QBOA for ProAdvisors 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.

Discover why accounting professionals like you are getting excited for 'QBOA for ProAdvisors'

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

Evergreen Content

You'll have lifetime access to the on-demand course including all handouts & class material. You'll also be able to ask questions in the Q&A forum & get answers, even years later. You can pause, rewind, speed up, & watch again & again as you apply what you learn to each situation as it crops up.

Brought to you in part by UNCAT

UNCAT is a software tool that helps accountants and bookkeepers clean up uncategorized transactions with their clients and sync them with QuickBooks and Xero. It's designed to save time and make life easier for clients by eliminating the need for spreadsheets and manual copy-pasting of client responses into accounting software. 

Stop herding cats!
Fix uncategorized transactions with Uncat.

Some of the key features of UNCAT include:

• Integration with QuickBooks Online, QuickBooks Desktop, and Xero
• Automatic notifications to client users each week (or daily or monthly) by email and optionally by SMS text message when there are transactions that need their response
• The ability to choose which accounts to sync for each client, such as Uncategorized Expense, Uncategorized Income, Uncategorized Asset, Ask My Accountant, Ask Client, Suspense, etc.
• The ability to sync transactions back up to 3 months by default, with the option to sync back further for a small one-time charge.

Click here to start your 14-day trial of UNCAT (no credit card is required to sign up). Thank you UNCAT.

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: December 2023
Course Page Updated: July 2024
This course was previously titled, "Master QBOA the Easy Way."