QuickBooks Online
From Setup to Tax Time
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QuickBooks Online
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About this listen
QBO Rock Star Alicia Katz Pollock’s QuickBooks® Online book has been the go-to training manual for SBA SCORE courses, independent instructors holding one- and two-day QBO classes, and vocational programs, all the way back to 2015!
Now her bootcamp-in-a-book is available to small business owners and bookkeepers to teach themselves QuickBooks Online!
Alicia’s book stands out amidst a sea of QuickBooks guides. Crafted by a member of Intuit’s Trainer/Writer Network with a Master of Arts in Teaching, this book delivers practical knowledge in an accessible format. Understand not just the how but the why behind every feature. She knows what you REALLY need to know, and she knows how to explain the features in a way that makes sense the first time.
Your Journey to Success with QuickBooks Online
- Select the proper QBO subscription and set it up with ease, whether you’re migrating from Desktop or starting fresh
- Dive deep into each feature, armed with best practices and safeguards against “PEBCAKs” (Problem Exists Between Chair and Keyboard), the traps that people fall into that create bad data
- Quick Reference: Keep this guide on your desk as a resource for instant solutions
Beyond the Basics
- Glossary: Grasp the language of accounting with 100 essential definitions.
- Certification Ready: Aim for Certiport’s QuickBooks Online User Certification, and prepare for Intuit’s ProAdvisor exam.
What’s Inside?
- Vivid full-color screenshots and a conversational tone make learning QuickBooks Online accessible and even enjoyable.
- Each chapter ends with optional quizzes to reinforce your knowledge.
“This is a fantastic book!!! I love all the screenshots! It is not too advanced but is also a great resource for those already familiar with QBO as well! Alicia is fantastic - I have watched some of her webinars and she is a genius! I love the conversational way she writes, too. This book is like an instruction book/dictionary for QBO...just turn to the section you need a little help with and there it is! There are a lot of tips and tricks that she shows, too! This is a great buy.” ~Gail
Bonus for Readers!
Purchase this book to unlock an exclusive discount on our companion video course at learn.royalwise.com. Perfect for visual learners or pros seeking CPE credit, Alicia explains all of the concepts in this book with over six hours of easy-to-follow real-life demonstrations.
What You’ll Learn:
- Getting Started: The significance of proper bookkeeping, a guide to selecting the best QBO version for your needs, and a walk through of the initial setup
- Customers: Learn about Sales & Accounts Receivable workflows for swift invoicing and fast payment collection
- Vendors: We'll address everything about Expenses & Accounts Payable to record your costs accurately
- Banking: Discover the Transactions Center, where QBO's automation imports directly from your bank, simplifying data entry
- Reconciling: Confirm that your data is accurate with this month-end procedure
- Reports: Decipher key reports shedding light on your company's performance
- Tools: Explore essential features to make the most of the software
- Tax Time: Walk through the steps to tie up the year to get ready for taxes
- PEBCAKS: Avoid the top mistakes people make
Who is this book for?
- Small businesses doing their own books
- Beginning bookkeepers learning the ropes
- Advanced bookkeepers migrating from QuickBooks Desktop
- CPAs in CAS practices who are experts with debits and credits but aren’t so familiar with the software their clients use
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