Intro to Accounting and Bookkeeping for Small Business Owners

When you’re starting your own company, good financial management and accounting tips are key to your success. Learn what kind of bookkeeping you need to do for your small business.

Presented by Alicia Katz Pollock with RoyalWise

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.

Presented by Alicia Katz Pollock with RoyalWise

Setting Up QBO

You’re creating a new QuickBooks Online account, what’s next? If you’re just getting started with QuickBooks you might be tempted to go it alone, but setting up QBO by trial and error is a mistake. Let’s tackle how to set up QuickBooks Online together and make sure it’s done well.

Presented by Alicia Katz Pollock with RoyalWise

Banking Center in QBO

Attention all small business owners and accountants! Are you tired of spending countless hours manually entering data into QuickBooks?

Imagine having the ability to connect your bank accounts and credit cards to seamlessly pull in all of your transactions and classify them automatically, saving you time and reducing errors.

Presented by Alicia Katz Pollack with Royalwise

How To Set Up Your Chart of Accounts in QuickBooks Online

Your Chart of Accounts is the backbone of your business. It has two functions: outlining what the IRS wants to see for taxes, and allowing you to generate your P&L and Balance Sheet reports. There are industry-standard accounts you need, but you also have the flexibility to create accounts that reflect your unique circumstances. It’s impossible to start using QuickBooks® without customizing your Chart of Accounts. This class will explain the fundamentals.

Presented by Alicia Katz Pollack with Royalwise

Bookkeeping Tricky Situations

There's always an exception to the rule. And there's always an exception to the exception!

It’s one thing to master routine bookkeeping techniques, but it’s completely something else to use QuickBooks for rare business transactions.  This course is designed to make the complex simple and easy for you.

Presented by Alicia Katz Pollack with Royalwise