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QBO Video Courses

QuickBooks Online Advanced Course

Alicia Katz Pollock
Purchase for $27

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.

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!

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

Intermediate to Advanced

Course Length

1 hour

Course Credits

1 CPE, Certificate of Completion

Field of Study


Delivery Method

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 clients.


Other learners purchased these courses after completing this class:  




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 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

Here is the course outline:

1. Download the Handout

Download the handout here

pageText Download the handout here

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!

pageText How Do I Sign Up?
pageText Unlimited Chart of Accounts, Classes, and Locations
pageText Robust User Accounts
pageText Custom Fields
pageText Smart Reports
pageText Free Bill Pay from
pageText Bulk Transaction Entry and Modification
pageText The Overview Tab
pageText Managing Routines

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 Review Questions: QBO Advanced
quiz Quiz: QBO Advanced
pieChart Evaluation & Participation Survey
quiz Complete this course by answering these questions.
pieChart Complete this survey for CPE Credit


The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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