CPE Credit for Mastering QuickBooks for Accountants Level 1

CPE credits for all self-paced courses are only available until 12/31/2013. In order to receive your credit, a passing test MUST be submitted prior to 12/31/2013.

Thanks for your interest in CPE credit for this product. Here are the forms and documents you need.

To Study/Prepare for the CPE TEST

Download/Print the Review
This is useful to test your knowledge prior to submitting the CPE TEST.

Download/Print the Review with Answers/Feedback
This is useful after completing the Review, to check your answers and get feedback on why an answer is right or wrong.

Take/Submit the CPE TEST

Download/Print the CPE TEST and Submittal Form
Complete the CPE Test and Submittal Form. Instructions for sending these items to Real World Training are contained in these documents.

Topics Covered


  • Understand basic workflows in QuickBooks
  • Recommend the RIGHT QuickBooks solution (what you REALLY need to know)
  • Support different "editions" of QuickBooks (Pro vs. Premier vs. Contractor Edition, etc)
  • Remote access
  • Setup items, names, and all lists
  • Time and material billing, progress invoicing, credit memos, and creating statements
  • Integrating with Microsoft Word® and Excel®
  • Customize forms
  • Keyboard shortcuts, tips and tricks
  • Set up, track and pay sales tax
  • Find and fix common bank reconciliation errors
  • Protect your client's QuickBooks data
  • Security and multi-user - create user profiles to improve internal controls
  • Customize reports
  • Create backups
  • Saving time

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If you have any questions, contact our office at 800-564-2688.