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QuickBooks® Training Library

Look What I Found!™


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Alicia Katz Pollock
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Peek into QuickBooks Online's nooks and crannies to find new features and troubleshooting tips to solve your pain points!

Course Description

Because Alicia works with different clients every day, she puts QBO® to the test. Because the software is constantly changing and growing, new features pop up all the time. This course peeks into QBO's nooks and crannies to introduce you to handy tools to solve your pain points!

Explore what's new or hidden in QBO®! New features are added all the time. If you don't go exploring, or tend to just focus on what you need to do to get the job done, you'll miss out. Because Intuit works hard to address the needs of business owners and bookkeepers, take a look at these new tools to see if they are just the thing you need to streamline your workflow.

Many of these tools eliminate the need to use 3rd Party apps!

Visit this course regularly, as Alicia adds new tips and tricks on a regular basis!

 

 

Instructional Level

Beginner through Advanced

 

Who should take this course?

  • QuickBooks® Online users looking to glean essential nuggets of information to make using QBO easier and faster than before.
  • Bookkeepers and Accountants who wish to provide the best options for their clients.

 

 

 

 

 

 

Refunds & Cancellations

Please view our Terms of Service, for information on refunds, cancellations, and complaint resolution. To request a refund, please contact us.
Course Page Updated: March 2026

 

 

 

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Here is the course outline:

1. New Features

Because Alicia works with different clients every day, she puts QBO® to the test. Because the software is constantly changing and growing, new features pop up all the time. These lessons peek into QBO's nooks and crannies to introduce you to handy tools to solve your pain points!

27 sections
January 2024 - Business Network Invite in QBO
July 2023 - Spreadsheet Sync
(March 2023) Banking Feed Features (Manage Connections, Categorization History, View Check Images)
(March 2023) Deferred Revenue (QBO Advanced)
(March 2023) Business Network
(March 2023) Recent Automatic Transactions
(March 2023) The New Search Tools
(March 2023) Sales Tax: Nexus Tracking
(March 2023) QB Payments, QB Checking, Instant Deposits
The QuickBooks Online Banking Feed has Two Views, Business and Accountant
(July 2021) Amazon.com Business Integration for QBO
Price Rules
Receipt Capture (Snap Receipt)
QB Payments' Deposits window & Aggregate %
The new GoPayment App
The Overview Tab
The QBO Mileage Tracker
Sending Invoices From Gmail Addresses in QuickBooks Online
Tagging
Payments-only Users
Pay Down Credit Cards
The Project Center
Dark Mode, Cash Flow Dashboard Widget, and Community Reports
The Banking Feed Has New Options
QBO Payment Links
Cash Flow and Envelopes
February 2024: Bill.com Partial Payments

2. Tips and Tricks

Time-saving shortcuts, because when you have a lot of work to do, every second counts!

11 sections
Biz View vs Accountant View
Keyboard Shortcuts, Dates, and Calculators
Managing Corporate Credit Cards
Reclassify
QuickBooks Status
Fixing Duplicated Income and Undeposited Funds
Using Rewind.io to Back Up QBO
City of Portland and Multnomah Taxes in QBO
Negative Merchant Service Deposits
Click on Company Name (shortcut)
Recent Automatic Transactions Report
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