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QBO Book Club (Live)

June 28, 2022 @ 11:00 am - 12:00 pm PDT


Click here to register:

Intuit’s QuickBooks Online Course Description:
If you are a small business owner or bookkeeper that has never used QuickBooks Online, you need this 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 Rock Star Alicia Katz Pollock!

Alicia has designed this QBO Bootcamp course to be approachable 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 Customer 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.

When you register for this class, you’ll also receive a free paperback and 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.


We’ll meet together every Friday in June through July 5th, for an hour.

During the week you’ll do about 2 hours of self-paced directed study:

Read the book (roughly 30 pages with big pictures)
Watch the assigned videos
Take the quiz
In the live class on Tuesdays, you’ll get to ask questions, and Alicia will point out all her PEBCAKs (“Problem Exists Between Chair and Keyboard”, all the traps people tend to fall into). Then she’ll give you the assignments for you to do over the next week.


If you can’t make the scheduled live meeting, don’t worry! It will be recorded, and there’s a Q&A forum where you can always get your questions answered…even after the class is over.


You’ll have lifetime access to the materials so that you can go back and watch the recordings to your heart’s content. The Q&A Forum will also always be there for you to ask questions down the road when new issues pop up!


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.

Instructional Level
Beginner to Intermediate
Course Length
15 hours
Course Credits
15 CPE, Certificate of Completion
Field of Study

Delivery Method
QAS/Self Study/Blended

Who should take this class?
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.


June 28, 2022
11:00 am - 12:00 pm PDT
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Alicia Katz Pollock
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