Skip to content
QBO Video Courses

Setting Up QBO

For someone else
Alicia Katz Pollock
For someone else
Purchase for $54 or enter access code

Before you sign up for your new QuickBooks Online file, what do you need to know? We’ll talk about everything from choosing the right version, converting from Desktop or starting from scratch, setting up your lists, connecting your bank accounts, and turning on all the features.

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!



Course Description

You’re creating a new QuickBooks Online account, what’s next? If you’re just getting started with QuickBooks you might be tempted to go it alone, but setting up QBO by trial and error is a mistake. Let’s tackle how to set up QuickBooks Online together and make sure it’s done well.

While QuickBooks Online is the world’s most popular bookkeeping software, setting it up on your own through trial and error is just asking for trouble.

As business owners, we often tend to try to do everything ourselves (speaking from experience here!). That can be a problem when it comes to setting up Quickbooks Online.

It’s easy to make a simple mistake that will end up costing you more to fix than you’d ever have paid to set things up right from the beginning (not to mention the hassle of it all).

You’ve got enough to worry about. Let me show you how to set your QuickBooks up the right way so you can have peace of mind knowing there won’t be any headaches down the road.

We’ll answer all these questions and get you started on the right foot so that you won’t spend time needlessly spinning your wheels while you try to figure it all out yourself. Your business will be successful when you get the advice you need to do it right the first time, quickly and easily!


You’ll Learn About

  • The difference between the QuickBooks Online subscription levels
  • Creating a new account
  • Connecting with a bookkeeper for discounts
  • Importing a QuickBooks Desktop file into QuickBooks Online
  • Setting up a Chart of Accounts
  • Connecting Bank accounts and credit cards
  • Entering open invoices and bills
  • Entering opening balance history
  • Comparing previous and new reports


After completing this course, you will be able to: 

  • Identify the correct QBO subscription level for your needs
  • Describe the steps to set up a new QBO file including settings and lists
  • Recall how to add your bank accounts and credit cards to import transactions
  • Recognize how to enter historic balances
  • Describe how to recreate open invoices and bills
  • Recognize considerations with Sales Tax and Payroll Taxes

Instructional Level


Course Length

1.5 hours

Course Credits

1.5 CPE, Certificate of Completion

Field of Study

Computer Software & Applications

Delivery Method

QAS / Self-Study

Who should take this class?

  • Small business owners starting new QuickBooks Online files
  • Bookkeepers converting their clients to QuickBooks Online

Advanced Preparation: 

  • None

Other learners purchased these courses after completing this class:  




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: 1.5 CPE, Certificate of Completion. Must be awarded within one year of enrollment.

Course Updated: October 2023 
Course Page Update: October 2023

Here is the course outline:

Download the Handouts

Download your class handouts here

Handout: Setting Up QBO Slides
Handout: QBDT Conversion & Setup Notes
Book Excerpt: Setting Up QBO & Getting Started
Glossary of Terms

Watch the videos: Setting Up QBO 2023

Before you sign up for your new QuickBooks Online file, what do you need to know? We’ll talk about everything from choosing the right version, converting from Desktop or starting from scratch, setting up your lists, connecting your bank accounts, and turning on all the features.

Intro and Overview of Setting Up QBO
Which Version is Right For You?
Finding a ProAdvisor
Considerations When Converting from QBDT to QBO
Cleanup Before Converting
How to Do the Import from QBDT to QBO
Verifying Your Data
Starting QBO from Scratch
Customizing Your Settings
Importing Your Lists
Dialing in Your Chart of Accounts
Setting Up Products and Services
Creating Open Transactions
Entering Starting Balances
Turning on Modules
Invite Users
Setting Up the Banking Feed
Implementing 3rd Party Apps
Review Questions: Setting Up QBO

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: Setting Up QBO
Course Evaluation Survey


The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
Back to top