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3rd Party Apps for QBO


Course
Alicia Katz Pollock
Free
Enroll

Learn about 3rd party apps that integrate with QuickBooks Online.

What You’ll Learn 

  • Where to find QBO apps

  • Who can implement the apps

  • How to do a needs assessment

  • How to choose a best-fit app for the company’s needs

  • Addressing change management to prepare the staff for the changes

  • Steps to a successful implementation

 

After taking this course you will be able to: 

  • Identify the role of 3rd party apps in the QuickBooks ecosystem

  • Recognize the purpose of a needs assessment before implemention

  • Recall the steps to successful integration

 

3rd Party Apps for QBO Course Description

QuickBooks Online is powerful, but it can’t do everything on its own. That’s where 3rd-party apps come in.

The right apps can fill gaps in QuickBooks, automate repetitive work, improve reporting, simplify expense management, streamline payments, strengthen backups, and help you build a workflow that actually fits the way you or your clients do business.

But with thousands of apps competing for your attention, how do you know which ones are worth using?

In 3rd Party Apps for QuickBooks Online, Alicia Katz Pollock takes you beyond a simple list of popular apps. You’ll learn how to identify the problems an app should solve, evaluate your options, choose tools that fit your specific needs, and successfully integrate them into your QuickBooks workflow.

You’ll explore apps across a variety of categories, including reporting, payments, banking, expense and receipt management, backups, construction, client communication, firm management, and more. Along the way, Alicia demonstrates real tools and shows you how they can extend QuickBooks Online in practical, useful ways.

You’ll also learn an important lesson that’s easy to overlook: adding more software isn’t always the answer. A good app should reduce friction, not create another complicated system your team has to manage. This class will help you think strategically about your technology stack so you can choose apps based on the problems they solve, not just the features they advertise.

Whether you’re a bookkeeper looking to improve client workflows, an accountant evaluating new technology, or a business owner trying to eliminate time-consuming manual processes, this course will give you a better framework for deciding when an app makes sense and which type of solution to look for.

By the end of the class, you’ll be better prepared to:

  • Identify workflow problems that could be solved with a 3rd-party app
  • Find apps that integrate with QuickBooks Online
  • Evaluate features, benefits, and potential limitations
  • Compare solutions before committing to a new platform
  • Choose tools that match your business or client needs
  • Prepare your team for workflow changes
  • Implement new apps more successfully
  • Reduce duplicate data entry and unnecessary manual work
  • Build a more efficient QuickBooks ecosystem
  • Recognize when an app is genuinely useful and when it’s just adding complexity

QuickBooks doesn’t need to do everything. It needs to work well with the tools that do.

If you’ve ever caught yourself thinking, “There has to be an easier way to do this in QuickBooks,” this class will help you find it.

 

 

 

 

 

 


 

 

Instructional Level

Basic

 

Course Length

3 hours

 

Course Credits

3 CPE, Certificate of Completion 

 

Field of Study

Computer Software & Applications

 

Delivery Method

Group Internet Based

 

Suggested Prerequisites

  • Our “QuickBooks® Online Fundamentals” live class/webinar, or

  • Our "QuickBooks® Online Fundamentals” On-Demand video course, or 

  • Prior QuickBooks® Online experience.

 

Who should take this course?

  • Business owners who want to extend the abilities of their QBO software

  • Bookkeepers who want to easily and successfully implement apps

 

Advance Preparation 

None

 

Evergreen Access (Made to Stay Current)

Your purchase is designed to stay useful long after you finish the course! As the software changes, we refresh the content so you’re not learning from outdated screens. You’ll also have access to the class discussion/Q&A so you can ask questions when real-life situations pop up. And because it’s lifetime access, you can revisit the videos, handouts, and materials anytime you need a quick refresher.

 

Live Session + Replay Included

If you can’t attend at the scheduled time, go ahead and enroll—your live registration includes free access to the on-demand replay. We record every live class and post an edited version to the course page within two weeks of the class date. Once it’s available, you’ll receive a notification inside your OWLS portal.

While the replay is being published, you can download the notes/handouts and complete any quizzes or questionnaires so you’re ready to follow along when you watch.

 

 

 

 

 

 

Sponsored by: 

Sponsored by CostAllocation Pro

Take the headache out of payroll and expense allocations in QuickBooks Online. CostAllocation Pro helps automate allocations, streamline journal entries and reclassifications, and work with employee cost data from any payroll provider, saving accounting teams hours of manual work.

Learn more about CostAllocation Pro


 

 

Refunds & Cancellations

Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.

 

Royalwise Solutions Inc. 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.

 

 


Course Credits: 3 CPE, Certificate of Completion. Must be awarded within one year of enrollment.
Course Updated: March 2026

Course Page Updated: August 2026

 

 

 

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Here is the course outline:

1. How to Join the Live Class Zoom

Click the link below for instructions on how to join the live zoom

How to connect to the Zoom webinar

2. Download the class handouts (Required for CPE credit)

Download the handouts for this class here (required for CPE credit)

Handout: 3rd Party Apps Slide Deck
App Exploration Research form
Glossary

3. App Demos

Learn all about our favorite 3rd Party QBO Apps

Finatical Flash Reports - sync Excel and QBO (2026)
Ping Assistant - record client meetings, built for accountants (2026)
Forwardly - instant A/R and A/P Payments (or no fees) (2026)
Ramp - Expense management for medium to large businesses (2025)
Relay Business Banking
Bookkeep (2024)
Canopy - Accounting Firm Management
Uncat - get info from your bookkeeping clients about uncategorized expenses
Rewind.com - back up your QBO files
Knowify - Construction management
Dext - Receipt Management
Review: 3rd Party Apps

4. Quizzes

Take these assessments for CPE credit and to complete the course

Quiz: Third-party Apps
Complete this survey for CPE Credit

5. How to Join the Live Class Zoom

Click the link below for instructions on how to join the live zoom

How to connect to the Zoom webinar

6. App Research

In a live meeting, participants researched an app & reported back to the group. Here are their findings

Tell us everything you learned about your app!
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