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QBO Video Courses

QuickBooks® Online Fundamentals Course

Alicia Pollock

Intuit's QuickBooks Online (QBO) is the number one accounting software with millions of customers. It is both extremely useful and easy to use...once you learn how.

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Course Description:

If you are a small business owner or bookkeeper that has never used QuickBooks Online, you need to take this specific course.
And it's best to learn the essentials from the you get set up properly, from the beginning! And who puts the "fun" in Fundamentals more than QBO Rockstar Alicia Katz Pollock!

Alicia has designed this QBO Fundamentals course to be approachable and absorbable so you gain a solid understanding of how QuickBooks software works. With easy to follow step-by-step guidance, Alicia will cover everything you need to quickly get up and running.

By the end of this course, you will have learned how to easily manage your company's daily workflow using QuickBooks Online and be able to run insightful reports to analyze growth.

Getting Started: Alicia teaches the vital importance of bookkeeping, how to choose the correct version of QBO for your needs, and how to properly set up your file.

Banking: We'll also explore the Banking Center, which runs the automation that connects QBO to your bank for easy data entry.

Customers: Alicia covers all the essential Customers and Accounts Receivable tasks, including how to create invoices for your customers and workflows for getting paid quickly.

Vendors: We'll tackle Vendors, Accounts Payable, and all the ways you'll record your company's expenses.

Reports: Then we'll learn how to run the key reports that show how well your company is doing!

Tools: Explore other features in QBO that help you enjoy the software.


When you register for this class, you'll also receive a free digital pdf of Alicia's book Master Intuit QuickBooks Online: From Set Up to Tax Time. Use it to follow along with the class, and later as a reference book to look things up quickly.


Instructional Level

Beginner through Intermediate 

Course Length

7 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.
  • Running basic reports
  • Using QuickBooks Online's built-in automation features.


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."

pageText Download the book here
pageText QBO Fundamentals Slide Deck (Part 1, 2, and 3)

2. Getting Started

Before we dive into the hands-on, let's start with an essential overview: the vital importance of bookkeeping, how to choose the correct version of QBO for your needs, and how to properly set up your file.

pageText Setting Up QuickBooks Online
pageText Getting Around in QuickBooks Online
pageText Navigation Tricks
pageText Setting Up Your Company
pageText Should You Import or Start Fresh?

3. Customizing QuickBooks Online

When you create your QuickBooks file, be sure to set up all the Settings and Lists so that they address the specific needs of your unique company.

pageText Account and Settings Preferences
pageText Setting Up Users
pageText The Chart of Accounts
pageText Products and Services
pageText Classes and Locations

4. The Banking Center

How does the Banking Feed work? Let's explore the Banking Center, which runs the automation that connects QBO to your bank for easy data entry.

pageText The Banking Feed
pageText Banking Rules
pageText Attaching Receipts

5. Working with Customers

We'll look at all the essential Customers and Accounts Receivable workflows. In other words, how to create invoices for your customers, and your workflows for getting paid quickly.

pageText Account and Settings: Sales
pageText The Customer Center
pageText Adding, Deleting, and Merging Customers
pageText Workflows For Getting Paid, and Sales Receipts
pageText Invoices and Payments
pageText Receiving Payments
pageText Bank Deposits
pageText Estimates and Progress Invoicing
pageText Merchant Services
pageText Credit Memos and Refunds
pageText Taking Deposits On Work To Be Performed
pageText Customer Sales Reports

6. Working with Vendors

We'll look at all the essential Vendors and Accounts Payable workflows. In other words, how to pay Bills from your Vendors, and your workflows for tracking expenses.

pageText Adding Vendors
pageText Inactivating Vendors
pageText Workflows For Expenses
pageText Purchase Orders
pageText Bills & Payments
pageText Writing Checks
pageText Credit Card Expenses
pageText Vendor Credits & Refunds
pageText Job Costing and Item Profitability

7. More Transactions

These are additional business transactions that you'll need to keep your records accurate.

pageText Reconciling
pageText Tranferring Funds
pageText Recurring Transactions
pageText Journal Entries

8. Reports

The whole purpose of using QuickBooks is to run accurate reports that help both with business management, and paying taxes. Here are a few essential reports every business needs.

pageText Reports

9. QuickBooks Online Tools

QBO is full of bells and whistles to take it all up a notch. Here's a brief overview of some of the tools you can leverage!

pageText Payroll Services
pageText Trips (Mileage)
pageText The Audit Log
pageText Third-Party Apps
pageText Leaving Feedback With Intuit

10. 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!

pieChart Complete this survey for CPE Credit
quiz Quiz: Setting Up QBO Completion requirement
quiz Quiz: Lists, COA, Products & Services Completion requirement
quiz Quiz: Banking Completion requirement
quiz Quiz: Customers Completion requirement
quiz Quiz: Vendors Completion requirement
quiz Quiz: Additional Transactions Completion requirement


The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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