In this class, you'll learn about:

• The difference between Intuit Accountant Suite and the client's QBO
• Opening QBO in multiple windows, and other browser tricks
• The Accountant's Toolbox:
  • Reclassify Transactions
  • Voided/Deleted Transactions
  • Writing off invoices
• 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!
  

 After completing this course, you will be able to: 

• Explain the differences between QBO and Intuit Accountant Suite
• Recall tips and tricks that make the software easier to use
• Recognize features that streamline your data entry and file review
• Recognize IAS’s practice management tools to keep track of clients

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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!

QBO for Accountants Course Description

Accountants are falling in love with QuickBooks Online!

Many accountants and bookkeepers are making the move from Desktop to QuickBooks® Online, but others aren't so sure...and that’s where this course will help! Join us for a full set of best practices and tips & tricks to make your experience easy and fun.

QuickBooks Online 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 ProPartner account: practice management tools, the Work Center for task lists, certification training and exams, 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.

Discover why accounting professionals like you are getting excited for 'QBO for Accountants'

Find out what you've been missing. See what prior learners have to say about their journey with Alicia & her class, QBO for Accountants.

Evergreen Access (Made to Stay Current)

Your purchase is designed to stay useful long after you finish the course! As the software changes, we refresh the content so you’re not learning from outdated screens. You’ll also have access to the class discussion/Q&A so you can ask questions when real-life situations pop up. And because it’s lifetime access, you can revisit the videos, handouts, and materials anytime you need a quick refresher.

Live Session + Replay Included

If you can’t attend at the scheduled time, go ahead and enroll—your live registration includes free access to the on-demand replay. We record every live class and post an edited version to the course page within two weeks of the class date. Once it’s available, you’ll receive a notification inside your OWLS portal.

While the replay is being published, you can download the notes/handouts and complete any quizzes or questionnaires so you’re ready to follow along when you watch.

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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: www.nasbaregistry.org.

Course Credits: 3 CPE, Certificate of Completion. Must be awarded within one year of enrollment.
Course Updated: June 2025
Course Page Updated: October 2026

This course was previously titled, "QBOA for ProAdvisors."

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