What you’ll learn:

• The importance of good record-keeping
• When do you need a bookkeeper and when can you do it yourself?
• Bookkeeping options like QuickBooks, web-based systems including QBO®  and Xero
• Common bookkeeping mistakes business owners make
• Why and how to save receipts
• Using a tablet or laptop to write up estimates in the field
• Using a smartphone to take credit cards
• Estimates to invoices to payments
• The world of QB apps like Tsheets for timecards and Bill.com for A/P.

 After completing this course, you will be able to: 

• Recognize the difference between bookkeeping and accounting
• Define recordkeeping requirements for business owners
• Identify features in the QBO interface to streamline your workflow

Course Description

Starting and running a new business...that’s tough stuff. Correctly keeping the books...even tougher!

Entrepreneurs and new business owners are experts in their field and have a passion for what they do…but if they were really good at bookkeeping, they would have become bookkeepers instead!

This class is a terrific introduction into the business behind business. QBO Rock Star Alicia Katz Pollock teaches you what you need to know about bookkeeping in order to succeed!

She'll cover the importance of good record keeping, saving receipts, bookkeeping software, common mistakes, taking credit cards, available technology you can leverage, and how you know when you need a bookkeeper.

Business owners -- you need to take this important introductory class to help you figure out how to begin the process of ensuring good financial management...including the tough decision of whether you need to hire a bookkeeper.

Learners rave: Find out why people love this course!

Discover the overwhelming praise as past learners share their experiences with this course. See all the reviews by clicking the 'Reviews' tab near the top of this page.

Evergreen Content

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

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: 1 CPE, Certificate of Completion. Must be awarded within one year of enrollment.

Course Updated: February 2025

Course Page Updated: February 2025