CPAacademy.org | QUICKBOOKS ONLINE ADVANCED: BETTER ADVISORY WITH

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Self-Study CPE

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QuickBooks Online Advanced: Better Advisory with Categorization

Computer Software and Applications

QUICKBOOKS ONLINE ADVANCED: BETTER ADVISORY WITH CATEGORIZATION

CPE Processing FeeFREE

Webinar TranscriptionN/A

Presentation Length Hour(s)1.0 hour

CPE Credits 1.0 hour

Subject Area 1.0 - Computer Software and Applications

CE Credits 0.0 hours

Course LevelIntermediate

Instructional MethodQAS Self-Study

PrerequisitesThis session requires QuickBooks Online certification and 1–3 years’ experience working with the software.

Advance PreparationNone

Recorded DateDecember 7, 2022

Date OfferedDecember 10, 2022

Expiration DateDecember 10, 2023

Course Description

Discover new dimensions of advisory with better, relevant, and more actionable financial statements that tell your clients the complete story—without an expensive app. In this session, you’ll learn the not-so-common uses of Classes, Locations, Projects, and Tags within QuickBooks Online Advanced, how they provide richer information, and how to transform discussions with your clients.

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.

Handout Materials

Presentation Slides

Additional Materials

Webinar Technical FAQs

Review Questions

Review Questions
QUESTION 1: 0:01:40 minutes
QUESTION 2: 0:09:55 minutes
QUESTION 3: 0:36:41 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.

Review Questions
Final Exam

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Carla Caldwell

Caldwell Consulting & Training
Founder
[email protected]
(770) 815-8208

Carla Caldwell is the owner of Caldwell Consulting & Training. She works with business owners (especially non-profits) to bridge the gap between growing business and specific accounting solutions. Carla also helps accounting and bookkeeping firms implement the tools that help them be more successful - from value pricing and process development to the apps that support their systems. Learn why companies are using Caldwell Consulting & Training to get better organized, more efficient systems and stronger results.

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.

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About Our Presenter

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.