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QuickBooks® Training Library

Customizing QBO


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

Learn to customize your QuickBooks Online dashboard, navigation, invoices, and bank feeds. Remove visual clutter, boost efficiency, and focus on what’s important.

After taking this course you will be able to: 

  • Customize the QuickBooks Online dashboards to display the company metrics you want to see.
  • Utilize the customization options in your Invoices and Bank Transactions feed to match your workflow.
  • Streamline your menu navigation and action buttons to get where you’re going with a minimum of clicks.

What You’ll Learn 

  • Customize the Home dashboard
  • Create Pinned menu shortcuts
  • Customize the Create Actions buttons
  • Rearrange the My Menu accountant tools
  • Hide or find the AI alerts
  • Trick out the Bank Transactions feed
  • Use the Manage pane to customize Invoices
  • Select your favorite Search fields

 

Customizing QBO Course Description

Stop Fighting Your Software. Make QuickBooks Online Work for You.

Does your QuickBooks Online dashboard feel cluttered with features you never use? You aren't alone. QuickBooks Online is a powerful tool, but it shouldn’t be a source of confusion.

In this focused one-hour course, you will learn how to strip away the 'noise' and configure your QBO experience to display exactly what matters most to your business.

You’ll go beyond the default settings to personalize your navigation, professionalize your invoices, and streamline your Bank Transactions feed.

By the end of this session, you’ll have a clean, efficient, and tailored workspace designed to save you time and help you focus on what actually drives your profit.

 

 

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?

  • Small business owners who want their QuickBooks to highlight the tools and data they need
  • Bookkeepers who want to make their QuickBooks as efficient as possible

 

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 2026
Course Page Updated: August 2026

 

 

 

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Here is the course outline:

1. How to Join the Live Class Zoom

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

1 section
How to connect to the Zoom webinar

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

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

3. Watch the Videos: Customizing QBO (2026) COMING SOON!

Learn to customize your QuickBooks Online dashboard, navigation, invoices, and bank feeds. Remove visual clutter, boost efficiency, and focus on what’s important.

4. Payroll in QBO Quizzes

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!

1 section
Complete this survey for CPE Credit

Completion

The following certificates are awarded when the course is completed:

Certificate of Completion
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