Migrate QuickBooks Desktop to Online/Intuit Enterprise Suite
12 hr 18 min
This course teaches you how to migrate QuickBooks Desktop to Online or Intuit Enterprise Suite. Learn from topics that help companies switch from QuickBooks Desktop to QuickBooks Online.
This class is included in all of our training plans
Self-paced
All training plans include instant and lifetime access to this course.
Course Content
399 lessons · 12 hr 18 min
Class Introduction1:11
Feature Comparison & Migration Checklist1:22
How to Migrate: Introduction1:15
Migrate from Desktop to QBO1:43
Start Migration within QBO2:20
Batch Migration2:13
Migrate Lists Only1:22
Check Your Numbers1:23
Cancel your Desktop Subscription1:08
Setup & Getting Around0:52
Software View0:32
Software Versions1:35
Sign Up for Your Software2:54
Import Company Information Intro0:59
Import from QuickBooks Desktop1:33
Import Data from Excel3:10
Import Chart of Accounts3:03
Import Customers3:14
Import Vendors2:59
Import Products and Services2:00
What Can You Do On The Dashboard1:16
Privacy Button for Dashboard0:48
Three Main Menus0:44
Navigation Bar2:18
New Button0:32
Gear Button0:53
Check Your Settings2:41
Choose Your Starting Point2:40
What is a Transaction?1:57
Elements of a Transaction: Money In0:54
Elements of a Transaction: Money Out0:56
Enter Accounts and Opening Balances2:17
Enter Customer Opening Balances1:21
Enter Vendor Opening Balances1:02
Enter Inventory Opening Balances2:32
Enter Historical Transactions1:36
Check Your Numbers1:23
Apps1:18
Use Multiple Tabs0:46
QBO Test Drive1:11
Use the QBO Desktop App3:07
Sign up for the QBO Desktop App0:23
Software View0:32
Migrator Intro: Working with Lists2:15
Working with Lists1:27
What Are Lists?2:52
The "WHO": Introduction to Centers3:07
The "WHO": Customizing Customer and Vendor Centers2:59
The "WHO": Find and Record Transactions using Customer and Vendor Centers1:50
The "WHAT": Introduction to Other Lists1:41
The "WHO" and the "WHAT": Add New Entry3:54
Why do you need The "WHO" and The "WHAT"1:47
The "WHO" and The "WHAT": Edit Entry1:21
The “WHO” and The “WHAT”: How to Add Names to Multiple Lists1:42
The “WHO” and The “WHAT”: Delete Entries without balances2:12
The “WHO” and The “WHAT”: Delete Entries with balances2:39
The “WHO” and The “WHAT”: Merge Entries2:42
Migrator Troubleshooting: Working with Lists1:53
Software View0:32
Migrator Intro: Financial Statements1:26
Financial Statements1:07
Chart of Accounts1:27
Balance Sheet3:44
Profit & Loss3:14
Intro to Account Creation1:11
Set Up New Accounts2:30
Intro to Subaccounts2:08
Using Subaccounts1:49
Collapse Report1:09
Accrual vs. Cash1:43
Statement of Cash Flows: Operating Activities2:35
Statement of Cash Flows: Financing & Investing Activities1:12
Intro to Journal Entries1:43
Create a Journal Entry0:53
Intro to Debits & Credits2:50
What are Account Numbers?2:09
Set Up and Use Account Numbers2:13
Software View0:32
Migrator Intro: Products & Services1:39
Products & Services1:12
What are Products & Services?3:37
Create a Product or Service2:50
Sale with Multiple Products & Services3:09
The Products and Services List1:38
Migrator Troubleshooting: Products & Services5:12
Software View0:32
Migrator Intro: Money In - I2:26
Money In - I1:02
Set Up a New Customer2:38
Organize Customers with Sub-Customers1:56
Money In Workflows: Invoices2:48
Introduction to Accounts Receivable1:06
Record a New Invoice5:13
Accounts Receivable Reports1:46
What is Undeposited Funds?2:16
Receive Payment Towards an Invoice2:35
Receive a Partial Payment1:09
Record a Bank Deposit2:16
Recording Deposit Fees3:57
The Open Invoices Report0:26
The Invoice Tab1:42
Software View0:32
Migrator Intro: Money In - II1:39
Money In - II0:23
Money In Workflows: Sales Receipts0:48
Record a Sales Receipt3:54
What is Undeposited Funds?2:16
Record a Deposit for Sales Receipts2:08
Deposit Only Method Intro0:58
Uses of Deposit Only Method2:34
Delayed Charges Intro1:14
Record and Invoice Delayed Charges4:11
Refunds and Credits: Intro1:04
Record a Refund2:46
Record a Credit Memo2:34
Apply a Credit Memo1:38
Delivery Options for Money In Transactions2:09
Customer Statements: Intro1:34
Balance Forward Statement1:48
Open Item Statement0:55
Transaction Statement0:59
The Sales by Customer Summary Report1:12
Migrator Troubleshooting: Money In - II2:03
Software View0:32
Migrator Intro: Customize Your Software1:41
Customize Your Software0:45
Customer Label1:11
Custom Fields: Intro2:00
Set up a Custom Field (QBO Plus)1:52
QBO Advanced: Set up and use Custom Fields for a Customer3:17
QBO Advanced: Set up and use Custom Fields for a Vendor2:41
QBO Advanced: Set up and use Custom Fields for Transactions1:39
QBO Advanced: Report Options for Custom Fields1:12
Customize Forms: Intro0:41
Customize Sales2:14
Customize Invoices and Estimates: Look and Feel2:12
Customize Invoices and Estimates: Messaging0:55
Customize Sales Receipts: Look and Feel1:51
Customize Sales Receipts: Header1:09
Customize Sales Receipts: Body1:12
Customize Sales Receipts: Footer and Messaging2:09
Software View0:32
Migrator Intro: Saving Time1:08
Saving Time1:30
Find Transactions with Centers2:09
Use Search to Find Transactions0:29
Transactions Search1:43
Recurring Transactions: Intro0:58
Set Up a Scheduled Transaction1:11
Assign a Frequency and Save a Scheduled Transaction1:20
Edit a Recurring Transaction0:33
QuickBooks Online Payments: Intro1:53
Send Invoices with a Pay Button0:54
What do Customers See on their Invoice?1:22
Record a Sales Receipt Using QuickBooks Payments2:25
How QuickBooks Payments Records Payments/Deposits0:50
QuickBooks Checking2:15
Tips and Tricks to Save Time: Intro0:56
QuickMath1:32
Date Shortcuts2:20
Hotkeys1:02
QBO Advanced: Introduction to Batch Transactions1:44
QBO Advanced: Record Multiple Transactions3:36
QBO Advanced: Delete Multiple Transactions1:25
Use the QBO Desktop App3:07
Sign up for the QBO Desktop App0:23
Software View0:32
Migrator Intro: Sales Tax1:25
Sales Tax1:29
What is Sales Tax?2:11
Sales Tax Setup2:17
Sales Tax Options for Customers2:16
Sales Tax Options for Products2:07
Record a Taxable Sale2:25
Record a Nontaxable Sale0:50
Sales Tax Adjustment0:55
Review and Pay Sales Tax2:38
Migrator Troubleshooting: Sales Tax4:14
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Training for all 5 certifications
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Practice exams and test prep
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