Move your QuickBooks Desktop company file to QuickBooks Online

[0:00] This is Katheryn from the QuickBooks team. Welcome to QuickBooks Online. First, let's explore how to get around, then where to find your settings, and how to get help when you need it. Select Dashboard to see shortcuts to some of the most common activities in QuickBooks. You can also view your sales & get paid funnel, an overview of your bank accounts, and charts and graphs.

[0:24] Select Add widgets to customize what you see. Intuit Assist uses the business feed to share work it does for you and give you suggestions on how to run your business. Reports and Analytics is where you run valuable reports on your company's performance. This is also where you can take a look at budgets, forecasts, and other financial planning tools.

[0:47] Select My apps to find where to perform your work in QuickBooks. You can also use the search tool. Accounting lets you connect your bank and credit cards to QuickBooks. You can securely and automatically import transactions, which are either categorized for you by QuickBooks, or you can enter required data yourself.

[1:07] Connecting your accounts keeps your books up-to-date and accurate, and is an important first step in the setup process. Integration transactions is where you see transactions from all your connected sales channels, like Shopify or Amazon. You can also upload and review receipts, reconcile your books, and customize your Chart of Accounts to manage how you want to categorize and track transactions.

[1:33] In Expenses & Pay Bills, you can see vendors and contractors, record expenses, and enter and pay bills. You can also track your business Mileage here. Sales & Get Paid helps you manage your money-in options, such as sending Invoices to customers, accepting payments, and tracking the products and services you sell. You manage your customers and leads in the Customer Hub.

[2:00] Select Team to add and view your Employees and Contractors. And Time lets you enter and approve the hours your team works. Depending on your QuickBooks plan, you can track and plan your Project financials under Project Management. Sales Tax lets you set up and pay your Sales taxes, and you can view and manage year-end taxes and filings for your business under Business Taxes.

[2:27] If you want to apply for a line of credit or credit card, you can do so under Lending. This is also where you sign up for a QuickBooks Checking account. Use Payroll to pay your team and Mailchimp to reach customers faster. You can customize your navigation at any time. Pin apps, or drag and rearrange pinned apps. You can add bookmarks for the pages you use most often.

[2:52] When you need to quickly create something, such as a new invoice or expense transaction, hover over Create to choose which transaction or entry you need to open. Now that you can get around, select the gear icon to see your Settings options.

[3:08] Here, you can do things like add and manage users, manage your billing and subscription info, and set your preferences to optimize QuickBooks for your business. Finally, when you find something you have questions about, help is just a click away. Select the Help icon to chat with our online assistant, see topics related to the page you're on, or search for more info.

[3:32] Plus, you can contact experts here. Now that you know your way around, what's next is up to you. Visit our video center to find even more videos on how to get set up. Welcome to QuickBooks.