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Get started in QuickBooks Online: a quick tour & what to do next
Welcome to QuickBooks Online. Let’s go over where everything is in QuickBooks so you can start using it to manage your business efficiently.
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 #QuickBooksOnline

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
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 add and manage users in QuickBooks Online
You can add new users to your QuickBooks Online to help with your bookkeeping including your accountant. You can give users specific permissions so they can only do certain tasks or add new admins who can do pretty much everything.
Let’s go over where to invite your accountant and cover the primary admin for your account and how you can change your primary admin if needed. We’ll also cover who can set up new users, how to set up a new user, and the different user types and access rights you have to choose from.
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 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 install and use spreadsheet sync in QuickBooks Online Advanced
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, download and install spreadsheet sync and access reports and transactions 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 #QuickBooksOnlineAdvanced

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 to QuickBooks Online Advanced
Dataswitcher helps you move your company's data to QuickBooks Online from other accounting apps. You’ll see how to move from Sage50 to QuickBooks Online and then check the conversion to make sure everything came over correctly.
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 #QuickBooksOnlineAdvanced

How to set up recurring statements for customers in QuickBooks Online Advanced
If you use QuickBooks Online Advanced you can set up recurring statements to automatically remind customers of their balances. This helps you keep customers up-to-date about what they owe, or notify them of all the transactions you’ve had with them over a period of time.Let’s learn how to set up a recurring monthly statement for customers.
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 custom fields in QuickBooks Online
Custom fields are a great way for you to capture extra data for your business that isn’t already included in QuickBooks. You can add them to invoices, sales receipts, refund receipts, credit memos, and purchase orders to capture whatever information you want.
As an example, let’s go over how to add a custom field that captures the sales rep responsible for a sale and then how to run a report to find the total sales for each rep.
Note that this feature is available in QuickBooks Online Plus, Essentials, or Advanced. However, if you have QuickBooks Online Advanced the feature is more robust and the process is different and you should watch this other video: https://intuit.me/3x5UO0Z
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
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
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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