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QBO Video Courses

Intro to Accounting and Bookkeeping for Small Business Owners

For someone else
Alicia Katz Pollock
For someone else
Purchase for $37 or enter access code

When you’re starting your own company, good financial management and accounting tips are key to your success. Learn what kind of bookkeeping you need to do for your small business.

In this course, you’ll learn about:

  • 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 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


Instructional Level


Course Length

1 hour

Course Credits

1 CPE, Certificate of Completion

Field of Study


Delivery Method

QAS Self Study

Who should take this class?

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.

Advance Preparation 



Intro To Accounting & Bookkeeping 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.


Want this course for FREE? Unlock this course & more for no extra cost with an OWLS Membership!

Get instant access to ALL of Alicia's QuickBooks courses for FREE when you become a silver member - it's the perfect way to maximize your learning!

OWLfred says, "Silver membership pays for itself in just two courses per month!"




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:


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

Course Updated: January 2023

Course Page Updated: April 2024

Here is the course outline:

1. Download the Handout

Download the handout that goes with the course.

Download the handout.
Glossary of Terms

2. Watch the Videos - Introduction to Accounting and Bookkeeping for Business Owners

When you’re starting your own company, good financial management and accounting tips are key to your success. Learn what kind of bookkeeping you need to do for your small business.

Intro and Agenda
Why Do Your Bookkeeping?
Accounting and Bookkeeping Roles
Record Keeping
Best Practices for Accounting and Bookkeeping
Software Options
Review: Intro to Bookkeeping and Accounting

3. Take the Quiz

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

Quiz: Intro to Accounting & Bookkeeping
Evaluation & Participation Survey


The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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