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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

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 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.


 After completing this course, you will be able to: 

  • Understand the role of a bookkeeper to benefit a business
  • Avoid common recordkeeping mistakes business owners make
  • Select mobile technology to enhance your workflow


In this course, 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 for A/P.

Instructional Level


Course Length

1 hour

Course Credits

1, Certificate of Completion

Field of Study


Delivery Method

QAS/Self Study

Who should take this class?

  • Entrepreneurs
  • Small Business owners


Other learners purchased these courses after completing this class:


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    Refunds & Cancellations

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    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: December 2021

    Here is the course outline:

    1. Download the Handout

    Download the handout that goes with the course.

    pageText Download the handout.

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

    This is the recording of the class you attended. Watch and rewatch it until it all makes sense!

    pageText Getting Started
    pageText Why Do Your Accounting?
    pageText Accountants and Bookkeepers
    pageText Recordkeeping
    pageText Best Practices
    pageText Software
    pageText Conclusion
    quiz Review Questions: Intro to Accounting & Bookkeeping

    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 Quiz: Intro to Accounting & Bookkeeping
    pieChart Evaluation & Participation Survey
    quiz Intro to Bookkeeping and Accounting Quiz


    The following certificates are awarded when the course is completed:

    Royalwise CPE Certificate
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