Last Update 11/25/2016 by Hector Garcia, CPA These resources QuickBooks Online.
For a complete list of videos that includes Desktop Editions like QuickBooks Pro, QuickBooks Premier, and QuickBooks Enterprise, go to our QuickBooks (Desktop) Videos page.
To Learn QuickBooks Online, Take these Steps:
- If you do not already have a QuickBooks Online Account, first sign-up for a Free 30-Day Trial for an Essentials or Plus account: http://www.quickbooksoffer.com/?cid=irp-4337#pricing
- Watch the Getting Started Video and Main Videos below
- Join the ProAdvisor Program (FREE) and get certified with QuickBooks Online
- Download supplemental guides:
GETTING STARTED
For complete collection of QuickBooks Online videos, you may join our join the Udemy Course, it is a $25 one-time fee, and contains all my QBO videos.
MAIN VIDEOS
- First Use Experience (2:52)
- Managing Users (6:54)
- Importing List Elements into the New QBO (3:03)
- Introduction & Basic Navigation (15:25)
- QBO New Overview (9:21)
- Money Bars in the New QBO (5:13)
- Most Recent Customization Updates in the New QBO (5:52)
- Managing Vendor Expenses and Payables in the New QBO(7:11)
- Navigating Tips and Tricks (12:54)
- Lesser Known Sales Transactions in the New QBO (6:41)
- Setting Up Recurring Transactions in the New QBO (2:25)
- Pass Thru Time, Expense & Materials to Customer Invoice (4:19)
- Converting from QuickBooks Enterprise to the new QBO
OTHER MISC VIDEOS & RESOURCES
Conversion & Comparison: QuickBooks Desktop to/from QuickBooks Online:
- How to Migrate from Old QBO to New QBO (1.5 mins)
- Converting from QB Desktop to the New QBO (5.5 mins)
- How to Convert from QB Desktop to QB Online (7 mins)
- How to go from QBO to QB Desktop (4 mins)
- What is in QuickBooks Online Plus vs. QB Desktop (37 mins)
- QBO versus QB Desktop Recorded Webinar (30 mins)
- QBO versus QB Desktop: Fair and Balanced Power Point Deck
- QB Desktop vs QBO (5 mins)
New Features: Old (Pre-Fall 2013) QuickBooks Online vs. NEW (Fall 2013-Today) QuickBooks Online
- The New QuickBooks Online (10 mins)
- QuickBooks Online Classic vs. QuickBooks Online New (23 mins)
- QBO Classic vs QBO New From a QBOA Perspective (5 mins)
- Customization Improvements in the New QBO (6 mins)
- The New QBO Videos by Laura Redmond and Intuit Academy–Must See TV for Accountants (varying lengths)
Accountants: QuickBooks Online for Accountants (QBOA)
- Check Out the New QuickBooks Online Accountant (6 mins)
- The New QBOA Wholesale Billing Platform (2 mins)
- The New QBOA Supports Multi-users (2mins)
- QBOA to ITO aka Book To Tax Feature (7 mins)
- Client Collaboration in the New QBO (3.5 mins)
- How the Accountant Is Invited to the New QBO (2.5 mins)
- How to Transfer the Master Administrator to your Client (4.5 mins)
- How to Create a New QBO Company File from QBOA (3 mins)
- QuickBooks Online Accountant–How It Works, How to Use It (42 mins)
- QBO and QBOA Best Practices, Tips and Tricks (article with screenshots)
- How to Sign up or Add a QBO client to QB Online Accountant, aka QBOA (3 mins)
- QBOA–Undo Bank Reconciliation (2 mins)
- QBOA–Batch Reclassify (2 mins)
- QBOA–Batch Write Off Invoices (2.5 mins)
- QBOA–Adjusting Journal Entries (2 mins)
- Creating a New QBO File from QBOA, Converting from QB Desktop, Inviting Client (9 mins)
Quickbooks Online Payroll and TimeSheets:
- Processing Payroll with QBO (2 mins)
- Pass Thru Time, Materials, Expense to Customer in the New QBO (4 mins)
Banking, Registers, and Bank Feeds Download:
- Using Registers (4 mins)
- Reconciling Your Bank Account in QBO (2.5 mins)
- Downloaded Transactions aka Online Banking (5 mins)
All Other QuickBooks Online Functions from Intuit Academy:
- Managing Users in the New QBO (7 mins)
- Handling AR in the New QBO (7.5 mins)
- Handling AP and other Vendor Transactions in the New QBO (7 mins)
- Recurring Transactions in the New QBO (2.5 mins)
- Creating Estimates in the New QBO (4 mins)Lesser Known but Still Cool Sales Transactions in the New QBO (6.5 mins)
- Customer Discounts and Deposits in the New QBO (4 mins)
- Utilizing the Money Bars in the New QBO (5 mins)
- First Use Experience in the New QBO (3 mins)
- Setting Up Recurring Transactions in QB Online (4.5 mins)Customizing Reports in QBO (5 mins)
- Automating the Invoice Creation Process (3.5 mins)
- Setting Up and Managing Users (7 mins)
- Managing Payables in QuickBooks Online (4 mins)
- Tracking Jobs or Projects in QBO and Their Profitability (8 mins)
- Creating Customer Statements (5 mins)
- Customizing Sales forms in QB Online (4 mins)
- Auto Apply Credits to Invoices (4.5 mins)
- Using the Estimate or Quote (2.5 mins)
- Applying Discounts to an Invoice (1.5 mins)
- Applying a Customer Deposit to an Invoice (2 mins)
- Delaying Customer Charges, Billing Later (2.5 mins)
- Using Custom Fields in QB Online (3 mins)
- Tracking Inventory in QB Online Plus (7 mins)
- Tracking Products and Services in QB Online Simple Start and Essentials (4 mins)
- Class and Location Tracking in QB Online Plus (5 mins)
- QB Online Feature Comparison by Sku (spreadsheet)
- QBO Navigation Tips (3.5 mins)
- Attach Documents in QBO and Report Basis (2 mins)
- New Sales Tax Function in QBO (5 mins)
- QBO Navigation Tips and Tricks by Stacy Kildal (article)
- The Income List in QBO: More Like a Dashboard (2 mins)
- Using Multiple tab in Chrome for Multiple windows (1.5 mins)
- How to Be Logged into Multiple QBO files in Chrome (2.5 mins)
- Navigation Tip–Related Reports (1 min)
- How to Launch QBO Faster from Chrome Homepage (1 min)
- Easier Access to Transaction History (2.5 mins)
- New Invoice List and Packing Slips Features (2.5 mins)
- Company Snapshot and Scorecard/Track Trends (2.5 mins)
- How to Exclude 1099 K Transactions in QB Online (3 mins)
- Using Delayed Charges as a “kind of” sales order (2 mins)
- More than 1 AR/AP per Journal Entry (2 mins)
- QB Mobile and QBO, Sweet Integration (4 mins)
Learn QuickBooks from Veronica Wasek / QuickBooks Online:
- New QuickBooks Online Free Sample Data Test Drive
- New QuickBooks Online Overview
- Getting Around in the All New Version of QuickBooks Online
- Quick Ways for Adding Transactions to QuickBooks Online
I would like to give recognition to Woody Adams @ Intuit and many other independent ProAdvisors for making a lot these videos, and making them freely available on the web. For a complete list of videos that includes Desktop Editions like QuickBooks Pro, QuickBooks Premier, and QuickBooks Enterprise, go to our QuickBooks Videos page
6 Responses
Thanks Hector, your training tutorial was very helpful, it was informative, easy to follow. Explained how to get started, where to go to get things set up for doing business. I look forward to your future training tutorial, Thank you again for you help
if you subscribe to the youtube channel, you will get updates every time we add more videos..
https://www.youtube.com/channel/UC00MExfC3vuP9680IUW0jLA
GREAT! THANK YOU SO MUCH!
I believe I can begin to enter my information for 2015 tax preparation! Thanks again.
GREAT INFORMATION. THANKS DON’T KNOW WHAT YOU WANT ME TO PUT IN FOR “WEBSITE”.
Hector, your video was very helpful, Hope you make more! THANKS!