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QuickBooks® Training Library

QuickBooks Online Bootcamp


Course
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For someone else
Alicia Katz Pollock
Quantity
For someone else
Purchase for $200 or enter access code

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.

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 Bootcamp - 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 Bootcamp 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 Bootcamp 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 Bootcamp?

       

      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 Bootcamp'

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

       

       

      QBO Bootcamp 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 Bootcamp' 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!

       

       

      Instructional Level

      Basic

      Course Length

      6 hours 

      Course Credits

      10.0 CPE, Certificate of Completion

      Field of Study

      Computer Software & Applications

      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.

      Advanced Preparation: 

      • None

       

      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.

       

       

       

       

       

       

       

       

       

       


       

      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: October 2025

      Course Page Updated: February 2026

      This course was previously titled the 'QuickBooks Online: From Setup to Tax Time'

       

       

       

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      Here is the course outline:

      Download the Book and Handouts (Required for CPE Credit)

      This course comes with a free copy of Alicia's book, "Master QuickBooks Online: From Setup to Tax Time," a glossary, and a copy of the slide deck used in the videos.

      Copy of Book - QBO Bootcamp 2025 | Required for CPE Credit
      Handout: QBO Bootcamp Slide Deck 2025
      Glossary
      The Royalwise Accounting Dictionary

      Getting Started

      New for 2025 | Getting started with QuickBooks Online

      Introduction and Agenda
      Why Bookkeeping is Important
      The Pareto Principle: The 80/20 Rule
      Putting the "Quick" in QuickBooks
      Watch out for PEBCAK!

      Navigating the QBO Interface

      New for 2025 | Getting Around in QBO

      Chrome Tabs and Profiles
      Navigating the QBO Interface
      Bookmarks
      Natural Language Search
      Leveraging Shortcuts
      The Business Feed

      Setting Up QBO

      New for 2025 | Setting Up Your QBO File

      Creating a New Company File
      Should You Import or Start Fresh?
      Account and Settings Prefences
      Managing Users
      Review Questions: Setting Up QBO

      Working With Lists

      New for 2025 | Working with lists in your QBO file, including your Chart of Accounts, Products and Services, Classes, Locations, and Custom Fields.

      Chart of Accounts
      Modifying Your Chart of Accounts
      Using the Register
      Products and Services
      Classes, Locations, and Custom Fields
      Review Questions: Lists, COA, Products & Services

      Working with Customers

      New for 2025 | Taking a look at your Customer Hub, managing customers, creating estimates, creating invoices, and sales processing work flows.

      The Sales Center
      Customers Hub
      Creating New Customers
      Generic Customer Names
      Merging Customers
      Deleting Customers
      Workflows for Getting Paid
      Sales Receipts
      Invoices
      Receiving Payments
      Estimates and Progress Invoicing
      Bank Deposits
      QB Payments Merchant Services
      Credit Memos and Refunds
      Customer Sales Reports
      Review Questions: Customers

      Working with Vendors

      New for 2025 | Working with vendors, expenses, purchase orders, bills, payments, and workflows for vendors.

      Expense Settings and Prefernces
      Managing Vendors
      Generic Vendor Names
      Inactivating Vendors
      Workflow for Expenses
      Purchase Orders
      Bills and Payments
      Writing Checks
      Creating Expenses
      Job Costing and Item Profitability
      Vendor Credits and Refunds
      Contractors Center
      Review Questions: Vendors

      The Transaction Center

      New for 2025 | Formerly called the "banking center" topics include accounting center, clearing the banking feed, deposits, bank rules, receipts, and reconciling.

      Accounting Center
      Clearing the Banking Feed
      Troubleshooting Deposits
      Bank Rules
      Receipts
      Integrations Transactions
      Recurring Transactions
      Reconciing
      Review Questions: Banking

      Additional Features

      New for 2025 | Reports, transfers, journal entries, add on features and what's next

      Reports
      Review: QBO Bootcamp Reports
      More Transactions
      Journal Entries
      Additional Tools
      Add-on Features
      Review Questions: Additional Transactions

      Mira los videos: QBO Bootcamp 2025

      Este tutorial de QuickBooks Online para principiantes enseña a los propietarios de pequeñas empresas y a los contadores cómo utilizar todas las herramientas y flujos de trabajo esenciales de QBO para realizar un seguimiento de sus ingresos y gastos para los impuestos y el éxito empresarial.

      Introducción y agenda
      Por qué es importante la contabilidad
      El principio de Pareto: la regla 80/20
      Poniendo el "Rápido" en QuickBooks
      PEBCAK: Existe un problema entre la silla y el teclado
      Navegación del menú izquierdo en la interfaz QBO
      Marcadores
      trucos de cromo
      Búsqueda de lenguaje natural
      Atajos de teclado
      El feed de negocios (nueva función)
      Creación de un nuevo archivo de empresa
      ¿Debería importar o empezar desde cero?
      Preferencias de cuenta y configuración
      Gestión de usuarias
      El plan de cuentas
      Modifique su plan de cuentas
      Uso del Registro
      Lista de productos y servicios
      Clases, ubicaciones y campos personalizados
      Centro de ventas
      Centro de atención al cliente
      Gestión de clientes
      Nombres genéricos de clientes
      Fusión de clientes
      Eliminar o inactivar clientes
      Flujos de trabajo comunes de clientes
      Creación de recibos de venta
      Creación de facturas
      Recibir pagos
      Presupuestos y facturación de progreso
      Depósitos bancarios
      Servicios para comerciantes
      Notas de crédito y reembolsos
      Informes de ventas de clientes
      Configuración de gastos
      Agregar y administrar proveedores
      Nombres genéricos de proveedores
      Desactivación de proveedores
      Flujos de trabajo para gastos
      Órdenes de compra
      Facturas y pagos
      Escribir cheques
      Creación de gastos
      Costeo y rentabilidad del trabajo
      Créditos y reembolsos de proveedores
      El Centro de Contratistas
      El Centro de Contabilidad
      Limpieza del banco Feed
      Solución de problemas de depósitos
      Reglas del banco
      Ingresos
      Transacciones de integración
      Transacciones recurrentes
      Reconciliando
      Informes
      Más transacciones
      Entradas del diario
      Herramientas adicionales
      Funciones adicionales

      Take the Quizzes

      Score 80% or higher on the section quizzes to receive your certificate and CPE credit. Demonstrate your mastery of the material and win points!

      Evaluation & Participation Survey
      Quiz: Setting Up QBO
      Quiz: Lists, COA, Products and Services
      Quiz: Vendors
      Quiz: Banking
      Quiz: Customers
      Quiz: Additional Transactions

      Completion

      The following certificates are awarded when the course is completed:

      Royalwise CPE Certificate
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