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QuickBooks Online Fundamentals, From Set Up To Tax Time
5.0( 1 REVIEWS )
4h 53m

This course is designed for those interested to learn the basics of QuickBooks Online in your accounting tasks and how to easily manage your company’s daily workflow and be able to run insightful reports to analyze growth.

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Course Skill Level
Time Estimate
4h 53m


Alicia received her first computer, an Apple IIc, when she was 13 years old, and her passion for computers grew as she did. She began her career by designing a database for her father’s dental practice that automatically sent checkup reminders to patients every 6 months. Alicia later earned her Master of Arts in Teaching from Tufts University and developed computer curricula. Today, she is the President of, where she and her husband, Jamie, are in-demand computer trainers a

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About This Course

Who this course is for:

  • Business owners and employees who maintain their company’s financial records
  • Students and job-seekers looking to boost their employment marketability
  • Entrepreneurs and new business owners who are just getting started, and want to make sure they have solid business knowledge so that they can succeed
  • Seasoned users looking to glean essential nuggets of information to make using QuickBooks easier and faster than before
  • Bookkeepers and Accountants who wish to brush up on their skills

What you’ll learn: 

  • The importance of good record-keeping
  • When to hire a bookkeeper and when can you do it yourself?
  • Common bookkeeping mistakes business owners make.
  • Setting up QuickBooks®   
  • QuickBooks Accounts and Settings
  • Creating your Products and Service Items list
  • Working with Customers (Accounts Receivable): Estimates, Invoices, Sales Receipts, Payments
  • Working with Vendors (Accounts Payable): Bills, Payments, Expenses, Checks
  • Running basic reports
  • Using QuickBooks Online’s built-in automation features

Intuit’s QuickBooks Online (QBO) is the number one accounting software with millions of customers. It is both extremely useful and easy to use once you learn how.

If you are a small business owner or bookkeeper that has never used QuickBooks Online, you need to take this specific course. And it’s best to learn the essentials from the best, so you get set up properly, from the beginning! And who puts the “fun” in Fundamentals more than QBO Rockstar Alicia Katz Pollock!

Alicia has designed this QBO Fundamentals course to be approachable and absorbable so you gain a solid understanding of how QuickBooks software works. With easy to follow step-by-step guidance, Alicia will cover everything you need to quickly get up and running.

By the end of this course, you will have learned how to easily manage your company’s daily workflow using QuickBooks Online and be able to run insightful reports to analyze growth.

Getting Started: Alicia teaches the vital importance of bookkeeping, how to choose the correct version of QBO for your needs, and how to properly set up your file.

Banking: We’ll also explore the Banking Center, which runs the automation that connects QBO to your bank for easy data entry.

Customers: Alicia covers all the essential Customers and Accounts Receivable tasks, including how to create invoices for your customers and workflows for getting paid quickly.

Vendors: We’ll tackle Vendors, Accounts Payable, and all the ways you’ll record your company’s expenses.

Reports: Then we’ll learn how to run the key reports that show how well your company is doing!

Tools: Explore other features in QBO that help you enjoy the software.

Our Promise to You

By the end of this course, you will have learned accounting and bookkeeping using QuickBooks Online.

10 Day Money Back Guarantee. If you are unsatisfied for any reason, simply contact us and we’ll give you a full refund. No questions asked.

Get started today and learn more about QuickBooks Online.

Course Curriculum

Section 1 - Setting Up
Setting Up QuickBooks Online, Interface 00:00:00
Setting Up Your Company, Which Version To Use 00:00:00
QBO Fundamentals: Lists, Charts Of Accounts, Products, And Services 00:00:00
Section 2 - Using QuickBooks Online
QBO Fundamentals: Banking Feed 00:00:00
QBO Fundamentals: Sales – Working With Customers 00:00:00
QBO Fundamentals: Expense Transactions 00:00:00
QBO Fundamentals: Additional Transactions 00:00:00

Course Review


1 Ratings
  1. Anonymous

    Loved this Class


    Alicia was very easy to follow. The way she explained things was interesting and easy to understand. She spoke clearly and consistently into the microphone which made my experience seamless throughout. I didn’t waste time thinking about her moving away from the microphone as I did with other courses. This course was very professional and I appreciate the effort that went into making it such a success for those of us who chose it. I love how she took the time to discuss extra things that are common mistakes so that I know what to pay attention to. All of her little anecdotes were very helpful. Thank you!


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