QuickBooks Online Bootcamp
Join Alicia as she takes you through the basics, highlights, and tips of QuickBooks Online in her class “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.
"Hands down, the most comprehensive QuickBooks Online course out there; great for beginners and certification seekers!" - Hector Garcia CPA
Basic Training, often known as, “bootcamp”, is an introduction to the Army, and where recruits learn the traditions, tactics and methods of becoming a soldier.
And much like U.S. Army Bootcamp, my QuickBooks Online Bootcamp requires courage, discipline, and a hunger for excellence.
It's hard work…but it doesn’t require sacrifice!
Unlike U.S. Army Bootcamp, in my QBO Bootcamp I will encourage you instead of yell at you, hold your hand instead of force you to march, and you DEFINITELY won’t have to clean your privy with your toothbrush.
When we're through, you will have the QBO skills to solve any problem, conquer any transaction, silence your doubts, and tackle any task.
You will become a pillar of bookkeeping excellence, capable of handling whatever is thrown your way with strength, dignity, and grace.
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 course.
And it's best to learn the essentials from a Top 10 ProAdvisor so that 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 Bootcamp 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.
When you register for this class, you'll also receive a free pdf of Alicia's book, "Master Intuit QuickBooks Online: From Set Up to Tax Time". Use it to follow along with the class, and later as a reference book to look things up quickly.
Certificate of Completion
Field of Study
Who should take this class?
About Your Instructor
Bootcamp Introduction and Agenda
Master QuickBooks Online textbook
Setting Up Your QuickBooks Reading Resource
Setting Up Your QuickBooks
Getting Around QBO Reading Resource
Getting Around in QBO
Navigation Tricks Reading Resource
Creating a New Company File in QBO Reading Resource
Creating a New Company File in QBO
Accounts and Settings Reading Resource
Accounts and Settings
Adding Users and Permissions Reading Resource
Chart of Accounts Reading Resource
The Chart of Accounts
Products and Services Reading Resource
Products and Services
Classes Locations and Tags Reading Resource
Classes, Locations and Tags
Quiz: Lists, Chart of Accounts, Products & Services
Adding and Managing Vendors Reading Resource
Adding and Managing Vendors
Workflow for Expenses Reading Resource
Workflow for Expenses
Purchase Orders Reading Resources
Bills and Payments Reading Resource
Bills and Payments
Writing Checks Reading Resource
Creating Expenses Reading Resource
Vendor Credits and Refunds Reading Resource
Vendor Credit and Refunds
Job Costing Expenses Reading Resource
Job Costing and Item Profitability
Refunds, Issuing and Applying Vendor Credits
Employees and Workers (1099)
The Banking Center Reading Resource
The Banking Center
Reconciling Reading Resource
Customer Sales Preferences Reading Resource
Customer Sales Preferences
Customer Center Reading Resource
Managing Customers Reading Resource
Workflow for Getting Paid Reading Resource
Workflow for Getting Paid
Sales Receipts Reading Resource
Invoices and Payments Reading Resource
Invoices and Payments
Merchant Services Reading Resource
Bank Deposits Reading Resource
Estimates and Progress Invoicing Reading Resource
Estimates & Progress Invoicing
Credit Memos and Refunds Reading Resource
Credit Memo and Refunds
Taking Deposits for Work to be Performed
Customer Sales Reports
Running Reports Reading Resource
More Transactions Reading Resource
Recurring Transactions Reading Resource
Journal Entries Reading Resource
Business Features Reading Resource
Leave Us a Review
Quiz: Additional Transactions
QuickBooks Online Bootcamp Final Exam
The Top Dozen Mistakes People Make
Where to Go From Here