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QBO Video Courses

QuickBooks Online Bootcamp

Alicia Katz Pollock
Purchase for $179

This QuickBooks Online tutorial for beginners teaches small business owners and bookkeepers how to use all QBO’s essential tools and workflows to track its income and expenses for taxes and business success.

Basic Training, often known as, “bootcamp”, is an introduction to the Army, and where recruits learn the traditions, tactics and methods of becoming a soldier.

And much like U.S. Army Bootcamp, my QuickBooks Online Bootcamp requires courage, discipline, and a hunger for excellence. 

It's hard work…but it doesn’t require sacrifice!

Unlike U.S. Army Bootcamp, in my QBO Bootcamp I will encourage you instead of yell at you, hold your hand instead of force you to march, and you DEFINITELY won’t have to clean your privy with your toothbrush.

When we're through, you will have the QBO skills to solve any problem, conquer any transaction, silence your doubts, and tackle any task.

You will become a pillar of bookkeeping excellence, capable of handling whatever is thrown your way with strength, dignity, and grace.


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.

If you are a small business owner or bookkeeper that has never used QuickBooks Online, you need to take this course.

And it's best to learn the essentials from a Top 10 ProAdvisor so that 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 Bootcamp 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 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.


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.


Instructional Level

Beginner to Intermediate

Course Length

10 hours

Course Credits

10.0 CPE, Certificate of Completion

Field of Study


Delivery Method

QAS/Self Study

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.

Other learners purchased these courses after completing this class:  



Why pay full price? Sign up for a Royalwise OWLS Membership
and get this course and more for one low monthly price.
Silver membership pays for itself in just two courses per month!

For more information regarding concerns, refunds, and program cancellation policies, visit our Terms and Conditions





Refunds & Cancellations

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


Royalwise 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:


Course Updated: December 2021

Here is the course outline:

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)

Getting Started with QBO

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 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?
pageText Account and Settings Preferences
pageText Setting Up Users
quiz Review Questions: Setting Up QBO
pageText The Chart of Accounts
pageText Products and Services
pageText Classes and Locations
quiz Review Questions: Lists, COA, Products & Services

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 Additional Banking Feed Features
quiz Review Questions: Banking

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 Adding, Deleting, and Merging Customers
pageText Workflows For Getting Paid, and Sales Receipts
pageText Invoices and 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
quiz Review Questions: Customers

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
quiz Review Questions: Vendors

Transactions, Reports, and Tools

We'll start with additional business transactions that you'll need to keep your records accurate. Then we'll talk about reports - the whole purpose of using QuickBooks is to run accurate reports that help both with business management, and paying taxes. We'll finish up by looking at some of QBO's bells and whistles that may address your company's pain points.

pageText Reconciling
pageText Tranferring Funds
pageText Recurring Transactions
pageText Journal Entries
pageText Reports
pageText Payroll Services
pageText Trips (Mileage)
pageText The Audit Log
pageText Third-Party Apps
pageText Leaving Feedback With Intuit
quiz Review Questions: Additional Transactions

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


The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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