We've seen the push that Quickbooks has been doing - to encourage it's users to move from Quickbooks (the desktop version) to Quickbooks Online (QBO), but how easy is it? Very! And that's what this course will show you how to do. Follow expert instructor and author of Quickbooks Online: The Handbook, Lisa Newton in this specially created course, so that you too, can take your data from Quickbooks desktop (any version) and move it across and over onto Quickbooks Online.
We'll show you two methods.
Your tutor has been working with Quickbooks since 2003 and has been many changes during this time. Initially, QBO wasn't as user-friendly as the desktop, and there were several things that it couldn't do. As time and investment has gone by, it's quite clear that Intuit are taking their online software very seriously, and they're starting to stop the support for older versions of the desktop version. There is a push to get all of their users onto the online version of the software. Once upon a time, this was a complicated, long winded, time consuming and expensive process - not any more!
This course will show you how to jump from Quickbooks desktop to Quickbooks online. We take it step by step, and show you how to make sure that the data is correct, how to deal with recurring transactions, how to make sure that the opening balances match, and how to connect your bank to the software, how to connect your credit cards to the software, how to reconcile the accounts on the online system and to move forward.
We look at the benefits of the online version, and why you may want to move, and how automation in the online version can save you a lot of time. We take real life examples - and move the accounts over. There are massive benefits to going online. In our case studies example the bookkeeping (which used to take a couple of hours), now takes maybe 5-10 mins per week! (if that)! There is no longer a backlog, and the accounting information is virtually in real time.
This course is for bookkeepers and accountants who are thinking of helping their clients to switch over from the desktop to online. It's for business owners who would like to move their desktop to online, but don't want to spend hundreds of pounds getting someone else to do it, when they could easily do it themselves.
It's never been easier to make the switch. We will consider the pro's and cons of using both systems and we'll look at how you can do this for yourself. Remember, the desktop data doesn't get deleted, so if you really don't like the online version, you can always go back to the desktop - no problem. However, as someone who has switched over many businesses... I can virtually guarantee that once you see how easy, and automated your QBO system is, you'll wish you had have done it sooner.
As a bonus, we'll throw in an app or two, that's worth looking at, that can help you to automate your processes even further!
To your success!
Lisa
Course Tutor
