You’ll Learn About:

• The importance of good record-keeping.
• When to hire a bookkeeper and when can you do it yourself?
• Common bookkeeping mistakes business owners make.
• Setting up QuickBooks^®
•  QuickBooks Accounts and Settings.
• Creating your Products and Service Items list.
• Working with Customers (Accounts Receivable): Estimates, Invoices, Sales Receipts, Payments.
• Working with Vendors (Accounts Payable): Bills, Payments, Expenses, Checks.
• Running basic reports
• Using QuickBooks^® Online's built-in automation features.

After completing this course, you will be able to: 

1. Identify the differences between QBO Subscription levels
2. Identify steps for setting up a new QBO file
3. Recognize sales transactions required to receive money from customers
4. Recognize expense transactions used to pay vendors
5. Identify QBO’s Banking Center and recognize the process for reconciling bank statements
6. Recognize the process for running reports used in analyzing your company’s performance

Preview this course:

Get a sneak peek of what's inside this value-packed training. Watch the brief video below to explore the topics we'll cover and see the quality of content you can expect. Your journey to mastering the material starts here!

"Hands down, the most comprehensive QuickBooks Online course out there; great for
beginners & certification seekers!" - Hector Garcia, CPA

Course Description

You've probably watched a few of the typical QuickBooks classes on YouTube before - the ones that drone on about debits, credits, and "proper accounting procedures." Am I right?

If you’ve been beaten down by confusing jargon, dull video lectures, and that dreadful sinking feeling of "I still don't get it"...this QBO class is for you.

Introducing QuickBooks Online: From Setup To Tax Time - an engaging, easy-to-follow QBO training program crafted with clarity and simplicity in mind.

Alicia Katz Pollock, one of America's Top 50 Women in Accounting and a certified 'QBO Rock Star,' brings her infectious energy and relatable teaching style to help you master Intuit's powerful cloud-based accounting software.

With easy-to-digest video lessons, simple step-by-step walkthroughs, and a downright comforting teaching style, Alicia will be your personal guide from QBO file setup all the way through tax time.

You'll dive into all the must-know QBO features like banking, customers, vendors, reports, and more...but more importantly, you'll finally understand WHY these processes are crucial for your business. No more operating in the dark!

But Alicia's class isn't just an info dump - it's a full-fledged QBO training experience designed for real learning retention. Quizzes, class notes, a digital textbook, and an active Q&A community ensure no question goes unanswered and no concept is left behind.

At the end of this course, you won't just be a QBO user...you'll be a QBO professional with the skills to effortlessly manage your books, make smart financial decisions, and optimize your operations for growth.

If you're ready to break free from accounting confusion and finally embrace the power of QuickBooks Online, grab your spot in Alicia's "QuickBooks Online: From Setup To Tax Time" course today.

Let this be the first step towards regaining control over your finances!

Core Modules

• Getting Started: I'll highlight the significance of proper bookkeeping, guide you in selecting the best QBO version, and walk you through the initial setup.
• Banking:  You'll discover the Banking Center, where QBO's automation links directly to your bank, simplifying data entries.
• Customers: Learn about core Customer & Accounts Receivable operations, ensuring swift invoicing and faster payment collection.
• Vendors: Together, we'll address everything about Vendors and Accounts Payable, ensuring you're recording every expense accurately.
• Reports: We'll decipher key reports shedding light on your company's performance.
• Tools: Explore other essential features in QBO that help you enjoy the software.

What's included with this course?

Dive into QuickBooks^® confidently and stress-free. When you opt to learn QBO with me, you're not just gaining expert guidance; you're also joining a community of like-minded business owners eager to assist should any challenges arise.

With Your 'QBO: From Setup to Tax Time' Purchase, Here's What You'll Receive:

• Class notes so you can refresh your understanding later
• Quizzes after each module so you can check your knowledge & make adjustments as needed
• A digital copy of my book, "Master Intuit QuickBooks Online" to follow along during the course
• 6 hours of easy-to-follow step-by-step video instruction with Top 10 QuickBooks Proadvisor Alicia Katz Pollock 
• Exclusive access to a community discussion board where you can get answers to all your questions as early as the same day!

You'll have lifetime access to the materials, allowing you to revisit and rewatch the recordings whenever you wish. The Q&A Forum will also always be there for you to ask questions down the road when new issues pop up!

With this much value packed into one course, is it any wonder why savvy business owners
and budding bookkeepers are flocking to QBO: From Setup to tax Time?

Propel your accounting skills, connect with a thriving community, and gain resources that will serve you for a lifetime. Why wait to elevate your expertise? Take the leap and enroll now! 

Discover why passionate professionals like you are getting excited for 'QBO: From Setup to Tax Time'

Find out what you've been missing. See what prior learners have to say about their journey with Alicia & this course.

QBO: From Setup to Tax Time Q&A

Q: What is the main purpose of this course?
A: It's a tutorial designed for beginners to teach them how to use all of QuickBooks^® Online’s essential tools and workflows for tracking business income and expenses.

Q: Why should I choose 'QBO: From Setup to Tax Time' course over other training methods?
A: It's the most comprehensive and approachable QuickBooks^® Online tutorial out there, tailored for beginners and led by one of America's Top 50 women in Accounting, Alicia Katz Pollock.

Q: I've tried other courses before and struggled. How is this one different?
A: Alicia's engaging teaching style, step-by-step guidance, and the structure of the course ensure a smooth learning experience. Plus, the supportive community has your back whenever you get stuck.

Q: How can I be sure this course is worth the investment?
A: With lifetime access, a dedicated community, quizzes, class notes, and a digital copy of Alicia's book, you're getting unparalleled value for your money.

Q: How will this course benefit my business in the long run?
A: Mastering QBO means efficient bookkeeping, insightful reports, and a clearer financial picture for strategic decision-making—all essential for business success.

Q: How will this course boost my job prospects?
A: Gaining expertise in the world's leading accounting software will certainly make you a sought-after professional in the finance and accounting sector.

Q: Is this course only for bookkeepers and business owners?
A: Not at all. Whether you're a student, job-seeker, entrepreneur, or a seasoned QBO user, this course offers value for everyone.

Q: In one line, why should I enroll in QBO: From Setup to Tax Time?
A: To empower yourself with top-tier QuickBooks^® Online skills and elevate your business or career to new heights!

Watch it again later

You'll have lifetime access to the on-demand course including all handouts & class material. You'll also be able to ask questions in the Q&A forum & get answers, even years later. You can pause, rewind, speed up, & watch again & again as you apply what you learn to each situation as it crops up.

From Live Class to Lasting Resource!

By enrolling in any LIVE class by Royalwise, you'll receive a recording of that class as a free bonus so you can pause, rewind, watch, & rewatch at your own pace for maximum retention.

Each Royalwise class is recorded live, & an edited copy is published to the course page within two weeks of the recording date. A notification will be sent to you within your OWLS portal once the recording is available.

While you wait, be sure to complete any of the quizzes or questionnaires, download any notes or handouts that you may have missed before class, & get any remaining questions answered in the class discussions forum.

^ Back to Top ^

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: 10 CPE, Certificate of Completion. Must be awarded within one year of enrollment.
Course Updated: January 2025
Course Page Updated: January 2025
This course was previously titled the 'QuickBooks Online Bootcamp'