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QBO Video Training

QuickBooks® Online Fundamentals Course

Alicia Pollock

This Intuit QuickBooks Online tutorial for beginners teaches small business owners and bookkeepers to use QuickBooks fast: setup, daily data entry, reports.

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Course Description:

Learn how to manage your company's daily workflow using QuickBooks Online. We’ll start with choosing the right version of QBO for your needs, and teach you how to set it up. Then we’ll take a look at all of QuickBooks’ features, and help you determine what steps will give you the reports you want. Learn to track your daily sales income and all your expenses. By keeping good records, you’ll have an instant Profit and Loss report and Balance Sheet for taxes.

Instructional Level

Beginner through Intermediate 

Course Length

6 hours

Who should take this class?

  • Business owners and employees who maintain their company’s financial records.
  • Students and job-seekers looking to boost their employment marketability.
  • Entrepreneurs and new business owners who are just getting started, and want to make sure they have solid business knowledge so that they can succeed.
  • Seasoned users looking to glean essential nuggets of information to make using QuickBooks easier and faster than before.
  • Bookkeepers and Accountants who wish to brush up on their skills.

What You’ll Learn 

  • 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.


Here is the course outline:

1. Download the Book

This course comes with a free copy of Alicia's book, "Master QuickBooks Online: From Setup to Tax Time."

Download the book here

2. Watch the Videos: Introduction to QuickBooks Online

If you run a business, good financial records are crucial to your business decisions, and your tax returns! Learn how to manage your company by using QuickBooks Online, the web-based version of Quickbooks. We’ll take a broad look at all of QuickBooks Online’s features and help you determine which ones you need to manage your business on a daily basis.

Setting Up QBO
Lists, Chart of Accounts, Products and Services
Sales: Working with Customers
Expenses: Working with Vendors
Additional Transactions

3. Take the Quizzes

Take these quizzes to demonstrate your mastery of the material. Pass each quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!

Quiz: Setting Up QBO Completion requirement
Quiz: Lists, COA, Products & Services Completion requirement
Quiz: Banking Completion requirement
Quiz: Customers Completion requirement
Quiz: Vendors Completion requirement
Quiz: Additional Transactions Completion requirement


The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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