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QuickBooks® Training Library

QuickBooks Online Advanced


Course
Quantity
For someone else
Alicia Katz Pollock
Quantity
For someone else
Purchase for $111 or enter access code

QuickBooks Online Advanced is the version of QBO for complex companies. It features custom fields, batch imports, complex reporting, granular user permissions, and accrual-based workflows….the enhanced tools that larger businesses need to thrive.

After completing this course, you will be able to: 

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

 

What You’ll Learn 

  • Limits that require you to upgrade
  • Granular user permissions
  • The Performance Dashboard 
  • Custom reporting
  • Forecasting
  • Custom Fields
  • The Overview Tab
  • Deferred Revenue
  • The Fixed Asset Manager
  • Tasks 
  • Workflow automation
  • Multi-level approvals
  • Priority support

 

Instructional Level

Basic

Course Length

3 hours

Course Credits

3 CPE, Certificate of Completion

Field of Study

Computer Software & Applications

Delivery Method

Group Internet Based 

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

None

 

QuickBooks Online Advanced Class Description

If your business has outgrown QBO, we are happy for your growth and success!

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

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

Larger capacity, more power, more customization, more automation, a 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 with specific permissions, have more than 40 Classes, need Custom Fields, need to communicate with other staff, have complex accrual calculations, and love detailed reports with deep insight into your business performance.

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 Alicia Katz Pollock, the Queen of QuickBooks, is the best teacher to help you do both!

Sign up now.

 

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: www.nasbaregistry.org.

 





Course Credits: 3 CPE, Certificate of Completion. Must be awarded within one year of enrollment.

Course Updated: November 2024
Course Page Updated: September 2024

Here is the course outline:

1. Download the Handouts

Click the links below to download the handouts

Handout: QuickBooks Online Advanced
Handout: Sample Batch Invoice Import
Handout: Batch Import Instructions
Glossary of Terms

2. Watch the Videos: QBO Advanced (2024)

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.

Review Questions: QBO Advanced

3. 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
Backups
The Overview
Batch Transactions
Workflows
Tasks
Robust Reporting
Spreadsheet Sync
Conclusion - What's Next?

4. 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

Completion

The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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