduction to QuickBooks Online for Accountants: Part One

INTRODUCTION TO QUICKBOOKS ONLINE FOR ACCOUNTANTS: PART ONE

CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)2.0 hours
CPE Credits2.0 hours
CE Credits 0.0 hours
Course LevelBasic
Instructional MethodQAS Self-Study
PrerequisitesNone
Advance PreparationNone
Recorded DateMay 04, 2020
Date OfferedMay 04, 2020
Course Description

This training session is for accounting professionals who are new to QuickBooks Online and need help getting started. Learn how QuickBooks Online Accountant works with client files, how to navigate the basic features of the product, and how to perform key sales and expense tasks—as well as gain an awareness of the Intuit product family.

Learning Outcomes:

At the end of this training, you will be able to:


  • Recognize the family of QuickBooks products, benefits and ecosystem

  • Describe the benefits of the ProAdvisor program

  • Navigate QuickBooks Online Accountant

  • Recognize the importance of the Chart of Accounts and Products and Services to QuickBooks Online and successful reporting

  • Navigate the QuickBooks Online Centers and describe their role

  • Use best practice workflows in QuickBooks Online to support clients in:

    • Basic money in: Manage sales receipts, invoices, receive payments

    • Basic money out: Expenses, create bills, pay bills




Prerequisites: Basic understanding of accounting principles & terminology and ability to operate software in a browser environment

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Review Questions
Review Questions
QUESTION 1: 00:17:00 minutes
QUESTION 2: 00:28:00 minutes
QUESTION 3: 00:42:00 minutes
QUESTION 4: 00:56:00 minutes
QUESTION 5: 01:10:00 minutes
QUESTION 6: 01:30:00 minutes
Frequently Asked Questions
  • CPAacademy self-study courses are online.
  • The self-study format allows you to a) access the material online 24/7 and b) study at your own pace.
  • Per NASBA guidelines, you have one year from date of purchase to complete each program.
  • Complete your final exam at any time and get graded instantly. You can retake the exam at no additional charge (unlimited attempts).
  • Print your own certificate of completion on the spot upon passing the exam.
  • Grading policies: a) courses have a minimum passing score 70% b) test takers will not be provided feedback on failed exams.
  • Upon achieving a passing score, test takers will be notified of the correct answers to the questions missed.

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CPAacademy.org (Sponsor Id#: 111889) 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.

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About Our Presenter

Quickbooks logo preferred rgb
Intuit believes in the power of the individual. The power to do more. To make more. To be more. We believe in the people who do things – the hat jugglers, the to-do list junkies, the masters of getting it done faster, better and more efficiently than ever before. Whether that's balancing the household budget, running a business or paying taxes. We believe in these people because we are these people. We thrive on action – and results. And by making things simpler, we all get more out of doing what we love. We're innovators, and have been at it for more than three decades. And we don't stand still. As the world evolves, so do we – inventing new solutions to solve important problems, perfecting those solutions and delighting our customers. In short: Improving people's financial lives so profoundly they can't imagine going back to the old way. We started small in 1983 with Quicken personal finance software, simplifying a common household dilemma: balancing the family checkbook. Today, we've improved the lives of more than 45 million people, and our annual revenue exceeds $4 billion. We're publicly traded with the symbol INTU on the Nasdaq Stock Market, and regularly recognized as one of the best places to work in locations around the world.