QuickBooks Online Bootcamp

From Setup to Tax Time

Non-Fiction - Business/Finance
234 Pages
Reviewed on 11/01/2025
Buy on Amazon

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Author Biography

Alicia Katz Pollock is the “Queen of QuickBooks” at Learn.Royalwise.com. Alicia’s Royalwise OWLS (On-Demand Web-based Learning Solutions) provides QuickBooks Online training and coaching to accounting firms, bookkeepers and small business owners. As a Top 50 Women in Accounting and Top 10 ProAdvisor, Alicia is a top-rated conference speaker. Alicia’s podcast, The Unofficial QuickBooks Accountants Podcast, hovers in the Top 50 for US Business News. She has a Masters of Arts in Teaching, with many QuickBooks textbooks on Amazon. Through her signature training portal, Alicia provides scalable training solutions for accounting firms, reducing turnover, enhancing staff productivity and offering a standout value-add for clients, solidifying her as a transformative industry figure.

    Book Review

Reviewed by Zahid Sheikh for Readers' Favorite

Alicia Katz Pollock’s QuickBooks Online Bootcamp is a friendly, detailed guide for small business owners, bookkeepers, and anyone eager to manage their finances with confidence. The book takes readers through the entire QuickBooks Online system—from the basics of setting up a company and creating customer lists to more advanced features like generating reports, reconciling accounts, and preparing for tax time. Divided into easy-to-follow chapters, it includes practical examples, quizzes, and “Hoot Tips” that make learning engaging. Pollock doesn’t just explain how to use the software—she also teaches why good bookkeeping matters, showing how smart financial tracking can improve business performance and save time. With a warm and encouraging tone, she turns what could be a dry topic into an empowering learning experience, helping readers feel capable of managing their own accounts.

Alicia Kat Pollock writes in a clear and engaging way that makes complicated tools easy to understand and surprisingly enjoyable to learn. The book follows a natural learning curve, while the pace allows readers to progress without feeling rushed. The interactive quizzes and relatable examples keep the learning lively. The small business owners, accountants, and her mascot, “Owlfred,” bring a personal touch to each chapter. The themes of empowerment, learning, and confidence shine through, reflecting Pollock’s passion for teaching. As someone who appreciates hands-on, supportive learning, I found her approach both encouraging and effective. QuickBooks Online Bootcamp: From Setup to Tax Time is not just a manual—it’s like having a cheerful mentor guiding you toward financial independence.

Carol Thompson

QuickBooks® Online Bootcamp: From Setup to Tax Time by Alicia Katz Pollock is a thorough guide that helps users navigate the complexities of QuickBooks Online. The book is designed for both beginners and experienced users, providing a step-by-step guide to mastering the software. Pollock's expertise as a seasoned QuickBooks ProAdvisor is evident in her clear instructions and practical tips for setting up and managing financial records effectively. The book is divided into three sections: the fundamentals of setting up QuickBooks Online, detailed instructions on using its features, and advanced strategies to maximize its capabilities. Each chapter is carefully structured, covering key topics such as creating invoices, managing expenses, reconciling accounts, and generating insightful reports.

Alicia Katz Pollock's writing is engaging and clear, making complex accounting principles more straightforward to understand. The book is packed with practical examples, real-world scenarios, and "hoot tips" that offer shortcuts and tricks to simplify workflows. The focus on avoiding common mistakes and the proactive approach to learning QuickBooks Online are beneficial for users who want to ensure accurate financial management. One of the key features of the book is its focus on empowering users to make informed decisions about their business finances. By teaching readers how to analyze reports and understand their business's financial health, Pollock gives them the tools to grow and succeed. The book also emphasizes the importance of regular maintenance and organization, encouraging readers to stay on top of their bookkeeping tasks. QuickBooks® Online Bootcamp is an invaluable resource for anyone looking to master QuickBooks Online and improve their financial management skills. With its practical guidance and user-friendly approach, this book is a must-have for small business owners, bookkeepers, and accountants seeking to optimize their use of this powerful software.

Pikasho Deka

If you're trying to use QuickBooks Online, grab a copy of Alicia Katz Pollock's QuickBooks Online Bootcamp. This comprehensive handbook covers everything you need to know about QuickBooks Online. Do you know how to read a Profit and Loss Statement? Or work through a Balance Sheet? QuickBooks Online will help you with those and more. This book demonstrates the importance of bookkeeping. Learn to use QuickBooks Online through a browser and understand how the interface works. Additionally, you will discover how to create your very own file, choose sales settings for specific company workflows, and pay your bills electronically with QuickBooks Online. Toward the end, you will find a glossary of essential definitions every QBO user and bookkeeper must know.

QuickBooks Online Bootcamp makes QBO easy to learn and use. Through helpful examples, quizzes, and charts, author Alicia Katz Pollock shows how to navigate the QuickBooks Online world and keep every record of your finances. This book is for both small business owners and bookkeepers. What I loved about this manual is the way Pollock makes everything easy to learn and follow. It's accessible and easily understandable for all readers. If you're new to QuickBooks Online, this is the perfect guide for you. Pollock provides step-by-step instructions on how to use QBO, ensuring readers do not miss out on anything. I found the guide meticulously detailed, informative, and engaging. One of the other highlights of the book for me was how Pollock explains why bookkeeping knowledge is so essential for any business owner. Highly recommended.

Asher Syed

Alicia Katz Pollock’s QuickBooks Online Bootcamp explains how to use QuickBooks Online to manage a business’s financial operations from setup to reporting. Pollock begins with the creation of a company file and customization of settings, showing how organized lists and accurate data entry support reliable bookkeeping. She outlines how transactions move through sales and expense cycles, demonstrating how invoices, bills, and bank feeds connect to accounts and reports. Pollock details how automation, rules, and recurring entries maintain consistency while reducing manual effort. She shows how reports such as Profit and Loss and Balance Sheet summarize activity and reveal trends useful for decision-making and tax preparation. Pollock provides guidance on reconciliations, integrations, data backup, and ongoing record maintenance for dependable financial management.

Alicia Katz Pollock’s QuickBooks Online Bootcamp: From Setup to Tax Time delivers more than instruction; it offers confidence to anyone managing business finances. Pollock strikes a balance between approachability and detailed instructions, and the result is an intelligent guide with a structured process, showing how the right use of QuickBooks Online can simplify decision-making and day-to-day operations. The standout to me, and the area that I felt was the most timely, is her explanations of AI-assisted categorization, automated rules, and report customization. We are in an entirely new world of technology, and Pollock is remarkably up to date with how the software can and will save time while supporting reliable records. With clean and straightforward writing, readers will have a firm grasp of QuickBooks' online tools and be ready to make the most of them. Very highly recommended.

Mansoor Ahmed

QuickBooks Online Bootcamp by Alicia Katz Pollock is a comprehensive guide designed to help small business owners and bookkeepers master QuickBooks Online (QBO). It covers all the essential aspects of setting up and navigating the software, including daily bookkeeping tasks, managing customers, invoices, sales receipts, deposits, and payments. The book introduces practical workflows and tips for maintaining accurate financial records, making complex accounting processes like job costing and progress invoicing approachable. It emphasizes the importance of regular data entry for real-time financial insights and provides guidance on selecting the right QuickBooks subscription based on business needs. The author also highlights advanced features such as AI-powered tools, customizable dashboards, and integration capabilities, helping users get the most out of QBO. The book appeals to both beginners and those looking to deepen their QuickBooks knowledge, promising more efficient financial management.

Alicia Katz Pollock’s writing is clear, friendly, and practical, breaking down complicated accounting concepts into simple steps anyone can follow. The steady pace balances thorough explanations with actionable advice, making it easy to stay engaged without feeling overwhelmed. The book's real strength lies in how it empowers readers with confidence through detailed examples, helpful screenshots, keyboard shortcuts, and tips that feel personalized, as if the author is coaching you personally. Themes of efficiency, accuracy, and proactive business management run throughout, supported by a text that flows logically from setup to daily operations and beyond. The book’s thoughtful structure and approachable tone make it not only a valuable technical resource but also an enjoyable read for those genuinely wanting to improve their bookkeeping skills. It is a trusted companion for anyone aiming to make QuickBooks Online a seamless part of their business toolkit.