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Self-Study CPE
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QUICKBOOKS ONLINE ADVANCED: BETTER ADVISORY WITH CATEGORIZATION
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QUICKBOOKS DESKTOP MIGRATION: SIMPLE CONVERSIONS
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QUICKBOOKS ONLINE ACCOUNTANT: REWIRE YOUR BUSINESS
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BILL SPEND & EXPENSE: THE POWER OF CLIENT ADVISORY SUCCESS AT PARABLE ACCOUNTING
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BILL DEMO: STREAMLINE CASH FLOW WITH INSIGHTS & FORECASTING
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EXCEL CHARTS AND VISUALIZATIONS
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UNLOCKING FINANCIAL EFFICIENCY WITH RAMP
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Self study cpe
QuickBooks Desktop Migration: Advanced Conversions

QUICKBOOKS DESKTOP MIGRATION: ADVANCED CONVERSIONS

CPE Processing FeeFREE
Webinar TranscriptionN/A
Presentation Length Hour(s)1.0 hour
CPE Credits 1.0 hour
CE Credits 0.0 hours
Course LevelAdvanced
Instructional MethodQAS Self-Study
PrerequisitesSkillset using QuickBooks Online typically gained through 1 – 3 years of experience with the software.
Advance PreparationNone
Recorded DateDecember 7, 2022
Date OfferedDecember 10, 2022
Expiration DateDecember 10, 2023
Course Description

Take the guesswork out of migrating advanced features such as inventory, payroll, and sales tax from QuickBooks Desktop to QuickBooks Online. This session will cover how to simplify pre-conversion, conversion, and post-conversion steps for a more complex QuickBooks Desktop file.

Learning Objective:

  • Determine the best practices for converting a QuickBooks Desktop file using advanced features to QuickBooks Online

Self-Study Course Instructions:

FOR DOCUMENT-BASED COURSES

Download the course document(s) (below) and follow prompts contained in the document.



FOR RECORDED COURSES WITH VIDEO

Download any course document(s) (below) which may include handouts, glossary, transcripts, etc. Follow any prompts contained in the documents to help you complete the course. Most documents are searchable.

Play the recording, noting the sectional guides indicating where topics on the agenda are covered and the prompts to pause video playback to respond to a review question (located below the video playback area). The timestamps for review questions are also noted below.

Upon completing the video and successfully answering all review questions, you will then take the final exam.

Not logged
Handout Materials
Presentation Slides
Additional Materials
Webinar Technical FAQs
Review Questions
Review Questions
QUESTION 1: 00:15:30 minutes
QUESTION 2: 00:35:10 minutes
QUESTION 3: 00:41:55 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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MB (Mary Beth) Raimondi became a CPA (Certified Public Accountant) in 1982. MB has worked with all versions of QuickBooks software, as well as Quicken software, since Intuit first introduced them more than twenty years ago. MB became a Certified QuickBooks ProAdvisor in 2002 and has been an Advanced Certified QuickBooks ProAdvisor since the inception of the program in 2006. MB managed her own accounting and tax practice in Trumbull, Connecticut, where her extensive client list included corporations, partnerships, LLC’s, individuals and families. In 2006, MB changed the focus of her practice to helping both individuals and businesses manage their accounting, payroll, invoicing and customer contacts through the use of QuickBooks software. She has brought other ProAdvisors in to help her. She is also proficient in Quicken, QuickPayroll and ProSeries (additional Intuit products.) Having the small business experience, as a CPA, is a real benefit to her clients.

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NASBA Approved

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.

CPAacademy.org 1685 S. Colorado Blvd, Suite #205, Denver, CO 80222

About Our Presenter

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QuickBooks Connect is a multi-day event that brings together QuickBooks partners to grow, learn & connect with each other.

The below courses are an opportunity to catch sessions that you may have missed onsite, while earning CPE.  Additional courses dropping soon.