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QBO for Bookkeepers and Firms

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QuickBooks Online Bootcamp

This QuickBooks Online tutorial for beginners teaches small business owners and bookkeepers how to use all QBO’s essential tools and workflows to track its income and expenses for taxes and business success.

Price $200
Course duration Duration: 10 hours
Instructor Katz Pollock, Alicia

10 Best Practices in QuickBooks Online

Use QuickBooks Online more effectively! You’ll learn how to avoid (and fix) common mistakes in QBO bank feeds, how to properly classify transactions, and best practices for recordkeeping.

Price $40
Course duration Duration: 1.5 hours
Instructor Katz Pollock, Alicia

Converting QuickBooks Desktop to QuickBooks Online

When you're moving a QuickBooks file from Desktop to Online, following best practices will ensure a smooth transition. In this webinar, learn how to prepare your file in QuickBooks Desktop, perform the migration, and clean up afterwards.

Price $70
Course duration Duration: 2.0
Instructor Katz Pollock, Alicia

Chart of Accounts in QuickBooks Online

Learn to set up your QuickBooks Chart of Accounts according to accounting principles: bookkeeping terms, general ledger, Balance Sheet, and P&L statements.

Price $70
Course duration Duration: 2 hours
Instructor Katz Pollock, Alicia

Sales Tax in QuickBooks Online

Learn how to use the QuickBooks Online Sales Tax Center to calculate sales tax liability by customer location, customer type, and product category. Set it up properly to make sure you pay your state and local taxes accurately!

Price $70
Course duration Duration: 2 hours
Instructor Katz Pollock, Alicia

Working with Customers in QuickBooks Online

Dive into the essentials of QuickBooks Online with our focused Accounts Receivable course! Learn to master invoicing, payment tracking, customer management, and analyzing products & services sales efficiently.

Price $40
Course duration Duration: 1 hour
Instructor Katz Pollock, Alicia

Bank Transactions in QuickBooks Online

This Bank Transactions in QBO tutorial shows how to add bank accounts, import transactions, categorize expenses, attach receipts, and do bank reconciliations.

Price $90
Course duration Duration: 3 hours
Instructor Katz Pollock, Alicia

Reconciling in QuickBooks Online

Reconciliation is how you confirm that your QuickBooks Online checking accounts, savings account, credit cards, loan balances, and liabilities are correct. If you don’t reconcile correctly every month, your reports will be wrong!

Price $70
Course duration Duration: 2 hours
Instructor Katz Pollock, Alicia

Advanced Reporting in QBO

Ready to turn your QuickBooks Online data into real business insights? In this advanced session, discover how to customize reports, build powerful dashboards, and unlock analytics tools in QuickBooks Online Advanced. Master your business numbers and grow your company!

Price $80
Course duration Duration: 2.5 hours
Instructor Katz Pollock, Alicia

Custom Reports in QuickBooks Online with Hector Garcia

Join Hector Garcia in this masterclass to learn QuickBooks Online Advanced Reports to take your business management and accounting advisory to the next level. Customize QBO’s built-in reports, create dashboards with charts, and export to Excel.

Price $90
Course duration Duration: 2.75 hours
Instructor Garcia, Hector

Expense Management in QuickBooks Online

“Accounts Payable” refers to the money you owe to your vendors. QuickBooks Online has built-in features for receipt management and online bill pay, but what do you do when you need to manage employee credit cards and approval workflows?

Price $70
Course duration Duration: 3 hours
Instructor Katz Pollock, Alicia

Expense Management in QuickBooks Online with Carrie Kahn and Dan DeLong

“Accounts Payable” refers to the money you owe to your vendors. QuickBooks Online has built-in features for receipt management and online bill pay, but what do you do when you need to manage employee credit cards and approval workflows?

Price $70
Course duration Duration: 2 hours
Instructor Katz Pollock, Alicia

AI in QuickBooks Online

Master AI in QuickBooks Online! Learn how Intuit Intelligence’s AI agents perform accounting, payroll, and payments tasks to save you hours. Boost your productivity, automate manual work, and grow your business.

Price $55
Course duration Duration: 1.5
Instructor Katz Pollock, Alicia

3rd Party Apps for QuickBooks Online

Learn about 3rd party apps that integrate with QuickBooks Online.

Price Free
Course duration Duration: 2.0
Instructor Katz Pollock, Alicia

Projects, Progress Invoicing, & Job Costing

QuickBooks Online’s Projects Center has new tools for construction and project management bookkeeping, including Estimates, Progress Invoicing, and Job Costing.

Price $90
Course duration Duration: 3 hours
Instructor Katz Pollock, Alicia

Tricky Situations in QuickBooks Online

Practical bookkeeping workflows for complex transactions: loans, line of credit, barter, bounced checks, customer deposits, negative batches, and vendor credits.

Price $90
Course duration Duration: 3 hours
Instructor Katz Pollock, Alicia

QuickBooks Online Hacks

QuickBooks Online (QBO) has slick hacks that streamline your daily workflow. Save hours of time in entering transactions with these essential QBO tips and tricks!

Price $70
Course duration Duration: 2 Hours
Instructor Katz Pollock, Alicia

Payday Perfection Collection | 5-course Bundle

Level-up your payroll prowess with the Payday Perfection Collection. Learn how to use QuickBooks Online's Payroll, the 1099 Wizard, & QB Time to seamlessly and accurately pay your workers, including state and federal compliance considerations.

Price $299
Bundle of 5 courses.

Workforce Payroll in QBO

QuickBooks Online’s built-in Workforce Payroll has timesheets, direct deposit, automatic tax payments, and even pays Contractors for you. Benefits include HR services, same-day deposit, and guaranteed accuracy.

Price $90
Course dates When: Nov 13, 2026
Schedule Fri 09:00 am - 12:30 pm
Instructor Katz Pollock, Alicia

Payroll Compliance: A Beginners Guide with Shannon Ballman Theis

When setting up payroll for an office, your company policies must simultaneously meet state and federal compliance standards, and foster healthy, happy workers. Learn best practices for setting up your payroll guidelines for wages, benefits, and paid time off.

Price $70
Course duration Duration: 2 hours
Instructor Theis, Shannon

Understanding Payroll Forms

It’s one thing to log into your Payroll software and click the buttons to set it up and run…but understanding the payroll tax implications and tax forms is something else! In this class we’ll discuss your federal and state payroll forms and filing requirements.

Price $70
Course duration Duration: 2.0
Instructor Theis, Shannon

QB Time

QuickBooks Time is the built-in time-tracking app built into QuickBooks Online. Whether you need simple clocking in and out, or advanced employee management with job costing and geofencing, QB Time is fully integrated with QBO Payroll.

Price $70
Course dates When: Nov 18, 2026
Schedule Tue 09:00 am - 11:30 am
Instructor Katz Pollock, Alicia

1099's in QuickBooks Online

Use 1099's QuickBooks® Online's to send 1099s to your Contractors. Automatically gather W9 info, send their 1099s by email, and submit to the IRS with just a few clicks!

Price $70
Course dates When: Dec 2, 2026
Schedule Wed 09:00 am - 11:30 am
Instructor Katz Pollock, Alicia

eCommerce in QuickBooks Online

QuickBooks Online has free built-in integrations to manage your PayPal, Square, eBay, and Amazon e-commerce sales & electronic payments. Learn how each app works, as well as alternatives for when you don’t want to import every sale into QBO.

Price $70
Course duration Duration: 2 hours
Instructor Katz Pollock, Alicia

Budgeting in QBO

Learn to expertly craft & manage budgets in QBO. Discover how to allocate funds efficiently, use advanced budgeting tools for projects & classes, and track spending to enhance your business's profitability.

Price $70
Course duration Duration: 2 hours
Instructor Katz Pollock, Alicia

Accrual Accounting in QuickBooks Online

Learn indispensable advanced accrual-based accounting techniques that bookkeepers rely on to increase the accuracy of a company's financial reports.

Price $90
Course duration Duration: 3 hours
Instructor Katz Pollock, Alicia

Year-end Cleanup for Tax Time in QBO

10 steps for year-end bookkeeping to get ready for taxes: clean up QuickBooks, reconciliation, inventory, depreciation, analyze reports, and close the books.

Price $70
Course dates When: Dec 15, 2026
Schedule Tue 09:00 am - 11:30 am
Instructor Katz Pollock, Alicia

Baby Got Backups: Backing Up QuickBooks Online

Back up your QuickBooks Online! Yes, even though it's on the web, you still need to back up your business's data. We’ll look at several different backup and export strategies to choose which one is right for your needs.

Price $70
Course duration Duration: 2 hours
Instructor Katz Pollock, Alicia

Look What I Found!™

Peek into QuickBooks Online's nooks and crannies to find new features and troubleshooting tips to solve your pain points!

Price Free
Instructor Katz Pollock, Alicia

QuickBooks Online Advanced

QuickBooks Online Advanced is the version of QBO for complex companies. It features custom fields, batch imports, complex reporting, granular user permissions, and accrual-based workflows….the enhanced tools that larger businesses need to thrive.

Price $90
Course duration Duration: 3 hours
Instructor Katz Pollock, Alicia

QBO for Accountants

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

Price $90
Course duration Duration: 3.0 hours
Instructor Katz Pollock, Alicia

Intuit Enterprise Suite

Learn to harness the power of Intuit Enterprise Suite to manage complex operations across multiple entities. This QuickBooks edition includes advanced project management for contractors, real-time reporting with Dimensions, and scalable tools for growing mid-market businesses.

Price $70
Course dates When: Aug 19, 2026
Schedule Tue 09:00 am - 11:00 am
Instructor Katz Pollock, Alicia

Intuit Accountant Suite

Accountants & Bookkeepers! Master Intuit Accountant Suite to manage your QuickBooks Online clients at scale with all-new client & team management tools.

Price $90
Course dates When: Dec 9, 2026
Schedule Wed 09:00 am - 12:30 pm
Instructor Katz Pollock, Alicia

QuickBooks® Desktop Hands-On Training

Intuit's QuickBooks Desktop for PC is the classic accounting software to run businesses large and small. Learn to use it with this complete course, featuring hands-on step-by-step exercises.

Price $97
Course duration Duration: 25 hours
Instructor Katz Pollock, Alicia

QuickBooks® Desktop for PC

This Intuit QuickBooks tutorial for beginners teaches small business owners and bookkeepers to use QuickBooks Desktop on a PC: setup, daily data entry, reports.

Price $100
Course duration Duration: 6 hours
Instructor Katz Pollock, Alicia

QuickBooks® for Mac

This Intuit QuickBooks for Mac beginners tutorial teaches small business owners and bookkeepers to use QuickBooks on a Mac: learn setup, daily data entry, and reports.

Price $100
Course duration Duration: 6 hours
Instructor Katz Pollock, Alicia

Accounting 101: What Every Bookkeeper Needs to Know

Learn Double-Entry Bookkeeping Concepts through practical exercises. Kathy Grosskurth teaches the accounting equation, how Debits and Credits work using T-Accounts, the accounting cycle, business entity types, and internal controls. Sponsored by Liscio.

Price $90
Course duration Duration: 3 hours
Instructor Grosskurth, Kathy

Non-Profit Essentials in QuickBooks Online with Gregg Bossen

The essentials of managing nonprofits using QuickBooks Online. Join Gregg Bossen to learn the most efficient way to set up your nonprofit's accounting structure using classes, projects, and other QBO features.

Price $70
Course duration Duration: 2.0
Instructor Bossen, Gregg

Restaurants (and Bars) in QuickBooks Online

Restaurant accounting has a tough reputation, but it doesn’t have to be hard. By using a customized Chart of Accounts along with some special set-ups and techniques in QuickBooks Online, you can turn these former problem clients into lucrative favorites. This course shows you how to begin.

Price $90
Course duration Duration: 3.0
Instructor Nies Ciraldo, Kristen

Fuel Your Finances: QBO Gas Station and C-Store Book, Template, and Video Course Bundle

This package deal includes the template, book PDF, and video course to teach you QuickBooks bookkeeping for convenience stores, gas stations & specialty retail. Get all 3 and save more than 15%

Price $415
Bundle of 3 courses.

Fuel Your Finances: QuickBooks for C-stores & Gas Stations

QuickBooks bookkeeping for convenience stores, gas stations & specialty retail. Learn how to track food sales, Lottery, tobacco, fuel, ATM, merchandise & more.

Price $90
Course duration Duration: 3 hours
Instructor Katz Pollock, Alicia

Real Estate Bookkeeping in QuickBooks Online

QBO is perfect for managing accounting and bookkeeping for Real Estate. Whether you’re a landlord with tenants or you flip houses, learn to use QBO to manage rentals or renovate houses for your Real Estate investments and make informed decisions about your finances.

Price $70
Instructor Faust, Gita

Vacation Rental Bookkeeping

AirBnb and VRBO have transformed the travel industry. Now you can make money by renting your home to families for vacations, or even rent just one room in your home to travelers. But how do you track that income and the associated expenses to make sure it’s worth the effort?

Price $40
Course duration Duration: 1 hour
Instructor Faust, Gita

Law Firms and QuickBooks Online with Lynda Artesani & Sarah Prevost

Learn how to do trust accounting, use LeanLaw and Clio with QuickBooks Online, and track financial performance for law offices.

Price $70
Course duration Duration: 2.0
Instructor Artesani, Lynda

Cleanup Essentials in QuickBooks Online

When bookkeepers land a new client, their first task is analyzing the company’s QuickBooks Online file for accuracy. Learn how to price a diagnostic and clean up common QBO errors!

Price $70
Course duration Duration: 2 hours
Instructor Wasek, Veronica

Value Pricing with Tanya Hilts

Boost profitability and overcome cash flow challenges by ditching hourly rates. Instead, implement value-based pricing and recurring subscriptions in your business. By aligning your pricing with your value to the customer, you will be able to command premium prices.

Price $70
Course duration Duration: 2 hours
Instructor Katz Pollock, Alicia

Tax Strategies for Small Business with Jackie Meyer

Identify potential tax-saving strategies hidden within your Profit & Loss statement and Balance Sheet, unveiling opportunities that can drastically impact your financial health.

Price $40
Course duration Duration: 1.0
Instructor Katz Pollock, Alicia

QuickBooks Online Canada

QuickBooks Online is used internationally for small business accounting, but Intuit’s software isn’t exactly the same in all countries. How are they different? Esther Friedberg Karp compares and contrasts the user experience and feature sets in the US vs. Canadian versions.

Price $40
Course duration Duration: 1.0
Instructor Katz Pollock, Alicia

QuickBooks Online Complete Hands-On Training (2026)

Learn QuickBooks Online in a hands-on step-by-step guided course, with case studies for common daily income and expense workflows, running reports, inventory management, payroll, projects and job costing, and year-end procedures, including best practices.

Price $1999
Course dates When: Aug 04 - Oct 22, 2026
Schedule Tue 09:00 am - 12:00 pm
Thu 09:00 am - 12:00 pm
Instructor Katz Pollock, Alicia

7 Minutes to Cash Flow with Cash Flow Mike

This Cash Flow Management course teaches small business owners and bookkeepers to monitor, analyze, and optimize cash flow. Boost financial literacy, manage working capital, and make data-driven decisions for a profitable future.

Price $40
Course duration Duration: 1 hr
Instructor Katz Pollock, Alicia

The Accounting Lifecycle with Mariette Martinez

Revolutionize the way you manage small business books year-round! Master accounting tasks and financial literacy beyond the software as you manage, balance, maintain, and close the books with clarity and confidence, and deliver the real-time accounting insights entrepreneurs need to make proactive decisions.

Price $997
Course dates When: Nov 10 - Dec 8, 2026
Schedule Tue 12:00 pm - 02:00 pm
Sat 12:00 pm - 02:00 pm
Instructor Martinez, Mariette

Excel Course Bundle

Learn Microsoft Excel spreadsheets in these 3 beginning to advanced webinar tutorial courses and save 25%!

Price $162
Bundle of 3 courses.

Excel - Intermediate - Formulas and Functions

Learn Excel, Microsoft Office’s spreadsheet software. This Excel tutorial covers sorting & filtering, logic formulas, text functions, and vlookup.

Price $85
Course duration Duration: 2.5 hours
Instructor Katz Pollock, Alicia

Excel in 3 Hours Flat Course

Learn Excel, Microsoft Office’s spreadsheet software. In this Excel tutorial for beginners we’ll create formulas & functions, add charts, formatting, and print.

Price $90
Course duration Duration: 3 hours
Instructor Katz Pollock, Alicia

Excel Pivot Tables and Dashboards

Microsoft Excel’s Pivot Tables turn data into instant calculations. Summarize & analyze data with Pivot Charts. Create Dashboards to see statistics at a glance.

Price $70
Course duration Duration: 2 hours
Instructor Katz Pollock, Alicia

Word in 3 Hours Flat

Learn MS Word, Microsoft Office’s word processing program. In this Word tutorial for beginners we’ll learn to create documents, format fonts, insert images, and more.

Price $90
Course duration Duration: 3 hours
Instructor Katz Pollock, Alicia

Intermediate Word: Books and Reports

Learn to format Microsoft Word business documents and school reports in this intermediate tutorial. Font styles, page layout, headers & footers, TOC, and index.

Price $85
Course duration Duration: 2.5 hours
Instructor Katz Pollock, Alicia

Learn PowerPoint in 3 Hours Flat

In this Microsoft PowerPoint tutorial, design a presentation with templates, themes, graphics, and animations. Tips for a professional slide deck.

Price $90
Course duration Duration: 3 hours
Instructor Katz Pollock, Alicia

Google Docs Training

Use the free Google Docs instead of Microsoft Word. Create newsletters, formal documents, collaborate in real time, and import/export to other software.

Price $70
Course duration Duration: 1.75 hours
Instructor Katz Pollock, Alicia

Google Sheets Training Course

Use the free Google Sheets instead of Microsoft Excel. Create spreadsheets, collaborate in real time, and import/export to other software.

Price $55
Course duration Duration: 1.75 hours
Instructor Katz Pollock, Alicia

Using Google Slides

Use the free Google Slides instead of Microsoft PowerPoint. Create slide decks, formal presentations, collaborate in real time, and import/export to other software.

Price $70
Course duration Duration: 1.75
Instructor Katz Pollock, Alicia

Google Docs, Sheets, and Slides Bundle

Learn Docs, Sheets, and Slides, Google’s free "office suite". In these tutorials for beginners we’ll write a document, format fonts, insert images, and import/export with Word.

Price $120
Bundle of 3 courses.

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Give us a call at 503.406.6550 or email us at info@royalwise.com 

 

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