This live class will be over the course of 12 weeks and 24 live sessions via Zoom. We will meet every Monday and Wednesday from 9am-12pm PACIFIC time.  

Course Description:

 

Click here to read the full syllabus!

 

 

There are two types of people in this world, those who love to figure it out all by themselves, and those who appreciate having an expert to show them the ropes. I bet you're a bit like me: you've tried to teach yourself QuickBooks Online through trial-and-error, or watching YouTube videos. 

How would you feel if you could learn it all in one shot from the trainer who won Intuit's "Queen of QuickBooks" crown? Just imagine being shown what to do, and then repeating it yourself, being able to ask questions the whole time.

If learning QuickBooks Online through a hands-on case study sounds like a great opportunity, then this is the course for you.

Have to miss a session? Don't worry, the good news is it's all recorded and we will still answer your questions. Most people in your situation would grab this opportunity, knowing there's no risk.

When would be a good time to start? How about now!

What happens next after you enroll is that you'll fill in a form and we'll send you your textbook, and on the first day of class we'll invite you to your own QBO Plus file with Payroll. Over the next 12 weeks, we'll work as a group to create perfect QBO files!

If I can answer all your questions and help you when you need it, then you'll be a QuickBooks Online master by the end of this year!

Just one more thing...our sponsors, Alignable and Universal Accounting Center, are all committed to your success with your bookkeeping and will provide additional resources to help you grow your practice!

 

In this course modeled after a 12-week college class (24 sessions), I'll guide you step-by-step through building two real QuickBooks Online company files from the ground up. Think of it like building a house: we'll start with the foundation (setting up your chart of accounts), then frame the walls (sales and expenses), and finally add all the finishing touches (reconciling accounts, generating reports). You'll learn practical, real-world techniques that go beyond just clicking buttons—you'll understand the "why" behind each step.

• Learn by doing: We'll use Intuit's "sandbox" company file, Craig's Design and Landscaping, to demonstrate each procedure, click by click. Because it resets every time, you can practice as often as you need to master the skills.

• Expert Guidance: You'll receive a paperback copy of “QBO Complete”, the college textbook written by Alicia Katz Pollock and published by Questiva Consultants (questivaconsultants.com).

• Build a complete company file: At the end of each chapter is an “Apply Your Knowledge” exercise, allowing you to put the techniques into practice. You will receive a free one-year educational subscription to a QuickBooks Online file, and build a retail and service company from scratch. As the chapters build, your bookkeeping will tell the story of “Imagine Photography,” a camera store that also does photo shoots.

• Reinforcement for more advanced learners: If you already have some QBO experience, you’ll have the opportunity to reinforce your skills with an optional second case study challenge, “YinYang Graphic Design.” This do-it-yourself homework exercise tells you what the file needs next, but it’s up to you to generate the transactions from memory, referring back to the chapter as needed.

• Special thanks to our sponsors, Universal Accounting Center and Alignable!

 

Who This Course Is For:

Are you a bookkeeper looking to expand your skill set and attract more clients? Or a small business owner tired of feeling lost in your finances? This QuickBooks Online course is your key to taking control and confidently managing your books.

 

After completing this course, you will be able to: 

• Set up a new QuickBooks file
• Create sales transactions to receive money from your customers
• Create expense transactions to pay your vendors
• Use the Banking Center and reconcile your bank statements
• Run reports analyzing your company’s performance
• Manage inventory stock levels
• Set up employees and run payroll
• Use Projects and job costing features to analyze profitability
• Close out the year including equity adjustments

 

 

Payment plan available thanks to our sponsor, Anchor!

(Contact info@royalwise.com for this option instead of registering above)

 

As a bonus, all participants will receive a $50 credit at sayanchor.com,
Alicia's favorite invoicing platform!

 

What Other Learners Had To Say:

 

“This book is the BEST resource I've ever seen. It's full of practical examples for every transaction you'll ever need to know.” - Ellen O.

“This book has transformed the way I think about bookkeeping. I couldn’t do my job without it.” - DeShawn R.

 

How To Take This Course:

This class will meet over the course of 12 weeks, 24 live sessions, every Monday and Wednesday from 9am to 12pm PACIFIC TIME.  The first live class is on July 21 2025.  We will cover one chapter of the book in each session.

During the first two hours of each class, Alicia will run through the chapter lesson, demonstrating the techniques using Craig’s Landscaping, while students follow in their book.

In the third optional hour, students will do the end-of-chapter exercise in a live lab environment where they can ask questions and get help. During this time they will create a real-world scenario, step-by-step, with real business transaction. By the end of the course, they'll have a case study file that they'll have built themselves from scratch.

Every third class will be a lab day to work on the exercises, get help, and hang out with other students to build community.

While the homework is not “required,” the Imagine Photography scenario builds chapter by chapter. It must be completed (and any mistakes corrected) before you can add the content from the following chapter.

This agenda requires a time commitment from attendees. It’s important to attend each session to learn QBO’s features and workflows. If you are unable to keep pace with the end-of-chapter exercise, that’s fine; you can just keep going at your own pace and we’ll help you as often as we can!

We understand that work, life, and the holidays also require your full attention. Each live session will be recorded so you can go back and review the content, or catch up on classes you missed.

 

Certification Prep

This course is mapped to Certiport’s QuickBooks Online Certified User (QBOCU) exam (https://certiport.pearsonvue.com/Certifications/Intuit/Certifications/Certify/QuickBooks-Certified-User), a valuable industry credential that validates your QuickBooks Online expertise. Boost your career prospects and earning potential by demonstrating your proficiency to employers and clients.

Participation will also prepare you for the majority of Intuit’s QuickBooks ProAdvisor Certification, but we do not cover the QBOA Accountants tools that are on that exam.

To earn CPE credit, attend each class or watch the recording, take the optional quizzes, and complete the homework. CPE must be earned within one year of enrolling in the course.

 

What You’ll Learn 

Chapter 1: The QuickBooks Online Ecosystem  

o   QuickBooks Online vs. QuickBooks Desktop  

o   Third-party Apps  

o   QuickBooks Online Versions  

o   QuickBooks Online for Accountants  

o   Accounting 101  

o   Using a Browser to Access QBO  

o   Working with QuickBooks Online Files  

o   QuickBooks Online Updates and New Features  

o   Backing Up QBO Files  

o   QuickBooks Online’s Interface  

o   Entering Transactions in QuickBooks Online  

o   QuickBooks Online Help  

 ·   

Chapter 2: Setting Up QBO  

o   Starting a New QuickBooks Online Company  

o   Configuring Account and Settings  

o   Setting Up the Chart of Accounts  

o   Setting Up Products & Services  

o   Importing Lists  

 

Chapter 3: Customizing QuickBooks Online  

o   Customizing Lists  

o   Implementing Custom Fields  

o   Activating Class Tracking  

o   Setting Up Sales Tax  

o   Customizing Sales Forms  

o   Adding Users and Passwords  

 

Chapter 4: Customer Sales  

o   Configuring the Sales Settings  

o   Tracking Company Sales  

o   Setting Up Customers  

o   Recording Sales  

o   Receiving Payments from Customers  

o   Making Bank Deposits  

o   Running Accounts Receivable Reports  

 

Chapter 5: Vendor Expenses  

o   Configuring the Expenses Settings  

o   Tracking Company Expenses  

o   Using the Vendors Center  

o   Recording Transactions  

o   Tracking Job Costs  

o   Paying Bills  

o   Using Credit Cards  

o   Writing Checks  

o   Tracking Petty Cash  

o   Running Accounts Payable Reports  

 

Chapter 6: Accrual Accounting  

o   Controlling the Automation  

o   Accounts Receivable Workflows  

o   Accounts Payable Workflows  

o   Paying Sales Tax  

 

Chapter 7: Banking and Reconciliation  

o   The Bank Transactions Feed  

o   Connecting Your Bank and Credit Cards  

o   Using the Bank Transactions Feed for Data Entry  

o   Creating Rules  

o   Viewing the Bank Register  

o   Importing Transactions Downloaded from Your Bank  

o   Reconciling Bank Accounts  

o   Bank Reconciliation Reports  

o   Reconciling Credit Card Accounts  

 

Chapter 8: Reports 

o   Finding Transactions  

o   Cash vs. Accrual Reporting  

o   Types of Reports  

o   Customizing Reports  

o   Saving and Viewing Reports  

o   Creating Management Reports  

o   Printing and Exporting Reports  

 

Chapter 9: Advanced Workflows  

o   Transferring Funds Between Accounts  

o   The Receipts Center  

o   Tracking Vehicle Mileage  

o   The Contractors Center  

o   Creating Recurring Transactions  

o   Using Journal Entries  

o   Managing Loans  

o   Applying Price Rules  

o   The Audit Log  

 

Chapter 10: Case Study—YinYang Graphic Design  

 

Chapter 11: Projects and Job Costing  

o   Using the Projects Center  

o   Working With Estimates  

o   Taking Customer Deposits on Work to Be Performed  

o   Managing Vendor Deposits  

o   Invoicing a Customer for Billable Expense Reimbursement 

o   Tracking Custom Orders  

o   Running Job Costing Reports  

o   Using Budgets for Estimates vs. Actuals  

 

Chapter 12: Inventory  

o   Managing Inventory  

o   Tracking Inventory with QuickBooks Online  

o   Buying and Selling Inventory Products  

o   Adjusting Inventory  

o   Vendor Returns with Inventory Items  

o   Inventory Reports  

 

Chapter 13: Year-End Procedures  

o   Creating Adjustments  

o   Tracking Depreciation of Fixed Assets  

o   Processing 1099s  

o   Managing Equity  

o   Closing the Books  

 

Chapter 14: Payroll Setup  

o   Intuit’s Payroll Subscriptions  

o   Setting Up Payroll  

o   Adding Employees  

o   Customizing the Payroll Settings  

 

Chapter 15: Payroll Processing  

o   Using the Payroll Center  

o   Payroll Processing Checklists  

o   Paying Employees  

o   Correcting Errors  

o   Paying Taxes and Liabilities  

o   Running Payroll Reports  

o   Managing Employees  

 

Chapter 16: Capstone Project - YinYang Graphic Design  

 

Refunds & Cancellations

Please view our Terms of Service for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.

 

Royalwise 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: 72 CPE, Certificate of Completion. Must be awarded within one year of enrollment.
Course Updated: February 2025
Course Page Updated: April 2025