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Free QuickBooks Videos

Insightful Accountant QBO101: Setting Up QBO

For someone else
Alicia Katz Pollock
For someone else


Let's look at the options and workflow for setting up a new QuickBooks Online file. In partnership with

Course Description

This free webinar is a companion to Alicia’s QBO 101 column at She discusses how to talk to your clients about their need for a bookkeeper, how to set up a QBO file, and opportunities for training. The conversation is targeted at Bookkeepers but has great info for business owners, too.

For more information, please visit, or click here.

What You’ll Learn in this class

  • The difference between the QuickBooks Online subscription levels
  • Creating a new account
  • Connecting with a bookkeeper for discounts
  • Importing a QuickBooks Desktop file into QuickBooks Online
  • Setting up a Chart of Accounts
  • Connecting Bank accounts and credit cards
  • Entering open invoices and bills
  • Entering opening balance history
  • Comparing previous and new reports

Instructional Level

Beginner to Intermediate

Course Length

1 hour

Course Credits

1 CPE, Certificate of Completion

Field of Study


Delivery Method

QAS/Self Study

Suggested Prerequisites

    Who should take this class?

    • Small business owners starting new QuickBooks Online files
    • Bookkeepers converting their clients to QuickBooks Online

    Other learners purchased these courses after completing this class:  




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      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:


      Course Updated: December 2021

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