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QBO Video Courses

Master QBOA the Easy Way

For someone else
Alicia Katz Pollock
For someone else
Purchase for $111 or enter access code

Accountants and Bookkeepers! Master QuickBooks Online for Accountants (QBOA) the easy way with 3 hours of cool features, client management tools, efficiency tips.

Mater QBOA the Easy Way Course Description

Accountants are falling in love with QuickBooks Online for Accountants (QBOA)!

Many accountants and bookkeepers are making the move to QuickBooks® Online, but others aren't so sure...and that’s where this course will help! Join us for this valuable introduction to QBOA, the version of QBO® built especially for Accountants. 

QBOA has a vast set of features not available in QuickBooks Desktop. The interface is different, so when you’re just getting started it can be hard to find the features you need. We’ll answer your questions, show you where to find your familiar tools, and introduce all the timesaving tips and tricks that make QBO easier to use than the desktop version.  

We’ll also explore the benefits that come with your free ProAdvisor account: practice management tools, certification training and exams, the Work Center for task lists, and software discounts.

Learn back door shortcuts, interface tricks, and accountant-only tools that allow you to cut your client work in half. Make more money for doing less by taking advantage of Alicia's tips that you may not discover on your own.


 After completing this course, you will be able to: 

  • Explain the differences between QBO and QBOA
  • Describe how to access accountant-only tools
  • Recall tips and tricks that make the software easier to use
  • Recognize automations that streamline your data entry and file review
  • Identify resources only available to ProAdvisors
  • Recognize QBOA’s practice management tools to keep track of clients


What You’ll Learn 

  • The difference between QBOA for Accountants and the client's QBO
  • Opening QBO in multiple windows, and other browser tricks
  • The Accountant's Toolbox
  • The Audit Trail
  • Batch deleting Unbilled Expenses
  • Search tips
  • Mastering the Banking Feed
  • Banking Rules for automatic data entry
  • Reconciliation tricks
  • Super-cool features not in Desktop
  • QuickBooks Payments merchant processing
  • Wholesale Billing
  • The Work Center for Practice Management
  • Overview
  • Month-end Review
  • Notes
  • Document Sharing
  • Your specific questions answered!

Instructional Level


Course Length

3 hours

Course Credits

3 CPE, Certificate of Completion

Field of Study

Computer Software & Applications

Delivery Method

QAS/Self Study


  • QBOA Account 
  • Prior experience with QuickBooks® for Desktop for QuickBooks Online

Who should take this class?

  • Bookkeepers and Accountants new to QuickBooks Online.
  • Bookkeepers and Accountants frustrated by QBO.

Advanced Preparation: 

  • None

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





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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: 3 CPE, Certificate of Completion. Must be awarded within one year of enrollment.
Course Updated: December 2021
Course Page Updated: September 2023

Here is the course outline:

Download the Handout

Download the handout that goes with the course.

Download the handout here
Needs Assessment Checklist
Glossary of Terms

Watch the Videos: QBOA for Accountants and Bookkeepers

All the tips and tricks that will transform you from a QBO skeptic to a QBO lover. Really. I promise.

Intro and Agenda
Biz View vs Accountant View
Why Use QBOA?
Set Up Your Team
The Client Center
The Work Center
Projects and Tasks
Client Requests and Shared Documents
Client Overview Tab
Books Review Tab
Accountant Tools
QBOA Review 1: Master QBOA the Easy Way
QBOA Tips and Tricks
Exporting QBO to Desktop
Additional Tips and Tricks
Conclusion - What's Next?
QBOA Review 2: Master QBOA the Easy Way

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!

Evaluation & Participation Survey
Quiz: QBOA


The following certificates are awarded when the course is completed:

Royalwise CPE Certificate
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