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QBO Video Courses

QuickBooks Online Hacks

For someone else
Alicia Katz Pollock
For someone else
Purchase for $37 or enter access code

QuickBooks Online (QBO) has slick hacks that streamline your daily workflow. Save hours of time in entering transactions with these essential QBO tips and tricks!

QuickBooks Online Hacks Course Description

While you’d probably think of this as “Tips and Tricks,” kids today would call this class “QBO Hacks” because Alicia is teaching amazing QBO moves that make tasks easier, faster, and more efficient.

Whatever the name, when you have tons of work to do...Every. Second. Counts!

Join QBO Rock Star Alicia Katz Pollock for this “bells and whistles” class chock-full of efficiency recommendations and cool features you can use to streamline and automate your data entry in QuickBooks Online.

We’ll cover everything from built-in calculators, to interface tricks, to leveraging Chrome’s tools to enhance your QBO experience.

We’ll even include links to tools that are not on the menu, like Reclassify Transactions!

Spend one hour with Alicia learning these...hacks...and save yourself dozens of hours -- PER PROJECT -- in the future!


After completing this course, you will be able to: 

  • Leverage Chrome browser features that help navigate QBO
  • Utilitze undocumented or obscure QBO features 
  • Sort and filter lists and registers in creative ways
  • Use QBO creatively


What You’ll Learn 

  • Built-in calculators
  • Date shortcuts
  • Keyboard Commands
  • Chrome tricks
    • Incognito windows
    • Chrome Profiles
    • Multiple tabs
    • Ctrl-F and Cmd-F
  • Banking Feed Options
  • Sorting and Filtering Hacks
  • Recurring Transactions for Invoicing
  • Recurring Transactions as Templates
  • Emailing reports automatically
  • Reclassify Transactions
  • Backdoor links not found on the menus:
    • Manage Billable Expenses
    • QuickBooks Status Page

Instructional Level


Course Length

1 hour

Course Credits

1 CPE, Certificate of Completion

Field of Study

Computer Software & Applications

Delivery Method

QAS/Self Study

Who should take this class?

  • Business owners and employees who maintain their company’s financial records
  • Students and job-seekers will boost their employment marketability
  • Entrepreneurs and new business owners who are just getting started, and want to make sure they have solid business knowledge so that they can succeed
  • Seasoned users looking to glean essential nuggets of information to make using QuickBooks easier and faster than before
  • Bookkeepers and Accountants who wish to brush up on their skills.


Other learners purchased these courses after completing this class:



Why pay full price? Sign up for a Royalwise OWLS Membership
and get this course and more for one low monthly price.
Silver membership pays for itself in just two courses per month!

For more information regarding concerns, refunds, and program cancellation policies, visit our Terms and Conditions



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:



Course Credits: 1 CPE, Certificate of Completion. Must be awarded within one year of enrollment.

Course Updated: December 2022

Here is the course outline:

1. Download the Handout

Download your class handout here

Download the handout here
Glossary of Terms

2. QBO Hacks: Introduction

This is the recording of the class you attended. Watch and rewatch it until it all makes sense! We have edited the live webinar into easy to follow along, bite sized videos.

Introduction and Agenda
Biz View vs Accountant View

3. QBO Hacks: Interface Hacks

The QuickBooks Online interface is constantly changing, and improving. Watch these videos to make sure you're up to date with all of the QBO Interface tricks and hacks.

Built-in Calculators
Date Field Hacks
Keyboard Commands
The Search Box

4. QBO Hacks: Chrome Browser Tricks and Hacks

Google Chrome is QuickBooks Online's browser of choice. You can use QBO in other browsers, but you might not have full functionality. Using Chrome assures that these helpful and time saving hacks will work for you.

Incognito Browser & Utilizing Multiple Tabs
Multiple Chrome Accounts

5. QBO Hacks: Banking Feed Tips, Tricks, and Pro Hacks

There are overlooked Banking Feed tools that will improve your Banking experience drastically, cutting down on errors.

Bank Feed Options (Grid Gear aka Baby Gear)
Make Rules for Owner Draws

6. QBO Hacks: Sorting and Filtering

Some tools in QBO are often overlooked or underutilized. Don't miss these useful and very helpful tools. These hacks will help you find data faster, resolve duplicate transactions, and prevent you from banging your head against the wall even more.

Sorting Reconciliations, Bank Feed and Filtering the Checking Register

7. QBO Hacks: Using Automations

Believe it or not, I often see clients struggle to keep up on creating invoices and sales receipts. Using recurring transactions to automate some of these workflows can really save you a ton of time. Work smart, not hard.

Using Automatic Recurring Billing and Transaction Templates
Automatic Communications - Invoices and Reports

8. QBO Hacks: Options NOT on the menu!

There are backdoor links to useful tools that you can't find on the menus. Using these will make you a genius!

Reclassify Transactions & Managing Billable Expenses
QBO Status Page

9. QBO Hacks: Conclusion - What's Next?

Be sure not to skip this video. Get your CPE credit and certificate of completion. Review, rate, refer, and rewatch these videos.

Review Questions: QBO Hacks

10. Quiz and CPE Credit

Take this quiz to demonstrate your mastery of the material. Pass the quiz with an 80% or higher to complete the Course, earn your Certificate, and win points!

Quiz: QBO Hacks
Evaluation & Participation Survey
Complete this survey for CPE Credit


The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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