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QBO Video Courses

QuickBooks Online Advanced Course

Alicia Pollock

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.

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!


Instructional Level

Beginner through Advanced 


Class Length

1 hour

Class Credits



No prerequisite knowledge needed.


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.


What should you bring?

We will provide you with a QuickBooks® Online Advanced where you can take notes.


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


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.


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 Complete this course by answering these questions. Completion requirement


The following certificates are awarded when the course is completed:

Royalwise Credit Certificate
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