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QuickBooks® Online Fundamentals Webinar

Alicia Pollock

This Intuit QuickBooks Online tutorial for beginners teaches small business owners and bookkeepers to use QuickBooks fast: setup, daily data entry, reports.

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Webinar Description

Learn how to manage your company's daily workflow using QuickBooks Online. We’ll start with choosing the right version of QBO for your needs, and how to set it up. Then we’ll take a look at all of QuickBooks’ features, and help you determine what steps will give you the reports you want. Learn to track your daily sales income and all your expenses. By keeping good records, you’ll have an instant Profit and Loss report and Balance Sheet for taxes.

Instructional Level

Beginner through Intermediate 


Webinar Length

6 hours, with 1 hour off for a lunch break 



No prerequisite knowledge needed.


Who should take this webinar?

  • Business owners and employees who maintain their company’s financial records
  • Students and job-seekers will boost their employment marketability
  • Entrepreneurs and new business owners who are just getting started, and want to make sure they have solid business knowledge so that they can succeed
  • Seasoned users looking to glean essential nuggets of information to make using QuickBooks easier and faster than before
  • Bookkeepers and Accountants who wish to brush up on their skills.


What should you bring?

We will provide you with a free QuickBooks® manual where you can take notes.


What You’ll Learn 

  • The importance of good record keeping
  • When do you need a bookkeeper and when can you do it yourself?
  • Common bookkeeping mistakes business owners make
  • Setting up QuickBooks®   
  •  QuickBooks Accounts and Settings
  • Creating your Products and Service Items list
  • Working with Customers (Accounts Receivable): Estimates, Invoices, Sales Receipts, Payments
  • Working with Vendors (Accounts Payable): Bills, Payments, Expenses, Check


Watch it again later

A recording of the webinar will be added to this course in two weeks so you can review it at your convenience.


Can't make this webinar?

Click here to watch the videos right now!

Here is the course outline:

1. Where to take the webinar

Tue, 2/11/20 from 9am-4pm PST. Click the links below for instructions.

How to connect to the Zoom webinar (not required)

2. Download the Book

This course comes with a free copy of Alicia's book, "Master QuickBooks Online: From Setup to Tax Time."

Download the book here

3. Watch the Recording

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

Setting Up QBO
Lists, Chart of Accounts, Products and Services
Sales: Working with Customers
Expenses: Working with Vendors
Additional Transactions

4. Quizzes

Take these quizzes to demonstrate your mastery of the material. Pass each quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!

Quiz: Setting Up QBO Completion requirement
Quiz: Lists, COA, Products & Services Completion requirement
Quiz: Banking Completion requirement
Quiz: Customers Completion requirement
Quiz: Vendors Completion requirement
Quiz: Additional Transactions Completion requirement


The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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