Introduction to QBO (QuickBooks Online)

May 9, 2018 @ 9:00 am – 4:00 pm
Portland English Language Academy
2007 Lloyd Center
Portland, OR 97232
Royalwise Solutions

Intro to QBO Class Description:
If you run a business, keeping good financial records is crucial to your business decisions and your tax returns! Learn how to manage your company by using QuickBooks Online, the web-based version. No prerequisite knowledge needed. We will provide you with a with a free QuickBooks manual where you can take notes.

The class will be recorded and saved in “My Class Recordings” for you to review at your convenience!

Instructional Level:
Beginner through Intermediate

Course Length:
6 hours. We will take an hour for lunch.

No prerequisite knowledge needed.

Who should take this class?
Business owners and employees who maintain their company’s financial records
Students and job-seekers will 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 should you bring?
We will provide you with a free QuickBooks manual where you can take notes.

What You’ll Learn:
The importance of good record keeping
When do you need a bookkeeper and when can you do it yourself?
Common bookkeeping mistakes business owners make
Setting up QuickBooks
QuickBooks Preferences
Creating your Items list
Working with Customers (Accounts Receivable): Estimates, Invoices, Sales Receipts, Payments
Working with Vendors (Accounts Payable): Bills, Payments, Expenses, Checks
Bank feeds

Alicia Katz Pollock

Attend in Person, via Virtual Class, or Watch Later:
If you are planning to attend our class in person, choose “Live” from the dropdown menu. This class will be taught at the Portland English Language Academy.

If you live outside the Portland/Vancouver area, or if you don’t want to make the drive, you can attend and participate in our classes via Virtual Class. When you register, choose “Virtual Class” as your ticket type. We’ll email you an access code and instructions for how to connect. Please log in 10 minutes before the start time to connect your audio and video.

Our Virtual Classes are just as if you are physically in the classroom with us. This is not just a watch-and-listen webinar: it’s an interactive classroom experience! You can talk and be seen. You can virtually raise your hand when you have questions. It’s truly just like a real class. A recording of the Virtual Class will be available to you in two weeks at

Please note that by participating in our Virtual Classes you are granting your consent to be seen and heard by the public, since anyone can purchase these class recordings from our website. If you do not consent, we can can make you a listen-only attendee – just let us know!

If you are unable to attend on this time & date, select the “Watch Later” option. After class is done, we’ll send you access information so that you can watch the content at your convenience. You are welcome to call us with your individual questions for a free 10-minute Q&A session.

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