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QuickBooks® Training Library

QuickBooks Online Advanced


Course
Quantity
For someone else
Alicia Katz Pollock
Quantity
For someone else
Purchase for $90 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.

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

 

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

 

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.

 

 

 


 

 

 

Instructional Level

Basic

 

Course Length

3 hours

 

Course Credits

3 CPE, Certificate of Completion

 

Field of Study

Computer Software & Applications

 

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 client

 

Advance Preparation

None

 

 

Evergreen Access (Made to Stay Current)

Your purchase is designed to stay useful long after you finish the course! As the software changes, we refresh the content so you’re not learning from outdated screens. You’ll also have access to the class discussion/Q&A so you can ask questions when real-life situations pop up. And because it’s lifetime access, you can revisit the videos, handouts, and materials anytime you need a quick refresher.

 

Live Session + Replay Included

If you can’t attend at the scheduled time, go ahead and enroll—your live registration includes free access to the on-demand replay. We record every live class and post an edited version to the course page within two weeks of the class date. Once it’s available, you’ll receive a notification inside your OWLS portal.

While the replay is being published, you can download the notes/handouts and complete any quizzes or questionnaires so you’re ready to follow along when you watch.

 

 

 


 

 

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: May 2026

Course Page Updated: May 2026

 

 

 

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Here is the course outline:

1. Download the Handouts (Required for CPE credit)

Click the links below to download the handouts (Required for CPE credit).

Handout: QBO Advanced Slides
Handout: Batch Import Instructions
Glossary
The Royalwise Accounting Dictionary

2. Watch the Videos: QBO Advanced (2026)

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.

Introduction and Agenda
Try Before You Buy!
QBO Advanced Considerations
Number of Users and Permissions
Custom Fields
Batch Entry
Workflow Automations
Tasks
Revenue Recognition
Fixed Asset Manager
The Finance Agent
Dashboards
Custom Report Builder
Spreadsheet Sync
Enhanced Project Center
Fancy Budgeting Tools
Cash Forecasting
Additional Benefits: Backups and Priority Circle Support
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

Completion

The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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