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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!


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.


 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 You’ll Learn 

  • 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.



Instructional Level


Course Length

1 hour

Course Credits

1 CPE, Certificate of Completion

Field of Study


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.

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      Get up to speed with QuickBooks Online... FAST!



      Refunds & Cancellations

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      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

      Here is the course outline:

      Download the Class Materials

      Download my notes & slides here

      pageText Download my slides
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      Watch the Recordings

      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.

      pageText The Beginner's Guide to QBO
      quiz Review Questions: The Beginner's 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!

      quiz Quiz: The Beginner's Guide to QBO
      pieChart Evaluation & Participation Survey
      pieChart Complete this survey for CPE Credit


      The following certificates are awarded when the course is completed:

      Royalwise CPE Certificate
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