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Just for Bookkeepers and Accountants

QBOA for Accountants and Bookkeepers

Alicia Pollock

Are you a "QBO Hater"? We'll change your mind! This class will introduce you to QBOA®, the QBO® version for Accountants. We’ll answer your questions, show you where to find your familiar tools, and introduce all the timesaving tips and tricks that make QBO easier to use than the desktop version.

Many Accountants and Bookkeepers are making the move to QuickBooks® Online, but others aren't ready yet. The interface is different so it can be hard to find the features you need. This course will get you familiar and comfortable with helping your clients using QBO®.

Instructional Level

Beginner through Advanced 

Course Length

3 hours 

Course Credits

3 CPE, Certificate of Completion


  • Prior experience with QuickBooks® for Desktop.


Who should take this class?

  • Bookkeepers and Accountants new to QuickBooks Online.
  • Bookkeepers and Accountants frustrated by QBO.

What You’ll Learn 

  • The difference between QBOA for Accountants and the client's QBO
  • Opening QBO in multiple windows
  • The Accountant's Toolbox:
    • Reclassification tools
    • Voided/Deleted Transactions
    • Writing off invoices
    • Journal Entries
    • The Audit Trail
    • Closing the books
  • Mastering the Banking Feed
  • Banking Rules for automatic data entry
  • Super-cool features not in Desktop
  • QB Payments merchant processing
  • 3rd party apps including T-Sheets and Expensify
  • Your specific questions answered!


Here is the course outline:

1. Download the Handout

Download the handout that goes with the course.

Download the handout here

2. QBOA for Accountants and Bookkeepers

All the tips and tricks that will transform you from a QBO skeptic to a QBO lover. Really. I promise.

QBOA for Accountants and Bookkeepers

3. 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!

Course Participation Completion requirement


The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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