Skip to content
QBO Video Courses

Beginner's Guide to QuickBooks Online

Alicia Katz Pollock

QuickBooks Online is the most popular software for running your business. It helps you take payments from your customers and record your expenses. It also gives you the reports you need to see how your business is doing, and to know what taxes to pay. Take this class to see how it works!

Preview this course:

Get a sneak peek of what's inside this value-packed training. Watch the brief video below to explore the topics we'll cover and see the quality of content you can expect. Your journey to mastering the material starts here!


Class Description

Are you a business owner starting with QuickBooks for the first time? Or a long-time QuickBooks for Desktop user thinking about converting? 

Join Alicia in this tour of QuickBooks Online, Intuit’s most popular bookkeeping software. Because it’s cloud-based, it’s easy to use. And there are 5 versions so you can choose the right level of features for your company’s unique needs.

In this free 1-hour class, we’ll learn about the different options, see basic customer and vendor workflows for daily operations, talk about considerations for importing existing files or starting over from scratch, and show off the unique features and innovations that make running your company easier than ever.


Getting started with QuickBooks Online will be the best decision you’ll ever make in growing your company.


You’ll learn about

  • Understand the different versions of QuickBooks Online
  • See how to write invoices and sales receipts for customers
  • Learn about QuickBooks Payments, the built-in merchant services
  • Understand how to pay vendors
  • Watch how to use the Banking Feed for fast data entry
  • Explore whether you should start from scratch or import an existing file
  • See how to manage paper receipts
  • View reports for tax prep, and understanding your business activity
  • Learn how multi-user access works, including your accountant
  • See unique features and innovations that make running your company easier than ever.


 After completing this course, you will be able to

  • Know if QBO is the right bookkeeping software for you
  • Get comfortable with the QBO interface
  • Know what to expect when getting started
  • Explore the customized options within the QBO ecosystem


What people are saying about this 'Beginner's Guide to QBO' course:



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 who don’t have a record-keeping system (or use Excel!)
  • Business who use QuickBooks Desktop and are considering the move to QuickBooks Online
  • Bookkeepers who are comfortable with QuickBooks Desktop and want to see what QuickBooks Online is all about.


  • None


      Next steps? Book Club or Bootcamp?

      You finished The Beginner's Guide to QuickBooks Online & you're ready to dive in deeper.

      Learn how to use all QBO’s essential tools & workflows to track your income & expenses for tax purposes & for business success.

      The easiest way to do this is to sign up for my QuickBooks Online fundamentals training, available as either QuickBooks Online Bootcamp or QuickBooks Club LIVE!


      (Click to show the full-size QuickBooks Learning Roadmap)


      What's the difference between the QBO Bootcamp and QBO Book Club?

      Both courses offer the same core material, but the Bootcamp is on-demand and self-paced, while the QBO Book Club has a live component as well where you can ask questions, and get personalized help from me and the other learners in your cohort.



      The choice is yours! Bootcamp or Book Club?

      Take a second and consider which version is right for your unique situation.





      Want this course for FREE? Unlock this course & more for no extra cost with an OWLS Membership!

      Get instant access to ALL of Alicia's QuickBooks courses for FREE when you become a silver member - it's the perfect way to maximize your learning!

      Discover why so many business owners & accounting professionals are taking advantage of a Royalwise OWLS membership to gain valuable skills, earn CPE credit, & make more money.

      With a Royalwise OWLS membership you’ll have the tools & support you need to achieve your business & professional goals. Enroll today to join a community of like-minded individuals & take advantage of all the benefits an OWLS membership has to offer!


      OWLfred says, "Silver membership pays for itself in just two courses per month!"




      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: January 2022
      Course Page Updated: April 2024

      Here is the course outline:

      Download the Class Materials

      Download my notes & slides here

      Download my slides
      Download my notes
      Glossary of Terms

      Watch the Recordings: The Beginner's Guide to QBO

      Here is the recording of the class you attended. Watch and rewatch it to your heart's content! The links within each video will point you to deeper dives into the time, money, and business-boosting benefits of QBO.

      The Beginner's Guide to QBO
      Review Questions: The Beginners Guide to QBO


      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!

      Evaluation & Participation Survey
      Quiz: The Beginner's Guide to QBO


      The following certificates are awarded when the course is completed:

      Royalwise CPE Certificate
      Back to top