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QuickBooks® Training Library

3rd Party Apps for QuickBooks Online


Course
Quantity
For someone else
Alicia Katz Pollock
Quantity
For someone else
Purchase for $40 or enter access code

Learn about 3rd party apps that integrate with QuickBooks Online.

What You’ll Learn 

  • Where to find QBO apps

  • Who can implement the apps

  • How to do a needs assessment

  • How to choose a best-fit app for the company’s needs

  • Addressing change management to prepare the staff for the changes

  • Steps to a successful implementation

 

After taking this course you will be able to: 

  • Identify the role of 3rd party apps in the QuickBooks ecosystem

  • Recognize the purpose of a needs assessment before implemention

  • Recall the steps to successful integration

 

3rd Party Apps for QBO Course Description

QuickBooks Online becomes a customized hub for your company's unique workflow.

Choose 3rd Party apps that integrate so that you can streamline your workflow, eliminate data entry, and add new features to your QuickBooks Online experience.

Please note that while many of these apps have affiliate links, we are recommending them to you because they're services that we use ourselves.

Watch the videos to learn about their features, and decide if they're the right solution for you!

 

 

 

 

 

 

 

 


 

 

Instructional Level

Basic

 

Course Length

1 hour

 

Course Credits

1 CPE, Certificate of Completion 

 

Field of Study

Computer Software & Applications

 

Delivery Method

Group Internet Based

 

Suggested Prerequisites

  • Our “QuickBooks® Online Fundamentals” live class/webinar, or

  • Our "QuickBooks® Online Fundamentals” On-Demand video course, or 

  • Prior QuickBooks® Online experience.

 

Who should take this course?

  • Business owners who want to extend the abilities of their QBO software

  • Bookkeepers who want to easily and successfully implement apps

 

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 As the software changes, we refresh the content so you’re not learning from outdated screens.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: 1 CPE, Certificate of Completion. Must be awarded within one year of enrollment.
Course Updated: August 2025

Course Page Updated: March 2026

 

 

 

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Here is the course outline:

1. Download the class handouts (Required for CPE credit)

Download the handouts for this class here (required for CPE credit)

3rd Party Apps for QBO Slide Deck
Glossary

2. App Demos

Learn all about our favorite 3rd Party QBO Apps

Forwardly - instant A/R and A/P Payments (or no fees) - 2024
Ramp - Expense management for medium to large businesses
Relay Business Banking
3rd Party Integrations, Bookkeep Demo, and Conclusion
Canopy - Accounting Firm Management
Uncat - get info from your bookkeeping clients about uncategorized expenses
Rewind.com - back up your QBO files
Knowify - Construction management
Dext - Receipt Management
Review: 3rd Party Apps

3. Quizzes

Take these assessments for CPE credit and to complete the course

Quiz: Third-party Apps
Complete this survey for CPE Credit

Completion

The following certificates are awarded when the course is completed:

Certificate of Completion
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