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QBO Video Courses

Introduction to Accounting and Bookkeeping for Small Business Owners

Alicia Katz Pollock

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.

Accounting and 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.

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 for A/P.

Instructional Level


Course Length

1 hour


No prerequisite knowledge required.

CPE Credits

1 CPE, Certificate of Completion

Delivery Method 

QAS Self Study 

Field of Study


Who should take this class?

  • Entrepreneurs
  • Small Business owners

Learners that completed this class followed up with these courses

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    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

    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 Bookkeeping and Accounting Quiz


    The following certificates are awarded when the course is completed:

    Royalwise Credit Certificate
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