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QBOA Tools: Work, Projects, and Apps

June 13 @ 12:00 pm - 3:00 pm PDT

QuickBooks Setup & Training


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QBOA Tools: Work, Projects, and Apps Class Description:

Intuit has introduced new Practice Management tools inside QuickBooks Online for Accountants (QBOA). Join us to learn about the Work, Apps, Projects, and My Accountant tools in your QBOA interface.  Track client deadlines and to-dos, delegate tasks to your team, have conversations with clients, and share documents including bank statements. Now you can do it all right inside QuickBooks Online!

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

The cost of this class is tax-deductible!

Instructional Level:

Beginner through Intermediate

Course Length:

3 hours


No prerequisite knowledge needed.

Who should take this class?

Bookkeepers and Accountants who want to take advantage of QBOA’s built-in practice management tools

What should you bring?

A pen and paper.

What You’ll Learn

  • QBOA’s Accounting Practice Tools
  • Work – what bookkeeping deadlines are coming up for your clients?
  • Projects – bring together income and expenses into one job center
  • Apps – there’s a new interface for managing your clients’ 3rd party apps including T-Sheets and Expensify
  • Your specific questions answered!


About Your Instructor:

Alicia Katz Pollock is an Intuit QuickBooks ProAdvisor, certified in QuickBooks and QuickBooks Online (QBO).


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. Scroll down for directions!
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, chooseVirtual 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 https://royalwise.com/my-classes/.

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.


Directions to PELA (Portland English Language Academy):

The Portland English Language Academy (PELA) is located on the 3rd floor in the Lloyd Center, past the Food Court in the northwest corner. Guests can look for the Portland English Language Academy on any of the Lloyd Center directories.

Parking is free. Enter the parking garage at NE 10th and Halsey St. Turn right and go up the spiral ramp in the corner of the parking garage all the way to the top roof deck (Floor 3). Park in DD or EE, and enter the Lloyd Center through the doors with burgundy tiles. PELA is located just inside on the right.

Look for signs to Royalwise’s Classroom!

Guests can call 503-226-1656 to reach the PELA office, or call Jamie at 503-504-6392.


June 13
12:00 pm - 3:00 pm
Event Category:
Event Tags:


PELA (Portland English Language Academy)
2007 Lloyd Center
Portland, OR 97232 United States
+ Google Map

Take our classes in 3 different ways:

  • Live in person. Bring your own computer for hands-on learning.
  • Virtual Class. Attend from home or the office in an interactive classroom experience! You can even raise your hand when you have questions.
  • Watch later. All our classes are recorded, and this option allows you forever access…plus a 10-minute phone call to ask questions.

Click here to download our entire Course Guide. Don’t see the class you want on the schedule? Jamie and Alicia are also available for individual instruction and support. Contact us at 503-406-6550 or fill in this form and we’ll be happy to help.

Please subscribe to our newsletter to receive our monthly computer class schedule in your inbox.

All classes are eligible for CPE credit!