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QuickBooks Desktop QuickBooks Online Beginner

Migrate QuickBooks Desktop to Online/Intuit Enterprise Suite

This course teaches you how to migrate QuickBooks Desktop to Online or Intuit Enterprise Suite. Learn from topics that help companies switch from QuickBooks Desktop to QuickBooks Online

Course Content

13:57

Class Introduction

Feature Comparison & Migration Checklist

How to Migrate: Introduction

Migrate from Desktop to QBO

Start Migration within QBO

Batch Migration

Migrate Lists Only

Check Your Numbers

Cancel your Desktop Subscription

54:38

Setup & Getting Around

Software Versions

Sign Up for Your Software

Import Company Information Intro

Import from QuickBooks Desktop

Import Data from Excel

Import Chart of Accounts

Import Customers

Import Products and Services

What Can You Do On The Dashboard

Three Main Menus

Check Your Settings

Choose Your Starting Point

What is a Transaction?

Elements of a Transaction: Money In

Elements of a Transaction: Money Out

Enter Accounts and Opening Balances

Enter Customer Opening Balances

Enter Vendor Opening Balances

Enter Inventory Opening Balances

1 of 2

34:53

Migrator Intro: Working with Lists

Working with Lists

What Are Lists?

The “WHO”: Introduction to Centers

The “WHO”: Customizing Customer and Vendor Centers

The “WHO”: Find and Record Transactions using Customer and Vendor Centers

The “WHAT”: Introduction to Other Lists

The “WHO” and the “WHAT”: Add New Entry

Why do you need The “WHO” and The “WHAT”

The “WHO” and The “WHAT”: Edit Entry

The “WHO” and The “WHAT”: How to Add Names to Multiple Lists

The “WHO” and The “WHAT”: Delete Entries without balances

The “WHO” and The “WHAT”: Delete Entries with balances

The “WHO” and The “WHAT”: Merge Entries

Migrator Troubleshooting: Working with Lists

35:34

Migrator Intro: Financial Statements

Financial Statements

Chart of Accounts

Intro to Account Creation

Set Up New Accounts

Intro to Subaccounts

Using Subaccounts

Collapse Report

Accrual vs. Cash

Statement of Cash Flows: Operating Activities

Statement of Cash Flows: Financing & Investing Activities

Intro to Journal Entries

Create a Journal Entry

Intro to Debits & Credits

What are Account Numbers?

Set Up and Use Account Numbers

19:49

Migrator Intro: Products & Services

Products & Services

What are Products & Services?

Create a Product or Service

Sale with Multiple Products & Services

The Products and Services List

Migrator Troubleshooting: Products & Services

33:48

Migrator Intro: Money In – I

Set Up a New Customer

Organize Customers with Sub-Customers

Money In Workflows: Invoices

Introduction to Accounts Receivable

Record a New Invoice

Accounts Receivable Reports

What is Undeposited Funds?

Receive Payment Towards an Invoice

Receive a Partial Payment

Record a Bank Deposit

Recording Deposit Fees

The Open Invoices Report

The Invoice Tab

38:44

Migrator Intro: Money In – II

Money In – II

Money In Workflows: Sales Receipts

Record a Sales Receipt

What is Undeposited Funds?

Record a Deposit for Sales Receipts

Deposit Only Method Intro

Uses of Deposit Only Method

Delayed Charges Intro

Record and Invoice Delayed Charges

Refunds and Credits: Intro

Record a Refund

Record a Credit Memo

Apply a Credit Memo

Delivery Options for Money In Transactions

Customer Statements: Intro

Balance Forward Statement

Open Item Statement

Transaction Statement

The Sales by Customer Summary Report

Migrator Troubleshooting: Money In – II

29:13

Migrator Intro: Customize Your Software

Customize Your Software

Custom Fields: Intro

Set up a Custom Field (QBO Plus)

QBO Advanced: Set up and use Custom Fields for a Customer

QBO Advanced: Set up and use Custom Fields for a Vendor

QBO Advanced: Set up and use Custom Fields for Transactions

QBO Advanced: Report Options for Custom Fields

Customize Forms: Intro

Customize Sales

Customize Invoices and Estimates: Look and Feel

Customize Invoices and Estimates: Messaging

Customize Sales Receipts: Look and Feel

Customize Sales Receipts: Header

Customize Sales Receipts: Body

Customize Sales Receipts: Footer and Messaging

37:17

Migrator Intro: Saving Time

Find Transactions with Centers

Use Search to Find Transactions

Transactions Search

Recurring Transactions: Intro

Set Up a Scheduled Transaction

Assign a Frequency and Save a Scheduled Transaction

Edit a Recurring Transaction

QuickBooks Online Payments: Intro

Send Invoices with a Pay Button

What do Customers See on their Invoice?

Record a Sales Receipt Using QuickBooks Payments

How QuickBooks Payments Records Payments/Deposits

QuickBooks Checking

Tips and Tricks to Save Time: Intro

QBO Advanced: Introduction to Batch Transactions

QBO Advanced: Record Multiple Transactions

QBO Advanced: Delete Multiple Transactions

Use the QBO Desktop App

Sign up for the QBO Desktop App

22:24

Migrator Intro: Sales Tax

What is Sales Tax?

Sales Tax Setup

Sales Tax Options for Customers

Sales Tax Options for Products

Record a Taxable Sale

Record a Nontaxable Sale

Review and Pay Sales Tax

Migrator Troubleshooting: Sales Tax

37:38

Migrator Intro: Money Out – I

Money Out – I

Set Up a New Vendor

Money Out Workflow

What is Accounts Payable?

Advantages of Tracking Bills

Accounts Payable Reports

Should I Record a Bill Payment?

Record a Bill Payment

Print Bill Payment Checks

Checks and Expenses: Intro

Record a Check To Print

Handwrite a Check

Record an Expense

Expenses by Vendor Summary Report

Migrator Troubleshooting: Money Out – I

47:18

Migrator Intro: Money Out – II

Money Out – II

Introduction to Credit Cards

Set Up a Credit Card

Use a Credit Card

Pay Down Credit Card

Enter a Loan from a Previous Year

Record a Loan to your Bank Account

Record a Mortgage or Loan for Purchase

Petty Cash: Intro

Deposit Money to Petty Cash

Spend Money from Petty Cash

Vendor Credits: Intro

Record a Vendor Refund

Record a Vendor Credit

Apply a Vendor Credit

Employee and Owner Purchases: Intro

Set up Owner Equity Accounts

Owner Purchases

Owner Reimbursement

Owner Deposits to Company Bank Accounts

Owner Withdrawal from Company Bank Account

1 of 2

64:19

Migrator Intro: Measure Profitability

Measure Profitability: Intro

Turn on and set up Classes

Record Class on a Transaction

Locations: Intro

Turn on and Set Up Locations

Record Location on a Transaction

Location Reports

Projects and Job Costing

Projects: Intro

Set Up and Use Projects with Payroll

Projects Center with Payroll

Set Up and Use Projects without Payroll

Projects Center without Payroll

Account for Owner’s Time

Estimated Cost vs. Actual Cost: Intro

Create a Budget for a Customer or Project

Estimate vs. Actuals Report

Customer/Project Costs: Intro

Turn on Customer/Project Costs

Record Customer/Project Costs

Billable Costs: Intro

1 of 2

45:51

Migrator Intro: Online Banking

Connect to Online Banking

Import Transactions by File

The Banking/Transactions Window

Matching Transactions – Intro

Match a Downloaded Transaction

What is an Unrecognized Transaction

Add a Downloaded Transaction

What Transactions Should You Still Record Manually?

Add a Sales Receipt

Add an Expense with a Split

Add an Expense with Products or Services

When Should you Exclude Transactions?

Exclude a Transaction

Record a Personal Expense

What is a Transfer?

Record a Transfer

Record a Credit Card Charge/Payment

Migrator Troubleshooting: Online Banking

27:40

Migrator Intro: Reconciliation

Begin a Reconciliation

How to Use the Reconciliation Window

Mark Transactions as Cleared

What Causes a Difference?

Complete a Reconciliation

Reconciliation History

Credit Card Reconciliation Intro

Credit Card Reconciliation Setup

Credit Card Reconciliation

Reconcile Petty Cash

Migrator Troubleshooting: Reconciliation

14:19

Migrator Intro: Mobile App & Unique Features

Mobile App & Unique Features

Mobile App: Mileage

Mobile App: Receipts Intro

Mobile App: Receipt Snap

Other Receipt Capture Methods

Set Up Employee Expenses

24:15

Migrator Intro: Working with Reports

Working with Reports

The Reports Center

Types of Reports

Summary Reports

Customize Reports: Date & Comparison

Customize Reports: Filters & Columns

Customize Reports: Grouping & Pivots

Customize Reports: Appearance

Customize Reports: Send & Save

Schedule Report Emails

Cash Flow and Planner

Migrator Troubleshooting: Working with Reports

18:08

Migrator Intro: Accounting Tasks & Procedures

Accounting Tasks & Procedures

What is a Closing Date?

Set Up a Closing Date

What are Users?

Set Up a New User

QBO Advanced: Set up and Use Roles

Invite Accountant

What is the Audit Log?

Use the Audit Log

Migrator Troubleshooting: Accounting Tasks & Procedures

42:18

Migrator Intro: Payroll Setup

Choose a Subscription that is Right for You

What to Have on Hand Before Starting

What is Workforce & Time?

Employee Setup: W4

Employee Setup: Setup Payroll Schedule

Employee Setup: Tax Withholdings

Employee Setup: Enter Payment Method

Employee Setup: Pay Types

Employee Setup: Deductions and Contributions

Company Information: Intro

Record Year-to-Date Payroll

Enter Bank Information

Tax Payment & Filing Preferences

Set up Time Tracking

Advanced Time Features

Workers’ Comp, Retirement, and Health Plans

Update Payroll Settings

Migrator Troubleshooting: Payroll Setup

10:41

Workforce: Employee Experience

Download Workforce

Employee Self-Setup

View PTO, Paystubs, Time, & W-2s

Enter Time as an Employee

21:50

Migrator Intro: Time Tracking

Time Preferences

Enter Single Time Entry

Enter Weekly Time Entry: Employee

Set up Contractor Time Tracking

Enter weekly Time Entry: Contractor

Invoice for billable time

Migrator Troubleshooting: Time Tracking

21:19

Migrator Intro: Payroll Cycle

Pay Employees: Intro

Run Payroll: Edit & Approve Time

Confirm Payroll

Print Checks & Paystubs

Tax Payments and Forms

Pay Non-Tax Liabilities

Update Employee Info

Edit Payroll Items

Payroll Reports

40:18

Migrator Intro: Inventory

Turn on Inventory

What is Inventory?

What You Need for Inventory

New Inventory Setup

Record an Inventory Sale

Purchase Orders: Intro

Record and Send a Purchase Order

Run Purchase Order Reports

Receive Inventory: Intro

Receive Inventory Against a Purchase Order

Receive Inventory Without a Purchase Order

Inventory Reports

What if Your Quantity on Hand is Wrong?

Record an Inventory Adjustment

Migrator Troubleshooting: Inventory

Migrator Class Conclusion

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