QuickBooksHelpIntuitLearn how terms differ in QuickBooks Desktop and QuickBooks Online
by Intuit• Updated about 12 hours ago
If you plan to switch from QuickBooks Desktop to QuickBooks Online, there will be some changes to consider. In this article, you’ll learn how terms differ between both platforms.
| QuickBooks Desktop | QuickBooks Online |
Bank Feeds | Online Banking / Bank Transactions |
| Use Register (For Banks/Accounts) | View Register |
Sales Receipts | Sales Receipts |
| Item Receipts | Expenses Bills |
| Credit Notes | Credit Notes |
| Refund Receipts | Delayed Credits |
| Batch Invoices | Batch transactions (QuickBooks Online Advanced) |
| Receipt Management | Receipts |
| Other Charges | N/A |
| Subtotals | Subtotal |
| Discounts | N/A |
| Memorised transactions | Recurring transactions |
| Chart of accounts | Chart of accounts |
| Transfer Funds | Transfer |
| Enter Statement Charges | N/A |
| Statements | Statements |
| Payment Reminders | Reminders / Automatic invoice reminders |
| QuickBooks Desktop | QuickBooks Online |
| Estimates | Estimates |
| Invoices | Invoices |
| Checks | Checks |
| Purchase Orders | Purchase Orders |
| Undeposited Funds | Undeposited Funds |
| Make Deposits | Payments to deposit |
| Assemblies | Bank Deposits |
| Groups | Bundles (Products & services) |
| Services | Bundles (Products & services) |
| Jobs | Sub-customers Projects |
| Items | Products and services |
| Sales Orders | N/A |
| Income Tracker | All Sales |
| Customer Groups | N/A |
| Job & Item Estimates vs Actuals | N/A |
QuickBooks Desktop | QuickBooks Online |
| Bills | Expenses Bills Supplier Credits |
| Credit Card Charges | Expenses Credit Card Credits |
| Bill Tracker | Suppliers window |
| Upload & Review Bills | Receipts |
| Schedule Online Payment | Online Bill Pay |
| Forecast | Budgets |
| Budgets | Budgets |
| Reconcile | Reconcile |
| Payments | Payments |
| Receive Payments | Receive Payments |
| Pay Bills | Pay Bills |
| Purchase Orders | Purchase Orders |
| Suppliers | Suppliers (for all Suppliers) Contractors (for Suppliers tracked for 1099) |
| Billing Rate Levels | N/A |
| QuickBooks Desktop | QuickBooks Online |
| Customers | Customers |
| Leads | N/A |
| Other Names | N/A |
| Sales Reps (Customer & Supplier Profile Lists) Supplier Types | N/A |
| Supplier Types (Customer & Supplier Profile Lists) | N/A |
| Job Types (Customer & Supplier Profile Lists) | N/A |
| Customer Messages (Customer & Supplier Profile Lists) | N/A |
| Ship Via (Customer & Supplier Profile Lists) | N/A |
| Vehicles (Customer & Supplier Profile Lists) | Manage vehicles |
| Customer Types (Customer & Supplier Profile Lists) | Customer Types |
| Terms (Customer & Supplier Profile Lists) | Terms |
| Payment Methods (Customer & Supplier Profile Lists) | Payment Methods |
| QuickBooks Desktop | QuickBooks Online |
| Memorised reports | Custom reports |
| Scheduled reports | Custom reports |
| Commented reports | N/A |
| Custom reports | Custom reports (QuickBooks Online Advanced) |
| Company Snapshot | Business Snapshot |
| Payroll Reports: • Payroll Details report • Tax Liability report • Direct Deposit report • Workers Comp report • Sick and Holiday report | Payroll Reports: • Payroll Summary report • Liability Balance report • Employee Direct Deposit Listing • Workers Comp report • Sick and Holiday History report |
| QuickBooks Desktop | QuickBooks Online |
| Scheduled Payroll | Run Payroll |
| Unscheduled Payroll | Run Payroll Bonus Only |
| Payroll Item List | Edit Pay Items |
| Weekly Timesheet | Time Entries (if Time tab is available) Weekly Timesheet (if Time tab isn’t available) |
| Time / Enter Single Activity | Time Entries (if Time tab is available) Single Time Activity (if Time tab isn’t available) |
| Employees | Employees |
| QuickBooks Desktop | QuickBooks Online |
| Stock Parts | Stock |
| Non-stock Parts | Non-stock |
| Adjust Quantity/Value on Hand | Stock Quantity Adjustment |
| QuickBooks Desktop | QuickBooks Online |
| Edit, then Preferences | Settings ⚙, then Account and settings Settings ⚙, then Payroll settings |
| Documents / Doc Centre | Attachments |
| My Company | Settings ⚙, then Account and settings |
| Calendar | N/A |
| Set Up Users | Manage Users |
| To Do List | Tasks (QuickBooks Online Advanced) |
| Reminders | N/A |
| Letters | N/A |
| Make General Journal Entries | Journal Entries |
| QuickBooks Desktop | QuickBooks Online |
| Price Levels | N/A |
| Fixed Asset Items | Available in QuickBooks Online Advanced |
| Templates | Custom Form Styles |
| Add/Edit Multiple List Entries | N/A |
| Classes | Classes (and Locations) |
Next steps
- Learn how features and data transfer from QuickBooks Desktop to QuickBooks Online
- For a full list of each platform’s features, check out our QuickBooks Desktop and QuickBooks Online comparison chart.