How to Move from QuickBooks Desktop to QuickBooks Online
10 hr
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 · 10 hr
Move from Desktop to Online Introduction1:13
Feature Comparison & Migration Checklist1:02
How to Move: Introduction1:13
Move from Desktop to Online2:24
Start Migration within Online3:37
Batch Migration1:54
Migrate Lists Only1:19
Check Your Numbers2:29
Cancel your Desktop Subscription1:15
Setup & Getting Around0:40
What Can You Do On The Dashboard?2:05
Three Main Menus4:00
Check Your Settings0:59
Search0:59
Workflows, Integrations, Notifications, and Account Settings2:14
Use Multiple Tabs1:28
What is a Transaction?1:08
Elements of a Transaction: Money In1:44
Elements of a Transaction: Money Out1:03
Enter Customer Opening Balances3:17
Enter Vendor Opening Balances1:25
Enter Inventory Opening Balances2:53
Enter Accounts and Opening Balances8:30
Check Your Numbers2:29
Use the QBO Desktop App3:07
Sign up for the QBO Desktop App0:23
Migrator Intro: Working with Lists2:32
Working with Lists1:04
What Are Lists?2:59
The “WHO”: Introduction to Centers3:20
The “WHO”: Customizing Customer and Vendor Centers4:05
The “WHO”: Find and Record Transactions using Customer and Vendor Centers2:29
The “WHAT”: Introduction to Other Lists1:46
The “WHO” and the “WHAT”: Add New Entry5:04
Why do you need The “WHO” and The “WHAT”2:23
The “WHO” and The “WHAT”: Edit Entry2:16
The “WHO” and The “WHAT”: How to Add Names to Multiple Lists2:37
The “WHO” and The “WHAT”: Delete Entries without balances3:03
The “WHO” and The “WHAT”: Delete Entries with balances3:42
The “WHO” and The “WHAT”: Merge Entries3:10
Migrator Troubleshooting: Working with Lists0:31
Migrator Intro: Financial Statements1:33
Financial Statements1:11
Chart of Accounts1:59
Balance Sheet4:44
Profit & Loss4:50
Create Accounts: Intro1:03
Set Up New Accounts3:01
Intro to Subaccounts2:49
Using Subaccounts3:05
Collapse Report1:11
Accrual vs. Cash1:21
Statement of Cash Flows: Operating Activities3:41
Statement of Cash Flows: Financing & Investing Activities1:54
Journal Entries: Intro1:41
Create a Journal Entry1:15
Intro to Debits & Credits3:09
What are Account Numbers?1:54
Set Up and Use Account Numbers3:55
Forecasts3:54
Migrator Intro: Products & Services0:51
Products & Services0:36
What are Products & Services?1:31
Create a Product or Service2:42
Sale with Multiple Products & Services1:22
The Products and Services List1:29
Set Up a Bundle Item2:35
Use a Bundle Item1:20
Manufacturing and Assemblies: Intro1:23
Set Up a Product you Assemble/Manufacture2:36
Assemble from Other Inventory2:52
Assemble from Scratch2:57
Migrator Troubleshooting: Products & Services3:30
Migrator Intro: Money In - I2:18
Money In – I1:34
Set Up a New Customer3:01
Organize Customers with Sub-Customers2:44
Money In Workflows: Invoices2:46
Introduction to Accounts Receivable1:26
Record a New Invoice7:07
Transaction Insights with Intuit Assist2:46
Accounts Receivable Reports2:54
What is Undeposited Funds?2:01
Receive Payment Towards an Invoice3:56
Receive a Partial Payment1:34
Record a Bank Deposit3:08
Recording Deposit Fees3:29
Upload an Invoice3:12
The Open Invoices Report0:45
The Invoice Tab1:46
Migrator Intro: Money In - II1:53
Money In – II0:26
Money In Workflows: Sales Receipts0:52
Record a Sales Receipt6:20
What is Undeposited Funds?2:16
Record a Deposit for Sales Receipts4:11
Deposit Only Method Intro1:00
Uses of Deposit Only Method5:13
Delayed Charges Intro1:10
Record and Invoice Delayed Charges4:51
Refunds and Credits: Intro1:17
Record a Refund3:05
Record a Credit Memo2:09
Apply a Credit Memo2:09
Delivery Options for Money In Transactions2:33
Customer Statements: Intro1:46
Balance Forward Statement2:09
Open Item Statement1:04
Transaction Statement1:17
The Sales by Customer Summary Report1:16
Migrator Troubleshooting: Money In - II0:59
Migrator Intro: Sales Tax1:25
What is Sales Tax?2:28
Sales Tax Setup2:36
Sales Tax Options for Customers2:37
Sales Tax Options for Products2:41
Record a Taxable Sale2:55
Record a Nontaxable Sale0:55
Review and Pay Sales Tax2:51
Migrator Troubleshooting: Sales Tax4:14
Migrator Intro: Customize Your Software1:36
Customize Your Software0:35
Customer Label1:31
Custom Fields: Intro0:47
Set up and use Custom Fields2:53
Report Options for Custom Fields2:48
Customize Forms: Intro0:41
Customize Sales2:31
Customize Invoices and Estimates: Look and Feel1:41
Customize Invoices and Estimates: Messaging0:58
Customize Sales Receipts: Look and Feel2:44
Customize Sales Receipts: Header1:29
Customize Sales Receipts: Body1:55
Customize Sales Receipts: Footer and Messaging2:22
Migrator Intro: Saving Time1:54
Saving Time1:05
Find Transactions with Centers3:01
Transactions Search1:44
Recurring Transactions: Intro0:54
Set Up a Scheduled Transaction3:25
Assign a Frequency and Save a Scheduled Transaction2:26
Edit a Recurring Transaction1:14
Tips and Tricks to Save Time: Intro1:01
QuickMath1:54
Date Shortcuts3:24
Hotkeys1:33
Use the QBO Desktop App3:07
Sign up for the QBO Desktop App0:23
Migrator Intro: Money Out - I0:59
Money Out – I0:46
Set Up a New Vendor1:46
Money Out Workflow1:45
What is Accounts Payable?1:43
Advantages of Tracking Bills0:53
Record a Bill4:42
Accounts Payable Reports3:21
Should I Record a Bill Payment?2:19
Record a Bill Payment4:31
Print Bill Payment Checks6:08
Upload a Bill4:33
QBO Bill Pay: Sign up1:19
Checks and Expenses: Intro0:30
Record a Check To Print1:30
Print Checks1:21
Handwrite a Check1:27
Record an Expense2:42
Expenses by Vendor Summary Report1:58
Migrator Troubleshooting: Money Out - I0:58
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