QuickBooks Online Advanced Course

Course

Alicia Katz Pollock

About

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

Accounting/Bookkeeping

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: www.nasbaregistry.org.

Course Updated: December 2021

Videos3

Here is the course outline:

Download the handout here

1 section

Download the handout here

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

9 sections

How Do I Sign Up?

Unlimited Chart of Accounts, Classes, and Locations

Robust User Accounts

Custom Fields

Smart Reports

Free Bill Pay from BillPay.com

Bulk Transaction Entry and Modification

The Overview Tab

Managing Routines

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!

3 sections

Complete this course by answering these questions.

Evaluation & Participation Survey

Complete this survey for CPE Credit

Certificates

Completion

The following certificates are awarded when the course is completed:

Royalwise Credit Certificate

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