Quickbooks Online

If you're considering moving your accounting to the cloud, or want to compare QuickBooks Online to its desktop counterparts, this session is designed for you. QuickBooks expert David Ringstrom, CPA will take you through this eponymous accounting software from creating a company through entering just about every type of transaction. David will teach from the online version of QuickBooks. This presentation will not specifically cover techniques related to QuickBooks Desktop, although there are similarities between the desktop and online versions of QuickBooks. He will compare and contrast QuickBooks Desktop and Online features.

Topics Covered

• View current pricing for QuickBooks Online versions.
• Enhance QuickBooks Online with add-on services and apps.
• Streamline repetitive actions by using keyboard shortcuts.
• Attach supporting documentation to your accounting transactions.
• See what data can--and cannot--be imported from Excel.
• Adjust QuickBooks Online preferences to suit your needs.
• Stay up to date when accounting activities are due by way of email alerts.
• Customize forms and reports in QuickBooks Online.
• See how to convert from QuickBooks Desktop to QuickBooks Online.
• Go offline again by converting a QuickBooks Online company to a QuickBooks Desktop Edition.
• See how to customize the QuickBooks Online menus.
• Discover the pros and cons of QuickBooks Online versus the QuickBooks Desktop Versions.

Learning Objectives

• Identify the available functionality and current limitations of QuickBooks Online.
• Distinguish between Quickbooks online and its desktop counterparts.

Level
Basic

Instructional Method
Group: Internet-based

NASBA Field of Study
Specialized Knowledge and Applications (2 hours)

Program Prerequisites
None

Advance Preparation
None