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Introducing QuickBooks Online to QuickBooks Desktop Pro and Premier users

The article contains six video clips that acquaint you with QuickBooks Online. This is particularly helpful if you have converted from QuickBooks Desktop Pro & Premier to QuickBooks Online or if you are thinking of switching from Desktop to Online.

Tips and Tricks

If you're accustomed to QuickBooks Desktop Pro or Premiere, you'll want to know a few tips and tricks to help you get comfortable with QuickBooks Online. We'll give you a useful grab-bag of shortcuts you can utilize to help you navigate the site and perform various functions at the touch of a button.

Navigation

If you're a QuickBooks Desktop Pro or Premiere user who wants to learn the interface of QuickBooks Online, we'll show you how to navigate the site top to bottom: where to find what you're accustomed to and how to access new features to help you manage your business.

Record Transactions

As a QuickBooks Desktop Pro or Premiere user, you're aware how much of your work consists of recording various transactions for your business. Whether they're invoices, checks or bills, we'll show you just how easy it is to manage and organize these transactions in QuickBooks Online.

Centers and Lists

As a QuickBooks Desktop Pro or Premiere user, you're aware that most of the information you use is stored in lists. In QuickBooks Online, all of this information is stored in two types of lists: Centers and other Lists. We'll show you just how easy it is to navigate and manage these lists so you will be more organized than ever before.

Item list

In QuickBooks Pro or Premiere, you're accustomed to your “Items." In QuickBooks Online, these are referred to as your “Products & Services.” Whether you need to add a new product or service, or incorporate them into an invoice, we'll show you the ropes on how to get this done.

Memorized Reports

With QuickBooks Online, customizing, memorizing and scheduling reports has never been so easy. We'll break down exactly how reports work in QuickBooks Online compared to QuickBooks Desktop Pro or Premiere.

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