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Get started in QuickBooks Online: a quick tour & what to do next
Get personalized help using QuickBooks with QuickBooks Live: https://quickbooks.intuit.com/live/pricing/?cid=VIDEO-CS-US-QBL-NA-NA-XSLL-EDU_PROD-OICMS-SDR_Video_Wusq
Welcome to QuickBooks Online. Let’s go over where everything is so you can start using QuickBooks to manage your business efficiently.
0:00 Intro
0:15 Using the left navigation
2:53 Customizing your navigation in QuickBooks
3:10 The new menu
3:21 Using the settings menu
3:36 Finding help in QuickBooks Online
We have over 100 step-by-step tutorials to help you learn QuickBooks inside and out. Browse our entire library by topic:
All Trainings - http://intuit.me/2V3g3mI
Getting Started - http://intuit.me/3zcYyzg
Online Settings - http://intuit.me/2VTZSZs
Account Services - http://intuit.me/3kzFnf2
Sales and Invoicing - http://intuit.me/3rpUo4h
Expenses - http://intuit.me/3itWLz7
Sales Tax - http://intuit.me/3ruXILF
Setting Up Payroll - http://intuit.me/2VU2XZw
Cash Flow: http://intuit.me/2UTC9YZ
Inventory - http://intuit.me/3xTzPzZ
Apps: http://intuit.me/36OvfqB
Accounting Topics - http://intuit.me/36OifkR
Reporting - http://intuit.me/3eEtoZQ
QBO Advanced - http://intuit.me/3rpqzkz
QuickBooks Commerce - http://intuit.me/3g0bxNL
QuickBooks Time: http://intuit.me/3scqhxE
Subscribe to our YouTube channel: http://intuit.me/3bOj0M2
Visit QuickBooks.com: http://intuit.me/QBO
The world’s largest workforce works for themselves. We work for them by providing smarter business tools. QuickBooks #BackingYou.
#QuickBooks

Online Settings | QuickBooks
Keep watching for more QuickBooks tutorials on online settings.
We have over 100 step-by-step tutorials to help you master QuickBooks. Learn more below:
Online Settings - https://intuit.me/2VTZSZs
All Trainings - https://intuit.me/2V3g3mI
Subscribe to our YouTube channel: https://intuit.me/3bOj0M2
Visit QuickBooks.com: https://intuit.me/QBO
The world’s largest workforce works for themselves. We work for them by providing smarter business tools. QuickBooks #BackingYou.
#QuickBooks

How to set up your company settings in QuickBooks Online
Get personalized help managing company settings with QuickBooks Live: https://quickbooks.intuit.com/live/pricing/?cid=VIDEO-CS-US-QBL_DIWM-NA-XSLL-EDU-PROD-OICMS-SDR_10-10-23
Company settings is where you enter basic info about your business, like your contact and tax information. This info is used when you communicate with customers and vendors from QuickBooks.
Let’s go over how to add your logo, and record things like your business address and phone number so they’ll be included in communications.
#QuickBooks The world’s largest workforce works for themselves. We work for them by providing smarter business tools. QuickBooks #BackingYou.
We have over 100 step-by-step tutorials to help you master QuickBooks. Browse our entire library by topic:
Getting Started - https://bit.ly/2PaHuGz
Accounting Basics - https://bit.ly/2Jc5dSX
Sales - https://bit.ly/2Weq7WV
Invoicing - https://bit.ly/2JelfeQ
Expenses - https://bit.ly/31HK89r
Reports - https://bit.ly/2MADTzM
Reconciliation and Preparing for Tax Season - https://bit.ly/2MAfydj
Managing Inventory - https://bit.ly/2W8NQaH
Projects (without QuickBooks Payroll) - https://bit.ly/2P9UWdF
Projects (with QuickBooks Payroll) - https://bit.ly/2W5Tjio
Visit QuickBooks.com https://goo.gl/ctQRCV.
Subscribe to our YouTube channel: https://goo.gl/jY1fyz

How to set up your sales settings in QuickBooks Online
QuickBooks has some useful settings to help you keep track of your sales.
Let’s go over the options and settings so you can decide what QuickBooks tracks when you record a sale, turn on time saving features like automated late fees for unpaid invoices, and customize your messages to customers.
We have over 100 step-by-step tutorials to help you master QuickBooks. Browse our entire library by topic:
Getting Started - https://bit.ly/2PaHuGz
Accounting Basics - https://bit.ly/2Jc5dSX
Sales - https://bit.ly/2Weq7WV
Invoicing - https://bit.ly/2JelfeQ
Expenses - https://bit.ly/31HK89r
Reports - https://bit.ly/2MADTzM
Reconciliation and Preparing for Tax Season - https://bit.ly/2MAfydj
Managing Inventory - https://bit.ly/2W8NQaH
Projects (without QuickBooks Payroll) - https://bit.ly/2P9UWdF
Projects (with QuickBooks Payroll) - https://bit.ly/2W5Tjio
Visit QuickBooks.com https://goo.gl/ctQRCV.
Subscribe to our YouTube channel: https://goo.gl/jY1fyz
The world’s largest workforce works for themselves. We work for them by providing smarter business tools. #QuickBooks #BackingYou.

How to set up your expense settings in QuickBooks Online
QuickBooks has features to help you keep track of your expenses. Let’s go over the options and settings that let you see your profitability from different angles, such as by project or for your business overall.
We’ll go over your options for tracking expenses and turning on purchase orders.
We have over 100 step-by-step tutorials to help you master QuickBooks. Browse our entire library by topic:
Getting Started - https://bit.ly/2PaHuGz
Accounting Basics - https://bit.ly/2Jc5dSX
Sales - https://bit.ly/2Weq7WV
Invoicing - https://bit.ly/2JelfeQ
Expenses - https://bit.ly/31HK89r
Reports - https://bit.ly/2MADTzM
Reconciliation and Preparing for Tax Season - https://bit.ly/2MAfydj
Managing Inventory - https://bit.ly/2W8NQaH
Projects (without QuickBooks Payroll) - https://bit.ly/2P9UWdF
Projects (with QuickBooks Payroll) - https://bit.ly/2W5Tjio
Subscribe to our YouTube channel: https://intuit.me/3bOj0M2
Visit QuickBooks.com: https://intuit.me/QBO
The world’s largest workforce works for themselves. We work for them by providing smarter business tools. QuickBooks #BackingYou.
#QuickBooks

How to customize sales forms in QuickBooks Online
Customizing your sales forms helps you put your best foot forward whenever you communicate with your customers.
Let’s go over how to update your sales forms so that they match your company’s branding and how to choose what your customers do and don't see on the forms you send
We have over 100 step-by-step tutorials to help you master QuickBooks. Browse our entire library by topic:
Getting Started - https://bit.ly/2PaHuGz
Accounting Basics - https://bit.ly/2Jc5dSX
Sales - https://bit.ly/2Weq7WV
Invoicing - https://bit.ly/2JelfeQ
Expenses - https://bit.ly/31HK89r
Reports - https://bit.ly/2MADTzM
Reconciliation and Preparing for Tax Season - https://bit.ly/2MAfydj
Managing Inventory - https://bit.ly/2W8NQaH
Projects (without QuickBooks Payroll) - https://bit.ly/2P9UWdF
Projects (with QuickBooks Payroll) - https://bit.ly/2W5Tjio
Subscribe to our YouTube channel: https://intuit.me/3bOj0M2
Visit QuickBooks.com: https://intuit.me/QBO
The world’s largest workforce works for themselves. We work for them by providing smarter business tools. QuickBooks #BackingYou.
#QuickBooks #QuickBooksOnline

How to set up a new company using spreadsheet sync in QuickBooks Online Advanced
"With Spreadsheet Sync and QuickBooks Online Advanced, you can use Excel to set up a new company’s info quickly."
Let’s go over how to import your customers, vendors, and accounts to QuickBooks. And then Enter your starting balances so you can get up and running fast."
0:00 Intro
0:45 Import customers, vendors and accounts
2:59 Enter starting balances
We have over 100 step-by-step tutorials to help you learn QuickBooks inside and out. Browse our entire library by topic:
All Trainings - http://intuit.me/2V3g3mI
Getting Started - http://intuit.me/3zcYyzg
Online Settings - http://intuit.me/2VTZSZs
Account Services - http://intuit.me/3kzFnf2
Sales and Invoicing - http://intuit.me/3rpUo4h
Expenses - http://intuit.me/3itWLz7
Sales Tax - http://intuit.me/3ruXILF
Setting Up Payroll - http://intuit.me/2VU2XZw
Cash Flow: http://intuit.me/2UTC9YZ
Inventory - http://intuit.me/3xTzPzZ
Apps: http://intuit.me/36OvfqB
Accounting Topics - http://intuit.me/36OifkR
Reporting - http://intuit.me/3eEtoZQ
QBO Advanced - http://intuit.me/3rpqzkz
QuickBooks Commerce - http://intuit.me/3g0bxNL
QuickBooks Time: http://intuit.me/3scqhxE
Subscribe to our YouTube channel: http://intuit.me/3bOj0M2
Visit QuickBooks.com: http://intuit.me/QBO
The world’s largest workforce works for themselves. We work for them by providing smarter business tools. QuickBooks #BackingYou.
#QuickBooks

How to connect spreadsheet sync and run a report in QuickBooks Online Advanced
Use spreadsheet sync to measure performance and streamline your business with QuickBooks Online Advanced:
https://quickbooks.intuit.com/online/advanced/#pricing?cid=VIDEO-CS-US-QBOAV-NA-NA-XSLL-EDU_PROD-OICMS-SDR_Video_nYU8
With QuickBooks Online Advanced and spreadsheet sync you can access your company’s info in Excel to build your own reports, measure your business’ performance, and edit or record transactions and other data.
Let’s learn how to connect spreadsheet sync to your QuickBooks company, access reports and other info about your QuickBooks company in Excel, and update your QuickBooks info from Excel in a batch.
0:00 Intro
0:27 connect spreadsheet sync
1:14 using spreadsheet sync
1:40 create a report in spreadsheet sync
2:35 working with a report in Excel
3:03 edit your QuickBooks data in Excel
We have over 100 step-by-step tutorials to help you learn QuickBooks inside and out. Browse our entire library by topic:
All Trainings - http://intuit.me/2V3g3mI
Getting Started - http://intuit.me/3zcYyzg
Online Settings - http://intuit.me/2VTZSZs
Account Services - http://intuit.me/3kzFnf2
Sales and Invoicing - http://intuit.me/3rpUo4h
Expenses - http://intuit.me/3itWLz7
Sales Tax - http://intuit.me/3ruXILF
Setting Up Payroll - http://intuit.me/2VU2XZw
Cash Flow: http://intuit.me/2UTC9YZ
Inventory - http://intuit.me/3xTzPzZ
Apps: http://intuit.me/36OvfqB
Accounting Topics - http://intuit.me/36OifkR
Reporting - http://intuit.me/3eEtoZQ
QBO Advanced - http://intuit.me/3rpqzkz
QuickBooks Commerce - http://intuit.me/3g0bxNL
QuickBooks Time: http://intuit.me/3scqhxE
Subscribe to our YouTube channel: http://intuit.me/3bOj0M2
Visit QuickBooks.com: http://intuit.me/QBO
The world’s largest workforce works for themselves. We work for them by providing smarter business tools. QuickBooks #BackingYou.
#QuickBooks

How to use the performance center in QuickBooks Online Advanced
There is an updated version of this video. Watch here: https://youtu.be/LG7mBL6jknI
QuickBooks Online Advanced includes the Performance Center where you can find essential reports and built-in charts. You can even create your own charts to track specific data to see how your business is growing.
Let’s go over where you find built-in performance charts and also how you can design your own custom charts.
We have over 100 step-by-step tutorials to help you learn QuickBooks inside and out. Browse our entire library by topic:
All Trainings - https://intuit.me/2V3g3mI
Getting Started - https://intuit.me/3zcYyzg
Online Settings - https://intuit.me/2VTZSZs
Account Services - https://intuit.me/3kzFnf2
Sales and Invoicing - https://intuit.me/3rpUo4h
Expenses - https://intuit.me/3itWLz7
Sales Tax - https://intuit.me/3ruXILF
Setting Up Payroll - https://intuit.me/2VU2XZw
Cash Flow: https://intuit.me/2UTC9YZ
Inventory - https://intuit.me/3xTzPzZ
Apps: https://intuit.me/36OvfqB
Accounting Topics - https://intuit.me/36OifkR
Reporting - https://intuit.me/3eEtoZQ
QBO Advanced - https://intuit.me/3rpqzkz
QuickBooks Commerce - https://intuit.me/3g0bxNL
QuickBooks Time: https://intuit.me/3scqhxE
Subscribe to our YouTube channel: https://intuit.me/3bOj0M2
Visit QuickBooks.com: https://intuit.me/QBO
The world’s largest workforce works for themselves. We work for them by providing smarter business tools. QuickBooks #BackingYou.
#QuickBooks #QBOAdvanced

How to create budgets using spreadsheet sync in QuickBooks Online Advanced
Easily manage budgets and streamline your business with QuickBooks Online Advanced:
https://quickbooks.intuit.com/online/advanced/#pricing?cid=VIDEO-CS-US-QBOAV-NA-NA-XSLL-EDU_PROD-OICMS-SDR_Video_ciWn
Budgeting in QuickBooks Online Advanced comes with a few extra features.
Let’s go over your budget options in QuickBooks Online Advanced, how to set up a budget in spreadsheet sync, and then run a budget versus actuals report to measure your performance.
We have over 100 step-by-step tutorials to help you learn QuickBooks inside and out. Browse our entire library by topic:
All Trainings - http://intuit.me/2V3g3mI
Getting Started - http://intuit.me/3zcYyzg
Online Settings - http://intuit.me/2VTZSZs
Account Services - http://intuit.me/3kzFnf2
Sales and Invoicing - http://intuit.me/3rpUo4h
Expenses - http://intuit.me/3itWLz7
Sales Tax - http://intuit.me/3ruXILF
Setting Up Payroll - http://intuit.me/2VU2XZw
Cash Flow: http://intuit.me/2UTC9YZ
Inventory - http://intuit.me/3xTzPzZ
Apps: http://intuit.me/36OvfqB
Accounting Topics - http://intuit.me/36OifkR
Reporting - http://intuit.me/3eEtoZQ
QBO Advanced - http://intuit.me/3rpqzkz
QuickBooks Commerce - http://intuit.me/3g0bxNL
QuickBooks Time: http://intuit.me/3scqhxE
Subscribe to our YouTube channel: http://intuit.me/3bOj0M2
Visit QuickBooks.com: http://intuit.me/QBO
The world’s largest workforce works for themselves. We work for them by providing smarter business tools. QuickBooks #BackingYou.
#QuickBooks

How to set up your advanced settings in QuickBooks Online
Advanced settings has many features that can have a big impact on how QuickBooks works for your company. For example, you can change report settings, set up classes to track sales and expenses in specific locations, and turn on different automation features. Let’s go over advanced settings so you can decide what works best for you.
#QuickBooks The world’s largest workforce works for themselves. We work for them by providing smarter business tools. QuickBooks #BackingYou.
We have over 100 step-by-step tutorials to help you master QuickBooks. Browse our entire library by topic:
Getting Started - https://bit.ly/2PaHuGz
Accounting Basics - https://bit.ly/2Jc5dSX
Sales - https://bit.ly/2Weq7WV
Invoicing - https://bit.ly/2JelfeQ
Expenses - https://bit.ly/31HK89r
Reports - https://bit.ly/2MADTzM
Reconciliation and Preparing for Tax Season - https://bit.ly/2MAfydj
Managing Inventory - https://bit.ly/2W8NQaH
Projects (without QuickBooks Payroll) - https://bit.ly/2P9UWdF
Projects (with QuickBooks Payroll) - https://bit.ly/2W5Tjio
Visit QuickBooks.com https://goo.gl/ctQRCV.
Subscribe to our YouTube channel: https://goo.gl/jY1fyz

How to use Dataswitcher to move your data from Sage 50 or Xero to QuickBooks Online
Easily import data and streamline your business with QuickBooks Online Advanced:
https://quickbooks.intuit.com/online/advanced/#pricing?cid=VIDEO-CS-US-QBOAV-NA-NA-XSLL-EDU_PROD-OICMS-SDR_Video_eXtZ
Dataswitcher helps you move your company's data to QuickBooks Online from other accounting apps.
You’ll see how to move from your previous accounting solution to QuickBooks Online and then check the conversion to make sure everything came over correctly.
If you’re not an accountant, we suggest you speak with your accountant prior to the migration to help ensure your file is in good shape for migration.
We have over 100 step-by-step tutorials to help you learn QuickBooks inside and out. Browse our entire library by topic:
All Trainings - http://intuit.me/2V3g3mI
Getting Started - http://intuit.me/3zcYyzg
Online Settings - http://intuit.me/2VTZSZs
Account Services - http://intuit.me/3kzFnf2
Sales and Invoicing - http://intuit.me/3rpUo4h
Expenses - http://intuit.me/3itWLz7
Sales Tax - http://intuit.me/3ruXILF
Setting Up Payroll - http://intuit.me/2VU2XZw
Cash Flow: http://intuit.me/2UTC9YZ
Inventory - http://intuit.me/3xTzPzZ
Apps: http://intuit.me/36OvfqB
Accounting Topics - http://intuit.me/36OifkR
Reporting - http://intuit.me/3eEtoZQ
QBO Advanced - http://intuit.me/3rpqzkz
QuickBooks Commerce - http://intuit.me/3g0bxNL
QuickBooks Time: http://intuit.me/3scqhxE
Subscribe to our YouTube channel: http://intuit.me/3bOj0M2
Visit QuickBooks.com: http://intuit.me/QBO
The world’s largest workforce works for themselves. We work for them by providing smarter business tools. QuickBooks #BackingYou.
#QuickBooks
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Additionally, there is these resource:
- QuickBooks Online LONG-FORM Tutorials from Hector Garcia, CPA
- Hector’s Advanced QuickBooks Online 2-hour Webinars
- QuickBooks Online ONE-HOUR Webinars from Intuit
- QuickBooks Online SHORT tutorials from Intuit