QuickBooks Small Business Webinars
** If you’re a QuickBooks Desktop user who is moving to QuickBooks Online, click here
to see our list of pre-recorded webinars tailored to the migration experience **
Pay Employees: How to use QuickBooks Online Payroll - Discover the benefits of using the built-in payroll feature of QuickBooks Online. Learn how to set up payroll from the very beginning: set up company/tax information, employees, pay taxes, file tax forms...if it's related to payroll, you'll learn it.
Get Paid: How to Record Your Sales in QuickBooks Online - Invoices...Sales Receipts...Deposits...which should you record? You learn about that in this webinar. You'll also discover the benefits of QuickBooks Payments and how it helps you receive payments from customers.
Track Your Spending: Checks, Expenses and Bills in QuickBooks Online - Do you want to use QuickBooks to track how much you've spent and how much you owe vendors? This is the webinar for you. Discover the differences between Expenses, Checks and Bills...and when to record them. You'll also learn about important vendor and expense reports and how to run them.
Get Started in QuickBooks Online - Learn the basic steps to get around, enter transactions and find your data in QuickBooks Online.
Accounting 101 for QuickBooks Online - New to accounting and bookkeeping? This is the class for you. In this webinar you'll learn about the Chart of Accounts and how QuickBooks uses it, and your transactions, to build your company's financial statements.
Master Your Accounting: Use Online Banking and Reconcile Like a Pro - In this webinar you'll discover the benefits of online banking and reconciliations. Learn about when you should Add or Match a transaction in the Transactions/Banking menu, and how to double-check your work with reconciliations.
QuickBooks Time Webinars
QuickBooks Desktop + QuickBooks Time Elite
From a general overview to a closer look at specific features, this webinar is designed to give you a grand tour of the QBD + QuickBooks Time Elite Integration. Join your very own QuickBooks Time Webinar Specialist, Sherissa, as she guides you through this engaging and informative half-hour session.
This Webinar is interactive, so have your questions ready!
During this session you will learn:
- How to integrate QBD & QuickBooks Time Elite
- How to navigate the employee & Customer/Jobs List
- How to set up your Integration Preferences
- How to Track & Manage time
- How to Approve & Export Time to QBDT
QuickBooks Online + QuickBooks Time Elite
From a general overview to a closer look at specific features, this webinar is designed to give you a grand tour of the QBO + QuickBooks Time Elite Integration. Join your very own QuickBooks Time Webinar Specialist, as they guide you through this engaging and informative half-hour session.
This Webinar is interactive, so have your questions ready to type into the question box!
During this session you will learn:
- How to integrate QBO & QuickBooks Time Elite
- How to navigate the employee & Customer/Jobs List
- How to set up your Integration Preferences
- How to Track & Manage time
- How to Approve & Export Time to QBO through QuickBooks Time
- How to Approve time within QBO
QuickBooks Time Demo for Elite Accounts
From a general overview to a closer look at specific features, this webinar is designed to give you a grand tour of QuickBooks Time Elite Accounts. Join your very own QuickBooks Time Webinar Specialist, Sherissa, as she guides you through this engaging and informative half-hour session.
This Webinar is interactive, so have your questions ready!
During this session you will learn:
- How to Schedule Shifts for your team
- How to Track & Manage Time
- How to Track & Manage Projects
- How to Edit and Manage employee timesheets
- How to run Reports to view time data
QuickBooks Time Admin Masterclass for Elite Accounts
From a general overview to a closer look at specific features, this webinar is designed to give you a grand tour of QuickBooks Time Elite Accounts. Join your very own QuickBooks Time Webinar Specialist, Sherissa, as she guides you through this engaging and informative half-hour session.
This Webinar is interactive, so have your questions ready to type into the question box!
During this session you will go through:
- How to Add/Manage Employees
- How to Add/Manage Customers/Jobs
- How to Add/Manage Projects
- A tour of your Company Settings
- A tour of your Feature Add-Ons
By the time this session is over, you’ll be your company’s very own QuickBooks Time expert!
Webinars for migration from QuickBooks Desktop to QuickBooks Online
Preparing for and Moving to QuickBooks Online
Now that you’ve decided to make the move, watch this webinar to see how to get your data from QuickBooks Desktop into your new QuickBooks Online company and what to expect after. You’ll learn:
- The steps you should take before the move
- Two methods to get started in QuickBooks Online
- How to check your data after the move
QuickBooks Desktop Migration: How to Get Around in QuickBooks Online
Working within QuickBooks Online is different from what you’re used to in QuickBooks Desktop. After this webinar, you’ll discover:
- Basic steps to get around
- Key differences in the QuickBooks Online experience and how they map to how you’ve worked within QuickBooks Desktop
- How to record transactions
- Where to find your lists of customers, vendors, accounts and more
QuickBooks Desktop Migration: Money In Transactions
In this webinar you’ll learn the unique workflows for recording sales in QuickBooks Online, including:
- Mapping the QuickBooks Online workflows to what you're used to in QuickBooks Desktop
- Keeping track of Products & Services
- Finding your customers and associated transactions
- Using Invoices vs. Sales Receipts
- Customizing your sales forms
QuickBooks Desktop Migration: Money Out Transactions
In this recorded webinar you’ll learn the unique workflows for recording expenses in QuickBooks Online, including:
- Mapping the QuickBooks Online workflows to what you're used to in QuickBooks Desktop
- Finding your Vendors and associated transactions
- When to use Checks vs. Expenses vs. Bills
- How to enter Purchase Orders and keep track of inventory
- View Projects and Job Profitability
QuickBooks Desktop Migration: Online Banking
You can quickly record and verify transactions by connecting your bank and credit card accounts to QuickBooks Online, as well as set up rules and allow QuickBooks Online to learn from you automatically to help speed up this task. In this recorded webinar, you’ll learn how the online banking workflow maps to what you’re used to in QuickBooks Desktop, and how to:
- Connect QuickBooks Online to your bank and credit cards
- Record downloaded transactions
- Reconcile your monthly bank statements
QuickBooks Desktop Migration: Online Payroll
If you’re using QuickBooks Desktop Payroll, you’ll want to ensure your transition to using QuickBooks Online Payroll is seamless. Watch this pre-recorded webinar to discover how to:
- Set up payroll from beginning to end
- Run payroll reports
- Understand tax forms and payments
Advantages of Switching to QuickBooks Online
Watch this pre-recorded webinar to discover the unique benefits of using QuickBooks Online for your business, including how to:
- Access your company’s information from any internet capable device
- Record transactions with online banking and app integration
- Automate reports and emails
- Access automatic updates and new features
- View job profitability graphs
- Automate payroll
- Switch to QuickBooks Online
You can also take a look at our Events Calendar to see what new events are happening this month.
