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QBO Video Courses

QuickBooks Online Advanced Course

For someone else
Alicia Katz Pollock
For someone else
Purchase for $27 or enter access code

QuickBooks Online Advanced is the new version of QBO for complex companies. Learn the benefits: custom fields, batch importing, detailed reporting, and Priority Circle support and training.

After completing this course, you will be able to: 

  • Recall which features are unique to this subscription
  • Identify if QuickBooks Advanced is the right version for you


What You’ll Learn 

  • Chart of Accounts limits
  • Classes and Locations limits
  • User accounts
  • Fathom KPI reporting
  • Priority Circle support
  • Custom Fields
  • The Overview Tab


Instructional Level


Course Length

1 hour

Course Credits

1 CPE, Certificate of Completion

Field of Study

Computer Software & Applications

Delivery Method

Group Internet Based or QAS Self-Study

Who should take this class?

  • Entrepreneurs and business owners with growing companies and complex needs
  • Bookkeepers and Accountants who need to know all the options to best advise their client

Advance Preparation



QuickBooks Online Advanced Class Description

If your business has outgrown QBO, then congratulations and we wish you continued success!

Lucky for you, here comes QuickBooks Online Advanced to the rescue!

This is QBO's new, high-end version for businesses with complex needs.

Larger capacity, more power, more customization, more automation, perceptive dashboard, deeper reports, and scalability. This is the version for you if you have a large Chart of Accounts, need more than 5 users, have more than 40 Classes, need Custom Fields, and love detailed reports with deep insight into your business performance.

Additional benefits include a dedicated Priority Circle support representative, free training, and more. Fathom’s Smart Reporting will change how you look at your business!

We’ll review the differences between QBO Advanced and the other subscription levels, and outline the exciting benefits that make it worth every penny.

You’ve got to keep learning to keep growing, and QBO Rockstar Alicia Katz Pollock is the best teacher to help you do both!


Why pay full price? Sign up for a Royalwise OWLS Membership
and get this course and more for one low monthly price.
Silver membership pays for itself in just two courses per month!

For more information regarding concerns, refunds, and program cancellation policies, visit our Terms and Conditions



Refunds & Cancellations

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


Royalwise Solutions Inc. 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 Credits: 1 CPE, Certificate of Completion. Must be awarded within one year of enrollment.

Course Updated: December 2021
Course Page Updated: November 2023

Here is the course outline:

1. Download the Handouts

Click the links below to download the handouts

Download the handouts here
Glossary of Terms

2. Watch the Videos: QuickBooks Online Advanced

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

Intro and Agenda
Biz View vs Accountant View
How to Try / How to Buy
The Sky's The Limit
Users and Permissions
Custom Fields
Priority Circle
The Overview
Batch Transactions
Robust Reporting
Spreadsheet Sync
Conclusion - What's Next?
Review Questions: QBO Advanced

3. Take the Quiz

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: QBO Advanced
Evaluation & Participation Survey


The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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