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Guidebooks

Bookkeeping
Payroll
Accounting

Bookkeeping with QuickBooks Online

This guidebook is for anyone who performs bookkeeping using Quickbooks Online.

Guidebook Course
CPE

Steps

The course is designed as an seven week course (one session per week). However, the course is a self-study, self-paced course. Therefore, the actual length of the course is determined by the amount of time you dedicate to the course.

Step 1: Pre-assessment Test

Determine your current knowledge and skill by taking the online pre-assessment, self-assessment test.

Step 2: On-demand Videos

View the guidebook chapter on-demand video at anytime and from anyplace with an Internet connected computer or mobile device.

Step 3: Guidebook

Read the guidebook chapter.

Step 4: Quizzes

Take the guidebook chapter quiz.

Step 5: Post-assessment Test

Determine your post education knowledge and skill by taking the online post-assessment, self-assessment test.

Guidebook Chapters

Chapter 1

Introduction: Accounting System

This Bookkeeping Guide is for anyone who performs bookkeeping or related tasks using QuickBooks Online including bookkeeping students, bookkeeping employees, bookkeeping business owners, and/or small business owners.

Chapter 2

Bookkeeper Tools

This chapter introduces the bookkeeping, payroll, and accounting tools utilized in our Accounting System.

Chapter 3

Setting Up Your Company

This chapter is for QuickBooks users who purchased this Guide to enable them to perform their company’s bookkeeping with QuickBooks using our Accounting System’s bookkeeping process.

Chapter 4

Processing Bank and Credit Card Accounts

This chapter provides step-by-step guidance for processing bank and credit card accounts.

Chapter 5

Processing Sales and Receipts

This chapter provides bookkeepers with step-by-step guidance for processing sale and receipt transactions.

Chapter 6

Processing Purchases and Payments

This chapter provides you with step-by-step guidance for processing purchase and payment transactions.

Chapter 7

Communicating Business Performance

This chapter provides step-by-step guidance for organizing and communicating business performance.

Chapter 8

Appendix: Schedule of Bookkeeping Tasks

The following pages contain schedules for the bookkeeper to follow containing the major bookkeeping tasks discussed throughout the guide. We recommend you print the schedules to use as checklists.

Chapter 9

List of Changes

The following are changes made to the guidebook over the years.

Continuing Profession Education (CPE)

  • Delivery Method: Group Live
  • CPE Credits: 8
  • Field of Study: Bookkeeping/Accounting
  • Prerequisites: None
  • Advanced Preparation: None

NASBA Sponsor of Continuing Education

NACPB is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing 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.

IRS Approved Continuing Education Provider

NACPB is an approved IRS Continuing Education Provider to deliver CPE to Enrolled Agents and IRS tax preparers. The IRS Tax Preparer Office requires that any course to be used for IRS PTIN holders must be pre-registered with the IRS. If you are a PTIN holder and are interested in obtaining IRS CE credit, be sure to review the course details to determine if the course you are considering is accredited to IRS.

NACPB is approved for "In Person", "Online/Group", and "Self Study" delivery methods.

Payroll with QuickBooks Online Payroll

This guidebook is for anyone who performs payroll using Quickbooks Online.

Guidebook Course
CPE

Steps

The course is designed as an seven week course (one session per week). However, the course is a self-study, self-paced course. Therefore, the actual length of the course is determined by the amount of time you dedicate to the course.

Step 1: Pre-assessment Test

Determine your current knowledge and skill by taking the online pre-assessment, self-assessment test.

Step 2: On-demand Videos

View the guidebook chapter on-demand video at anytime and from anyplace with an Internet connected computer or mobile device.

Step 3: Guidebook

Read the guidebook chapter.

Step 4: Quizzes

Take the guidebook chapter quiz.

Step 5: Post-assessment Test

Determine your post education knowledge and skill by taking the online post-assessment, self-assessment test.

Guidebook Chapters

Chapter 1

Introduction

This Payroll Guide is for anyone who performs payroll or related tasks using QuickBooks Online Payroll including payroll students, payroll employees, payroll business owners, small business owners with employees

Chapter 2

Payroll Tools

This chapter introduces the tools utilized in our Accounting System.

Chapter 3

Set Up Payroll

This chapter is for QuickBooks Payroll users who purchased this Guide to enable them to perform their company’s payroll with QuickBooks Payroll using our Accounting System’s payroll process. The chapter assumes you subscribed to and set up a QuickBooks account and are adding QuickBooks Payroll Core to that account. If you haven’t subscribed to and set up a QuickBooks account, see our Accounting Analytics Bookkeeper Guide.

Chapter 4

Managing Employee Information

This chapter provides step-by-step guidance for managing employee information.

Chapter 5

Processing Payroll

This chapter provides step-by-step guidance for processing payroll.

Chapter 6

Processing Payroll Taxes and Forms

This chapter provides step-by-step guidance for processing payroll taxes and quarterly forms.

Chapter 7

Communicating Payroll Information

This chapter provides step-by-step guidance for organizing and communicating payroll information.

Chapter 9

Appendix: Schedule of Payroll Tasks

The following pages include a schedule for the payroll employee to follow containing the major payroll tasks discussed throughout the guide. It’s recommended to print this schedule to use as a checklist.

Chapter 10

List of Changes

The following are changes made to the guidebook over the years.

Continuing Profession Education (CPE)

  • Delivery Method: Group Live
  • CPE Credits: 8
  • Field of Study: Bookkeeping/Accounting
  • Prerequisites: None
  • Advanced Preparation: None

NASBA Sponsor of Continuing Education

NACPB is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing 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.

IRS Approved Continuing Education Provider

NACPB is an approved IRS Continuing Education Provider to deliver CPE to Enrolled Agents and IRS tax preparers. The IRS Tax Preparer Office requires that any course to be used for IRS PTIN holders must be pre-registered with the IRS. If you are a PTIN holder and are interested in obtaining IRS CE credit, be sure to review the course details to determine if the course you are considering is accredited to IRS.

NACPB is approved for "In Person", "Online/Group", and "Self Study" delivery methods.

Accounting with QuickBooks Online Accountant

This guidebook is for anyone who performs accounting using Quickbooks Online.

Guidebook Course
CPE

Steps

The course is designed as an seven week course (one session per week). However, the course is a self-study, self-paced course. Therefore, the actual length of the course is determined by the amount of time you dedicate to the course.

Step 1: Pre-assessment Test

Determine your current knowledge and skill by taking the online pre-assessment, self-assessment test.

Step 2: On-demand Videos

View the guidebook chapter on-demand video at anytime and from anyplace with an Internet connected computer or mobile device.

Step 3: Guidebook

Read the guidebook chapter.

Step 4: Quizzes

Take the guidebook chapter quiz.

Step 5: Post-assessment Test

Determine your post education knowledge and skill by taking the online post-assessment, self-assessment test.

Guidebook Chapters

Chapter 1

Introduction: Accounting System

This guide is for accountants who provide or plan to provide accounting services to QuickBooks Online and QuickBooks Online Payroll clients using QuickBooks Online Accountant.

Chapter 2

Accountant Tools

This chapter introduces the tools utilized in our Accounting System.

Chapter 3

Setting Up Your Books

This chapter is for accountants who use QuickBooks Online Accountant to perform their company’s bookkeeping, payroll, accounting, business analysis, and tax preparation.

Chapter 4

Setting Up Your Practice

This chapter is for accountants who use QuickBooks Accountant to manage, support, and supervise their team (professional staff of payroll personnel, bookkeepers, accountants, business analysts, and tax preparers), manage, support, and supervise their clients’ bookkeepers, and perform their clients’ accounting, business analysis, and tax preparation.

Chapter 5

New Client Setup Workflow

The New Client Setup Workflow is the process a firm goes through once they acquire a client. The process is performed by the firm’s Sales and Finance Teams

Chapter 6

Performing Bookkeeping Services Workflow

This chapter is for accountants who use QuickBooks Accountant to manage, support, and supervise their clients’ bookkeepers.

Chapter 7

Performing Payroll Services Workflow

This chapter is for accountants who use QuickBooks Accountant to manage, support, and supervise their clients’ bookkeepers who perform payroll.

Chapter 8

Performing Accounting Services Workflow

This chapter is for accountants who use QuickBooks Online Accountant to perform our clients’ accounting.

Chapter 9

List of Changes

The following are changes made to the guidebook over the years.

Continuing Profession Education (CPE)

  • Delivery Method: Group Live
  • CPE Credits: 8
  • Field of Study: Bookkeeping/Accounting
  • Prerequisites: None
  • Advanced Preparation: None

NASBA Sponsor of Continuing Education

NACPB is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing 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.

IRS Approved Continuing Education Provider

NACPB is an approved IRS Continuing Education Provider to deliver CPE to Enrolled Agents and IRS tax preparers. The IRS Tax Preparer Office requires that any course to be used for IRS PTIN holders must be pre-registered with the IRS. If you are a PTIN holder and are interested in obtaining IRS CE credit, be sure to review the course details to determine if the course you are considering is accredited to IRS.

NACPB is approved for "In Person", "Online/Group", and "Self Study" delivery methods.

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