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QuickBooks Online Complete Hands-On Training (2026)


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Alicia Katz Pollock
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Purchase for $2250 or enter access code

Learn QuickBooks Online in a hands-on step-by-step guided course, with case studies for common daily income and expense workflows, running reports, inventory management, payroll, projects and job costing, and year-end procedures, including best practices.

 

Stop Guessing Your Way Through QuickBooks Online


Build real company files. Learn the full workflow. Get live expert guidance from Alicia Katz Pollock.

In 12 weeks, build real QBO company files from setup to year-end with live guidance from Alicia Katz Pollock. Learn the full QuickBooks Online workflow, ask questions as you go, and walk away with practical knowledge and the confidence to use it.

 

 

QuickBooks
Live Online Course
QuickBooks Online
Hands-On Training 2026
12-week live blended course
Dates
Aug 4 – Oct 22
2026
Sessions
24 Sessions
Tue & Thu
Time
9 AM – 12 PM PT
12 – 3 PM ET
Starts in
25 days
:
23 hrs
:
14 min

 


 

If you’ve been trying to learn QuickBooks Online from scattered YouTube videos, help articles, and trial and error, you already know the problem.


You can pick up tips here and there, but that doesn’t always help you understand the full workflow. You may know how to click a button, but not always why you’re clicking it, when to use it, or how it affects the books later.


That’s where this course is different.


QuickBooks Online Complete Hands-On Training is based on Alicia Katz Pollock’s book, QuickBooks Online Complete, and turns it into a live, guided, hands-on learning experience. Instead of reading about QuickBooks or watching someone else use it, you’ll work through the process yourself with Alicia showing you what to do, explaining why it matters, and answering questions along the way.

Alicia was named Insightful Accountant’s 2026 Top ProAdvisor Educator, and she has built her career around making QuickBooks Online easier to understand for bookkeepers, accounting professionals, and business owners. In this course, you’re not learning from random internet advice. You’re learning from someone who knows both the software AND how to teach it clearly.


You’ll watch Alicia demonstrate each workflow, then you’ll do it yourself inside your own QBO Plus file with Payroll. You’ll work through real-world bookkeeping scenarios, practice common income and expense workflows, run reports, manage inventory, explore payroll, handle projects and job costing, and complete year-end procedures.

And you won’t be doing it alone.


This is a live, guided course, so you can ask questions as you go. If you miss a session, you’ll have access to the recordings, and you can still get help with your questions afterward.

When you enroll, we’ll send you Alicia’s QuickBooks Online Complete textbook. On the first day of class, you’ll be invited into your own QuickBooks Online Plus file with Payroll. Over the next 12 weeks, you’ll build clean, organized QBO company files while learning how the pieces fit together.


By the end of the course, you won’t just have watched someone use QuickBooks. You’ll have practiced the workflows yourself, built real company files, earned 72 CPE credits, and gained the confidence to work in QuickBooks Online without constantly second-guessing your next step.


If you’re ready to stop piecing QuickBooks together one random tutorial at a time, this is your path.


Register now and learn QuickBooks Online the way it finally starts to click: by doing the work, with an expert guiding you through it.

 

 

 

Complete QBO Training Experience
Everything Included With Your Enrollment
Build Real QBO Skills with Live Guidance and Hands-On Practice
This is not just another QuickBooks video course. Your enrollment includes live instruction, hands-on practice, recordings, course materials, and professional development credit in one complete training experience.
Your Enrollment Includes
✓ 24 Live Training Sessions
Learn directly with Alicia Katz Pollock twice a week for 12 weeks.
✓ 72 Hours of Guided Training
Follow a structured, step-by-step path through the full QuickBooks Online workflow.
✓ 72 CPE Credits
Earn professional development credit while building practical QBO skills.
✓ Certificate of Completion
Show your progress after finishing the complete training experience.
✓ Alicia’s 'QuickBooks Online Complete' Textbook
Use the included textbook as your guide during and after class.
✓ Hands-on Practice Files
Practice inside real QuickBooks Online company files, not just slides.
✓ Step-by-Step Case Studies
Connect lessons to realistic bookkeeping and business workflows.
✓ Class Recordings Included
Catch up, review, or revisit lessons whenever you need a refresher.
✓ Quizzes and Homework
Reinforce what you learn and check your understanding along the way.
✓ Lifetime Course Access
Return to the resources through your Royalwise account whenever you need them.
Invest in Your Skills
Build Your Future
Everything is designed to help you connect the dots, build real workflows, and use QuickBooks Online with confidence.
Payment plans available. To request a payment plan for QBO HOT 2026, please email jef@royalwise.com

 

 

A Serious Course for Serious QuickBooks Skills

QuickBooks Online is not something most people master by watching a few disconnected videos.

You can learn a shortcut here, a feature there, and maybe solve one problem at a time. But when your books, your clients’ books, your payroll, your reports, and your year-end work are on the line, guessing gets expensive.

This course is a serious investment of both time and money, and it is designed that way on purpose.

Over 12 weeks, you’ll receive 72 hours of live guided training, hands-on practice, a real QuickBooks Online Plus file with Payroll, Alicia’s QuickBooks Online Complete textbook, class recordings, CPE credit, and a structured path from setup to year-end.

At the current $2,250 rate, that comes out to about $31 per hour of live training before you even factor in the textbook, practice files, recordings, CPE credits, and support. More importantly, you’re investing in the kind of practical knowledge that can save you months of confusion and help you do the work more professionally.

You are not paying for a pile of videos.

You are paying for guided practice, expert feedback, real company files, and a complete learning experience built around actually using QuickBooks Online.

 

Real Learner Reviews

What Last Year's Learners Had To Say

Students consistently point to the same things: Alicia’s patience, the hands-on practice, the clear explanations, and the confidence that comes from actually doing the work.

★★★★★ “Totally worth it!” Review open, tap to close

“This class is totally worth it! Alicia is very patient and answers ALL questions. Getting to actually DO the processes really helps to learn them. I feel like I have a much better grip on QBO now. And the book is a great resource in itself.”

J.J. Jackson
★★★★★ “Transformed my confidence.” Review open, tap to close

“This program transformed my confidence in managing day-to-day bookkeeping. It uncovered blind spots I didn’t even realize I had and provided clear, practical solutions to address them. The learning environment was welcoming, and the teaching was exceptional, engaging, thorough, and easy to follow. Highly recommend it to anyone looking to enhance their skills!”

John Berteloot
★★★★★ “A literal hands-on course.” Review open, tap to close

“This is a literal hands on course where you learn exactly what to do in QuickBooks. Excellent course for anyone who uses QuickBooks, no matter how experienced you are (or are not!).”

Brenda Spandrio
★★★★★ “A must for beginners and experienced users.” Tap to read full review

“This course is a must for anyone from the experienced to the beginner wanting to learn how to effectively and efficiently use QuickBooks.”

Chase Nesbitt
★★★★★ “Alicia is very patient.” Tap to read full review

“Alicia was a great trainer! She is very patient with everyone! This is a great course to take if you want to learn QBO.”

Janice Kats
Learn QuickBooks Online by actually doing the work.
These reviews are from real learners from last year's cohort who appreciated Alicia’s clear teaching, patient answers, and hands-on approach to building practical QuickBooks skills.
 ENROLL NOW

Who This Course Is For

This course is designed primarily for bookkeepers, aspiring bookkeepers, and accounting professionals who want to build real competence in QuickBooks Online.


Whether you’re starting a bookkeeping career, expanding your services, preparing to take on more clients, or tired of second-guessing your QBO workflow, this hands-on training gives you the structure, practice, and expert guidance to do the work more confidently.


Small business owners are welcome too, especially if you want a deeper understanding of your books and the systems behind them. Just know that this is a comprehensive, professional-level course, so it goes beyond the basics most business owners need for day-to-day bookkeeping.

 

Learn QuickBooks by Building Real Company Files


This course is built like a 12-week college class, but designed for real-world QuickBooks Online users who want the software to finally make sense.

Alicia will guide you step by step through the full QuickBooks Online workflow, from setup to year-end. You’ll start with the foundation, including your chart of accounts and company settings. Then you’ll move into the daily bookkeeping work, including sales, expenses, banking, customers, vendors, inventory, payroll, projects, reports, and reconciliations.

But this is not just a “watch me click around QuickBooks” class.

You’ll see each workflow demonstrated, then you’ll practice it yourself. That matters because QuickBooks is easier to understand when you can connect the buttons to the bookkeeping behind them. You’ll learn not just what to click, but why it matters, when to use it, and how each step affects the company file.

You’ll practice in three ways:

First, you’ll learn with Craig’s Design and Landscaping.

Alicia will use Intuit’s sample company, Craig’s Design and Landscaping, to demonstrate each procedure click by click. Because the sample company resets, you can return to it and practice the same workflows as many times as you need.

Next, you’ll build Imagine Photography from scratch.

At the end of each chapter in QuickBooks Online Complete, you’ll complete a hands-on “Do It Yourself” exercise. You’ll receive a free one-year educational subscription to your own QuickBooks Online file, where you’ll build the books for Imagine Photography, a retail and service company that sells camera equipment and also does photo shoots. As the chapters build, your company file builds too, giving you practical experience with the way bookkeeping activity unfolds over time.

Then, if you’re ready for an extra challenge, you can work through YinYang Graphic Design.

More experienced learners can reinforce their skills with an optional second case study. Instead of walking you through every click, this challenge tells you what the company file needs next and gives you the opportunity to create the transactions from memory, referring back to the chapter as needed.

You’ll also receive a paperback copy of QuickBooks Online Complete, the college textbook written by Alicia Katz Pollock and published by Questiva Consultants. The class follows the structure of the book, turning the lessons into a live, guided experience where you can ask questions, practice the workflows, and build confidence as you go.

By the end of the course, you won’t just have watched QuickBooks being used. You’ll have built complete company files, practiced real bookkeeping scenarios, and gained a stronger understanding of how QuickBooks Online works from the inside out.

 

 

 

 


After completing this course, you will be able to: 

  • Set up a new QuickBooks file
  • Create sales transactions to receive money from your customers
  • Create expense transactions to pay your vendors
  • Use the Bank Transactions Center and reconcile your bank statements
  • Run reports analyzing your company’s performance
  • Manage inventory stock levels
  • Set up employees and run payroll
  • Use Projects and job costing features to analyze profitability
  • Close out the year including equity adjustments

 

How To Take This Course

We will cover each chapter of the book over four hours. During the first two hours, Alicia will run through the chapter lesson, demonstrating the techniques using Craig’s Landscaping, while students follow in their book. In the third and fourth hours, Alicia will demonstrate the end-of-chapter exercise while students follow along in a live lab environment where they can ask questions and get help.


If the work is not completed by the end of class, students are strongly encouraged to finish it between classes so that they’re ready for the next chapter. While the homework is not “required,” the Imagine Photography scenario builds chapter by chapter. It must be completed (and any mistakes corrected) before you can add the content from the following chapter.


This agenda requires a time commitment from attendees. It’s important to attend each session to learn QBO’s features and workflows. If you are unable to keep pace with the end-of-chapter exercise, that’s fine; you can just keep going at your own pace and we’ll help you as much as we can!


We understand that work, life, and the holidays also require your full attention. Each live session will be recorded so you can go back and review the content, or catch up on classes you missed

 

 

Watch a Sample from QBO Hands-On Training 2025

 

Watch a sample lesson from last year's QBO Complete Hands-On Training and see how Alicia walks through managing a vehicle or equipment loan in QBO, including the setup, journal entry, and recurring payments.

 

Certification Prep

This course is mapped to Certiport’s QuickBooks Online Certified User (QBOCU) exam, a valuable industry credential that validates your QuickBooks Online expertise. Boost your career prospects and earning potential by demonstrating your proficiency to employers and clients.

Participation will also prepare you for the majority of Intuit’s QuickBooks ProAdvisor Certification, though we do not cover the QBOA Accountants tools that are on that exam.

 

Course Questions

Frequently Asked Questions

Get clear answers about the course format, time commitment, cost, certification prep, and whether this training is the right fit for you.

1. Is this class right for me if I’m brand new to QuickBooks Online? Answer open, tap to close

Yes. This class is designed to help you learn QuickBooks Online step by step, even if you do not already feel confident in the software. You will not be expected to figure it out alone or piece together random tutorials.

Alicia walks you through the workflows, explains why each step matters, and gives you opportunities to practice in real QuickBooks company files. That makes this a strong fit for beginners who want structure, guidance, and hands-on experience.

2. Is this class only for accounting professionals, or can business owners take it too? Tap to open answer

Both accounting professionals and business owners can benefit from this training.

If you are an accounting pro, this class can help you serve clients more confidently, understand the full bookkeeping workflow, and strengthen your QuickBooks skills in a practical way.

If you are a business owner, this class can help you stop guessing in your books, understand what is happening financially, and make cleaner, more informed decisions in QuickBooks Online.

3. Why does this class cost more than a typical Royalwise QBO course? Tap to open answer

Because this is not a typical QuickBooks course.

Many QuickBooks courses are short, self-paced, and focused on isolated tasks. This class is a full 12-week hands-on training program with live instruction, real practice files, guided case studies, recordings, handouts, quizzes, 72 CPE credits, a certificate of completion, a paperback textbook, and lifetime access.

You are not just buying videos. You are investing in structure, accountability, expert guidance, and the chance to practice QuickBooks Online in a real bookkeeping workflow from beginning to end.

4. Why should I take this class instead of watching free videos or buying a cheaper course? Tap to open answer

Structure. Free videos can help with quick answers, but they often leave you with disconnected tips instead of a complete understanding of the bookkeeping process.

This class gives you a structured 12-week path, live instruction, hands-on practice, real-world case studies, recordings, handouts, quizzes, CPE credit, a textbook, and lifetime access. You are not just watching someone click through QuickBooks. You are learning how the pieces fit together so you can use QBO with more confidence.

5. Just how hands-on is this class? Tap to open answer

Very hands-on. This is not a passive lecture course.

You will build and work inside QuickBooks company files as you learn. Alicia demonstrates the workflow, explains the reasoning behind it, and then you practice the process yourself. That combination of instruction and doing is what helps the material stick.

6. How much time should I expect to spend outside of class? Tap to open answer

Plan on spending time outside of live sessions to finish practice assignments, review recordings, and keep up with the case study work.

The exact amount depends on your experience level and learning pace, but this is a real training program, not a casual video series. Students who get the most value are the ones who show up, practice, ask questions, and keep moving through the work.

7. What if I enroll late or I miss a live class? Tap to open answer

Not a problem! The live sessions are recorded, so you can review the material if you miss a class or want to watch something again.

That said, attending live when possible is valuable because you get the rhythm, accountability, and opportunity to ask questions as the material is being taught. The recordings give you flexibility, but the live structure helps many students stay on track.

8. Do I need my own QuickBooks Online subscription? Tap to open answer

No, you do not need to purchase your own QuickBooks Online subscription just to participate in the class.

Students receive access to a QuickBooks Online practice file for the course. You will need a computer with Chrome installed, preferably, so you can follow along and complete the hands-on work.

9. Does this class make me QuickBooks certified? Tap to open answer

This class includes a Certificate of Completion and 72 CPE credits. It is also designed to help prepare you for the Certiport QuickBooks Online Certified User exam and much of the Intuit ProAdvisor Certification content.

It is important to know that completing the class is not the same as automatically earning a third-party certification. Certification exams are separate. This class gives you the training, practice, and confidence-building foundation to help you prepare.

10. Why is the class 72 hours long? Tap to open answer

Because QuickBooks Online is not just one skill.

To use QBO confidently, you need to understand how setup, customers, vendors, banking, reconciliations, reports, inventory, payroll, projects, job costing, and year-end tasks all work together. A short course can show you where to click. A deeper training program helps you understand why you are clicking there in the first place.

The length of the class is what allows us to slow down, practice, ask questions, revisit tricky areas, and build real confidence instead of rushing through the material.

11. Is this too much of a time commitment? Tap to open answer

It is a real commitment. That is also why it works.

Most people do not struggle with QuickBooks because they are incapable of learning it. They struggle because they are trying to learn it in fragments, usually while they are already stressed, behind, or dealing with messy books.

This class gives you a schedule, a system, and a guided path. Instead of spending months or years guessing your way through QBO, you spend 12 weeks learning it in an organized, supported way.

12. How do I know the investment will pay off? Tap to open answer

The return depends on how you use the training, but the value can show up in several practical ways.

For bookkeepers, stronger QBO skills can support better client work, more confidence, cleaner workflows, and the ability to take on more complex jobs.

For business owners, better QuickBooks knowledge can mean fewer mistakes, better reports, smoother tax preparation, and a clearer understanding of what is happening in the business.

For employees or career changers, structured QBO training can help build marketable skills and give you a stronger foundation for bookkeeping, accounting support, or administrative roles.

13. Why should I enroll now? Tap to open answer

If you already know QuickBooks Online is something you need to understand, waiting usually just means more guessing, more frustration, and more time spent trying to piece things together on your own.

Enrolling now gives you a clear plan, a live schedule, expert guidance, hands-on practice, recordings, course materials, CPE credit, and lifetime access. You will also save $250 if you enroll before the early pricing deadline.

If you are ready to stop guessing in QuickBooks and start learning it in a structured, practical way, this is the time to reserve your seat.

Get the structure, practice, and confidence you need.
Learn the full QBO workflow step by step with live guidance, real practice, and support from Alicia.
 ENROLL NOW

 

 

 

Course Curriculum

What You’ll Learn

Explore the full QuickBooks Online workflow, from setup and daily bookkeeping to reports, payroll, inventory, projects, and year-end procedures.

CHAPTER 1: The QBO Ecosystem | QBO versions, ecosystem, browser basics, interface, updates, backups, & help Chapter open, tap to close
  • QuickBooks Online vs. QuickBooks Desktop
  • Third-party Apps
  • QuickBooks Online Versions
  • QuickBooks Online for Accountants
  • Accounting 101
  • Using a Browser to Access QBO
  • Working with QuickBooks Online Files
  • QuickBooks Online Updates and New Features
  • Backing Up QBO Files
  • QuickBooks Online’s Interface
  • Entering Transactions in QuickBooks Online
  • QuickBooks Online Help
CHAPTER 2: Setting Up QBO | Start a new company file and configure the core setup Tap to open chapter
  • Starting a New QuickBooks Online Company
  • Configuring Account and Settings
  • Setting Up the Chart of Accounts
  • Setting Up Products & Services
  • Importing Lists
CHAPTER 3: Customizing QuickBooks Online | Customize lists, sales forms, tracking, users, and settings Tap to open chapter
  • Customizing Lists
  • Implementing Custom Fields
  • Activating Class Tracking
  • Setting Up Sales Tax
  • Customizing Sales Forms
  • Adding Users and Passwords
CHAPTER 4: Customer Sales | Customers, sales transactions, payments, deposits, and A/R reports Tap to open chapter
  • Configuring the Sales Settings
  • Tracking Company Sales
  • Setting Up Customers
  • Recording Sales
  • Receiving Payments from Customers
  • Making Bank Deposits
  • Running Accounts Receivable Reports
CHAPTER 5: Vendor Expenses | Vendors, bills, credit cards, job costs, petty cash, and A/P reports Tap to open chapter
  • Configuring the Expenses Settings
  • Tracking Company Expenses
  • Using the Vendors Center
  • Recording Transactions
  • Tracking Job Costs
  • Paying Bills
  • Using Credit Cards
  • Writing Checks
  • Tracking Petty Cash
  • Running Accounts Payable Reports
CHAPTER 6: Accrual Accounting | Automation controls, A/R and A/P workflows, and sales tax Tap to open chapter
  • Controlling the Automation
  • Accounts Receivable Workflows
  • Accounts Payable Workflows
  • Paying Sales Tax
CHAPTER 7: Banking and Reconciliation | Bank feeds, rules, imports, registers, and reconciliations Tap to open chapter
  • The Bank Transactions Feed
  • Connecting Your Bank and Credit Cards
  • Using the Bank Transactions Feed for Data Entry
  • Creating Rules
  • Viewing the Bank Register
  • Importing Transactions Downloaded from Your Bank
  • Reconciling Bank Accounts
  • Bank Reconciliation Reports
  • Reconciling Credit Card Accounts
CHAPTER 8: Reports | Find transactions, customize reports, save reports, and export results Tap to open chapter
  • Finding Transactions
  • Cash vs. Accrual Reporting
  • Types of Reports
  • Customizing Reports
  • Saving and Viewing Reports
  • Creating Management Reports
  • Printing and Exporting Reports
CHAPTER 9: Advanced Workflows | Mileage, contractors, recurring transactions, journal entries, loans, and audit log Tap to open chapter
  • Transferring Funds Between Accounts
  • The Receipts Center
  • Tracking Vehicle Mileage
  • The Contractors Center
  • Creating Recurring Transactions
  • Using Journal Entries
  • Managing Loans
  • Applying Price Rules
  • The Audit Log
CHAPTER 10: Case Study - YinYang Graphic Design | Practice applying what you have learned in a case-study format Tap to open chapter

This chapter uses the YinYang Graphic Design case study to help you practice and reinforce the workflows covered in the course.

CHAPTER 11: Projects and Job Costing | Projects, estimates, deposits, billable expenses, job costing, and budgets Tap to open chapter
  • Using the Projects Center
  • Working With Estimates
  • Taking Customer Deposits on Work to Be Performed
  • Managing Vendor Deposits
  • Invoicing a Customer for Billable Expense Reimbursement
  • Tracking Custom Orders
  • Running Job Costing Reports
  • Using Budgets for Estimates vs. Actuals
CHAPTER 12: Inventory | Inventory tracking, buying, selling, adjusting, vendor returns, and reports Tap to open chapter
  • Managing Inventory
  • Tracking Inventory with QuickBooks Online
  • Buying and Selling Inventory Products
  • Adjusting Inventory
  • Vendor Returns with Inventory Items
  • Inventory Reports
CHAPTER 13: Year-End Procedures | Adjustments, depreciation, 1099s, equity, and closing the books Tap to open chapter
  • Creating Adjustments
  • Tracking Depreciation of Fixed Assets
  • Processing 1099s
  • Managing Equity
  • Closing the Books
CHAPTER 14: Payroll Setup | Payroll subscriptions, setup, employees, and payroll settings Tap to open chapter
  • Intuit’s Payroll Subscriptions
  • Setting Up Payroll
  • Adding Employees
  • Customizing the Payroll Settings
CHAPTER 15: Payroll Processing | Payroll center, checklists, employee pay, corrections, taxes, and reports Tap to open chapter
  • Using the Payroll Center
  • Payroll Processing Checklists
  • Paying Employees
  • Correcting Errors
  • Paying Taxes and Liabilities
  • Running Payroll Reports
  • Managing Employees
CHAPTER 16: Capstone Project - YinYang Graphic Design | Apply your QBO skills in a final capstone project Tap to open chapter

The capstone project gives you a final opportunity to apply what you have learned by working through YinYang Graphic Design.

 

 


 

Sponsored by Universal Accounting & Alignable

 

Build your QuickBooks skills, grow your confidence, and take the next step in your accounting career.

We’re proud to have Universal Accounting sponsoring QBO Hands-On Training 2026. Since 1979, Universal Accounting has helped accounting, bookkeeping, and tax professionals gain the training, certifications, coaching, and support they need to build confidence, expand their skills, and get paid what they’re worth. If you’re learning QuickBooks Online to grow your career, strengthen your client services, or prepare for your next professional step, Universal Accounting offers additional resources to help you keep moving forward.

Learn more about Universal Accounting

 


 

Build your network, grow your referrals, and connect with business owners who understand what you do.

We’re proud to have Alignable sponsoring QBO Hands-On Training 2026. Alignable is a small business networking platform built to help business owners, bookkeepers, accountants, and service providers make meaningful connections, earn referrals, and grow through trusted local relationships.

Learn more about Alignable

 


 

 

Instructional Level

Basic

 

Course Length

72 hours

 

Course Credits

72 CPE, Certificate of Completion

 

Field of Study

Computer Software & Applications

 

Delivery Method

Group Internet Based

 

Prerequisites

  • None

 

What Do You Need to Participate? 

  • A copy of 'QuickBooks Online Complete' by Alicia Katz Pollock (provided)
  • A computer with the Chrome browser installed

 

Who should take this class?

  • Bookkeepers, aspiring bookkeepers, accounting professionals, and business owners who want comprehensive, professional-level QuickBooks Online training.

 

 

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Final Enrollment Reminder

Ready to Learn QuickBooks Online
with Structure, Practice, & Support?


Build real company files, practice the full QuickBooks Online workflow, ask questions live, and keep lifetime access to the recordings and course materials.

72
Hours of Live Guided Training
72
CPE Credits Included
24
Live Training Sessions
Lifetime
Course Access

Payment plans are available: 3 payments over 3 months. To request a payment plan for QBO HOT 2026, email jef@royalwise.com

```

 

 


 

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.

 

 

 

To earn CPE credit, attend each class or watch the recording, take the optional quizzes, and complete the homework. CPE must be earned within one year of enrolling in the course.


Course Credits: 72 CPE for QBO HOT Complete, Certificate of Completion. Must be awarded within one year of enrollment
Course Page Updated: July 2026

 

 

 

^ Back to Top ^

 

Here is the course outline:

How to Join the Live Class Zoom

Click the link below for instructions on how to join the live zoom

How to connect to the Zoom webinar

REQUIRED Course Materials: Required for CPE and required to participate.

REQUIRED: You must complete the order form to receive your QBO Complete book before class.

REQUIRED: Complete this order book form here!
What email address should we use for your sample files?
Study Group Survey
Syllabus
Download the files
PDF of Chapters 1-4
How to take this course
How did you hear about this class?
PDF of Complete book for people who are waiting for theirs to be delivered

Chapter 1: The QuickBooks Online Ecosystem

The QuickBooks Online Ecosystem , QuickBooks Online vs. QuickBooks Desktop, Third-party Apps, QuickBooks Online Versions QuickBooks Online for Accountants, Accounting 101, Using a Browser to Access QBO, Working with QuickBooks Online Files QuickBooks Online’s Interface, Entering Transactions in QuickBooks Online, QuickBooks Online Help

1: Quiz Intro

Chapter 2: Setting Up QBO

Jul 28 9am .. 12pm

Starting a new QuickBooks Online company, Configuring Account and Settings, Setting up the Chart of Accounts, Creating Products & Services

2: Quiz Setting Up QBO
2: AYK Homework
Alicia's podcast episode about the Chart of Accounts

Chapter 3: Customizing QuickBooks Online

Aug 4 9am .. 12pm

Customizing Lists, Implementing Custom Fields, Activating Class Tracking, Setting up Sales Tax, Adding users and permissions

3: Quiz Customizing
3: AYK Homework

Chapter 4: Customer Sales

Aug 6 9am .. 12pm

Setting up Customers, Modern vs. classic invoices, Recording sales, Receiving payments from customers, Making bank deposits, Running Accounts Receivable reports

4: Quiz Customers
4: AYK Homework

Chapter 5: Vendor Expenses

Aug 13 9am .. 12pm

Using the Vendors Center, Recording expenses, Tracking job costs, Paying bills, Using credit cards, Running Accounts Payable reports

5: Quiz Vendors
5: AYK Homework

Chapter 6: Accrual Accounting

Aug 18 9am .. 12pm

Credits, Refunds, Delayed Charges, Bad debts, Paying sales tax

6: Quiz Accrual Accounting
6: AYK Homework

Chapter 7: Banking and Reconciliation

Aug 25 9am .. 12pm

Transfer Funds Between Accounts, The Bank Transactions Feed, Using the Bank Transactions Feed for Data Entry, Creating Rules, Viewing the Bank Register, When NOT to use the Bank Transactions Feed, The Receipts Center, Importing Transactions Downloaded from Your Bank, Reconciling Bank Accounts, Reconciling Credit Card Accounts

7: Quiz Banking and Reconciling
7: AYK Homework

Chapter 8: Reports

Aug 27 9am .. 12pm

Classic vs. Modern reports, Searching for transactions, Cash and accrual reporting, Customizing reports

8: AYK Homework
8: AYK Step 11

Chapter 9: Advanced Workflows

Sep 3 9am .. 12pm

Transfers, The Receipts Center, Tracking vehicle mileage, The Contractors Center, Creating recurring transactions, Using journal entries, Managing loans, Applying Price Rules, The Audit Log

9: Quiz Advanced Workflows
9: AYK Homework

Chapter 10: Case Study - YinYang Graphic Design

Sep 10 9am .. 12pm

Start a new practice company from scratch, and show us what you know! (2 sessions)

Walkthrough of accepting YinYang company invitation and setting up file
10: Case Study
10: Case Study Questions

Chapter 11: Projects and Job Costing

Sep 15 9am .. 12pm

Using the Projects Center, Working with Estimates, Taking Deposits on Work to be Performed, Managing Vendor Deposits, Running Job Costing Reports

11: Quiz Projects
11: AYK Homework
11: Step 17 answers

Chapter 12: Inventory

Sep 17 9am .. 12pm

Buying and selling inventory products, Adjusting inventory, Inventory reports

12: Quiz Inventory
12: AYK Homework

Chapter 13: Year-end Procedures

Sep 24 9am .. 12pm

Creating adjustments, Tracking depreciation of fixed assets, Processing 1099s, Managing equity, Closing the books

13: Quiz Year-end
13: AYK Homework

Chapter 14: Payroll Setup

Sep 29 9am .. 12pm

Intuit’s Payroll Subscriptions, Getting Help With Payroll, Checklist for Setting Up Payroll, The Accounting Behind the Scenes, Automatic Payroll Tax Updates, Payroll Accounts, Payroll Items, Subscribing to QBO Payroll, Adding Employees, Entering Employment Details, Creating Pay Schedules, Entering Tax Withholding Information, Setting Up Direct Deposit, Creating Pay Types, Customizing the Payroll Settings, Employee Profile Management (Workforce), Authorizing Shared Data, Connecting Bank Accounts, Check Printing Options, Managing the Payroll Contact Information, Specifying Payroll, Accounting Mapping, The Payroll Overview

14: Quiz Payroll Setup
14: AYK Homework

Chapter 15: Payroll Processing

Oct 1 9am .. 12pm
15: Quiz Payroll Processing
15: AYK Homework
15: Step 9 Questions

Chapter 16: Capstone Project - YinYang Graphic Design

Oct 8 9am .. 12pm

Pick up where Chapter 10 left off with hands-on entry for YinYang Graphic Design. You'll make projects, manage inventory, and run payroll! This chapter is not required for course completion, but you'll want to do it to prove to yourself that you know what you're doing!

16: Homework Case Study
16: Questions Case Study

Wrap-up

Oct 8

Our Last Day! :-( We had visits from Mariette Martinez's Master Your Books and Roger Knecht at Universal Accounting about next steps in your journey, learned more about Alicia's Royalwise OWLS, had the Owlie Awards, and talked about how we can improve the course for next year.

HOT Class Evaluation & Feedback Survey
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Appendix: Advanced Company Setup

Additional information about migrating a company from QuickBooks Desktop to QuickBooks Online

17: Quiz Advanced Setup

Completion

The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
Royalwise CPE Certificate
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