Can you help me? I have a potential client to sign up for Online Essentials. There's a lot of resources I can send her to help her decision to sign up.

JBrown1 · ‎August 29, 2020

Fiat Lux - ASIA · ‎August 30, 2020

What kind of resource do you need?

https://quickbooks.grsm.io/Canada

https://quickbooks.grsm.io/Canada-fr

Anonymous · ‎August 30, 2020

Hello,

I'd be more than happy to help. Firm Of The Future created a fantastic article that goes over a comparison of the features in both QuickBooks Online and Desktop. You might find some great features to discuss with your client to make the switch. I hope it helps!

https://www.firmofthefuture.com/content/quickbooks-online-vs-desktop-is-one-better-than-the-other/

I hope you have a great rest of the week!

Best Regards,
Lourdes F.

JBrown1 · ‎August 30, 2020

Thanks for the link.

My client is actually brand new to using QuickBooks but she has heard of it.

She is quite interested in the document management capability of QuickBooks and how to email receipts and bills to QB Online and track how for tax time. I have been going through the work flows on my own, but I was hoping show her something more polished until I can get my demo ready for her.

Are there are any tutorials to show her how that can be done?

Anonymous · ‎August 30, 2020

That is great news! I'm glad they went with QuickBooks Online!

Capture and categorize receipts and bills (Article)
https://quickbooks.intuit.com/learn-support/en-ca/banking-currency/manage-your-receipts-in-the-recei...

QuickBooks Online - Expense management tutorials (Videos)
https://quickbooks.intuit.com/au/learn-and-support/quickbooks-online/video-tutorials/bills-and-expen...

and my personal favorite down below for brand new QuickBooks Online users:

QuickBooks Online Lesson Plans (PDF Modules & Video Lesson Plans)
https://www.intuit.com/ca/partners/education-program/resources/

Test drive QuickBooks Online (Sample Company File To Practice In)
https://quickbooks.intuit.com/learn-support/en-ca/getting-started/test-drive-quickbooks-online/00/26...

I truly hope this content helps your client but also inspires you with the content you are currently creating. It was a pleasure answering your question in the community! Let me know if this was what you were looking for.

Best Regards,
Lourdes F.

gayatriluthfias20 · ‎August 31, 2020

Hi @JBrown1 , may be you'll need this link too for import export data in qbo : https://transactionpro.grsm.io/qbo . Glad to assist you.

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Can you help me? I have a potential client to sign up for Online Essentials. There's a lot of resources I can send her to help her decision to sign up.