Beginner Level QuickBooks Online Self-paced
How to Move from QuickBooks Desktop to QuickBooks Online This beginner-friendly course walks you through migrating from QuickBooks Desktop to QuickBooks Online and getting comfortable in your new file. You'll learn how to move your data—whether a full, batch, or lists-only migration—check your numbers, and get set up with lists, the chart of accounts, and products and services. From there, the course covers the full range of everyday work in QBO: money in and out, sales tax, banking, reconciliation, customizing your software, reports, and accounting tasks.
You’ll learn how to… Move your data from Desktop to Online Run a full, batch, or lists-only migration Check your numbers and cancel your Desktop subscription Get around QBO and check your settings Work with lists and build your chart of accounts Read your financial statements Set up products, services, and bundles Record money in: invoices, sales receipts, payments, and deposits Record money out: bills, checks, expenses, credit cards, and loans Handle sales tax and vendor credits Save time with recurring transactions and shortcuts Connect online banking and reconcile your accounts Customize your forms and software Run and customize reports, including KPIs and classes Manage users, invite your accountant, and use the audit log This class is included in all of our training plans
Self-paced
All training plans include instant and lifetime access to this course.
Course Content 267 lessons · 162 HANDS-ON exercises · 10 hr 2 min
1 Preface: Move from Desktop to Online 9 lessons · 3 knowledge checks · 16 minMove from Desktop to Online Introduction 1:13 Feature Comparison & Migration Checklist 1:02 Knowledge Check: How to Move from QuickBooks Desktop to QuickBooks Online: Move from Desktop to OnlineHow to Move: Introduction 1:13 Move from Desktop to Online 2:24 Start Migration within Online 3:37 Knowledge Check: How to Move from QuickBooks Desktop to QuickBooks Online: Moving from QuickBooks Desktop to OnlineKnowledge Check: How to Move from QuickBooks Desktop to QuickBooks Online: Check Your NumbersCancel your Desktop Subscription 1:15 2 Setup & Getting Around 17 lessons · 3 knowledge checks · 38 minSetup & Getting Around 0:40 What Can You Do On The Dashboard? 2:05 Workflows, Integrations, Notifications, and Account Settings 2:14 Knowledge Check: Setup & Getting Around: Navigating QuickBooksWhat is a Transaction? 1:08 Elements of a Transaction: Money In 1:44 Elements of a Transaction: Money Out 1:03 Knowledge Check: Setup & Getting Around: Elements of a TransactionEnter Customer Opening Balances 3:17 Enter Vendor Opening Balances 1:25 Enter Inventory Opening Balances 2:53 Enter Accounts and Opening Balances 8:30 Knowledge Check: Setup & Getting Around: Enter Opening BalancesUse the QBO Desktop App 3:07 Sign up for the QBO Desktop App 0:23 3 Working with Lists 15 lessons · 2 knowledge checks · 41 minMigrator Intro: Working with Lists 2:32 The “WHO”: Introduction to Centers 3:20 The “WHO”: Customizing Customer and Vendor Centers 4:05 The “WHO”: Find and Record Transactions using Customer and Vendor Centers 2:29 The “WHAT”: Introduction to Other Lists 1:46 Knowledge Check: Working with Lists: The Who and What on ListsThe “WHO” and the “WHAT”: Add New Entry 5:04 Why do you need The “WHO” and The “WHAT” 2:23 The “WHO” and The “WHAT”: Edit Entry 2:16 The “WHO” and The “WHAT”: How to Add Names to Multiple Lists 2:37 The “WHO” and The “WHAT”: Delete Entries without balances 3:03 The “WHO” and The “WHAT”: Delete Entries with balances 3:42 The “WHO” and The “WHAT”: Merge Entries 3:10 Knowledge Check: Working with Lists: Merge EntriesMigrator Troubleshooting: Working with Lists 0:31 4 Financial Statements 19 lessons · 8 knowledge checks · 48 minMigrator Intro: Financial Statements 1:33 Knowledge Check: Financial Statements: Chart of AccountsKnowledge Check: Financial Statements: Balance SheetKnowledge Check: Financial Statements: Profit & LossCreate Accounts: Intro 1:03 Knowledge Check: Financial Statements: Collapsing ReportsStatement of Cash Flows: Operating Activities 3:41 Statement of Cash Flows: Financing & Investing Activities 1:54 Knowledge Check: Financial Statements: Statement of Cash FlowsJournal Entries: Intro 1:41 Create a Journal Entry 1:15 Intro to Debits & Credits 3:09 Knowledge Check: Financial Statements: Journal EntriesWhat are Account Numbers? 1:54 Set Up and Use Account Numbers 3:55 Knowledge Check: Financial Statements: Set Up and Use Account NumbersKnowledge Check: Financial Statements: Forecasts5 Products & Services 13 lessons · 2 knowledge checks · 26 minMigrator Intro: Products & Services 0:51 What are Products & Services? 1:31 Create a Product or Service 2:42 Knowledge Check: Products & Services: Setting UpSale with Multiple Products & Services 1:22 The Products and Services List 1:29 Knowledge Check: Products & Services: The Products and Services List & Sales with Multiple Products and ServicesManufacturing and Assemblies: Intro 1:23 Set Up a Product you Assemble/Manufacture 2:36 Assemble from Other Inventory 2:52 Assemble from Scratch 2:57 Migrator Troubleshooting: Products & Services 3:30 6 Money In - I 17 lessons · 5 knowledge checks · 46 minMigrator Intro: Money In - I 2:18 Set Up a New Customer 3:01 Organize Customers with Sub-Customers 2:44 Knowledge Check: Money In - I: Set Up Customers and Sub-CustomersMoney In Workflows: Invoices 2:46 Introduction to Accounts Receivable 1:26 Knowledge Check: Money In - I: Record a New InvoiceTransaction Insights with Intuit Assist 2:46 Accounts Receivable Reports 2:54 Knowledge Check: Money In - I: Accounts Receivable ReportsWhat is Undeposited Funds? 2:01 Receive Payment Towards an Invoice 3:56 Receive a Partial Payment 1:34 Knowledge Check: Money In - I: Receiving Customer Payments & Undeposited FundsRecord a Bank Deposit 3:08 Recording Deposit Fees 3:29 Knowledge Check: Money In - I: Record a Bank DepositThe Open Invoices Report 0:45 7 Money In - II 30 lessons · 6 knowledge checks · 1 hr 11 minMigrator Intro: Money In - II 1:53 Money In Workflows: Sales Receipts 0:52 Record a Sales Receipt 6:20 What is Undeposited Funds? 2:16 Record a Deposit for Sales Receipts 4:11 Deposit Only Method Intro 1:00 Uses of Deposit Only Method 5:13 Knowledge Check: Money In - II: Deposit Only MethodDelayed Charges Intro 1:10 Record and Invoice Delayed Charges 4:51 Knowledge Check: Money In - II: Delayed Charges and InvoicingRefunds and Credits: Intro 1:17 Knowledge Check: Money In - II: Refunds and CreditsDelivery Options for Money In Transactions 2:33 Customer Statements: Intro 1:46 Balance Forward Statement 2:09 Transaction Statement 1:17 Knowledge Check: Money In - II: Customer StatementsThe Sales by Customer Summary Report 1:16 Migrator Troubleshooting: Money In - II 0:59 Migrator Intro: Sales Tax 1:25 Sales Tax Options for Customers 2:37 Sales Tax Options for Products 2:41 Knowledge Check: Money In - II: Sales Tax BasicsRecord a Taxable Sale 2:55 Record a Nontaxable Sale 0:55 Review and Pay Sales Tax 2:51 Knowledge Check: Money In - II: Review and Pay Sales Tax, Record Taxable and Nontaxable SalesMigrator Troubleshooting: Sales Tax 4:14 8 Customize Your Software 14 lessons · 2 knowledge checks · 25 minMigrator Intro: Customize Your Software 1:36 Customize Your Software 0:35 Set up and use Custom Fields 2:53 Report Options for Custom Fields 2:48 Knowledge Check: Customize Your Software: Custom Fields in QuickBooksCustomize Forms: Intro 0:41 Customize Invoices and Estimates: Look and Feel 1:41 Customize Invoices and Estimates: Messaging 0:58 Customize Sales Receipts: Look and Feel 2:44 Customize Sales Receipts: Header 1:29 Customize Sales Receipts: Body 1:55 Customize Sales Receipts: Footer and Messaging 2:22 Knowledge Check: Customize Your Software: Customize Forms9 Saving Time 14 lessons · 4 knowledge checks · 27 minMigrator Intro: Saving Time 1:54 Find Transactions with Centers 3:01 Knowledge Check: Saving Time: Finding Transactions in QuickBooksRecurring Transactions: Intro 0:54 Set Up a Scheduled Transaction 3:25 Assign a Frequency and Save a Scheduled Transaction 2:26 Edit a Recurring Transaction 1:14 Knowledge Check: Saving Time: Recurring TransactionsTips and Tricks to Save Time: Intro 1:01 Knowledge Check: Saving Time: Tips and Tricks to Save TimeUse the QBO Desktop App 3:07 Sign up for the QBO Desktop App 0:23 Knowledge Check: Saving Time: The QuickBooks Online Desktop App10 Money Out - I 20 lessons · 7 knowledge checks · 45 minMigrator Intro: Money Out - I 0:59 Knowledge Check: Money Out - I: Set Up a New VendorWhat is Accounts Payable? 1:43 Advantages of Tracking Bills 0:53 Knowledge Check: Money Out - I: Bills and Accounts PayableKnowledge Check: Money Out - I: Record a BillAccounts Payable Reports 3:21 Should I Record a Bill Payment? 2:19 Record a Bill Payment 4:31 Print Bill Payment Checks 6:08 Knowledge Check: Money Out - I: Paying and Printing Bill PaymentsKnowledge Check: Money Out - I: Upload a BillQBO Bill Pay: Sign up 1:19 Checks and Expenses: Intro 0:30 Record a Check To Print 1:30 Knowledge Check: Money Out - I: Checks and ExpensesExpenses by Vendor Summary Report 1:58 Knowledge Check: Money Out - I: Expenses by Vendor Summary ReportMigrator Troubleshooting: Money Out - I 0:58 Expand for more chapters (5 more) 30-day money back guarantee
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